📌 Core Information
🔹 Job Title: Customer and Partner Marketing Manager
🔹 Company: Canopy Connect
🔹 Location: Remote (USA/Canada)
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: May 19, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: Remote (USA/Canada)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing customer marketing programs to drive product adoption, growth, and retention.
- Managing key partner relationships and their deliverables.
- Planning and coordinating company conference and trade show participation.
- Collaborating with cross-functional teams to align priorities and processes.
ASSUMPTION: This role requires a balance of strategic planning and tactical execution, with a focus on driving customer engagement and partner success.
📋 Key Responsibilities
✅ Develop and execute customer marketing programs to increase product adoption, growth, and retention, including:
- Creating and managing customer advocacy programs, such as referrals, testimonials, and case studies.
- Partnering with content marketing to develop customer-focused content.
- Providing customer feedback to product management to inform product enhancements and development.
- Engaging community members in various channels.
✅ Manage key partner relationships and their deliverables, including:
- Coordinating emails, webinars, events, and other commitments with partners.
- Updating website landing pages.
- Writing and editing copy and content for partners.
✅ Manage all aspects of company conference/trade show participation, including:
- Determining appropriate quantities of marketing materials and promotional items.
- Developing booth activations to drive attendee engagement.
- Coordinating the shipment and timely delivery of booth materials.
- Liaising with event organizers and vendors to confirm logistics, deadlines, and requirements.
- Working with assigned staff to ensure a professional and engaging presence.
ASSUMPTION: This role involves a mix of customer-facing and internal responsibilities, requiring strong communication and project management skills.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field.
Experience: At least 3 years of experience working for SaaS technology companies to increase user engagement and adoption.
Required Skills:
- Software user engagement programs
- Marketing campaign planning and execution
- Hubspot Marketing and CRM
- Email marketing
- Account management or partner management
- Conference exhibition participation
- Copywriting and editing
- Project Management
- Web content management (Webflow) and basic CSS & HTML
Preferred Skills:
- Experience with Canopy Connect's products or similar insurance software
- Fluency in Spanish or French
ASSUMPTION: Candidates with experience in the insurance industry or related fields may have an advantage in this role.
💰 Compensation & Benefits
Salary Range: $80,000 - $90,000 USD per year
Benefits:
- Healthcare: Company-sponsored health, dental, and vision insurance for employees and dependents
- Equity: Generous equity grants
- Time to Recharge: Unlimited paid time off
- Remote Friendly: Fully distributed team with a $1,000 stipend for home office setup
- Friday Reimbursed Lunch: Company covers lunch on Fridays
- 401K: 3.5% match
Working Hours: Full-time, with some travel expected (less than 10%)
ASSUMPTION: The salary range provided is based on industry standards for similar roles and experience levels in the United States and Canada.
📌 Applicant Insights
🔍 Company Context
Industry: Canopy Connect operates in the insurtech industry, focusing on insurance agency software, embedded insurance, and insurance infrastructure.
Company Size: Canopy Connect is a small but growing company with 11-50 employees, providing a collaborative and agile work environment.
Founded: Canopy Connect was founded in [Year], with a mission to simplify insurance experiences for consumers and businesses.
Company Description:
- Canopy Connect empowers consumers to gain value and convenience from their own data and enables businesses to securely and quickly support their customers.
- The company offers a 1-click solution to instantly receive Dec Pages and insurance information from prospects, delightfully simple to use.
- Canopy Connect can be embedded anywhere and accessed via their dashboard or open API, with a Zapier app also available for integration with existing tools.
Company Specialties:
- Insurtech
- Insurance Agency Software
- Embedded Insurance
- Insuretech
- Indytech
- Sales Enablement
- and Insurance Infrastructure
Company Website: https://www.usecanopy.com
ASSUMPTION: Canopy Connect's focus on innovation and customer-centric solutions creates an exciting work environment for marketing professionals.
📊 Role Analysis
Career Level: This role is suitable for mid-career marketing professionals seeking to grow their skills and make a significant impact in a growing company.
Reporting Structure: The Customer and Partner Marketing Manager will report directly to the Sr. Director of Marketing.
Work Arrangement: This is a remote position, with some travel expected (less than 10%).
Growth Opportunities:
- As Canopy Connect continues to grow, there will be opportunities for the right candidate to take on more responsibilities and advance their career.
- The company values internal promotions and provides opportunities for professional development.
- Working closely with the Sr. Director of Marketing will offer mentorship and guidance for career growth.
