Director, Customer & Field Marketing at Patra Corporation | USA

Patra Corporation

Director, Customer & Field Marketing

USA (Remote)

Salary Not AvailableDirector/Executive8+ years expFull time

Posted 3 months ago

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Job Summary

Drive and own strategic customer marketing and ABM programs to grow expansion and renewals for Patra’s installed base.

Own and execute customer marketing and ABM programs that drive adoption, expansion, and renewal signals.
Must-have: 8–12+ years in B2B marketing with ABM/field marketing in tech-enabled services or SaaS.
Standout: Own strategy, budget, and ROI for trade shows, events, and field activations.

Job Description

Responsibilities

Develop and own a strategy that deepens engagement, reinforces Patra’s value, and uncovers expansion opportunities across the installed base.
Define customer and account segments by expansion potential, service mix, and relationship maturity.
Partner with CX and CS to surface and act on customer health signals, including renewal risk and expansion propensity.
Create scalable content and assets that communicate impact and enable CX/CS to drive adoption and expansion.
Build and operationalize programs focused on additional service attachment and capability expansion.
Define priority cross‑sell paths, outcome‑oriented messaging, and executive proof points.
Lead account‑based and pursuit‑based marketing across top accounts with personalized engagement and measurable outcomes.
Own strategy, budget, and performance for trade shows, customer events, and field activations; set selection criteria and ROI measurement.
Direct external managed marketing services and field partners; set briefs, success metrics, and quality standards.
Build automated engagement journeys tied to account signals across email, events, and digital channels.

Requirements

8–12+ years of experience in B2B marketing, with a focus on customer marketing, field marketing, or account-based marketing in tech-enabled services, SaaS, or professional services environments.
Minimum of a bachelor’s degree in marketing or a similar field.
Demonstrated experience owning event programs and field marketing strategies with measurable outcomes.
Proven ability to build and activate ABM programs in coordination with sales and customer success teams.
Experience building impact through external partners and managed services ecosystems, not large internal teams.

Preferred

Insurance/Financial Services experience and regulatory awareness (where relevant).
Strong analytical skills, CRM and marketing automation proficiency, and experience with multi‑touch attribution models.

Patra Corporation

3.7 Glassdoor

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra's global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.Patra AI delivers a suite of advanced AI-powered solutions to automate complex insurance processes, enhance accuracy, and free your team to focus on growth. Experience the power of intelligent automation designed specifically for insurance distributors.

Founded in 2005

El Dorado Hills, California, USA

4.2K employees

www.patracorp.com

68% recommend to a friend

86% CEO approval