Customer Marketing Specialist (Fintech)

TL;DR

Customer Marketing Specialist (Fintech): Building and running engagement programs to reduce churn, drive adoption, and convert trial users with an accent on retention marketing, customer advocacy, and product-led growth. Focus on executing lifecycle campaigns, developing customer case studies, and optimizing migration paths from legacy products to the core EPM platform.

Location: Remote (USA)

Salary: $59,000 – $74,000

Company

hirify.global is a global provider of reporting, analytics, and performance management solutions that empower finance and data teams to make intelligent decisions.

What you will do

• Build and execute lifecycle marketing programs for onboarding, adoption, and long-term engagement using behavioral signals.
• Develop and manage the customer advocacy pipeline, coordinating testimonials and peer review submissions.
• Execute migration marketing campaigns to guide customers from legacy products to the core EPM platform.
• Support PLG motions by building upgrade campaigns to convert freemium accounts into paying customers.
• Track and report on KPIs across retention, advocacy, and migration programs.

Requirements

• 3+ years of experience in customer, lifecycle, or retention marketing within a B2B SaaS environment.
• Proven experience in customer advocacy and case study development.
• Proficiency with Salesforce, Pardot, or equivalent CRM and marketing automation platforms.
• Strong writing skills for customer-facing content including emails and guides.
• Must be based in the USA.
• AI Fluency: Active use of AI tools for content production and campaign operations is a core expectation.

Nice to have

• Experience with CS platforms such as WalkMe or Totango.
• Background in finance technology, ERP, EPM, or FP&A categories.
• Bachelor's degree in Marketing, Business, or a related field.

Culture & Benefits

• Competitive annual salary with eligibility for bonuses in non-sales roles.
• Opportunity to work with a high-energy, high-performance global team.
• Commitment to equal employment opportunity and fair compensation practices.