Senior Product Marketing Manager - SaaS, AI, CRM

You'll own product marketing and growth for our partner business - a player-coach role where you set the strategy and execute it. You'll report directly to the CEO, coordinate a marketing coordinator and our digital agency, and work daily with Product, Product Ops, and our sales team. You'll have a dedicated budget and real ownership from day one. You'll also inherit native AI tooling - live partner performance dashboards, AI-generated competitive battlecards, automated reporting - and you'll be expected to enhance it and build your own.

We're hiring you for judgment and taste - the strategic calls on positioning, offer sequencing, and partner prioritization that determine whether this business compounds. Execution and operations are where agentic automation should carry the load: reporting, first-draft content, competitive monitoring, and campaign mechanics should run through AI tooling and agents you direct, not manual hours. The less time you spend on production, the more you're doing the job right.

The partner business runs in both directions, and you'll own both:

• Strategic partner integrations - our highest-volume motion, driving thousands of partner referrals a month. Banking (Relay, Lili), insurance (NEXT), and lending (Lendio) offers presented to the companies in our network, with more planned as we widen into adjacent spaces: payroll, tax and bookkeeping, business credit, and workspace
• The AP Program - an earlier-stage channel with big upside: recruiting, activating, and growing accounting and financial professionals who refer formations

What You'll Own

Integration partner marketing

• Customer-facing positioning for each integration - the right offer, at the right point in the customer journey
• Attach rate growth - optimizing how and when partner offers reach our ~100K-company network, in coordination with Product and Ops on launches and program changes
• Co-marketing programs with integration partners: joint campaigns, content, and promotional offers
• Partner performance reporting: attach rates, revenue contribution, and partner satisfaction

AP channel growth

• Demand gen strategy and execution for partner acquisition - paid and organic campaigns, nurture sequences, and outreach, from awareness to signed partner
• The webinar and conference program end to end: topics, speakers, production, promotion, and follow-up, including co-hosted content with partners like CPA.com, Accounting Today, CPA Academy, and CalCPA
• Joint go-to-market plans with associations, media, and ecosystem partners

Enablement & market intelligence

• Partner-facing and sales-facing collateral: decks, one-pagers, email templates, objection handling, battlecards
• A partner resource library that AEs and strategic account managers actually use
• Competitive tracking across formation platforms, registered agent services, and channel programs to sharpen our positioning, * Real, hands-on AI adoption in your daily work: AI-assisted content pipelines, agent-driven research, automated competitive monitoring, or tools your team actually depends on. Come ready to show us something you've built
• A hands-on content creator - you write, you don't just direct others to write
• Comfortable directing an agency and holding external partners accountable without a big internal team behind you
• Data-driven and evidence-first: you set targets, measure, and iterate

Bonus points: experience running webinar and event programs end to end; familiarity with professional channel ecosystems - accounting and tax, law firms, financial advisory, or similar advisor networks; experience marketing financial products to small businesses; HubSpot/Salesforce fluency; experience scaling a partner program from early stage.

How We'll Measure Success

Your north star is partner-sourced revenue growth - led by integration attach rates, with AP channel growth building behind it. Supporting metrics:

• Attach rate and revenue contribution across integration partners
• Signed AP partners attributable to marketing, and activation rate (partners referring within 90 days)
• Webinar and event conversion to pipeline
• Partner retention and satisfaction

Pay: $110,000.00 - $130,000.00 per year

• 5+ years in B2B or product marketing with real integration or embedded-partner experience - you've positioned a portfolio of offers inside a product and driven adoption and attach rates, not just brand awareness

Pulled from the full job description

• Paid parental leave
• Parental leave
• Health insurance
• Vision insurance
• Dental insurance
• Unlimited paid time off, * Dental insurance
• Health insurance
• Paid parental leave
• Unlimited paid time off
• Vision insurance

CompanySage is the AI-native platform for business formation and compliance. Nearly 100,000 companies run on our network, and every month we connect thousands of them to strategic partners across banking, insurance, and lending. Alongside that, our Advantage Partner (AP) Program brings CPAs, tax advisors, bookkeepers, law firms, financial advisors, and other professional partners into a referral channel built on professional trust. We use AI throughout the platform, always with expert human oversight, and our internal teams work the same way. We move fast, and it's a genuinely fun place to do the best work of your career.