Lead - Customer Marketing at FreshBooks

Bengaluru, Karnataka, India

FreshBooks Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Software, SaaS, Customer ExperienceIndustries

Requirements

  • 7–10 years of experience in customer marketing, lifecycle marketing, or customer success roles (preferably SaaS)
  • Proven ability to design and manage automated adoption and renewal programs across multiple channels at scale
  • Deep understanding of B2B SaaS customer lifecycles and retention economics
  • Experience using marketing automation tools (HubSpot, Marketo, Gainsight)

Responsibilities

  • Design and execute adoption journeys: Build and scale structured Pre-90 onboarding programs to accelerate activation and adoption across key product lines
  • Create automated nurture journeys (emails, in-app prompts, webinars, certifications) tailored by persona and stage
  • Collaborate with Product and Education teams to ensure customers achieve Time-to-First-Value (TTFV) within target benchmarks
  • Design retention and re-engagement plays: Design renewal readiness campaigns (T-180/T-120/T-90/T-30) that proactively reinforce value
  • Partner with Customer Success to launch save sequences for at-risk accounts, triggered by usage or sentiment signals
  • Build customer-facing content that drives product stickiness — feature deep dives, ROI stories, and use-case spotlights
  • Operationalize the customer lifecycle: Establish a lifecycle marketing calendar aligned to key adoption, renewal, and expansion milestones
  • Use behavioural data to trigger personalized communications across email, in-product, and community channels
  • Ensure each touchpoint moves customers from awareness → activation → value → renewal
  • Leverage AI and automation: Use AI to detect adoption gaps, recommend personalized content, and forecast churn risk
  • Automate customer lifecycle touchpoints using AI-driven insights on usage, health, and role-based journeys
  • Partner with Marketing Ops to integrate these signals into CRM and CLG dashboards
  • Run A/B tests on content, cadence, and triggers to continuously improve lifecycle performance
  • Present results in quarterly business reviews (QBRs) with key stakeholders

Skills

Key technologies and capabilities for this role

Customer MarketingLifecycle MarketingAdoption ProgramsRetention MarketingChurn ReductionCustomer SuccessProduct MarketingCross-functional CollaborationMarketing Program DesignMarketing Program Execution

Questions & Answers

Common questions about this position

Is this position remote or on-site?

This is an on-site position.

What is the salary range for this role?

This information is not specified in the job description.

What are the key responsibilities for this role?

Key responsibilities include designing and executing adoption journeys with onboarding programs and automated nurture journeys, developing retention and re-engagement plays like renewal campaigns and save sequences, and operationalizing the customer lifecycle with a marketing calendar and personalized communications.

What team does this role work with?

This role sits within the Customer Marketing & Advocacy team, reporting to the Customer Marketing Manager of Lifecycle & Retention Marketing, and works cross-functionally with Customer Success, Product Marketing, Education, and Sales.

What kind of experience makes a strong candidate for this position?

Strong candidates will have experience designing and scaling lifecycle marketing programs for customer adoption and retention, building automated nurture journeys and renewal campaigns, and using behavioral data for personalized communications, with the ability to collaborate cross-functionally.

FreshBooks

Cloud-based accounting software for businesses

About FreshBooks

FreshBooks provides cloud-based accounting software aimed at simplifying financial management for small to medium-sized businesses and self-employed professionals. The software allows users to efficiently track expenses, time, and invoices, making it accessible even for those without accounting experience. Users subscribe to the service with various pricing tiers, and they can take advantage of a 30-day money-back guarantee and an 80% discount for the first four months. FreshBooks stands out from competitors by offering a user-friendly interface and mobile accessibility, enabling users to manage their finances on the go. The company's goal is to help business owners and accountants streamline their financial processes, improve organization, and enhance client relationships.

Toronto, CanadaHeadquarters
2003Year Founded
$149.6MTotal Funding
DEBTCompany Stage
Consumer Software, FintechIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
401(k) Company Match
Stock Options
Unlimited Paid Time Off
Parental Leave
Home Office Stipend
Professional Development Budget

Risks

Increased competition from market leaders may impact FreshBooks' market share.
Dependency on Stripe's technology could pose risks if Stripe faces issues.
Economic downturns may threaten FreshBooks' subscription-based revenue model.

Differentiation

FreshBooks offers a user-friendly platform for non-accountants, simplifying financial management.
The company provides mobile-friendly solutions, catering to the rise of remote work.
FreshBooks' integration with Shopify enhances e-commerce capabilities for online businesses.

Upsides

FreshBooks' subscription model aligns with industry trends, boosting customer acquisition and retention.
The expansion of Stripe Connect features enhances FreshBooks Payments, improving payment processing.
AI-driven financial analytics tools can provide predictive insights, enhancing decision-making.

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