• Build and manage a customer reference program featuring top-tier PE/VC firms • Create compelling case studies showcasing ROI and deal flow acceleration • Coordinate customer speaking opportunities at industry events and webinars • Own our customer advisory board program • Facilitate peer-to-peer networking among customers across different market segments • Drive co-marketing relationships with strategic partners in the private capital ecosystem • Develop joint content initiatives with portfolio companies, service providers, and technology partners • Create partner enablement materials and co-branded resources • Build and track partner referral programs that leverage existing relationships • Identify and engage key thought leaders in private equity, venture capital, and middle market sectors • Collaborate with industry podcast hosts and thought leadership platforms • Coordinate influencer partnerships and thought leadership collaborations • Develop speaking bureau relationships for Affinity executives • Build authentic relationships within the private capital community • Think relationship-first, understanding that in private capital, authentic connections drive everything • Use AI tools for prospect research, content personalization, and relationship mapping • Collaborate with Product Marketing, Demand Generation, Sales, and Customer Success teams • Track program performance including partner-driven pipeline and customer advocacy metrics • Operate with sensitivity to the confidential nature of private capital relationships

• Execute partner marketing campaigns and programs that drive awareness, adoption, and pipeline in collaboration with technology partners, resellers, and system integrators • Develop co-branded and partner-related content, including solution briefs, case studies, one-pagers, pitch decks, blog posts, and email copy • Coordinate partner communications, including newsletters, event updates, and partner onboarding materials • Support partner event marketing by managing logistics, timelines, and deliverables for partner-hosted or co-sponsored events • Help operationalize the partner ecosystem program, supporting enablement materials and partner portal content • Track campaign and content performance, reporting results to internal stakeholders and recommending optimizations

• Support the development and execution of digital marketing campaigns across various media channels. • Create, schedule, and monitor engaging content on social media platforms. • Assist in the production of marketing materials, including graphics, videos, and written content. • Track and analyze campaign performance using analytics tools, providing insights and recommendations for improvement. • Coordinate with internal teams, such as design, content, and sales, to ensure cohesive marketing efforts. • Maintain up-to-date knowledge of digital trends and competitor activities to enhance our strategic positioning.

• Perform monthly visibility audits and prepare related reporting • Conduct visibility audits for all new hires • Write and publish monthly Top Producer and Change Maker blog content • Create and post NEO press releases on the company website • Monitor and manage ActiveComply compliance activity • Oversee and maintain the Exclaimer email signature platform • Implement and maintain onboarding automation