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Customer Marketing Manager

PlootoOnsite

The Role


As Plooto’s firstCustomer Marketing Manager, you’ll play a key role in developing our customer growth strategy across onboarding, adoption, expansion, and advocacy. In this high-impact position, you’ll work with marketing and product leaders to develop and execute data-backed programs that drive revenue growth through product usage and cross-sell/up-sell. You’ll work to deepen customer relationships, build community, and position Plooto as an indispensable partner to SMBs and accounting professionals.We’re looking for someone who combines creative experimentation with analytical chops, can independently plan and execute, and knows how to get scrappy to drive results.

If you’re a collaborative, revenue-minded marketer who thrives on creating incredible customer experiences while driving measurable business impact, we’d love to meet you.

What You’ll Lead & Drive


Customer Growth Strategy


  • Develop and own cross-channel marketing programs and campaigns that drive product adoption, upsell, retention, and advocacy throughout the customer journey, in partnership with Product Marketing and Marketing Operations
  • Lead experimentation across in-app messaging (via Pendo), customer email drips and newsletters, and events to identify the most effective growth levers

Segmentation & Communications


Partner with Marketing Operations to:

  • Create customer segmentation and own customer communications across the customer lifecycle
  • Develop customer journey models and health score triggers to deliver the right message at the right moment—maximizing long-term value
  • Own Pendo as primary tool for in-app communications, including messaging, implementation and reporting

Revenue-Driving Campaigns


  • Design campaigns that directly impact customer lifetime value (CLTV) through product adoption and usage rates
  • Partner with RevOps and Customer Success to align lifecycle initiatives with expansion and churn mitigation strategies

Voice of the Customer & Advocacy


  • Build and scale programs that turn satisfied customers into advocates: case studies, G2 reviews, and referral programs
  • Facilitate regular feedback loops with customer facing teams, conduct customer interviews and surveys, and synthesize learnings to inform GTM plans, customer engagement strategies, and product roadmap
  • Dream big about what’s next for customer engagement - webinars, user events, online groups - you’ll help set the vision and execute a roadmap that cultivates a thriving customer community

What You’ll Bring


  • 5+ years of experience in B2B SaaS marketing with at least 3 years focused on customer engagement, expansion, and advocacy.
  • Experience using tech solutions (like Pendo, Salesforce, HubSpot) to execute campaigns, glean insights, and measure performance.
  • Proven ability to manage multi-touch customer programs, owning results and driving improvements.
  • Strategic thinker with a bias for action—able to develop solutions, test creatively, and optimize continuously.
  • Strong collaborator who builds bridges and partnerships across teams.
  • An innovative mindset that is always looking for new ways to delight, inspire, and bring value to our customers.

Why This Role Matters


This role plays a pivotal part in ensuring every customer gets lasting, meaningful value from Plooto. By creating thoughtful, data-informed experiences across the entire journey—from onboarding to advocacy—you’ll help customers unlock the full potential of our platform. Your work will empower businesses to operate more efficiently, gain better control of their finances, and ultimately thrive. When customers succeed, Plooto succeeds—and this role ensures that success is scalable, sustainable, and meaningful.

Life at Plooto

Plooto is the â??Mission control for your AP and ARâ??\n\nPlooto is an all-in-one accounts payable (AP) and receivable (AR) platform; the only payments platform that youâ??ll ever need. Why? Because Plooto helps save time while strengthening your cash flow by automating complex workflows through unifying payments, processes, control, reconciliation, and reporting.\n\nWhen a [owner or founder] of business syncs with Plooto\nPlooto gives small and medium businesses (SMBs) greater financial control for better cash flow, saving time so you can focus on growing your business.\n\nWhen a [CFO or a member of finance team] syncs with Plooto\nPlooto allows more time for you to focus on coming up with strategies and financial forecasting.\n\nWhen an [accountant or bookkeeper] syncs with Plooto\nPlooto allows you to standardize your entire AP and AR process for your clients with a smooth workflow giving you time to bring on more clients.\n\nPlooto is continuously working to offer more AP and AR features for your business success. Additional features include international payments to 30+ countries for a flat fee with competitive exchange rate, pre-authorized debit agreements (PAD), CRA payment for Canadian companies, and integration with QuickBooks (QB) and Xero.\n\nYou can start your free 30-day trial today by clicking â??Sign Upâ?? with no credit card required.\n\nFor more information about Plooto, please visit our website below or follow Plooto for updates and relevant information.
Thrive Here & What We Value1. HyperGrowth Mode2. Experienced and Diverse Group of FinTech Veterans3. Strong Product-Market Fit with Massive Opportunity Ahead4. Changing the Payments Space in North America5. Solving Growing Need for SMBs in Finance Management
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