Customer Marketing Associate

1–3 years of experience in marketing, lifecycle marketing, or a similar role (SaaS experience a plus) Excellent written and verbal communication skills Experience with marketing automation tool Salesforce Experience running reports and building dashboards in Salesforce Ability to manage multiple priorities, meet deadlines, and operate in a fast‑paced environment Strong understanding of the customer journey and commitment to exceptional customer experience Highly organized with strong attention to detail Strategic thinker with a bias for action and business impact Collaborative team player who can also work independently Highly proficient in Excel and Powerpoint Experience building out campaigns/blogs/multi-channel outlines Project management skills from ideation through execution Creative problem‑solver with customer‑centric insights Knowledge of financial/investor relations industry is a plus

Execute customer marketing strategy to deepen product adoption and strengthen loyalty Collaborate with product marketing, growth marketing, and marketing operations on expansion‑focused campaigns Track campaign performance, adoption trends, and customer sentiment Maintain a customer communications calendar with segmented campaigns Support Account Management by identifying expansion opportunities Create compelling customer-facing content Coordinate and support Customer Advisory Board (CAB) initiatives Execute personalized gifting and community building events Partner with AM teams and product marketing on customer engagement and review initiatives Help develop customer recognition and awards programs Champion the customer experience through advocacy, communication strategies, and loyalty efforts Conduct customer research to report on key marketing KPIs and identify at-risk or expansion accounts