Serve as the single point of accountability for the SMB customer journey across product, lifecycle, in-product messaging, and sales
Ensure messaging and experience are coherent across touchpoints—what a user sees in-app should reinforce what they receive via email and hear from sales
Identify gaps and friction points in the journey; work cross-functionally to close them
Define and optimize the paid-to-paid expansion paths
Create high-quality content (video scripts, written pieces, case studies, landing pages) for the SMB audience
Build content as a system—assets that can be repurposed across lifecycle emails, paid performance campaigns, in-product messaging, and sales enablement
Own the production of customer stories and proof points that resonate with SMB buyers
Partner with creative resources as needed, but be comfortable producing work directly
Own email and in-product communication strategy from signup through expansion
Build trigger-based campaigns tied to usage milestones, feature adoption, and expansion signals
Partner with product to design upgrade prompts and in-app moments that feel helpful, not pushy
Continuously test and optimize messaging for conversion impact
Become the internal authority on the SMB user: their goals, constraints, buying process, and decision-makers
Conduct ongoing user research to deepen understanding of this audience
Translate insights into actionable guidance for product, sales, and marketing
Define product-qualified lead (PQL) criteria in partnership with sales and product
Develop the core story for why users should move from free to paid, and from self-serve to sales-assisted