Key Facts

Remote From:

United States

Category: Marketing Manager

Full time

Senior (5-10 years)

English

Hard Skills

Customer Marketing Customer Engagement Campaign Management KPI Management Software As A Service (SaaS) Microsoft Dynamics CRM Salesforce Event Scheduling Cross-Selling Upselling

Other Skills

•
Communication
•
Collaboration
•
Relationship Building

Roles & Responsibilities

Bachelor’s degree in marketing, Business, or a related field
7-10 years of experience in customer marketing, preferably within the SaaS, fintech, mortgage technology, or financial services companies
Proven track record of developing successful marketing strategies and campaigns
Strong understanding of customer engagement principles and best practices

Requirements:

Develop and implement a comprehensive customer communication strategy to enhance engagement and retention
Collaborate with the sales team to identify opportunities for cross-selling and up-selling within our existing customer base
Conduct market research to identify industry trends, customer needs, and competitive landscape
Plan and execute customer and partner events, including webinars, workshops and conferences to foster collaboration and feedback

FirstClose

Financial Services

About FirstClose

FirstClose™ is a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide. The company’s solutions dramatically reduce the time to close home equity loans and HELOCs. Its technology covers everything from application to close, including the ability to order required settlement services on ONE easy-to-navigate platform taking friction, cost and risk out of the process. Lenders using the FirstClose ONE solution have experienced a 35% increase in online applications, a 25% increase in pull through, and a 77% reduction in time to close from application to funding. FirstClose ONE is integrated with ICE, MeridianLink. and other industry-leading LOS companies.

Company type: SME

Industry: Financial Services

Founded: 2018

Company size: 51 - 200

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Job description

Customer Marketing Manager

Location: Remote

Reports to: Head of Demand Generation

Company: FirstClose, Inc.

About FirstClose

FirstClose is a leading fintech provider of data and workflow solutions purpose-built for home equity and mortgage lenders. Founded in 2000 and headquartered in Austin, Texas, FirstClose helps banks, credit unions, and lenders accelerate HELOC and home equity loan originations while reducing cost, risk, and time to close. The company’s end-to-end digital platform integrates borrower-facing point-of-sale, property data, decisioning, and settlement services into a single streamlined experience. We are seeking a dynamic and experienced Customer Marketing Manager to join our team and drive customer engagement and growth.

The Role

The Customer Marketing Manager will be responsible for developing and executing marketing strategies aimed at retaining and engaging existing customers, enhancing their lifetime value and driving revenue growth.

Key Responsibilities

Customer Communication:
- Develop and implement a comprehensive customer communication strategy to enhance engagement and retention.
- Partner with product management to communicate the product roadmap to customers, ensuring they understand upcoming features and enhancements.
- Manage customer segmentation and targeting strategies to deliver personalized marketing messages.
Cross-Sell and Up-Sell Initiatives:
- Collaborate with the sales team to identify opportunities for cross-selling and up-selling within our existing customer base
- Own the planning and execution of targeted marketing campaigns that promote additional services and features of our software platform in order to drive influenced revenue.
Market Analysis:
- Conduct market research to identify industry trends, customer needs, and competitive landscape.
- Work with the sales and product teams to highlight white space opportunities and create tailored marketing strategies.

Event Planning:
- Plan and execute customer and partner events, including webinars, workshops and conferences to foster collaboration and feedback
- Manage the Customer Advisory Board, facilitating meetings and gathering insights to inform product development and marketing strategies.
Performance Metrics –
- Work cross-collaboratively to develop the customer lifecycle.
- Establish KPIs to measure the effectiveness of customer marketing initiatives and report on performance to senior management
- Continuously analyze and optimize marketing strategies based on data-driven insights.
Collaboration:
- Work cross-functionally with sales, product, and customer success teams to ensure alignment on customer marketing goals and initiatives.
Build strong relationships with key stakeholders, both internally and externally.

Qualifications

Bachelor’s degree in marketing, Business, or a related field
7-10 years of experience in customer marketing, preferably within the SaaS, fintech, mortgage technology, or financial services companies.
Proven track record of developing successful marketing strategies and campaigns.
Strong understanding of customer engagement principles and best practices.
Excellent communication and writing skills, with an ability to convey complex information clearly.
Proficiency in marketing automation tools and customer relationship management (CRM) software. (Salesforce)
Strong analytical skills with a data-driven approach to decision-making.
Ability to work independently and collaboratively in a fast-paced environment.