Customer Marketing Manager

Role Overview

As Customer Marketing Manager, you’ll own the full arc of the OLarry customer relationship after the sale, turning new clients into engaged customers, engaged customers into advocates, and advocates into a steady stream of qualified referrals.

What You Will Do

You’ll own the referral flow for OLarry clients, design and manage the onboarding journey, build and manage a partnership program with wealth managers, and plan and run customer events.

Why It Might Be a Fit

You’ll advise product and engineering on what needs to be built to support referral, onboarding, advocacy, and partnership workflows, and report on and take accountability for the revenue generated through referrals and partnerships.

Requirements

• 5+ years in customer marketing, lifecycle marketing, referral/growth marketing, or partnerships, ideally in fintech, wealth management, or another regulated, high-trust industry
• Track record of building or scaling a referral or customer advocacy program with measurable revenue impact
• Experience managing external partner relationships (RIAs, wealth managers, brokers, or similar) from prospecting through ongoing account management
• Comfortable owning a program end-to-end: strategy, execution, and reporting, without a large team underneath you
• Strong cross-functional collaborator who can work effectively with product and engineering to influence the roadmap without owning it directly
• Data-driven; comfortable defining and tracking metrics that tie directly to revenue, not just engagement
• Experience planning and executing customer-facing events
• Comfortable writing and building marketing collateral yourself (partner materials, one-pagers, event assets), rather than only briefing a designer or copywriter
• A high level of EQ, personal drive, and professionalism that adheres to the OLarry Core Pillars

Benefits

• Unlimited PTO
• Stock Options
• Healthcare Insurance – 100% coverage for the employee, 50% coverage for dependents