Firstclose

Role Description The Customer Marketing Manager will be responsible for developing and executing marketing strategies aimed at retaining and engaging existing customers, enhancing their lifetime value and driving revenue growth. Key Responsibilities - Customer Communication: - Develop and implement a comprehensive customer communication strategy to enhance engagement and retention. - Partner with product management to communicate the product roadmap to customers, ensuring they understand upcoming features and enhancements. - Manage customer segmentation and targeting strategies to deliver personalized marketing messages. - Cross-Sell and Up-Sell Initiatives: - Collaborate with the sales team to identify opportunities for cross-selling and up-selling within our existing customer base. - Own the planning and execution of targeted marketing campaigns that promote additional services and features of our software platform in order to drive influenced revenue. - Market Analysis: - Conduct market research to identify industry trends, customer needs, and competitive landscape. - Work with the sales and product teams to highlight white space opportunities and create tailored marketing strategies. - Event Planning: - Plan and execute customer and partner events, including webinars, workshops and conferences to foster collaboration and feedback. - Manage the Customer Advisory Board, facilitating meetings and gathering insights to inform product development and marketing strategies. - Performance Metrics: - Work cross-collaboratively to develop the customer lifecycle. - Establish KPIs to measure the effectiveness of customer marketing initiatives and report on performance to senior management. - Continuously analyze and optimize marketing strategies based on data-driven insights. - Collaboration: - Work cross-functionally with sales, product, and customer success teams to ensure alignment on customer marketing goals and initiatives. - Build strong relationships with key stakeholders, both internally and externally. Qualifications - Bachelor’s degree in marketing, Business, or a related field. - 7-10 years of experience in customer marketing, preferably within the SaaS, fintech, mortgage technology, or financial services companies. - Proven track record of developing successful marketing strategies and campaigns. - Strong understanding of customer engagement principles and best practices. - Excellent communication and writing skills, with an ability to convey complex information clearly. - Proficiency in marketing automation tools and customer relationship management (CRM) software (Salesforce). - Strong analytical skills with a data-driven approach to decision-making. - Ability to work independently and collaboratively in a fast-paced environment.

Role Description The Head of Demand Generation will own the demand strategy for FirstClose, responsible for generating qualified pipeline, accelerating revenue growth, and tightly aligning marketing with sales. This is a highly visible leadership role that blends strategy, execution, analytics, and team leadership. - Develop and execute the end-to-end demand generation strategy to support new customer acquisition and revenue growth targets. - Own pipeline creation, lead quality, conversion rates, and marketing-sourced revenue metrics. - Design and scale multi-channel demand programs including digital advertising, SEO/SEM, content syndication, webinars, events, ABM, partner marketing, and nurture campaigns. - Partner closely with Sales and Business Development leadership to align ICPs, personas, and handoff processes. - Leverage marketing automation, CRM, and analytics to measure performance and forecast impact. - Lead and develop a high-performing demand generation team and agency partners. - Collaborate with Product Marketing on messaging and go-to-market launches. - Continuously test, optimize, and scale high-performing channels. Qualifications - 10+ years of B2B demand generation or growth marketing experience, including 5+ years in leadership roles. - Proven success scaling demand for SaaS, fintech, mortgage technology, or financial services companies. - Strong expertise in pipeline modeling, attribution, and funnel analytics. - Experience selling into banks, credit unions, or regulated financial institutions preferred. - Strong cross-functional leadership and sales alignment skills. Benefits - This role offers the opportunity to lead demand generation at a well-established fintech with deep category expertise. - Work with a seasoned executive team. - Make a direct impact on company growth and market expansion.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Technical Customer Success Manager (Technical CSM) plays a mission-critical role in ensuring FirstClose customers achieve measurable value through our mortgage technology platform while providing advanced technical support across complex workflows. - Guide assigned accounts through onboarding, adoption, workflow optimization, and continuous improvement - Troubleshoot product configuration issues, manage incidents, and support order processing accuracy - Serve as the primary technical liaison between customers and internal teams to triage issues, resolve order discrepancies, manage configuration requests, and escalate complex incidents to T3 Engineering with clear documentation - Drive product adoption and value realization by aligning platform capabilities with mortgage workflows and guiding customers through configuration best practices - Build trusted, advisor-level relationships by understanding each customer’s lending process, ecosystem integrations, and operational KPIs - Monitor key account health metrics to proactively identify risks and improvement opportunities - Partner cross-functionally with Sales, Product, and Engineering to support renewal planning and communicate customer needs - Collaborate with Account Managers on customer engagements including check-ins, QBRs/EBRs, and data-driven recommendations - Support continuous improvement by identifying optimizations and recommending new features or configurations - Complete other duties as assigned Qualifications - 5+ years’ experience in Customer Success, Account Management, or Support within SaaS, fintech, lending, or mortgage technology - Strong analytical abilities with experience interpreting usage trends, workflow data, and operational KPIs - Hands-on experience troubleshooting software issues and managing configuration or change-management updates - Working knowledge of mortgage operations (e.g., Processing, Underwriting, Closing, Title, Valuation, Flood) - Exceptional communication and stakeholder management skills - Proficiency with key tools including Microsoft Office, Salesforce, and POS/LOS platforms - Familiarity with API integrations, Auth0, and general change-management processes Requirements - Basic background checks and references - Ability to work shifts ranging from 7 AM- 7 PM CST - Direct experience in the mortgage industry (lender, vendor, LOS/POS provider, or mortgage SaaS) - Understanding of regulatory and investor requirements affecting workflow design (TRID, UCD, AUS findings, vendor management standards) Benefits - Competitive Base Salary - Employee Benefits Program Job Location Remote