Customer Marketing Lead

Are you passionate about turning customer outcomes into compelling stories that influence pipeline and product strategy? Do you thrive building programs that mobilize champions across reviews, references, and community? Do you love partnering with Sales, Customer Experience, and Product Marketing to turn adoption signals and value delivered into lifecycle plays and expansion? If so, we invite you to join our innovative team.

As the Customer Marketing Lead, you’ll stand up and scale reference and advocacy programs that power sales cycles, analyst relations, PR, and events. You’ll build deep long term relationships with customers, following their experience with Ridgeline as it unfolds, capturing and documenting value stories and success metrics in real time. You’ll operationalize how we build and support our customer champions, match references, and activate advocates—and you’ll map our customer-focused content engine (stories, videos, webinars) to our target market & and target personas. You’ll leverage AI-enabled tooling to accelerate discovery, content development, and measurement as you drive programs from advocacy and references to adoption/utilization through to cross-sell plays.

In our fast-paced, progressive work environment, you’ll translate customer outcomes into value-oriented narratives that inspire new customers to join the growing Ridgeline community. You’ll partner across the team to ideate campaigns, architect community and review motions, and deliver customer stories that unlock late-stage deals—directly shaping pipeline and market perception.

You’ll collaborate with teams that welcome AI-enabled workflows, partnering across Sales, CS, PMM, AR/PR, and Events to match references, engage speaker advocates, and amplify proof at key moments. You’ll think outside the box, bringing your vision, passion, and operational rigor to build repeatable engines—helping drive our culture and influence the trajectory of an ambitious fintech transforming an investment management industry primed for change.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If the Ridgeline Way excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

• Design and lead a customer storytelling program that uncovers data-driven proof points and hero success metrics, turning Ridgeline’s value to our customers into compelling narratives that reinforce market positioning and measurable business impact.
• Create and maintain a repository of reusable customer proof assets (quotes, call clips, win wires, micro-case-studies) organized by segment, use case, and persona.
• Partner with Customer Success and Product Marketing to track adoption/utilization signals and launch lifecycle campaigns that activate champions and surface expansion moments.
• Establish value proof motions in partnership with Value Engineering (lightweight outcomes narratives, ROI snapshots) to support advocacy content and late-stage deals.
• Stand up and run a scalable customer reference program (recruitment, qualification, matching, SLAs) that powers sales cycles, analyst relations, PR, and events.
• Partner on building and leading an advocacy community (customer councils, speaker bureau, reviews) with a content calendar across stories, videos, and webinars mapped to ICP/personas.
• Own program operations: reference database hygiene, consent/workflows, and measurement spanning references fulfilled, review volume/ratings, sourced and influenced pipeline, content usage, and adoption/utilization lift.
• Systematize intake and requests from Sales/AR/PR/Events; set SLAs, build routing logic, and publish status dashboards.
• Drive review strategy (G2, Gartner Peer Insights, PeerSpot): run outreach, incentives (as appropriate), and response management; monitor share of voice and ratings trends.
• Partner cross-functionally to embed advocacy signals into GTM motions (deal reviews, ABM plays, competitive takeouts) and post-sale onboarding/adoption workflows.
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• 5–8 years in B2B SaaS customer marketing/advocacy/storytelling roles, with experience building programs at enterprise scale.
• Has a documentary-style instinct for timing—seeing the arc before it unfolds and begin capturing stories now that will define our future success.
• Builds customer relationships through empathy and a journalistic curiosity, uncovering the human and data-driven angles that turn outcomes into powerful narratives.
• Demonstrated revenue impact from advocacy/reference engines and review/community strategies (e.g., G2, Gartner Peer Insights, PeerSpot).
• Strong cross-functional leadership with Sales, CS, AR/PR, and Product; excellent storytelling and executive-ready communication.
• Proven ability to operationalize programs: intake models, consent workflows, reference matching logic, and metric frameworks tied to pipeline, adoption, and utilization.
• Comfort with data and experimentation: define baselines, set targets, and run tests across lifecycle campaigns and reviews/ratings.
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Potential considerations for specific roles

• At times you will travel to meet our customers in person for content capture opportunities.

Bonus:

• Creative portfolio of customer-centric or data-centric storytelling, any medium.
• Experience 
• Experience with advocacy/reference tooling (e.g., ReferenceEdge/RO Innovation, UserEvidence).
• Familiarity with marketing automation and CRM ecosystems.
• Knowledge of value-selling frameworks and partnering with Value Engineering.

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The typical starting salary range for new hires in this role is $135,000 - $157,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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