Customer Marketing Lead

📌 Core Information

🔹 Job Title: Customer Marketing Lead

🔹 Company: Tapcheck Inc.

🔹 Location: Texas, United States (Remote)

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: April 5, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: Remote OK

🚀 Job Overview

Key aspects of this role include:

• Developing and deploying multi-channel adoption tactics to drive awareness and engagement for new and existing clients
• Collaborating with cross-functional teams to optimize campaign performance and improve user registrations
• Analyzing and documenting channel and business metrics to provide insights and recommendations for improvement
• Creating and maintaining deep audience segmentation and personalization strategies
• Designing and implementing sophisticated test roadmaps to optimize campaign performance

ASSUMPTION: This role requires a strong understanding of outbound channel best practices, funnel strategy, and customer marketing. The ideal candidate will have experience working strategically alongside sales, product, and data teams.

📋 Key Responsibilities

✅ Develop and deploy hyper-personalized, multi-channel adoption tactics for new and existing clients across email, push notification, SMS, and landing pages with emerging opportunities in other paid and owned channels

✅ Develop and deploy recurring promotions with a keen focus on generating positive ROI, while supporting broader Product-Led Growth (PLG) initiatives

✅ Regularly author strategy briefs for stakeholder buy-in that clearly capture the intent of your work, required dependencies, and how success will be measured

✅ Regularly monitor, analyze and document both channel (sends, clicks) and business metrics (funnel starts, registrations), providing insights and recommendations for improvement to stakeholders and leadership

✅ Create, maintain and improve deep audience segmentation and personalization strategies based on known and emerging user behavior, demographics, and traits

✅ Design and implement sophisticated test roadmaps that optimize campaign performance and show increment lift

✅ Collaborate closely with cross-functional teams, including Customer Success, Product Marketing, Product, Engineering, and Data

ASSUMPTION: The responsibilities listed above are subject to change based on business needs and may evolve over time. The ideal candidate will be adaptable and able to handle new challenges as they arise.

🎯 Required Qualifications

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

Experience: 5+ years in Customer Marketing or an adjacent function like Lifecycle Marketing with a strong understanding of outbound channel best practices (email, SMS, push notification) and funnel strategy

Required Skills:

• Deep hands-on experience with Braze or a comparable communications platform (Iterable, Marketo) including a strong understanding of automation logic, asset creation, channel test structure, and sophisticated targeting and personalization
• Excellent written and verbal communication skills with experience presenting to leadership groups
• Operationally excellent with a strong analytical mind—you let the performance data guide everything you do
• A self-starter with strong project management skills with a focus on ruthless prioritization

Preferred Skills:

• Experience optimizing landing pages and deploying other paid and owned channels
• Experience working in fast-growing scale-ups

ASSUMPTION: While not explicitly stated, proficiency in data analysis tools and familiarity with A/B testing best practices would be beneficial for this role.

💰 Compensation & Benefits

Salary Range: $120,000 - $130,000 annual base salary + bonus + equity. The actual base salary will depend on numerous factors such as location, experience, training, knowledge, and skills. Tapcheck reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time.

Benefits:

• Competitive Base
• Bonus
• Equity
• Flex PTO
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K Match

Working Hours: Full-time (40 hours per week) with flexible hours and a focus on results

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Customer Marketing Lead role with 5-10 years of experience. Actual compensation may vary based on the factors listed above.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services. Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, their app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.

Company Size: 51-200 employees. As a mid-sized company, Tapcheck offers a more intimate work environment with opportunities for growth and impact.

Founded: 2019. Tapcheck was founded with a mission to improve financial wellness and boost business productivity by giving workers the ability to transfer wages they’ve earned directly to their bank account or pay card without waiting for payday.

