B2B Growth, Marketing Ops, and AI Systems

I build acquisition, lifecycle, attribution, and automation systems for fintech and global B2B teams.

Daniel Liu | B2B Growth Marketing, Marketing Ops, and AI Automation visual

I COMBINE

growth strategy, marketing operations, and AI-driven workflows.

Daniel Liu | B2B Growth Marketing, Marketing Ops, and AI Automation visual 2

I HELP

B2B teams improve acquisition, activation, and operational efficiency. 

Daniel Liu | B2B Growth Marketing, Marketing Ops, and AI Automation visual 3

I BUILD

scalable marketing tech stacks for fintech and B2B companies.

Daniel Liu portrait

Image by HRBP

About Me

I’m Daniel Liu. a marketer who wandered too close to operations and campaigns, discovered AI automation along the way, and decided to stay. 

My background spans B2B and fintech across NA, EU, and ​SEA, where I learned a simple truth: growth only scales when the systems and processes behind it stop catching fire. So I built a career fixing the broken parts: routing logic, lifecycle flows, onboarding friction, attribution models, data cleanup... the glamorous stuff. 

Now I combine growth strategy, marketing operations, and AI workflows to help teams move faster with less chaos. Think of me as the person who makes your funnel work the way you always assumed it already did.

Core Skills

The operating systems I build across growth, ops, and AI

These are the six workstreams I get pulled into most often when a team needs strategic judgment, cleaner execution, and someone willing to own the messy middle between marketing and operations.

Growth marketing icon

Growth Marketing

Pipeline programs, experiment loops, and GTM planning built around funnel economics instead of isolated campaigns.

See Workstream
User acquisition icon

User Acquisition

Paid, organic, partner, and outbound motions designed with cleaner targeting, measurement, and sales handoff logic.

See Workstream
Lifecycle and CRM icon

Lifecycle & CRM

Onboarding, nurture, and reactivation flows that lift activation without adding more manual follow-up to the team.

See Workstream
SEO and content icon

SEO, GEO & Content

Content systems built for search, AI visibility, and category education across multi-region B2B funnels.

See Workstream
Marketing operations icon

Marketing Ops

Routing, attribution, reporting, website governance, and CRM hygiene that make execution steadier and easier to scale.

See Workstream
Partnership and affiliate icon

Partnerships & Affiliate

Partner programs and shared-pipeline motions that extend reach, create leverage, and avoid channel chaos.

See Workstream

AI-Driven Systems

AI used where it creates real operational leverage

I use AI where it removes drag from execution: qualification, reporting, content workflows, onboarding, and compliance-heavy review loops. The goal is not flashy tooling. It is faster judgment, cleaner handoffs, and less repetitive work for the team.

Lead vetting and routing across NA, EU, and SEA
CRM workflow automation in HubSpot, Salesforce, and Pipedrive
AI reporting assistants for recurring performance reads
Fintech onboarding and KYC / KYB support workflows
SEO, GEO, and content production systems
Policy and compliance pre-checks for creative and landing pages

Hands-on Builds

Workflow demos that show how I think

These are not just concept decks. They are small working systems I built to pressure-test ideas around creative ops, hiring workflows, compliance, reporting, and knowledge mining.

What Managers and Teammates Say

Role Snapshot

Three Hiring Lanes, One Operator

If you are trying to place me against an opening quickly, these are the three clearest ways to read the same background. The work stays consistent. The emphasis changes depending on whether the team needs growth leadership, operational rigor, or AI-enabled GTM execution.

Growth Lead

For pipeline, expansion, and cross-functional GTM ownership

Resume read: enterprise ABM, international launches, lifecycle growth, sales partnership, and hands-on program execution.

Hiring-manager signal: I can own the growth plan, coordinate the motion, and still get into the systems when execution depends on it.

Marketing Ops

For lifecycle, automation, CRM logic, and governed execution

Resume read: workflow architecture, routing logic, attribution hygiene, website governance, and the day-to-day systems that keep revenue teams reliable.

Hiring-manager signal: I am strongest when the mandate is to reduce chaos, harden the operating model, and make execution scale across regions and tools.

AI-enabled GTM

For teams using AI to improve speed, judgment, and throughput

Resume read: AI-assisted lead vetting, workflow automation, AI SEO experimentation, and system design that keeps new tooling useful instead of chaotic.

Hiring-manager signal: I use AI where it creates leverage in execution and decision-making, but I still design the process, governance, and fallback logic around it.

Selected Work

Selected Work by Hiring Lens

Five examples, tagged by the hiring lane they support most clearly: Growth Lead, Marketing Ops, or AI-enabled GTM.

Enterprise ABM and business development infrastructure

Growth Lead

Enterprise ABM and BD Infrastructure

Built the targeting and operating structure behind cross-functional ABM and BD execution for long-cycle banking, aggregator, and channel motions.

Signal: a repeatable enterprise motion instead of one-off campaigns.

See Case Study
Marketing automation engine and workflow operations

Marketing Ops

Automation Engine Across 70+ Workflows

Built routing, qualification, and lead operations workflows across Salesforce, HubSpot, Pipedrive, and internal systems.

Signal: less manual work and more consistent global execution.

See Case Study
Governed Webflow growth platform and web operations

Marketing Ops

Webflow as a Governed Growth Platform

Built the modular system behind launches, publishing governance, SEO, and lifecycle-ready website operations.

Signal: faster publishing without losing structure or control.

See Case Study
Multi-region account-based marketing and sales alignment

Growth Lead

Multi-Region ABM for High-Value Accounts

Ran targeted ABM programs for enterprise accounts across regions using HubSpot, Salesforce, and 6sense.

Signal: stronger decision-maker engagement and tighter sales alignment.

See Case Study

How I Work

Cross-Functional Empathy

I approach marketing problems from multiple perspectives—customers, partners, sales, product, and operations. This allows me to design solutions that align goals across teams, reduce friction, and move projects forward through collaboration rather than escalation.

Thriving in Ambiguity

I’m drawn to complex, undefined problems—new markets, unfinished systems, or workflows that don’t yet exist. I prefer building structure where none exists, rather than maintaining systems that are already stable.

Hands-On Leadership

Even in senior roles, I stay close to execution. I design systems, review workflows, and understand the tools deeply enough to make informed decisions. This keeps strategy grounded in reality and builds trust with both technical and non-technical teams.

Hiring Managers

Hiring for growth, marketing ops, lifecycle, or AI-enabled GTM work? Tell me about the team, the role, and the operating problems you need solved.

Let’s Talk About the Role

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