Director, Customer & Field Marketing

Patra Corporation

8h•Remote

About The Position

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. The Director, Customer & Field Marketing will design, scale, and own marketing programs that deepen relationships with Patra’s existing customers, activate field and channel presence, and drive expansion revenue. This leader is accountable for customer engagement strategy, account‑based marketing, event and field program execution, and orchestrating external partners to execute at scale. Full and final accountability is to own the customer marketing strategy and execute activities in partnership with Customer Experience (CX), Customer Success (CS), and Growth teams to drive retention, cross‑sell and upsell pipeline, and customer advocacy.

Requirements

8–12+ years of experience in B2B marketing, with a focus on customer marketing, field marketing, or account-based marketing in tech-enabled services, SaaS, or professional services environments.
Minimum of a bachelor’s degree in marketing or a similar field.
Demonstrated experience owning event programs and field marketing strategies with measurable outcomes.
Proven ability to build and activate ABM programs in coordination with sales and customer success teams.
Experience building impact through external partners and managed services ecosystems, not large internal teams.

Nice To Haves

Insurance/Financial Services experience and regulatory awareness (where relevant).
Strong analytical skills, CRM and marketing automation proficiency, and experience with multi‑touch attribution models.

Responsibilities

Strategic ownership of customer and field marketing programs that increase retention, expansion, and advocacy.
Cross‑functional partnership to align on renewal readiness, executive narratives, and top account engagement strategies.
Operational leadership to coordinate cross‑sell and pursuit plays with clear engagement models, account context, and measurable delivery outcomes.
Develop and own a customer marketing strategy that deepens engagement, reinforces Patra’s value, and uncovers expansion opportunities across the installed base.
Define customer and account segments by expansion potential, service mix, and relationship maturity.
Partner with CX and CS to surface and act on customer health signals, including renewal risk and expansion propensity.
Create scalable content and assets that communicate impact and enable CX/CS to drive adoption and expansion.
Build and operationalize programs focused on additional service attachment and capability expansion.
Define priority cross‑sell paths, outcome‑oriented messaging, and executive proof points.
Lead account‑based and pursuit‑based marketing across top accounts with personalized engagement and measurable outcomes.
Own strategy, budget, and performance for trade shows, customer events, and field activations; set selection criteria and ROI measurement.
Direct external managed marketing services and field partners; set briefs, success metrics, and quality standards.
Build automated engagement journeys tied to account signals across email, events, and digital channels.