Customer / Upsell Marketing Specialist DTD

📌 Core Information

🔹 Job Title: Customer / Upsell Marketing Specialist DTD

🔹 Company: Double the Donation

🔹 Location: Philippines (Remote)

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: July 1, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Fully Remote

🚀 Job Overview

Key aspects of this role include:

• Developing lifecycle strategies to maximize customer adoption, retention, and expansion
• Creating multichannel campaigns to drive feature adoption and contract growth
• Cultivating customer advocacy for case studies, testimonials, and referrals
• Collaborating closely with CS, Support, Product, and Sales teams
• Analyzing data and segmentation to trigger targeted messaging

ASSUMPTION: This role requires a strong understanding of customer lifecycle marketing and a proven track record in a similar SaaS environment.

📋 Key Responsibilities

✅ Develop and execute lifecycle strategies to maximize customer adoption, retention, and expansion

✅ Create and manage multichannel campaigns (email, in-app, webinars, events) to drive feature adoption and contract growth

✅ Cultivate customer advocacy for case studies, testimonials, and peer-to-peer referrals

✅ Segment accounts by health, usage, and intent; trigger targeted messaging

✅ Partner with CS and Sales teams to provide CSMs with nurture tracks and renewal/upsell materials, and surface product-usage insights

✅ Track churn, net revenue retention, and upsell metrics; present findings and iterate

ASSUMPTION: This role requires strong analytical skills and the ability to work effectively with cross-functional teams.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: 2-5 years of experience in customer, lifecycle, or growth marketing for a SaaS product

Required Skills:

• Proven experience in customer lifecycle marketing for a SaaS product
• Strong copywriting and project-management skills
• Fluency in English (written and spoken)
• Comfort collaborating closely with cross-functional teams

Preferred Skills:

• Experience with Hubspot
• Familiarity with upsell messaging and segmentation
• Comfortability with marketing-automation, product-usage analytics, and CRM workflows

ASSUMPTION: Candidates with experience in non-profit or fundraising industries may have an advantage but is not required.

💰 Compensation & Benefits

Salary Range: ₱100,000/month, with increases based on experience and performance

Benefits:

• Paid vacation time (20 days annually)
• Paid sick time (5 days annually)
• Paid life leave (15 days annually, cash-out option available)
• Paid holidays (7 days annually)
• Bereavement policy
• Employee giving programs (matching gift, volunteer grant programs)

Working Hours: 42.5 billable hours per week, with a consistent daily rhythm aligning with US Eastern business hours

ASSUMPTION: The salary range provided is in Philippine Pesos (PHP) and is based on industry standards for similar roles in the Philippines.

📌 Applicant Insights

🔍 Company Context

Industry: Double the Donation specializes in cloud-based software focused exclusively on the fundraising needs of nonprofit organizations and educational institutions, specifically corporate matching gift and employee volunteer grant programs.

Company Size: Double the Donation has 41-50 employees, providing a mid-sized company environment where individual contributions can significantly impact the organization's success.

Founded: 2010, with a strong focus on growth and innovation in the fundraising tech space.

Company Description:

• Double the Donation helps nonprofits and schools raise more from matching gift and workplace giving programs
• The company offers a robust database of workplace giving programs and native platform integrations to streamline the fundraising process
• Double the Donation works with over 5,000 organizations, including top nonprofits and schools, providing actionable insights and tools to fuel growth

Company Specialties:

• Employee Matching Gifts
• Volunteer Grants (Dollars for Doers)
• Nonprofits
• Corporate Giving
• Double Donations
• Fundraising
• Matching Gifts
• Corporate Matching
• Higher Educations Institutions
• Schools and Universities

Company Website: doublethedonation.com

ASSUMPTION: Double the Donation is a well-established company in the fundraising tech industry, with a strong focus on growth and innovation.

📊 Role Analysis

Career Level: This role is suitable for a mid-career marketing professional looking to gain experience in customer lifecycle marketing for a SaaS product.

Reporting Structure: The Customer / Upsell Marketing Specialist will report directly to the President of the company.

Work Arrangement: This is a fully remote position with a consistent daily rhythm that aligns with US Eastern business hours.

Growth Opportunities:

• Potential career progression into a senior marketing role or management position
• Opportunities to gain experience in various aspects of marketing, including lifecycle, retention, and expansion strategies
• Chance to work with a diverse range of non-profit and educational institution clients

ASSUMPTION: This role offers significant growth opportunities for the right candidate, with the potential to make a substantial impact on the company's success.

