Customer Marketing Manager

OLarry is a tax and technology company focused on making tax more accessible and efficient. The Customer Marketing Manager will own post-sale customer engagement, advocacy, referrals, and professional partnership channels, while coordinating with sales, product, engineering, and tax operations to drive revenue and represent customer needs.

Responsibilities:

• Own the referral flow for OLarry clients, with a primary focus on new clients, from first ask through to closed referral
• Design and manage the onboarding journey that takes a client from new customer to engaged user to advocate, and build the mechanisms that turn advocates into referral sources
• Build and manage a partnership program with wealth managers, RIAs, and other professional referral sources, including outreach, onboarding, and ongoing relationship management
• Plan and run customer events (in person and virtual) that deepen engagement and generate referrals and partnership leads
• Advise product and engineering on what needs to be built to support referral, onboarding, advocacy, and partnership workflows, translating customer and partner feedback into clear requirements
• Manage cross-functionally with sales, product, and tax operations to get these workstreams executed on time
• Report on and take accountability for the revenue generated through referrals and partnerships
• Build the collateral needed to support these efforts, including partner one-pagers and pitch materials, referral and advocacy program assets, and event collateral, working with design as needed

Requirements:

• OLarry only hires individuals based in the U.S
• 5+ years in customer marketing, lifecycle marketing, referral/growth marketing, or partnerships, ideally in fintech, wealth management, or another regulated, high-trust industry
• Track record of building or scaling a referral or customer advocacy program with measurable revenue impact
• Experience managing external partner relationships (RIAs, wealth managers, brokers, or similar) from prospecting through ongoing account management
• Comfortable owning a program end-to-end: strategy, execution, and reporting, without a large team underneath you
• Strong cross-functional collaborator who can work effectively with product and engineering to influence the roadmap without owning it directly
• Data-driven; comfortable defining and tracking metrics that tie directly to revenue, not just engagement
• Experience planning and executing customer-facing events
• Comfortable writing and building marketing collateral yourself (partner materials, one-pagers, event assets), rather than only briefing a designer or copywriter
• A high level of EQ, personal drive, and professionalism that adheres to the OLarry Core Pillars
• A formal client advocacy or reference program (case studies, testimonials, referral incentives)
• Channel partnerships with financial advisors, RIAs, attorneys, or other professional referral networks
• Marketing or lifecycle programs for high-net-worth or ultra-high-net-worth clients