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Overview:

A B2B FinTech brand is looking for a creative agency to conceptualize, strategize, and create content to build a cohesive social media presence online that amplifies brand awareness, showcases product value, and builds thought leadership across digital platforms - with LinkedIn & X (Twitter) as the primary channels and YouTube, Instagram, and Reddit as supporting ones.

Channel-Wise Focus:

• LinkedIn (Primary): Thought leadership, product storytelling, customer success, and brand credibility
• X (Primary): Quick insights, industry commentary, and event participation
• YouTube (Ad hoc + repurposed content): Educational explainers, interviews, and product or use-case videos
• Instagram (Ad hoc + repurposed content): Create snackable, story-driven video content — reels and quick clips highlighting products, people, and events in an engaging, B2B-friendly way
• Reddit (Ad hoc + repurposed content): Community engagement and niche discussions

Brief Requirements:

1. Discovery & Brand Immersion

• Understand the products, business model, target audience, and competitive landscape
• Conduct discussions with the marketing and product teams to gain insights into brand positioning, messaging, and key differentiators
• Audit existing content and social performance to identify strengths, gaps, and opportunities

2. Creative Strategy & Brainstorming‍

• Lead regular creative brainstorming sessions to develop new campaign ideas, storytelling angles, and content formats
• Translate product features and business outcomes into compelling B2B narratives tailored to platform audiences
• Define the brand’s social voice and tone - ensuring consistency across all platforms
• Recommend new content series or thematic initiatives that align with brand goals and seasonal or industry trends

3. Multi-Channel Strategy & Execution

• Develop and own the overall social media strategy including content pillars, posting cadence, and engagement plan
• Create a monthly content calendar - covering all channels with platform-specific adaptations.

4. Content Creation & Management

• Oversee and execute end-to-end content creation - from ideation to publishing
• Draft high-quality, highly sticky B2B copy for posts, carousels, and video scripts
• Explore all content formats and make regular suggestions to stakeholders
• Collaborate with design teams (internal or external) for visual and motion content
• Repurpose long-form content (blogs, whitepapers, webinars) into short, shareable social posts
• Ensure all content aligns with brand identity, tone, and key business narratives
• Should be able to have very quick turnaround on campaigns, creatives

5. Engagement & Community Building

• Monitor and respond to engagement (comments, mentions, DMs) to foster relationships
• Identify opportunities for organic participation in relevant industry conversations and trends
• Support leadership team in personal branding and thought leadership amplification

6. Analytics & Optimization

• Track and analyze performance metrics - reach, engagement, CTR, follower growth, conversions
• Provide monthly insights reports summarizing performance, learnings, and recommendations
• Continuously refine strategy and creativity based on analytics and content performance

7. Collaboration & Workflow

• Conduct bi-weekly check-ins for content planning, feedback, and strategic alignment
• Maintain a shared tracker/calendar for transparency on upcoming posts, campaigns, and deadlines
• Collaborate cross-functionally with marketing, product, and design teams to align narratives

Deliverables:

• Initial comprehensive B2B social strategy document (once, during onboarding)
• Monthly content calendar (12–16 LinkedIn posts + supporting cross-platform content) - video +static
• Monthly performance report with analytics and insights
• Quarterly strategy review to refresh focus areas and campaign directions
• Posting and scheduling is NOT part of the mandate

Agency Requirements:

• Proven experience in BFSI FinTech brands' social media strategy & execution
• Exposure to working with B2B brands
• Ability to deliver high-quality, insight-led content with quick turnaround

Required Team Composition:

• 2 dedicated Social Media Strategists
• 1 dedicated Designer