Customer Marketing Specialist

USA (On-site)

$59K/yr – $74K/yrMid Level3+ years expFull time

Posted 2 weeks ago

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Job Summary

Own lifecycle and advocacy marketing for a B2B SaaS base, plus migration and product-led upgrade work that ties retention, case studies, and cross-team conversions to measurable outcomes.

  • Lifecycle Strategy: Build onboarding, activation, and long-term engagement using behavioural signals and CS data.
  • Advocacy & References: Drive case studies, testimonials, and reference-ready customers to support marketing and sales motions.
  • Migration & PLG: Lead campaigns moving customers to the core platform and upgrade freemium users to paying plans.

Job Description

Responsibilities

  • Build and execute lifecycle marketing programmes across the customer base - targeting onboarding, adoption, and long-term engagement - using behavioural signals and CS data to trigger relevant communications at the right time.
  • Help drive customer advocacy: develop and manage the case study pipeline, coordinate testimonials and peer review submissions, and help build a pool of referenceable customers that supports both marketing and sales motions.
  • Develop and execute migration marketing campaigns that guide customers from acquired or legacy products to the core EPM platform, partnering with Product and Customer Success to reduce friction and improve conversion.
  • 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.
  • 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.
  • Bachelor’s degree, preferably in Marketing, Business, or a related field.

Preferred

  • Familiarity with PLG motions, product-led conversion campaigns, and migration or transition marketing programmes.
  • Background in finance technology, ERP, EPM, FP&A, or adjacent categories strongly preferred.
  • Experience with CS platforms (WalkMe, Totango, or similar) is advantageous.
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insightsoftware

insightsoftware is a global provider of Connected Solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

Founded in 2002
Raleigh, North Carolina, USA
2.3K employees (119 in marketing)

Traffic Signals

Monthly Visitors
255K
Monthly Google Ads Budget
$608.3K
Traffic Source Mix
Search
54.4%
Direct
33.9%
Referral
7.5%
Social
2.6%
Paid
1.4%

Headcount Trend

Current headcount: ~2.3K

Marketing Team

Marketing Team Size
103 (5% of company)
Median Career Experience
11 years
Median Tenure
3.8 years
Marketing Roles Posted (Last 30 Days)
7

Funding

Total Funding
$1B
Last Raise
$1B
Private Equity, 5 years ago

Funding History

  • Jul 2021
    Private Equity • $1B
  • Aug 2019
    Private Equity

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