Buildout

Marketing

• You will develop a marketing vision and strategy for the company.
• You will lead the strategic and tactical execution of marketing with your department of 4+ direct reports, using marketing tactics to support customer/prospect interactions, including online/offline communities, events, digital ads, email campaigns, and more.
• You will develop and lead the Marketing team, building increased competency across AI activities, web and SEO/GEO, paid media, email and marketing automation, and other direct marketing activities.
• You will partner with Sales, Product, Customer Success, and other functional leaders to determine the best model for implementing account-based marketing, retention marketing, customer reference programs, and other revenue generating activities.
• You will manage internal marketing resources, external vendors and budget to accomplish goals.
• You will educate our Sales team on the role of demand generation within existing customer base and new client acquisition and evangelize the strategic capacity of marketing across Buildout.
• You will generate regular reporting for all major metrics used internally for the marketing team, senior leadership, and investor reporting.
• In alignment with our marketing and sales strategy, you will guide the creation and execution of compelling marketing campaigns.
• You will work to optimize existing campaigns by monitoring performance reports and KPIs.
• You will experiment with and use all channels at your disposal - including email, paid digital, social, in person events, and more.
• You will standardize creation and execution processes to drive efficiency, repeatability, and overall effectiveness of all demand generation approaches across the organization.
• You will assume responsibility for highly repeatable demand generation-related tasks (e.g, data analysis).
• You will partner with Sales, Product, and Customer Success leaders to create internal and external facing sales tools for the customer audience.
• You will analyze industry trends, market conditions and competitors’ marketing tactics to continuously improve demand generation strategy.
• You will hit all monthly and quarterly targets for lead generation.
• You will work closely with Product and Sales teams in support of our go-to-market strategy, to segment target audiences that fit our ideal customer profile.
• You will establish budgets and quantitative goals for top-of-funnel lead generation activities that support revenue growth.
• You will partner with Sales to identify cross-sell and up-sell opportunities within the customer base.
• You will implement best practices in database management to increase data integrity and market reach; support marketing database strategy and data requests (e.g. segmentation, list pulls).
• You will monitor KPIs and other data to ensure all marketing dollars are spent wisely in pursuit of revenue generation.
• You will be AI-first in your campaigns, leveraging next generation strategies to increase capacity of execution.
• Working with Revenue operations, you will hone the Marketing Operations function to instrument and monitor the key metrics and KPIs for marketing sourced and marketing influenced leads.
• You will measure the impact of marketing activities on customer growth, retention and financial outcomes, and communicate these impacts within the organization.
• You will coordinate a fluid and engaging brand experience across all marketing campaigns.

Vice President, Marketing

Customer Success Manager

• Get on the phone with customers regularly to provide hands-on training, answer questions, and enable them to integrate the product seamlessly into their day-to-day work
• Leverage our CS platform, Planhat, to follow automated playbooks and engage customers based on activity (e.g., usage data, customer sentiment) to drive adoption
• Collaborate closely with Support, Account Management, and Implementation teams to ensure seamless hand-offs and a unified customer communication experience
• Lead small-group and one-on-one training sessions tailored to the specific needs of individual brokers to accelerate their time-to-value
• Support the creation and distribution of proactive, educational content (e.g., training videos, webinars)
• Capture customer feedback, product needs, and feature requests to share with the Product team, acting as the voice of the broker
• Ensure customers are aware of and successfully utilizing all relevant features within our flagship products
• Perform against retention and lead generation KPIs
• Identify opportunities for account expansion, cross-sell, or new product interest during customer interactions and seamlessly hand those off to the Account Management team
• Practice excellent data hygiene, so we can effectively report on key metrics related to your customer segment

Billing Specialist

• Become an expert in our billing system, Sage Intacct, to create and send invoices to our customers, ensuring accuracy in the details
• Be maniacal about managing all overdue AR and working on payment plans until you reconcile all payments on a customer’s account
• Translate customer contracts and Salesforce data into accurate invoices for each customer, setting up billing schedules
• Serve as the main point of contact for our customers, responding to billing support tickets addressing customer concerns via phone and email
• Be welcomed into the innovative and collaborative Buildout team. Get to know your teammates and work in sync to deliver our number 1 mission: a world-class, end-to-end customer experience
• Make mistakes, improve for the next time, and develop enviably thick-skin from these experiences to propel you through the rest of your career, at Buildout and beyond
• Take the work, but not yourself, seriously

Billing Associate

Implementation Specialist

• Proactively guide customers through their Buildout onboarding process, from project kick-off to successful graduation, ensuring a smooth transition between steps
• Define project scope, goals and deliverables to ensure alignment with your customer and manage an efficient and timely setup
• Establish ongoing communication with customers during their onboarding to train them how to utilize the product, and have technical discussions on how we can implement their business workflows or data into Buildout
• Monitor customers’ progress during their setup to ensure their project stays on track and get creative with ways to course correct as needed
• Work closely with internal teams including Sales, Account Management, and Visual Design teams to set the right expectations, resolve issues, and ensure customers are happy with their account configuration
• Support the sale of customization by identifying when the customer has needs that require work from our customization schedule and pull in the sales rep to support with pricing and contracting
• Work alongside our Product team to give feedback directly from the customers about the product and to QA new features
• Be the “voice of the customer”, contribute to enhancing our product training, and be willing to pivot and try new processes when something isn’t working
• Become proficient in the ins-and-outs of all supported products to deliver a holistic end-to-end customer experience that keeps them raving about Buildout and coming back for more

Vice President, Marketing

Customer Success Manager

Billing Associate

Implementation Manager