ASSUMPTION: The remote work arrangement and growth opportunities make this role an attractive option for marketing professionals looking to advance their careers in the insurtech industry.
🌍 Location & Work Environment
Office Type: Remote (fully distributed team)
Office Location(s): Remote (USA/Canada)
Geographic Context:
- The remote work arrangement allows for flexibility in location, with a focus on time zones within the United States and Canada.
- Canopy Connect's fully distributed team fosters a collaborative and inclusive work environment.
- The company offers a $1,000 stipend to help employees set up a comfortable and personalized home office.
Work Schedule: Full-time, with some flexibility for time management and work-life balance.
ASSUMPTION: The remote work arrangement and flexible work schedule create an ideal work-life balance for the right candidate.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the Sr. Director of Marketing
- In-depth interview with the Sr. Director of Marketing and other team members
- Final interview with the CEO
Key Assessment Areas:
- Marketing and project management skills
- Customer focus and empathy
- Communication and collaboration skills
- Cultural fit with Canopy Connect's values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Demonstrate your understanding of Canopy Connect's products and the insurance industry.
- Prepare examples of your marketing campaigns, customer engagement strategies, and project management successes.
ATS Keywords: Customer engagement, marketing campaigns, partner management, conference planning, project management, insurtech, SaaS, user adoption
ASSUMPTION: The interview process will focus on assessing the candidate's marketing and project management skills, as well as their cultural fit with Canopy Connect's values.
🛠️ Tools & Technologies
- Hubspot Marketing and CRM
- Webflow
- Basic CSS & HTML
- Zapier
- Various project management and communication tools
ASSUMPTION: The required tools and technologies for this role are industry-standard and can be learned by candidates with relevant experience.
👔 Cultural Fit Considerations
Company Values:
- Be Worthy of Trust: Transparent, honest, and clear to all stakeholders
- Find a Way: Seize opportunities, iterate quickly, and refuse to get blocked
- Own It: Extreme ownership of successes and failures
- Think “We” Not “I”: Prioritize team success over individual contributions
- Raise the Bar: Be the best in the world at what we do and redefine excellence each day
Work Style:
- Collaborative and inclusive
- Agile and adaptable
- Results-driven and focused on customer success
Self-Assessment Questions:
- Do you embody Canopy Connect's core values, and how have you demonstrated them in previous roles?
- How do you approach working remotely and collaborating with a distributed team?
- Can you provide examples of your marketing campaigns that drove customer engagement and product adoption?
ASSUMPTION: Candidates who align with Canopy Connect's values and work style will be most successful in this role.
⚠️ Potential Challenges
- Managing multiple priorities and deadlines in a fast-paced, growing company
- Balancing customer-facing responsibilities with internal projects and tasks
- Adapting to changes in the insurance industry and Canopy Connect's products
- Working effectively in a remote, distributed team environment
ASSUMPTION: The right candidate will be able to thrive in a dynamic and fast-paced work environment, embracing challenges as opportunities for growth.
📈 Similar Roles Comparison
- Compared to other marketing roles, this position places a greater emphasis on customer engagement and partner management.
- In the insurtech industry, Canopy Connect's focus on customer-centric solutions sets it apart from competitors.
- Career paths in insurtech may vary from those in more traditional marketing roles, offering unique growth opportunities.
ASSUMPTION: Candidates with experience in insurtech or related industries may find this role to be an attractive fit, given the unique focus on customer engagement and innovation.
📝 Sample Projects
- Developing and executing a customer referral program that increases product adoption by 20%
- Managing a key partner relationship to drive a successful co-marketing campaign, resulting in a 30% increase in qualified leads
- Planning and coordinating a company conference booth that generates 500 qualified leads and drives significant brand awareness
ASSUMPTION: These sample projects demonstrate the key responsibilities and required skills for the Customer and Partner Marketing Manager role at Canopy Connect.
❓ Key Questions to Ask During Interview
- Can you describe the marketing team's structure and how this role fits within it?
- How does Canopy Connect measure the success of its customer marketing programs, and what are the key performance indicators (KPIs) for this role?
- Can you provide examples of how Canopy Connect's values have guided decision-making and driven success in the past?
- What opportunities are there for professional growth and development in this role?
- How does Canopy Connect support work-life balance for its remote team members?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process will help candidates assess the fit of this role and Canopy Connect's company culture.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, emphasizing your customer engagement and marketing campaign successes.
- Prepare examples of your marketing campaigns, customer engagement strategies, and project management successes to discuss during the interview process.
- Follow up with the Sr. Director of Marketing one week after submitting your application to express your interest in the role.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
