CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together.
• We embrace progress.
• We care big.
• We create space.

About the Role 

We’re looking for a Customer Marketing Manager to build and scale programs that accelerate adoption, turn customers into advocates, and expand walletshare within our SaaS customer base. You’ll collaborate across marketing, product strategy, customer success, and sales to create engagement campaigns, success stories, and customer journeys that strengthen loyalty and grow revenue. 

This role combines strategy, storytelling, and execution — ideal for someone who loves driving measurable impact and connecting customers with value. 
 

Key Responsibilities 

• Develop and own customer marketing strategy that increases retention, engagement, and advocacy. 

• Create customer lifecycle campaigns to promote adoption, expansion, and renewals 

• Build and manage customer advocacy programs, including testimonials, case studies, and reference programs. 

• Collaborate with customer success and sales to identify happy customers and amplify success stories that drive adoption, support pipeline and renewals. 

• Measure and report on program impact, tracking KPIs such as NPS, product adoption, upsell conversion, and advocacy program participation. 

• Own customer communications, ensuring messaging aligns with brand tone and drives engagement. 

• Partner with product marketing to showcase product value through customer voices and usage insights. 

• Leverage automation and CRM tools to scale customer campaigns efficiently. 

• Continuously test and optimize messaging, segmentation, and campaign performance. 

Qualifications 

• 3–5+ years of experience in customer marketing, lifecycle marketing, or customer success — ideally within a SaaS or B2B tech environment. 

• Proven experience building or scaling customer advocacy or lifecycle programs. 

• Strong storytelling and writing skills with an ability to translate customer success into compelling narratives. 

• Comfortable working cross-functionally with marketing, product, and success teams. 

• Experience with marketing automation platforms, CRM, and analytics tools (e.g., HubSpot, Marketo, Salesforce, Gainsight, Pendo). 

• Data-driven mindset — able to use insights to improve engagement and retention. 

• Excellent communication, organization, and project management skills. 

• Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience). 

Preferred Experience 

• Background in SaaS, cloud software, or subscription-based business models. 

• Experience launching customer communities, referral programs, or user groups. 

• Familiarity with customer metrics like NPS, health scores, ARR retention, and adoption. 

• Exposure to PLG (product-led growth) or customer journey mapping is a plus. 

Benefits: 

• Flexible PTO 
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage 
• Flexible Spending Account 
• Health Savings Account 
• 401(k) match 

If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!   

Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer. 

Pay range: $90,000- $100,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. 

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.