Senior Product Marketing Manager - Accountant and Wealth Management


United States US

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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 creative and tech-savvy product marketer 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.
Professional Experience/Background To Be Successful In This Role
• 3 - 5 years experience in a product marketing, product management, or management consultant for a B2B SaaS company
• Ideal candidate has experience in either the Accountant and/or Wealth management space
• Experience in FinTech a strong plus
• Experience with owning key parts of the launch of new products/features from conception/ideation to execution
• Experience developing strategic plans, such as marketing plans, launch plans, or campaign plans
• Comfortable in a fast-paced, start-up environment with an ability to stretch from strategic thinking to the details of execution
• A track record of cross-functional team leadership and collaboration and an ability to influence without authority, including senior management
• Analytical mindset - experience interpreting and summarizing data and gleaning actionable insights
• Excellent written and oral communication skills
• MBA preferred, but not required. We are open to considering a newly graduated MBA
Competencies (Attributes Needed To Be Successful In This Role)
• Strategic Thinker and Executor: Ability to think strategically about how we can tackle meaty 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 Influencer: Develop a strong understanding of our product 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
• 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
• Sales Enabler: Work closely with the sales team to deliver sales plays and tools to close new business. 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. Work with the Customer Insights leader on key research required for our key segments
Expected Outcomes In 12 Months
• Deliver consistent wins in driving key initiatives that have strong measurable growth of the Accountant and Wealth Management businesses
• 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 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 law. 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 customer
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