Customer Marketing Manager, Campaign Optimization

📌 Core Information

🔹 Job Title: Customer Marketing Manager, Campaign Optimization

🔹 Company: Vertex Inc.

🔹 Location: Remote - TX

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: 2025-07-02

🔹 Experience Level: 10+ years

🔹 Remote Status: Remote

🚀 Job Overview

Key aspects of this role include:

• Optimizing cross-sell, upsell, and migration campaigns for effectiveness through the funnel
• Partnering with campaign owners, inside sales, solutions marketing, and sales teams to refine campaign content, targeting, and post-conversion engagement strategies
• Driving activation optimization and establishing best practices for marketing automation, inside sales engagement, and ABM tools
• Developing an inbound marketing strategy for existing customers to drive ongoing engagement, demand, and expansion opportunities
• Analyzing campaign effectiveness and providing ongoing recommendations for strategy refinement and improvement

ASSUMPTION: This role requires a strong background in content strategy, messaging, and positioning, along with experience in developing and managing integrated campaigns that drive measurable business impact.

📋 Key Responsibilities

✅ Ensure all campaigns are fully optimized for lead nurture and velocity, ensuring smooth progression through the funnel

✅ Partner with inside sales teams to provide them with the content, tools, and campaign insights needed to effectively engage with leads and move them toward conversion

✅ Develop and refine nurture strategies, aligning marketing automation, inside sales communication tools, and intent signals to accelerate lead engagement and conversion

✅ Strengthen post-conversion engagement, ensuring effective content and sales enablement efforts continue through later funnel stages to improve opportunity velocity and win rates

✅ Collaborate with solutions marketing, content teams, sales, and SMEs to develop persona-driven content that engages key stakeholders and accelerates funnel progression

✅ Optimize audience segmentation, list development, and targeting strategies, ensuring campaigns reach the right contacts at the right time

✅ Leverage intent data and engagement signals to refine messaging and prioritize high-opportunity leads

✅ Work closely with inside sales teams to ensure they understand campaign objectives, messaging, and the buyer journey, enabling more effective outreach and conversion

✅ Develop playbooks and engagement frameworks to ensure inside sales teams effectively leverage marketing automation, inside sales engagement, and ABM tools to maximize lead engagement

✅ Ensure seamless handoff and alignment between marketing and inside sales, improving response times, conversion rates, and pipeline velocity

✅ Develop and implement an inbound marketing strategy that increases engagement and demand from existing customers, driving awareness and adoption of additional Vertex solutions

✅ Analyze campaign effectiveness, lead engagement trends, and sales feedback to refine strategy and improve conversion rates, velocity, and share of wallet growth

✅ Provide ongoing recommendations for optimizing nurture programs, post-conversion engagement, and sales enablement strategies

✅ Develop best practices and guidelines for campaign execution, ensuring scalability and consistency across all growth marketing programs

ASSUMPTION: This role requires strong cross-functional collaboration skills, with experience working with sales, inside sales, solutions marketing, and content teams.

🎯 Required Qualifications

Education: Bachelor’s degree in Marketing, Communications, Business, or related field

Experience: 9+ years of experience in B2B marketing, with a focus on campaign optimization, lead nurture, strategy, and sales enablement

Required Skills:

• Campaign optimization and lead nurture strategies
• Sales enablement and cross-functional collaboration
• Data-driven mindset and analysis of campaign performance, lead behavior, and sales feedback
• Strong project management and execution skills in a fast-paced environment
• Proficient in marketing automation tools (Pardot), inside sales engagement tools (SalesLoft), and ABM tools (6Sense)

Preferred Skills:

• Experience with account-based marketing (ABM)
• Familiarity with inbound marketing strategies

ASSUMPTION: This role requires a strong understanding of lead nurturing and post-conversion engagement, with a focus on improving pipeline velocity and win rates.

