Customer Marketing Specialist

insightsoftware

Customer Marketing Specialist building customer engagement and advocacy programs for finance tech solutions. Collaborating with teams to enhance customer lifecycle and retention.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $59,000 - $74,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer marketing and lifecycle marketing, with a strong focus on customer advocacy and migration marketing campaigns. Proficient in utilizing marketing automation and CRM platforms to track performance and drive product-led growth.

Highest-signal resume keywords

Customer Marketing ExperienceLifecycle Marketing ExpertiseMarketing Automation ProficiencyStrong Writing SkillsAnalytical Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lifecycle MarketingCustomer AdvocacyMigration MarketingProduct-Led GrowthCampaign Performance Tracking

Soft Skills

Strong Writing SkillsAnalytical Mindset

Tools & Technologies

SalesforcePardotWalkMeTotango

Certifications & Qualifications

Bachelor's Degree in MarketingBachelor's Degree in Business

Industry Keywords

B2B TechnologySaaSFinance TechnologyERPEPMFP&A

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health insurance
Bonuses
Professional development opportunities