Company Description:

• Tapcheck is passionate about their mission to improve financial wellness and boost business productivity
• Their on-demand pay solution helps employees access their earned wages early, eliminating the need for high-interest payday loans or employer-funded cash advances
• Tapcheck is committed to setting high standards and pushing themselves to exceed them, fostering an environment that encourages continuous improvement and personal growth

Company Specialties:

• Financial Services
• Fintech
• Payments
• Payment Technology
• Financial Technology
• Financial Inclusion
• Alternative to payday loans
• HRTech
• On-Demand Finance
• Payroll
• Employee Wellness
• Employee Benefits
• Financial Education
• Financial Health
• Wages on Demand
• Employee Engagement
• Finance As a Service
• and Earned Wage Access

Company Website: www.tapcheck.com

ASSUMPTION: Tapcheck's focus on financial wellness and employee benefits makes it an attractive option for job seekers interested in making a positive impact in the lives of workers.

📊 Role Analysis

Career Level: Mid-level to senior. This role requires a proven track record in customer marketing with a strong understanding of outbound channel best practices and funnel strategy.

Reporting Structure: This role reports directly to the Sr. Director of Growth Marketing and works closely with cross-functional teams, including Customer Success, Product Marketing, Product, Engineering, and Data.

Work Arrangement: Remote OK. Tapcheck offers flexible work arrangements, allowing employees to work remotely from various locations across the United States.

Growth Opportunities:

• As a mid-sized company, Tapcheck offers opportunities for career growth and advancement as the company continues to expand
• The ideal candidate will have the opportunity to make a significant impact on the company's growth and success
• This role offers the chance to work closely with cross-functional teams, providing exposure to various aspects of the business

ASSUMPTION: The growth opportunities listed above are subject to change based on business needs and may evolve over time. The ideal candidate will be proactive in seeking out growth opportunities and taking on new challenges.

🌍 Location & Work Environment

Office Type: Remote-friendly. Tapcheck offers a remote-friendly work environment, allowing employees to work from home or a co-working space of their choice.

Office Location(s): Plano, Texas, and Los Angeles, California. Tapcheck has offices in both Plano, Texas, and Los Angeles, California, but employees are not required to be based in either location.

Geographic Context:

• Texas, United States. Tapcheck is headquartered in Plano, Texas, and has a significant presence in the state
• California, United States. Tapcheck also has an office in Los Angeles, California, and has a growing presence in the state
• Remote Work. Tapcheck offers remote work opportunities, allowing employees to work from various locations across the United States

Work Schedule: Full-time (40 hours per week) with flexible hours and a focus on results. Tapcheck offers a flexible work schedule, allowing employees to work during hours that best suit their needs and preferences.

ASSUMPTION: The work environment at Tapcheck is collaborative and supportive, with a strong emphasis on work-life balance and employee well-being.

💼 Interview & Application Insights

Typical Process:

• Online application review
• Phone or video screen with the hiring manager
• Technical assessment or case study
• Final interview with key stakeholders
• Background check and offer

Key Assessment Areas:

• Customer Marketing expertise
• Outbound channel best practices
• Funnel strategy and analysis
• Communication and presentation skills
• Project management and prioritization
• Cultural fit and alignment with Tapcheck's core values

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Be prepared to discuss your experience with outbound channel best practices, funnel strategy, and data analysis
• Demonstrate your ability to work collaboratively with cross-functional teams and adapt to new challenges
• Showcase your passion for improving financial wellness and boosting business productivity

ATS Keywords: Customer Marketing, Lifecycle Marketing, Email Marketing, SMS Marketing, Push Notification, Funnel Strategy, Audience Segmentation, Personalization, Data Analysis, Project Management, Collaboration, Communication, Automation, Campaign Performance, Landing Page Optimization, Growth Marketing

ASSUMPTION: The interview process at Tapcheck is designed to assess the candidate's technical skills, cultural fit, and alignment with the company's mission and values.

🛠️ Tools & Technologies

• Braze or comparable communications platform (Iterable, Marketo)
• Data analysis tools (e.g., Excel, Google Analytics, Tableau)
• Project management tools (e.g., Asana, Trello, Jira)
• Collaboration tools (e.g., Slack, Microsoft Teams, Google Workspace)

ASSUMPTION: The tools and technologies listed above are subject to change based on business needs and may evolve over time. The ideal candidate will be adaptable and able to learn new tools as needed.