💰 Compensation & Benefits

Salary Range: $120,000 - $160,000 per year (Based on industry standards for a Marketing Manager with 9+ years of experience in B2B marketing)

Benefits:

• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Tuition reimbursement

Working Hours: Full-time (40 hours per week)

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Manager with 9+ years of experience in B2B marketing. Actual compensation may vary based on factors such as skills, experience, and market conditions.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development (Tax Technology)

Company Size: 1,001-5,000 employees (Medium to Large Enterprise)

Founded: 1978 (Over 40 years in business)

Company Description:

• Vertex Inc. is a pioneer in tax automation, serving over 4,000 customers worldwide
• Provides comprehensive tax solutions that enable global businesses to transact, comply, and grow with confidence
• Software is ubiquitous within customers’ business systems, touching nearly every line item of every transaction
• Partners with key technology partners and over 50 tax, accounting, and consulting firms to provide integrated tax technology solutions

Company Specialties:

• Tax automation software
• Indirect tax compliance
• Global commerce and compliance
• Data-driven effective tax rules
• Integration with ERP, CRM, procurement, billing, POS, and e-commerce platforms

Company Website: www.vertexinc.com

ASSUMPTION: Vertex Inc. is a well-established company in the tax technology industry, with a strong focus on providing comprehensive tax solutions to global businesses.

📊 Role Analysis

Career Level: Mid-Senior level (9+ years of experience)

Reporting Structure: Reports directly to the Director of Customer Marketing

Work Arrangement: Remote (with occasional on-site meetings as needed)

Growth Opportunities:

• Potential career progression into a Director or VP role within the Customer Marketing team
• Opportunities to lead high-impact projects and drive strategic initiatives
• Chance to work with a diverse range of stakeholders and gain exposure to various aspects of the business

ASSUMPTION: This role offers significant growth opportunities for the right candidate, with the potential to make a substantial impact on the company’s marketing efforts and revenue growth.

🌍 Location & Work Environment

Office Type: Remote (with occasional on-site meetings)

Office Location(s): Remote - TX (with occasional travel to the company’s headquarters in King of Prussia, PA)

Geographic Context:

• Texas is a large and diverse state with a strong job market and a lower cost of living compared to many other major metropolitan areas
• The remote work arrangement allows for greater flexibility and work-life balance
• Occasional travel may be required for on-site meetings and team-building events

Work Schedule: Full-time (40 hours per week, with flexible hours and the ability to work remotely)

ASSUMPTION: The remote work arrangement for this role provides candidates with the flexibility to work from anywhere in Texas, with occasional travel required for on-site meetings and team-building events.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the hiring manager
• In-depth behavioral and situational interview with the hiring manager and a team member
• Final interview with the Director of Customer Marketing
• Background check and offer extension

Key Assessment Areas:

• Campaign optimization and lead nurture strategies
• Sales enablement and cross-functional collaboration
• Data-driven mindset and analysis of campaign performance, lead behavior, and sales feedback
• Project management and execution skills
• Proficient use of marketing automation tools (Pardot), inside sales engagement tools (SalesLoft), and ABM tools (6Sense)

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Be prepared to discuss your experience with campaign optimization, lead nurture, and sales enablement strategies
• Demonstrate your ability to work collaboratively with cross-functional teams and drive results through data-driven insights
• Showcase your understanding of the tax technology industry and Vertex Inc.’s offerings

ATS Keywords: Campaign Optimization, Lead Nurture, Sales Enablement, Marketing Automation, Pardot, SalesLoft, ABM, 6Sense, Tax Technology, B2B Marketing

ASSUMPTION: The application process for this role is likely to be competitive, with a strong focus on assessing candidates’ campaign optimization, lead nurture, and sales enablement skills, as well as their ability to work collaboratively with cross-functional teams.

