客户营销经理
Customer Marketing Manager
Suralink® 是面向会计专业人士及其客户的智能自动化平台，在全球人工智能驱动的会计技术领域处于领先地位。作为领先的会计 AI 平台，Suralink 为美国 top 100 的企业会计公司中超过 50% 提供服务，全球用户超过 80 万。
我们的使命是赋能我们服务的人群，重新定义会计技术行业中的效率标准。我们获奖的 SaaS 平台专为 CPA 公司打造，提供一种简单、安全的方式来管理审计、税务和咨询服务。
我们因增长、创新和文化而受到认可，营造了一个高度协作、以远程办公为主的工作环境，让优秀的、有动力的专业人士能够产生有意义的影响。如果你对在一家快速增长的 SaaS 公司中建立关系并推动增长充满热情，我们很期待与你交流。
我们正在寻找：
Suralink 正在寻找一名客户营销经理，负责管理客户讲述我们的故事，并将这种好感转化为销售线索。你将建立并维护我们跨不同业务线和地区的客户案例研究、客户评价和推荐客户的资料库，通过所有渠道传播这些故事，并从现有客户群体中识别出升级和扩展的信号。这是一个结合营销和 BDR 的角色：你将亲自联系进来的升级和扩展线索，进行初步评估，并为客户经理和客户成功经理安排会议。
- 天生擅长建立关系，客户喜欢与你交流。
- 有条理且注重流程 —— 没有任何事情会被遗漏。
- 既擅长打电话进行外呼工作，也擅长撰写内容。
- 善于讲故事的资源型人才，能将客户的成功转化为有说服力的资产。
主要职责：
- 收集、制作并维护覆盖不同业务线和地区的客户案例研究、客户评价和推荐客户的资料库。
- 建立并管理客户倡导计划（包括评价、推荐、演讲机会、可推荐的标志）以推动销售和营销。
- 在所有数字渠道传播客户故事，包括但不限于网站、销售支持材料、社交媒体、电子邮件和活动。
- 从产品使用情况、客户成功笔记和营销互动中识别并评估升级和扩展信号，建立稳定的升级线索管道。
- 作为首次接触点（类似 BDR）处理进来的升级和扩展线索 —— 进行初步评估
查看英文原文
Suralink® is the agentic automation platform for accounting professionals and their clients, leading the global charge in AI-driven accounting technology. As the leading AI platform for accounting firms, Suralink serves more than 50% of the top 100 enterprise accounting firms in the United States and has over 800,000 users globally.
Our mission is to empower the people we serve to redefine the meaning of efficiency in the accounting technology industry. Our award-winning SaaS platform was built for CPA firms, providing a simple, secure way to manage audit, tax, and advisory engagements.
Recognized for growth, innovation, and culture, we foster a highly collaborative, remote-first environment where exceptional, motivated professionals can make a meaningful impact. If you're passionate about building relationships and driving growth at a fast-growing SaaS company, we'd love to talk with you
Who we are looking for:
Suralink is looking for a Customer Marketing Manager to own the stories our customers tell about us and turn that goodwill into pipeline. You will build and maintain our library of case studies, testimonials, and reference customers, amplify those stories across every channel, and identify upsell and expansion signals within our existing customer base. This is a hybrid marketing and BDR role: you will personally reach out to inbound upsell and expansion leads, qualify them, and set appointments for Account Executives and Customer Success Managers.
- A natural relationship-builder who customers enjoy talking to.
- Organized and process-driven — nothing falls through the cracks.
- Just as comfortable picking up the phone and doing outbound work as you are writing content.
- A resourceful storyteller who can turn a customer win into a compelling asset.
Key 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.
Experience and Professional Qualifications:
- 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.
At Suralink, our values guide everything we do:
- Customer Obsessed: We seek to understand those we serve deeply and are committed to serving them better than anyone else.
- Passionately Motivated: We care about what we do, which drives us to work hard, show grit, and go above and beyond to achieve great outcomes.
- Constantly Improving: We are eager to learn and grow. Challenges are opportunities to innovate and enhance our solutions.
- Team Focused: We know that our success is built together. We support one another and celebrate team achievements.
- Highly Reliable: We demonstrate good judgment, honor our commitments, and are accountable for our results.
Why Suralink?
There’s a lot to love about working at Suralink! Here are a few of the benefits you can expect:
- Remote-friendly policy
- Medical/vision/dental insurance
- Flexible PTO policy and ten paid holidays
- Parental leave
- Professional development allowance
- Community involvement
Originally posted on Himalayas