Strategic Remote Customer Marketing Manager – Driving Post‑Sale Advocacy, Referral Growth, and Professional Partnerships for a Leading FinTech Tax Service

About brighthush

brighthush is a fast‑growing FinTech company that redefines how individuals and businesses manage their tax obligations. Founded in 2024, we combine cutting‑edge technology with a deep understanding of regulatory compliance to deliver a seamless, intuitive tax‑service experience. Our mission is to empower clients to focus on what matters most—building wealth—while we handle the complexities of tax planning and filing. With a culture rooted in innovation, integrity, and impact, brighthush is poised to become the go‑to partner for high‑net‑worth individuals, small businesses, and financial professionals across the United States.

Why Join brighthush?

At brighthush, you’ll be part of a dynamic, remote‑first team that values autonomy, creativity, and measurable results. We invest heavily in our people, offering unlimited paid time off, competitive stock options, comprehensive health coverage, and continuous learning opportunities. Our collaborative environment encourages cross‑functional teamwork, giving you the chance to influence product roadmaps, shape customer journeys, and drive revenue growth. If you thrive in a high‑trust, regulated industry and want to make a tangible impact on millions of customers, brighthush is the place for you.

Role Overview

As the Remote Customer Marketing Manager, you will own the entire post‑sale customer journey—from onboarding to advocacy—while simultaneously building and nurturing professional partnership channels. Your strategic vision and execution will directly influence referral revenue, customer lifetime value, and brand perception. You will serve as the bridge between customers, partners, product, engineering, and sales, translating insights into actionable initiatives that accelerate growth.

Key Responsibilities

• Referral Flow Ownership: Design, implement, and optimize the end‑to‑end referral process for new brighthush clients, ensuring a seamless experience from the initial ask to closed referral and measurable revenue capture.
• Onboarding & Advocacy Journey: Craft a compelling onboarding roadmap that transforms new customers into engaged users and passionate advocates. Build mechanisms—such as automated nurture sequences, referral incentives, and community forums—that turn advocacy into a sustainable referral engine.
• Professional Partnership Program: Launch and manage a partnership ecosystem with wealth managers, Registered Investment Advisers (RIAs), financial advisors, attorneys, and other trusted referral sources. Responsibilities include outreach, onboarding, joint marketing, and ongoing relationship management.
• Event Strategy & Execution: Plan and execute high‑impact customer and partner events—both virtual and in‑person—to deepen engagement, showcase product value, and generate new referral leads. Coordinate logistics, content, speaker line‑ups, and post‑event follow‑up.
• Product & Engineering Advocacy: Act as the customer voice for product and engineering teams. Translate customer and partner feedback into clear, prioritized requirements that enhance referral, onboarding, advocacy, and partnership workflows.
• Cross‑Functional Collaboration: Partner with sales, product, tax operations, and design to ensure timely delivery of initiatives. Own the project lifecycle from concept to launch, maintaining clear communication and alignment across teams.
• Revenue Reporting & Accountability: Track, analyze, and report on referral and partnership revenue. Own the KPI dashboard, provide insights to leadership, and iterate on strategies to maximize ROI.
• Collateral Development: Create persuasive marketing assets—partner one‑pagers, pitch decks, referral program guides, event materials, and case studies—working closely with design and copywriting resources.

Essential Qualifications

• U.S. residency required; remote work across the United States.
• Minimum 5 years of experience in customer marketing, lifecycle marketing, referral or growth marketing, or partnership management—preferably within fintech, wealth management, or another regulated, high‑trust sector.
• Proven track record of building or scaling a referral or customer advocacy program that delivered measurable revenue impact.
• Experience managing external partner relationships from prospecting through ongoing account management, with a deep understanding of the financial advisory ecosystem.
• Strong strategic mindset with the ability to own a program end‑to‑end—strategy, execution, and reporting—without a large team.
• Exceptional cross‑functional collaboration skills; able to influence product and engineering roadmaps without direct authority.
• Data‑driven decision maker; comfortable defining, tracking, and reporting metrics that tie directly to revenue.
• Hands‑on experience planning and executing customer‑facing events, both virtual and in‑person.
• Proficiency in creating marketing collateral—one‑pagers, pitch decks, event assets—without relying solely on external designers.
• High emotional intelligence, personal drive, and professionalism aligned with brighthush’s core values.
• Experience with formal client advocacy or reference programs (case studies, testimonials, referral incentives).
• Background in channel partnerships with financial advisors, RIAs, attorneys, or other professional referral networks.
• Experience designing lifecycle programs for high‑net‑worth or ultra‑high‑net‑worth clients is a plus.

Preferred Qualifications

• Background in tax services or related financial compliance sectors.
• Experience with marketing automation platforms (e.g., HubSpot, Marketo, Braze) and CRM systems (e.g., Salesforce).
• Knowledge of regulatory requirements for marketing in the financial services industry.
• Strong storytelling skills that translate complex financial concepts into compelling narratives.
• Previous experience in a startup environment with rapid scaling and high‑impact responsibilities.

Skills & Competencies

• Strategic Thinking & Execution
• Customer‑Centric Mindset
• Relationship Building & Negotiation
• Data Analysis & KPI Management
• Project Management & Agile Methodologies
• Marketing Automation & CRM Proficiency
• Content Creation & Copywriting
• Event Planning & Management
• Cross‑Functional Leadership
• Adaptability & Resilience

Career Growth & Learning Opportunities

At brighthush, your professional development is a priority. You will have access to:

• Mentorship from senior leaders in product, engineering, and sales.
• Paid certifications in marketing analytics, product management, and financial compliance.
• Regular hackathons and innovation sprints to experiment with new ideas.
• Opportunities to transition into product management, growth strategy, or partner success leadership roles.
• Annual conference travel budget to attend industry events and build your network.

Work Environment & Culture

brighthush champions a remote‑first culture that empowers employees to work from anywhere in the U.S. We foster:

• Transparent communication through weekly all‑hands meetings and open Slack channels.
• Inclusive decision‑making where every voice is heard.
• A focus on impact over process—your ideas can move the needle quickly.
• Regular virtual team socials, wellness challenges, and community service initiatives.
• A culture of continuous learning, with a dedicated budget for courses, books, and conferences.

Compensation & Benefits

• Competitive base salary commensurate with experience.
• Performance‑based bonus tied to referral and partnership revenue.
• Equity package (stock options) to share in brighthush’s growth.
• Unlimited paid time off (PTO) to maintain work‑life balance.
• Comprehensive health insurance—100% coverage for the employee, 50% for dependents.
• Dental and vision coverage.
• Retirement plan with company match.
• Wellness stipend (gym, meditation apps, mental health resources).
• Home‑office stipend to create an optimal remote workspace.
• Continuous training and support—access to learning platforms, workshops, and industry conferences.

How to Apply

If you are a results‑driven marketer with a passion for customer advocacy, referral growth, and partnership development, we want to hear from you. Please submit your resume, a cover letter detailing your relevant experience, and any portfolio pieces that showcase your marketing collateral or partnership success stories.

Join brighthush and help shape the future of tax services while building a career that rewards creativity, impact, and growth.

Ready to take the next step? and become a pivotal part of our remote team.