Customer Growth Marketing Associate Accounting Channel
San Jose, CA (Local Candidates Only)
Position Overview
We are seeking a Customer Growth Marketing Associate to support customer growth, cross-sell initiatives, and field event strategy within the Accounting Channel. This contract role is ideal for a highly organized, data-driven marketer who thrives in a fast-paced SaaS environment and is passionate about optimizing campaigns that deliver measurable business impact.
As a key contributor to our Financial Services marketing team, you will partner cross-functionally to activate customers, drive product adoption, and improve engagement across the customer lifecycle.
Key Responsibilities
Campaign Strategy & Execution
Develop and execute multi-channel marketing campaigns, with a strong focus on email marketing, to drive customer activation, adoption, engagement, and retention.
Cross-Sell Growth
Own and optimize campaigns designed to increase adoption of BILL Spend and Expense products.
Field Marketing & Events
Define and manage customer field event strategy, including audience targeting, event execution, and collaboration with Sales and Accountant Channel teams.
Cross-Functional Collaboration
Partner closely with creative, sales, product, and leadership teams to manage program logistics such as messaging, design, landing pages, and lead workflows.
Data, Analytics & Optimization
Track, analyze, and report campaign performance using Salesforce, Tableau, and marketing automation tools to improve lead quality and ROI.
Lead Management
Ensure accurate lead routing, attribution, and reporting across all channels.
Budget & Performance Metrics
Collaborate with leadership to establish campaign budgets, goals, ROI benchmarks, and optimization strategies.
Required Qualifications
3 5 years of experience in marketing campaign management, customer communications, and campaign optimization
1 2 years of field marketing experience or equivalent knowledge (preferred)
Proficiency in email marketing, marketing automation platforms, Salesforce, and Tableau
Strong attention to detail with exceptional organizational and project management skills
Excellent written and verbal communication skills
Collaborative, proactive mindset with the ability to manage multiple initiatives simultaneously
Must be within commuting distance of San Jose, CA headquarters
Why Join Our Finance Marketing Team?
In this role, you will:
Drive customer growth and engagement for a leading SaaS platform in the accounting space
Play a hands-on role in shaping cross-sell and customer lifecycle strategies
Collaborate with high-impact teams across marketing, sales, product, and leadership
Work in a data-driven environment where your insights directly influence performance and strategy
Make an Impact
Apply today to help drive customer growth, engagement, and product adoption across the Accountant Channel. Your work will directly support the success of customers and the continued growth of an innovative financial services platform.
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