Product Marketing Director (San Francisco Bay Area or Remote)

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Posted 9 days ago United States Salary undisclosed
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Job Description

About is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflow. The company partners with several of the largest U.S. financial institutions, the majority of the top 100 U.S. accounting firms, and popular accounting software providers. has offices in San Jose, California and Houston, Texas. is looking for a Product Marketing Director to help us continue driving the growth of our largest revenue generating Accountant segment as well as our newest Wealth Management segment. Our company size is our biggest asset: despite our recent IPO, we still operate as a nimble startup with limitless opportunities still ahead. This is a unique opportunity for someone who thrives on turning today's idea into tomorrow's execution and seeing an immediate impact. The ideal candidate will bring an uncompromising customer focus, a passion for products, a data-driven and business-focused mindset, and the ability to think creatively. product marketers are cross functional leaders with a deep understanding of both the product and the customer. This product marketer will be tasked with developing strategies and programs to drive growth by collaborating across marketing, product management, sales, and customer success teams. You will be the voice of the customer to uncover key customer insights that will guide our product and marketing priorities. You will partner closely with our product management teams to influence which product features to build as well as our digital acquisition teams to power campaigns with the right message, to the right customer, at the right time. Professional Experience/Background to be successful in this role:10- 12 years experience in a product marketing, product management, management consultant or business operations role for a B2B SaaS companyIdeal candidate has experience in either the Accountant and/or Wealth management space. FinTech a strong plusExperience with successfully launching new products/features from conception/ideation to executionExperience developing strategic plans, such as marketing plans, launch plans, or campaign plansComfortable in a fast-paced, start-up environment with an ability to stretch from strategic thinking to the details of execution A track record of strong cross-functional team leadership and collaboration and an ability to influence without authority, including senior managementAnalytical mindset - experience interpreting and summarizing data and gleaning actionable insightsExcellent written and oral communication skillsMBA preferred, but not requiredCompetencies (Attributes needed to be successful in this role):Strategic Thinker and Executor: Ability to think strategically about how we can tackle our biggest customer challenges and develop a well-thought out plan. Then have the capability to put on their execution hat to drive and deliver on the stated goals/objectives.Product Expert: Intimately know the product, understand the user workflows and how it works with the rest of the financial tech stack. Partner with product teams to influence the product roadmap and recommend new features to build. Launch and monetize new features to the installed base as well as to prospects by developing the messaging and core upsell programs, and by partnering with the Sales and Support teams. Customer Expert and Champion: Be the voice of the customer. Know the customer needs, buyer journey, language, and overall mindset of the Accountant and Wealth Management segments and turn those insights into messages and programs that resonate. Champion the customer needs across the company, such as with the Product Team for key features needed or with Support for training or support needs. Excellent manager / coach: ability to mentor and/or manage more junior members on the cross-functional team to help them develop their careers and achieve their business objectives. Be a go-to person for adviceSales Enabler: Work closely with the sales team to deliver sales plays and tools to close new business, especially for our larger customers. Continue to evolve the process to address objections, competition, new capabilities and market shifts.Data Driven:Have a data-driven mindset to measure, assess and recommend where to prioritize and focus on. Deeply understand the business metrics (e.g., funnel metrics, test results, sales process insights) and conduct customer research to uncover new insights.Competitive Guru: Stay on top of the competition in this market segment. Develop competitive overviews and keep the product and sales teams informed about changes in the competitive landscape. Be a champion for new features that are important to stay ahead of competition.Expected Outcomes in 12 months:- Deliver consistent wins in driving initiatives that have significant revenue and unit growth in the Accountant and Wealth Management business. - Successfully lead 1 - 2 'big rock' cross-functional initiatives with material impact to the business.- Beat or meet the lead generation goals attributable to product marketing through data, testing, and insights- Cement a reputation as the customer expert for the Accountant and Wealth Management segments- Keep the sales narrative and tools current in response to market trends- Develop new competitive overviews in response to market trends- Manage, coach, and develop a small team of product is committed to a policy of equal employment opportunity. We recruit, employ, train, compensate, and promote without regard to race, color, age, sex, ancestry, marital status, religion, national origin, disability, sexual orientation, veteran status, present or past history of mental disability, genetic information or any other classification protected by state or federal Culture:• Humble - No ego• Fun - Celebrate the moments• Authentic - We are who we are• Passionate - Love what you do • Dedicated - To each other and the customerOur Applicant Privacy Notice describes how treats the personal information it receives from applicants.