Customer Growth Marketing Associate - Accounting Channel San Jose, CA

Customer Growth Marketing Associate - Accounting Channel San Jose, CA

Experience level:
Mid-senior
Experience required: 3 Years
Education level:
Bachelor’s degree
Job function:
Marketing
Industry: Financial Services
Pay rate:
View hourly payrate
Total position: 1
Relocation assistance:
No
Visa sponsorship eligibility:
No
Only local candidates can apply for this role.

Our Customer Marketing, Accountant Channel team is looking to add a Customer Growth Marketing Associate (Contractor) who is highly organized and eager to manage customer growth campaigns, cross-sell, and field event strategy. Do you have a very keen eye for detail, a passion for optimization, and an analytical mindset to drive data-driven change? Are you ready to make a meaningful impact on the growth of an already successful SaaS business?

• 3-5 years of experience in managing, executing and optimizing marketing campaigns and customer communications.
• Experience with email campaigns, promotions, and operational support.
• 1‑2 years of field marketing experience or equivalent knowledge (preferred)
• Bachelor’s degree or equivalent experience.
• Analytical and quantitative skills; bias towards data-based decision making.
• Strong project management, organizational, and time-management skills.
• Willingness to assist others on different projects and campaign needs.
• Excellent and proactive communication to raise up key learnings and ideas on how to improve programs or processes.
• Experience working cross-functionally between creative, sales, product and leadership teams.
• Detail oriented and highly organized
• Commuting distance to our San Jose, CA headquarters.

• Develop and deploy a variety of multi-channel campaigns, (must have email marketing experience) and targeted programs to drive customer activation, adoption, engagement, and retention.
• Own cross-sell campaigns to increase adoption of BILL Spend and Expense
• Define customer field event strategy, identify key audiences, create innovative activations, and oversee coordination and execution with Sales and the Accountant Channel events team.
• Collaborate cross-functionally to manage program logistics, including copy, design, lead flows, website landing pages, and lead routing.
• Track and report on program performance, analyzing data to optimize campaigns and improve lead quality using tools like Salesforce, Tableau, and marketing automation systems.
• Manage lead flow for all program channels, ensuring accurate routing and campaign attribution.
• Partner with manager to set budgets, goals, ROI metrics, and key strategies.

• 3-5 years of experience in managing, executing and optimizing marketing campaigns and customer communications.
• Experience with email campaigns, promotions, and operational support.
• 1‑2 years of field marketing experience or equivalent knowledge (preferred)
• Bachelor’s degree or equivalent experience.
• Experience working cross-functionally between creative, sales, product and leadership teams.