About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,300 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at
About the role
As the Customer Marketing Manager, Expansion at Planful, you will be responsible for driving growth and retention among our existing customer base. You will lead initiatives aimed at expanding our customer relationships, increasing product adoption, and driving customer advocacy. This role offers an exciting opportunity to leverage your marketing expertise and customer-centric approach to maximize the lifetime value of our customers and contribute to the success of our company.
Requirements
- Proven experience (3+ years) in either customer marketing, demand generation or customer success roles in the SaaS industry, with a strong preference for fintech-specific experience.
- Strong understanding of marketing principles, customer lifecycle management, and customer segmentation strategies.
- Demonstrated ability to develop and execute customer marketing campaigns, including email marketing, in-product messaging, and personalized communications.
- Excellent communication and interpersonal skills, with the ability to build relationships and collaborate effectively with cross-functional teams.
- Data-driven mindset with the ability to analyze customer data, metrics, and trends to inform marketing strategies and initiatives.
- Experience with marketing automation platforms (e.g., Marketo), in-app messaging tools (e.g., Pendo), and customer relationship management (CRM) systems (e.g., Salesforce).
- Knowledge of fintech industry trends, competitive landscape, and regulatory requirements is a plus.
- Strong project management skills with the ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously.
- Self-starter with a proactive attitude and a passion for driving results in a fast-paced, dynamic environment.
Responsibilities
- Develop and execute customer marketing programs and campaigns aimed at driving expansion and upsell opportunities among our existing customer base.
- Collaborate with cross-functional teams including sales, customer success, product management, and marketing to develop targeted messaging, offers, and promotions for different customer segments.
- Develop enablement content, case studies, and testimonials to showcase the value of our products and services and drive customer advocacy.
- Implement automated email marketing campaigns, in-product messaging, and nurture programs to engage and educate customers throughout their lifecycle.
- Monitor and analyze key metrics and KPIs related to customer expansion and retention, and provide regular reports and insights to internal stakeholders.
- Work closely with the account management team to identify expansion opportunities, develop account plans, and coordinate marketing efforts to support account growth.
- Stay updated on industry trends, market dynamics, and competitive landscape, and incorporate insights into customer marketing strategies and initiatives.
- Build and maintain strong relationships with key customers, gather feedback, and advocate for customer needs within the organization.
Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we're so proud of, we've created a best-in-class culture, including:
- 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful, Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way.
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
Our base salary band for this role is $80,000-95,000 plus bonus. More details about our company benefits can be found here:
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