👔 Cultural Fit Considerations

Company Values:

• Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
• Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
• Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
• Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.

Work Style:

• Collaborative: Tapcheck values a collaborative work environment where employees work closely together to achieve common goals
• Adaptable: Tapcheck is a fast-growing scale-up, and employees are expected to be adaptable and able to handle new challenges as they arise
• Data-driven: Tapcheck makes data-driven decisions and values employees who are able to analyze and interpret data to inform their work

Self-Assessment Questions:

• Do you have experience working with outbound channel best practices and funnel strategy?
• Are you comfortable working collaboratively with cross-functional teams and adapting to new challenges?
• Do you share Tapcheck's passion for improving financial wellness and boosting business productivity?

ASSUMPTION: Tapcheck's core values and work style are designed to foster a positive and productive work environment where employees can thrive and make a meaningful impact on the company's success.

⚠️ Potential Challenges

• Working remotely can be challenging for some individuals, requiring strong self-motivation and time management skills
• Tapcheck is a fast-growing scale-up, and employees may face new challenges and priorities as the company continues to expand
• The role requires a strong understanding of outbound channel best practices and funnel strategy, which may be challenging for candidates without relevant experience
• Tapcheck's focus on financial wellness and employee benefits may require employees to work with sensitive and confidential information

ASSUMPTION: The potential challenges listed above are subject to change based on business needs and may evolve over time. The ideal candidate will be proactive in seeking out support and resources to overcome challenges as they arise.

📈 Similar Roles Comparison

• Customer Marketing Lead vs. Senior Marketing Manager: A Customer Marketing Lead role focuses specifically on driving customer engagement and adoption, while a Senior Marketing Manager role may have a broader scope, including brand management and market research
• Customer Marketing Lead vs. Product Marketing Manager: A Customer Marketing Lead role focuses on driving customer engagement and adoption, while a Product Marketing Manager role focuses on driving product awareness and adoption among customers
• Customer Marketing Lead vs. Growth Marketing Manager: A Customer Marketing Lead role focuses specifically on driving customer engagement and adoption, while a Growth Marketing Manager role may have a broader scope, including customer acquisition and retention strategies

ASSUMPTION: The role of Customer Marketing Lead is unique to Tapcheck and may differ from similar roles at other companies. The ideal candidate will have experience working in a fast-growing scale-up and be adaptable to the specific needs and priorities of the role.

📝 Sample Projects

• Developing and deploying a multi-channel adoption campaign to drive user registrations for a new product launch
• Analyzing and optimizing campaign performance to improve ROI and increment lift
• Creating and maintaining deep audience segmentation and personalization strategies to improve user engagement and retention
• Collaborating with cross-functional teams to develop and deploy recurring promotions that support broader PLG initiatives

ASSUMPTION: The sample projects listed above are intended to provide a sense of the types of projects that may be required for this role. The ideal candidate will have experience working on similar projects and be able to adapt to new challenges as they arise.

❓ Key Questions to Ask During Interview

• Can you describe the typical workday for a Customer Marketing Lead at Tapcheck?
• How does Tapcheck support the growth and development of its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Tapcheck measure the success of its Customer Marketing initiatives?
• What are the biggest challenges facing the Customer Marketing team at Tapcheck, and how can this role help address them?

ASSUMPTION: The key questions listed above are intended to provide a sense of the types of questions that may be relevant for this role. The ideal candidate will be proactive in seeking out information and asking thoughtful questions to better understand the role and the company.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare for your phone or video screen by reviewing the job description and practicing your responses to common interview questions
• If selected for a technical assessment or case study, take the time to thoroughly review the materials and prepare a thoughtful response
• Follow up with the hiring manager one week after your final interview to express your continued interest in the role

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