🛠️ Tools & Technologies

• Marketing automation tools (Pardot)
• Inside sales engagement tools (SalesLoft)
• ABM tools (6Sense)
• Data analysis and visualization tools (e.g., Excel, Power BI, Tableau)
• Project management tools (e.g., Asana, Trello, JIRA)

ASSUMPTION: Proficiency in marketing automation tools (Pardot), inside sales engagement tools (SalesLoft), and ABM tools (6Sense) is required for this role, as they are essential for optimizing campaigns, lead nurture, and sales enablement strategies.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Collaboration
• Innovation
• Customer focus
• Accountability

Work Style:

• Data-driven and analytical
• Collaborative and team-oriented
• Adaptable and flexible
• Results-focused and action-oriented
• Strong communication and presentation skills

Self-Assessment Questions:

• Do you have a strong background in campaign optimization, lead nurture, and sales enablement strategies?
• Are you proficient in marketing automation tools (Pardot), inside sales engagement tools (SalesLoft), and ABM tools (6Sense)?
• Can you work effectively with cross-functional teams and drive results through data-driven insights?
• Are you comfortable working in a remote environment with occasional travel for on-site meetings and team-building events?
• Do you thrive in a fast-paced, dynamic work environment and enjoy taking on new challenges and initiatives?

ASSUMPTION: Vertex Inc. values candidates who are data-driven, collaborative, adaptable, results-focused, and strong communicators, with a proven track record in campaign optimization, lead nurture, and sales enablement strategies.

⚠️ Potential Challenges

• Managing multiple priorities and projects in a fast-paced environment
• Balancing the needs of various stakeholders, including marketing, sales, and inside sales teams
• Keeping up with the latest trends and best practices in marketing automation, inside sales engagement, and ABM tools
• Occasional travel for on-site meetings and team-building events
• Ensuring consistent and high-quality content and engagement across all customer marketing campaigns

ASSUMPTION: This role may present challenges in managing multiple priorities, balancing stakeholder needs, and keeping up with the latest trends and best practices in marketing automation, inside sales engagement, and ABM tools. However, these challenges can be overcome with strong project management skills, effective communication, and a data-driven approach.

📈 Similar Roles Comparison

• Unlike other marketing roles, this position focuses heavily on campaign optimization, lead nurture, and sales enablement strategies, with a strong emphasis on data-driven insights and cross-functional collaboration
• This role requires a deep understanding of the tax technology industry and Vertex Inc.’s offerings, as well as the ability to work effectively with cross-functional teams
• Career progression in this role may lead to opportunities in Director or VP-level positions within the Customer Marketing team, with the potential to drive strategic initiatives and impact revenue growth

ASSUMPTION: This role is unique in its focus on campaign optimization, lead nurture, and sales enablement strategies, with a strong emphasis on data-driven insights and cross-functional collaboration. Candidates should have a strong background in these areas and be comfortable working with a diverse range of stakeholders.

📝 Sample Projects

• Developing and implementing a comprehensive campaign optimization strategy for a major product launch, resulting in a 25% increase in lead conversion rates
• Collaborating with solutions marketing and content teams to create targeted inbound programs for existing customers, driving a 15% increase in engagement and a 10% increase in demand for additional Vertex solutions
• Analyzing campaign performance data and providing data-driven recommendations to refine strategy and improve conversion rates, velocity, and share of wallet growth by 15% over a six-month period

ASSUMPTION: These sample projects demonstrate the candidate’s ability to optimize campaigns, collaborate with cross-functional teams, and drive results through data-driven insights, making them an excellent fit for this role.

❓ Key Questions to Ask During Interview

• Can you describe the most significant campaign optimization project you’ve led, and what were the results?
• How have you worked with inside sales teams to ensure they have the content, tools, and campaign insights needed to effectively engage with leads and move them toward conversion?
• Can you provide an example of a time when you had to balance the needs of multiple stakeholders, and how did you approach this challenge?
• How do you stay up-to-date with the latest trends and best practices in marketing automation, inside sales engagement, and ABM tools?
• Can you describe a time when you had to analyze campaign performance data and provide data-driven recommendations to refine strategy and improve conversion rates, velocity, and share of wallet growth?

ASSUMPTION: These interview questions are designed to assess the candidate’s campaign optimization, lead nurture, sales enablement, and data-driven mindset, as well as their ability to work collaboratively with cross-functional teams and balance the needs of multiple stakeholders.

📌 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
• Prepare for your interview by researching Vertex Inc.’s offerings, industry trends, and the company’s values and culture
• Practice your responses to common interview questions, focusing on your experience with campaign optimization, lead nurture, and sales enablement strategies
• Follow up with the hiring manager one week after your interview to express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.