Customer Marketing Specialist
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Job Description
Customer Marketing Specialist building customer engagement and advocacy programs for finance tech solutions. Collaborating with teams to enhance customer lifecycle and retention.
Responsibilities:
- Build and execute lifecycle marketing programmes across the customer base - targeting onboarding, adoption, and long-term engagement.
- Help drive customer advocacy: develop and manage the case study pipeline, coordinate testimonials and peer review submissions.
- Develop and execute migration marketing campaigns that guide customers from acquired or legacy products to the core EPM platform.
- Support the PLG motion for freemium-enabled products – working with PMM to build upgrade campaigns that convert product-qualified accounts into paying customers.
- Track and report on programme performance across retention, advocacy, migration, and PLG KPIs.
Requirements:
- Three or more years of experience in customer marketing, lifecycle marketing, or retention marketing in a B2B technology or SaaS environment.
- Demonstrated experience contributing meaningfully to customer advocacy programmes, including case study development.
- Familiarity with PLG motions, product-led conversion campaigns, and migration or transition marketing programmes is a strong advantage.
- Proficiency with marketing automation and CRM platforms (Salesforce, Pardot, or equivalent); experience with CS platforms (WalkMe, Totango, or similar) is advantageous.
- Strong writing skills with the ability to produce customer-facing content across formats - emails, guides, case studies, and campaign copy.
- Analytical mindset with experience reporting on programme performance and iterating based on results.
- Background in finance technology, ERP, EPM, FP&A, or adjacent categories strongly preferred.
- Bachelor's degree, preferably in Marketing, Business, or a related field.
Benefits:
- Health insurance
- Bonuses
- Professional development opportunities
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