Sr. Manager, Customer Marketing

Accountabilities

• • Own and develop the customer marketing strategy, establishing goals, programs, processes, and measurement frameworks for a scalable function.
  • Build strong relationships with flagship customers and develop co-marketing initiatives such as case studies, joint webinars, co-presentations, and joint PR opportunities.
  • Create a consistent customer proof and thought leadership engine that provides Sales and Marketing with compelling evidence of customer outcomes, particularly as the business expands into new verticals.
  • Manage the customer marketing budget, external vendors, and program reporting, including measurement of pipeline influence and overall business impact.
  • Design and launch customer advocacy initiatives, including incentive programs, referral programs, review campaigns, and customer communities.
  • Establish and manage a Customer Advisory Board and user-group programs that deepen relationships with highly engaged customers.
  • Develop recognition and rewards programs that encourage satisfied customers to become active public advocates.
  • Build a formal customer reference program, managing intake, approvals, scheduling, usage, and ongoing relationship health.
  • Partner with Sales to provide a reliable, current pool of customer references and establish clear processes and SLAs so references are available when needed.
  • Collaborate with Customer Success on onboarding, adoption, renewal, and lifecycle communications that maintain engagement throughout the customer journey.
  • Develop upsell and cross-sell campaigns and playbooks, including customer events and thought leadership initiatives designed to support account expansion.
  • Create QBR materials and account-level nurture programs that help convert retained customer relationships into expansion opportunities.
  • Establish scalable processes for securing logo rights and customer marketing participation during onboarding and new customer contracting.
  • Build effective handoffs between Sales, Customer Success, and Customer Marketing so customers understand engagement opportunities from the beginning of their relationship.

  Requirements

  • 5+ years of experience building or scaling customer marketing functions within a high-growth B2B software or SaaS environment, ideally at an early-stage company.
  • Demonstrated ability to originate customer marketing strategies and programs rather than simply execute established playbooks.
  • Strong knowledge of modern customer marketing practices, including customer reference programs, advocacy, review platforms such as G2, customer communities, case studies, and thought leadership.
  • Experience developing customer stories and content that resonate with senior stakeholders, particularly within enterprise or financial services accounts.
  • Exceptional written and verbal communication skills, with the ability to create compelling narratives and build trusted relationships with customers and internal stakeholders.
  • Proven ability to influence cross-functional teams, including Sales, Customer Success, Marketing, and Legal, and drive adoption of new programs and processes without relying solely on formal authority.
  • Strong strategic thinking combined with a hands-on, execution-oriented approach and the ability to build programs from the ground up.
  • Excellent project management and organizational skills, with the ability to manage multiple initiatives, stakeholders, and priorities simultaneously.
  • Strong understanding of customer advocacy, lifecycle engagement, references, reviews, and how customer proof can influence pipeline and expansion.
  • Comfort working in a fast-moving, high-growth environment where priorities can evolve quickly and individuals are expected to exercise strong judgment and ownership.
  • Experience with AI-enabled approaches to customer marketing, content creation, case study development, or reference management is valuable.
  • Experience working at a Series A–C company or similarly fast-paced organization is a plus.
  • Experience in financial services or wealth management is preferred.

  Benefits

  • Compensation range of $140,000–$180,000.
  • ISO equity options.
  • Uncapped paid vacation.
  • $0 medical insurance premium for the whole family.
  • $500 workspace setup stipend.
  • Dental, vision, and indemnity coverage.
  • HSA, FSA, and Dependent Care FSA options.
  • Company-paid life insurance.
  • Tax-free commuter savings.
  • 401(k) plan available.
  • Fully remote work environment.
  • Opportunity to build and own a customer marketing function from the ground up.
  • High degree of autonomy and visibility across Sales, Customer Success, Marketing, and leadership.
  • Opportunity to directly influence customer advocacy, pipeline generation, retention, and expansion.