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About the Role
Suralink is seeking a Customer Marketing Manager to own customer stories, transform goodwill into pipeline, and drive upsell and expansion opportunities within the existing customer base. This hybrid marketing and BDR role involves creating customer assets, amplifying stories, and personally engaging with inbound upsell leads to set appointments for sales teams.
Responsibilities
- Source, produce, and maintain a library of customer case studies, testimonials, and reference accounts across segments and geographies.
- Build and manage a customer advocacy program (reviews, referrals, speaking opportunities, referenceable logos) that fuels sales and marketing.
- Amplify customer stories across all digital channels, including but not limited to web, sales enablement, social, email, and events.
- Identify and qualify upsell and expansion signals from product usage, Customer Success notes, and marketing engagement to build a consistent pipeline of upsell leads.
- Act as first-touch outreach (BDR-style) for inbound upsell and expansion leads — qualify interest and set appointments for Account Executives and CSMs.
- Maintain a tracker of all customer stories, usage rights/approvals, and a refresh cadence so content never goes stale.
- Report on case study pipeline health, advocacy program participation, and upsell lead-to-meeting conversion.
- Partner cross-functionally with Customer Success, Sales, and Product Marketing to identify best-fit advocates and expansion opportunities.
Requirements
- 2–5 years of experience in customer marketing, marketing, or a related role at a B2B SaaS company.
- Experience producing case studies, testimonials, or other customer-facing content.
- Comfortable doing outbound outreach and appointment setting (phone and email) — prior BDR/SDR experience is a plus.
- Strong organizational and project management skills; able to manage multiple stories and leads through a pipeline at once.
- Familiarity with a CRM/marketing automation platform (HubSpot preferred).
- Excellent written and verbal communication skills, with a knack for storytelling.
- Experience in accounting, audit, or other vertical SaaS is a plus.
Skills
- Customer marketing
- Marketing
- B2B SaaS
- Content creation
- Outbound outreach
- Appointment setting
- CRM
- Marketing automation
- Storytelling
- Project management
Location
- Remote
Work Type
- Remote-first
- Hybrid
Experience Level
- 2-5 years
Benefits
- Remote-friendly policy
- Medical/vision/dental insurance
- Flexible PTO policy and ten paid holidays
- Parental leave
- Professional development allowance
- Community involvement
About the Company
- Suralink® is the agentic automation platform for accounting professionals and their clients, leading the global charge in AI-driven accounting technology.
- Serves more than 50% of the top 100 enterprise accounting firms in the United States and has over 800,000 users globally.
- Mission is to empower the people we serve to redefine the meaning of efficiency in the accounting technology industry.
- Award-winning SaaS platform built for CPA firms, providing a simple, secure way to manage audit, tax, and advisory engagements.
- Recognized for growth, innovation, and culture.
- Fosters a highly collaborative, remote-first environment where exceptional, motivated professionals can make a meaningful impact.
- Values: Customer Obsessed, Passionately Motivated, Constantly Improving, Team Focused, Highly Reliable.