Customer Marketing Manager

Reposted 7 Days Ago
Be an Early Applicant
Indianapolis, IN, USA
In-Office
Mid level
Software • Financial Services
The Role
The Customer Marketing Manager will enhance user engagement and empower employers by creating educational materials, campaigns, and strategies to drive adoption and retention of YML.
Summary Generated by Built In

Location: Indianapolis

We’re looking for a humble, hungry, and people-smart Customer Marketing Manager to deepen engagement with users and empower our employer partners to successfully promote YML within their organizations.

This role bridges marketing, customer success, and product. You’ll focus on helping employees discover, understand, and repeatedly use YML—and helping HR leaders champion the program to their workforce. You’ll create engagement strategies, educational materials, videos, campaigns, and communication assets that drive adoption, retention, and long-term customer advocacy.

You’ll report to and be supported by our Director of Marketing and collaborate closely with our small, but mighty team of 4.

Your north star: increase retention, ongoing end-user engagement, and customer advocacy across our client base.

About Your Money Line

Money is the #1 stressor for American workers—and we’re on a mission to create financial stability and confidence for all. YML is a financial wellness benefit that pairs AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.

Responsibilities:

End-User Engagement & Lifecycle Campaigns

  • Build and optimize multi-channel lifecycle journeys (email, SMS, push, in-app) to drive retention, adoption, and ongoing platform utilization.
  • Partner with the product team to create onboarding flows, activation sequences, and engagement touchpoints that help users confidently get value from YML.
  • Develop user engagement strategies that encourage feature discovery and sustained usage.
  • Track and report on key engagement KPIs, including registrations, feature usage, message performance, and overall retention. 

Content Creation: Educational, Video, & Storytelling

  • Produce clear, compelling educational content—product explainers, short videos, tutorials, and testimonials.
  • Write and distribute monthly and ad-hoc newsletters (client- and participant-facing) featuring education, product updates, and impact stories.

Client (Employer) Enablement & Activation

  • Equip HR/benefits teams with customizable launch kits, engagement materials, email templates, and year-round promotional tools.
  • Support the accuracy of client CRM data and leverage marketing workflows to distribute comms
  • Lead planning and content development for client webinars, benefit fair materials, and giveaway/raffle items that elevate awareness and excitement.

Customer Advocacy & Social Proof

  • Build and manage advocacy programs to turn enthusiastic users into reviewers, references, and case study participants.
  • Source, shape, and package customer stories for case studies, sales collateral, videos, and newsletters.
  • Support the creation of and ongoing touch points with the Client Advisory Board.

Insights & Voice of the Customer

  • Act as a connector between Marketing, CS, Product, and Financial Guides to ensure content and messaging reflect real user needs and experiences.
  • Gather, synthesize, and share user insights to continuously improve engagement programs and content quality.

Key Qualifications

  • 2–5 years of experience in customer marketing, lifecycle marketing, product marketing, or content marketing.
  • Exceptional writing skills—able to translate financial concepts into simple, supportive, action-driven messaging.
  • Experience creating multi-channel campaigns across email, push, SMS, and in-app messaging.
  • High attention to detail and experience coordinating campaigns across various segments, communications, and products with ease. 
  • Comfortable producing content yourself—email templates, video scripts, onboarding materials, how-to guides, and support documentation.
  • Not necessarily someone who comes with all of the answers, but a willingness to find a scrappy solution.
  • Creative instincts paired with data-driven optimization.
  • Experience with B2B2C, HR tech, fintech, or employee benefits is helpful.
  • Highly collaborative and thrives in a fast-paced, small team where everyone wears many hats.
  • Experience using HubSpot, Canva, and/or Customer Engagement Platforms is a plus.

Our Company Values

  • Lead with empathy
  • Grow with courage
  • Move fast, together
  • Own the outcome
  • Good vibes are always in the budget

Benefits

  • Company equity options
  • Unlimited wellness time off
  • Hybrid office model
  • Unlimited PTO
  • Paid holidays
  • Paid maternity, paternity, and adoption leave
  • Medical insurance 
  • Health savings account (HSA) and employer HSA contribution
  • Dental and vision insurance
  • 100% employer-provided life insurance
  • 401K and 401K match
  • Regular employee events
  • Office snacks
  • Flexible working hours
  • Voted a “Best Place to Work in Indiana” 2023, 2024, 2025
  • Fun startup culture

Skills Required

  • 2-5 years of experience in customer marketing, lifecycle marketing, product marketing, or content marketing
  • Exceptional writing skills
  • Experience creating multi-channel campaigns across email, push, SMS, and in-app messaging
  • High attention to detail
  • Comfortable producing content yourself
  • Creative instincts paired with data-driven optimization
  • Experience with B2B2C, HR tech, fintech, or employee benefits is helpful
  • Experience using HubSpot, Canva, and/or Customer Engagement Platforms is a plus
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The Company
HQ: Indianapolis, IN
27 Employees
Year Founded: 2017

What We Do

Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.

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