Responsibilities

• Develop and execute a comprehensive install base marketing strategy that drives measurable cross-sell, upsell, and expansion revenue across all WM Synergy business units and solution areas.
• Build and maintain a detailed segmentation model of the 1,800+ customer base by ERP platform, industry vertical, current product footprint, whitespace opportunity, contract lifecycle, and engagement health.
• Define target account tiers and build tailored marketing motions for each segment, from high-touch ABM for strategic accounts to scalable digital nurture for the long tail.
• Leverage AI-powered marketing tools to automate outreach, personalize content at scale, and surface actionable insights from customer engagement data.
• Design and run multi-channel campaigns (email, webinar, digital, direct mail, events, customer advisory boards) that educate existing customers on the full WM Synergy portfolio, including ERP optimization, hosting, managed services, InsightsAI, integration solutions, and migration pathways.
• Create compelling customer-facing content: solution briefs, case studies, ROI calculators, comparison guides, and thought leadership tailored to manufacturing and distribution audiences.
• Coordinate with BU leaders to develop solution-specific messaging and go-to-market plays for their install base segments.
• Apply AI-assisted content creation and campaign optimization to improve speed-to-market and campaign effectiveness.
• Plan, promote, and manage WM Synergy’s portfolio of user events throughout the year, including regional user group meetings, annual user conferences, product-specific webinar series, and customer advisory board sessions.
• Own the full event lifecycle from agenda development and speaker coordination to promotion, registration, onsite or virtual execution, and post-event follow-up that converts attendance into pipeline.

Requirements

• Bachelor’s degree in Marketing, Business, Communications, or a related field.
• 8+ years of progressive experience in B2B marketing, customer marketing, or account-based marketing, with at least 3 years in a leadership or director-level role.
• Proven track record of driving measurable revenue growth from an existing customer or install base. Must be able to point to specific programs built and the pipeline or revenue they produced.
• Experience planning and executing customer events, user conferences, or user group programs at scale.
• Demonstrated use of AI-powered marketing tools to improve campaign performance, personalization, or operational efficiency.
• Experience in ERP, enterprise software, or manufacturing technology markets preferred. Familiarity with Infor (Visual, CSI/SyteLine) or Acumatica is a strong plus.
• Background in customer success, account management, or consultative sales is a plus.
• MBA or advanced degree preferred.
• Ability to work remotely with up to 25% travel required within the US for customer events, user group meetings, and industry conferences, or as management directs.
• Ability to manage multiple programs simultaneously in a fast-paced environment.

Preferred

• Experience in ERP platforms, manufacturing technology markets preferred. Familiarity with Infor (Visual, CSI/SyteLine) or Acumatica is a strong plus.

Benefits

• Comprehensive benefits package including health, dental, vision, 401(k), and flexible PTO.