Puzzle 🧩🚀

Onboarding Specialist

• Lead 1:1 onboarding calls with new customers to set up their Puzzle account and core workflows
• Guide customers through bookkeeping and accounting concepts relevant to startups and small businesses
• Support data migrations from other accounting platforms (e.g., QuickBooks, Xero), ensuring accuracy and a smooth transition
• Serve as a friendly, knowledgeable first point of contact via video, email, and chat
• Proactively identify gaps, risks, or opportunities during onboarding and recommend best practices
• Partner closely with Customer Success, Product, and Engineering teams to surface feedback and improve the onboarding experience
• Help refine onboarding playbooks, templates, and documentation as we scale
• Ensure customers complete onboarding feeling confident, informed, and excited to use Puzzle

Financial Planning and Analysis

• Build a Content Engine that Drives Growth
• Develop a content roadmap tied to the buyer journey across multiple audiences
• Create Multi-Format, High-Impact Content
• Help Define Brand Voice, Messaging, and ICPs
• Turn Insights Into Thought Leadership
• Cross-Functional Collaboration
• Measure, Learn, and Improve

Content Marketing Manager – Accounting & Finance

Performance Marketing

• Own Full Pipeline: Awareness → Revenue
• Build and own the demand strategy for the Accounting Channel.
• Drive measurable growth across MQLs, SQLs, meetings booked, opportunities created, and pipeline generated.
• Define ICPs, personas, and buying committees inside accounting firms and CAS practices.
• Map and optimize the full buyer journey- finding friction, acceleration points.
• Design & Launch High-Impact Campaigns.
• Develop and execute integrated programs across channels including but not limited to: email, lifecycle, virtual events, paid, content, field and industry events, and partnerships.
• Run seasonal motions tied to accounting behavior cycles.
• Build campaigns-in-a-box that can be reused across partners and sales motions.
• Partner Closely with Sales & Growth.
• Collaborate with Sales and Growth to build cohesive GTM plays.
• Create sales enablement: follow-ups, cadences, talk tracks, one-pagers, comparison sheets, objection handling.
• Accelerate deals with ABM-style plays and targeted mid-funnel programs.
• Content, Field & Proof Points.
• Develop case studies, proof points, testimonials, and ROI stories tailored to accounting firms.
• Support industry events, conferences, webinars, and regional field meetups.
• Create programs that turn partners and firms into advocates.
• Build lifecycle nurtures for trials, referrals, demo-no-shows, and churn-winback.
• Measure, Report, Optimize.
• Own funnel dashboards from first touch through revenue.
• Analyze attribution and ROI- prioritize what works, kill what doesn’t.
• Share insights proactively with GTM and leadership.

Onboarding Specialist

Content Marketing Manager – Accounting & Finance

Senior Manager, Demand Generation – Accounting Channel