Customer Marketing Specialist

About the position

As a key member of the Customer Marketing team, the Discovery Senior Analyst plays a crucial role in identifying and qualifying customer accounts for co-marketing opportunities that align with our strategic business priorities. This individual is responsible for reviewing a dynamic pipeline of accounts and proactively engaging internal stakeholders - including Account Executives, Product Managers, and Solution Engineers - to assess fit for customer storytelling, campaigns, or other marketing initiatives. The ideal candidate will have strong business acumen, an ability to navigate complex internal teams, and a talent for uncovering compelling customer success narratives that highlight product impact and drive brand momentum.

Responsibilities

• Review and prioritize a pipeline of customer accounts using defined strategic criteria (industry, product usage, deal size, etc.)
• Conduct outreach to internal stakeholders to gather insights and assess co-marketing potential
• Qualify accounts based on alignment with campaign goals, product narratives, and business impact
• Partner closely with customer marketing managers to hand off qualified accounts for next steps (storytelling, events, PR, etc.)
• Maintain clear tracking of outreach, responses, and qualification outcomes in team systems
• Provide feedback on trends and pipeline health to improve targeting and engagement strategy over time
• Monitor, capture, and analyze relevant data via Salesforce reports and dashboards and provide analysis to be used in marketing, sales, and content development

Requirements

• 3-5 years of experience in sales, customer marketing, field marketing, or related roles.
• Strong skills in communication, writing, and ability to work well cross-functionally.
• A growth mindset, seeing opportunities and solutions when presented with challenges.
• Organized, self-motivated, and comfortable managing multiple moving parts.
• Familiarity with CRM tools (like Salesforce) and basic data analysis.
• Dynamic, confident personality with the ability to successfully define and drive project execution with minimal guidance.
• Experience working with customers, direct distribution (sales) teams, and channel & marketing partners.
• Ability to perform well in a fast-paced environment and manage multiple projects effectively.
• Extreme attention to detail.

Nice-to-haves

• Experience with the Salesforce products and/or other SaaS and B2B technology platforms.
• Experience with working directly with Analyst Relations, Customer Reference Programs and or Product Marketing.
• Proven track record of executive communications.
• Familiarity with Salesforce market strategy.

Benefits

• Time off programs
• Medical, dental, vision
• Mental health support
• Paid parental leave
• Life and disability insurance
• 401(k)
• Employee stock purchasing program