• Develop differentiated messaging and collateral for each key segment (large and mid-size FQHCs, free and charitable clinics, and tribal health organizations), with nuance around EHR and integration differences. • Create standardized internal and external launch materials, including one-pagers, release briefs, FAQs, email copy, and launch narratives. • Translate product roadmaps and problem statements into market-ready materials that connect the problem, solution, and impact for each audience. • Partner with Product, Brand, and Growth to align messaging, visuals, and timing for each release. • Conduct or review select customer interviews to refine tone, relevance, and positioning.

• Define and communicate the value of our programmatic solutions • Champion customer needs, track the competitive landscape, and translate product capabilities into clear narratives. • Lead go-to-market efforts and craft messaging for internal teams and the broader market. • Develop strategic positioning and product narratives for DSP, SSP, and ADX. • Convert complex supply- and demand-side mechanics into simple, outcome-focused messaging. • Lead account-based marketing initiatives, identify target accounts, and shape tailored value propositions. • Build and maintain performance dashboards tracking various metrics. • Design, test, and scale lead-generation programs across multiple channels. • Own ongoing competitive and market intelligence tasks. • Create scalable enablement assets like pitch decks and objection-handling guides. • Drive go-to-market execution for new releases and feature rollouts. • Partner closely with Product, Sales, and Customer teams. • Prepare product communication for various platforms and ensure content delivers differentiation and technical accuracy.

• Develop and execute product marketing plans for Drake Software products • Lead cross-functional meetings, drive alignment, and share strategic updates with stakeholders and leadership • Become the in-house product expert within marketing, gaining hands-on knowledge of Drake’s solutions and translating complex features into clear, compelling value propositions for tax and accounting professionals • Plan and execute product launches and marketing campaigns that drive awareness, adoption, and customer loyalty across the Drake portfolio • Monitor competitors and industry trends to inform positioning, pricing, and differentiation • Oversee the creation of high-quality marketing assets — including whitepapers, case studies, blog posts, and presentations — to support sales and marketing initiatives • Partner with the Sales team to develop tools, training materials, and resources that help communicate product value and address customer needs • Identify and act on opportunities to improve conversion and upsell rates across digital channels, product experiences, and sales materials • Work closely with Product, Sales, Customer Success, and Creative teams to ensure unified storytelling, aligned priorities, and impactful customer experiences • Define key success metrics, analyze performance results, and use data-driven insights to refine future strategies and optimize marketing impact