🌍 Location & Work Environment

Office Type: Remote work environment with no physical office location

Office Location(s): Philippines (Remote)

Geographic Context:

• The Philippines has a tropical marine climate, with temperatures ranging from 21°C to 32°C (70°F to 90°F) throughout the year
• The country has a vibrant culture, with a rich history and diverse landscapes
• The Philippines is home to a growing tech industry, with a strong focus on outsourcing and remote work

Work Schedule: The typical work schedule for this role is 42.5 billable hours per week, with a consistent daily rhythm that aligns with US Eastern business hours. This schedule offers a long midday break while supporting strong collaboration with US-based teams during their business hours.

ASSUMPTION: The remote work environment and flexible work schedule provide a good work-life balance for the right candidate.

💼 Interview & Application Insights

Typical Process:

• Initial screening interview
• One-way video interview
• Online assessments testing critical thinking and English skills
• Final interview with the President of the company

Key Assessment Areas:

• Customer lifecycle marketing experience
• Copywriting and project management skills
• Collaboration and communication skills
• Fluency in English (written and spoken)
• Cultural fit with the company's mission and values

Application Tips:

• Tailor your resume and cover letter to highlight your customer lifecycle marketing experience and relevant skills
• Prepare for behavioral interview questions that focus on your experience with customer lifecycle marketing strategies and campaigns
• Research Double the Donation's products and services to demonstrate your understanding of the company and its mission

ATS Keywords: Customer lifecycle marketing, SaaS, upsell, retention, expansion, campaign management, segmentation, data analysis, cross-functional collaboration, non-profit, fundraising

ASSUMPTION: The interview process for this role is designed to be tough and time-consuming to ensure that only the most qualified candidates are selected.

🛠️ Tools & Technologies

• Hubspot
• Marketing automation tools
• Product-usage analytics tools
• CRM workflows

ASSUMPTION: Familiarity with these tools and technologies is preferred but not required. The company will provide training and support to help the successful candidate develop the necessary skills.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric
• Proactive
• Analytical
• Collaborative
• Mission-driven

Work Style:

• Fast-paced and dynamic
• Focused on growth and innovation
• Collaborative and cross-functional
• Mission-driven and customer-centric

Self-Assessment Questions:

• Do you have experience developing and executing lifecycle strategies for a SaaS product?
• Are you comfortable working in a fast-paced, dynamic environment with a strong focus on growth and innovation?
• Do you have strong copywriting and project management skills, with a proven track record in customer lifecycle marketing?

ASSUMPTION: Candidates who are a strong cultural fit with Double the Donation's values and work style will be more likely to succeed in this role.

⚠️ Potential Challenges

• Working with a diverse range of non-profit and educational institution clients may present unique challenges in communication and collaboration
• The fully remote work environment may require strong self-motivation and time management skills
• The consistent daily rhythm that aligns with US Eastern business hours may require adjustments to personal schedules
• The competitive compensation and hiring process may require additional effort and preparation

ASSUMPTION: These challenges can be overcome with the right skills, experience, and mindset. Double the Donation provides the necessary training and support to help successful candidates thrive in this role.

📈 Similar Roles Comparison

• This role is unique in its focus on customer lifecycle marketing for a SaaS product in the non-profit and fundraising industries
• Similar roles in other industries may have different client bases and product offerings, but the core responsibilities and required skills remain similar
• Career progression in this role may differ from similar roles in other industries, with opportunities to gain experience in various aspects of marketing and work with a diverse range of clients

ASSUMPTION: This role offers unique opportunities and challenges compared to similar roles in other industries. Candidates should research the non-profit and fundraising industries to better understand the specific requirements and expectations of this role.

📝 Sample Projects

• Developing a lifecycle strategy to maximize customer adoption, retention, and expansion for a new product launch
• Creating a multichannel campaign to drive feature adoption and contract growth for an existing product
• Cultivating customer advocacy for case studies, testimonials, and peer-to-peer referrals to improve customer satisfaction and retention

ASSUMPTION: These sample projects illustrate the key responsibilities and required skills for this role. Candidates should be prepared to discuss their experience with similar projects and provide specific examples of their achievements in customer lifecycle marketing.

❓ Key Questions to Ask During Interview

• Can you describe the typical workday for this role and how it aligns with US Eastern business hours?
• How does Double the Donation support the professional development and growth of its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Double the Donation measure the success of its customer lifecycle marketing strategies and campaigns?
• What are the most challenging aspects of working with a diverse range of non-profit and educational institution clients, and how does Double the Donation address these challenges?

ASSUMPTION: These key questions will help candidates better understand the role, the company culture, and the expectations for success in this position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the provided link
• Tailor your resume and cover letter to highlight your customer lifecycle marketing experience and relevant skills
• Prepare for behavioral interview questions that focus on your experience with customer lifecycle marketing strategies and campaigns
• Research Double the Donation's products and services to demonstrate your understanding of the company and its mission
• Follow up with the hiring manager one week after submitting your application to inquire about the status of your application

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