Customer Marketing Specialist

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $59k - $74k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• 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