Careers

Palo Alto Software is looking for an experienced Channel and Program Marketing Specialist to join our team.

Combining your full-stack digital marketing knowledge and passion for small business success, you define and implement the marketing strategy to grow our LivePlan Educators, Consultants, and Accelerator sales channels activity. Success through this digital-marketing lens is defined by increased relevant audiences, engagement, conversions, and leads generated. To aid in driving product awareness, you’ll collaborate with BizDev and Sales to better understand the target customers and plug into the greater marketing team (using inbound and outbound marketing tactics) to bring new opportunities to life.

About our company and Eugene, Oregon

We’re a friendly team of more than 70 diverse, world-class experts. Each team member demonstrates our company values while adding positive contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.  

Please visit liveplan.com to learn how our products help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community.

Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We believe in candor with kindness and work that matters. We are currently working remotely for our health and safety. When it's safe, we plan to spend at least a couple of days per week in the office together for brainstorming, collaborating across teams, and developing good working relationships with our teammates. We'll maintain flexibility to have some days remote to benefit from the best of both worlds. (Only employees fully vaccinated against COVID-19 are allowed into the office or any company events.)

Our location in Eugene supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.

Benefits we provide

• Competitive salary
• Health / vision / dental / ortho
• Flexible Spending Account
• Health Reimbursement Account
• Generous paid vacation and holidays
• Paid parental leave, bereavement leave, jury-duty leave
• Paid community volunteer time
• 401(k) with a match
• Relocation reimbursement
• Flexible, family-friendly work schedule and hybrid remote/in-office work
• Discounted gym membership
• Fun company events
• A diverse and inclusive environment
• Values-based company culture
• Opportunities to serve on the "LiveWell" committee, Charitable Fund committee, and much more

About our Marketing team

We are a data- and performance-driven digital marketing team of specialists focused on growing top-of-funnel exposure, leads, conversions, and lifetime value to our SaaS (software-as-a-service) product and content properties. To that aim, we leverage a number of best-in-breed inbound marketing, A/B testing, paid advertising, data analysis, and project management platforms. We develop and iterate our marketing initiatives using an agile process and a rolling planning cycle

The Marketing Team values

• Collaboration – Working together as a united team brings the best results and makes individuals feel included, involved, and proud to be on a team with such a great amount of knowledge and expertise.
• Communication and clear expectations – When we are transparent and trust each other, it empowers us to feel confident that we know exactly what everyone’s thinking and feeling and what our objectives are and what they are not.
• Character and camaraderie – Working with people we respect, admire, and enjoy being with make our time together worthwhile.
• Creativity and innovation – Our autonomy to be awesome gives us the freedom to explore and create new and better ways of doing things.
• Coordination and well-managed process – Our carefully designed processes for proposing, planning, and implementing new projects protect the sense of order and organization we’ve developed over time.
• Customer-focus – What matters to our customers will be central to everything we do. By gaining an in-depth understanding of the people we aim to reach with our messages, products, and services, we can better serve their needs and ultimately, better help them succeed in business.

About this role

This is a full-time, permanent, exempt position reporting to the Director of Marketing

What success looks like

• Collaborates with BizDev and Sales to gather knowledge about the industry verticals and their sales processes in order to better market and sell into those verticals.
• Own, maintain, and execute the programs and relevant channels’ marketing strategy, including developing and maintaining target market personas and the tactics to reach each key market segment.
• Drives increasing numbers of prospects to the relevant areas of the LivePlan site and landing pages.
• Strategize and implement innovative ways to extend our marketing messaging and attract new cohorts of prospects to our relevant web properties.
• Generates compelling new types of content assets to further attract, engage, and educate relevant audiences.
• Converts prospects to active leads in order to support the Sales team, driving growth in overall revenue, customer lifetime value, and average revenue per account.
• Fully understands the value propositions of LivePlan and how each benefits individual sales channels.
• Promotes and grows internal programs that support channel sales, including creating product marketing content and lead-gen resources for use in the sales process.
• Embeds oneself in the SBDC and SMB support communities and consistently looks for relevant partners to collaborate with and events we can partake in.
• Contributes their unique area of marketing expertise (e.g., customer engagement, social/rich media, community building) as part of the greater marketing team to help our core, small business marketing efforts.

Summary of duties

• Collaborate with PAS’s lead content editor to develop and maintain a content creation strategy and calendar, regularly producing content intended to attract prospects and convert leads.
• Optimize the relevant sections of the LivePlan site to better move users through the funnel.
• Create and execute plans for lead generation for target vertical markets, outside of traditional content marketing, to convert prospects into high-funnel leads. 
• Promotes and engages our offerings through email marketing and social media.
• Write customer stories, white papers, one-sheeters, etc. to drive more product awareness and to better support the sales efforts.
• Ongoing partner opportunity spotting as well as nurturing and growing existing relationships with strategic product partners to increase market presence.
• Provide full marketing support for industry trade shows and events in the form of banner signs, marketing collateral, demo materials, video, and the like.
• Ensure that marketing activities are coordinated with other teams so that we don’t have overlapping marketing campaigns.
• Maintain and be prepared to report on core marketing metrics related to lead generation, conversion to sale, and customer feature usage and retention.
• Present, or assist in presenting, channel content to partners and customers in various settings: online, live, and in written form.
• Occasional travel may be required, which requires vaccination for COVID-19.

What you bring to the job 

• The long-term vision for the success of marketing projects that span several months
• Ability to adapt and quickly make adjustments that solve short-term problems without losing focus on larger goals. 
• Confidence to support your ideas and strategies and adaptability to pivot when they aren’t working. 
• Effective organization and prioritization skills to structure your workflow when working with multiple siloed projects across different teams and brands.
• Strong analytical skills to process bulk information and identify significant trends
• Strong communication skills to translate data into actionable next steps for large projects.

Required education and experience

• 4-year Bachelor’s degree or equivalent experience
• 3+ years of experience creating and leveraging marketing content
• 2+ years of managing long-term marketing campaigns and strategies
• 1+ year experience managing marketing and lead databases with an enterprise-level CRM, ideally Hubspot
• Experience writing and proofreading copy for large marketing campaigns
• Diverse experience with WordPress or other mainstream webpage builders

Preferred education and experience

• Prior experience working with SBDCs, Accelerators, or Incubators, or consulting/supporting small businesses
• Demonstrated professional or personal experience building, engaging, and growing communities
• Ability to create marketing assets that meet the company’s design standards
• Strong and impactful presentation skills

Apply today!

We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Palo Alto Software is looking for an experienced Customer Advocate to join our growing team of caring, intelligent people helping small business owners succeed with our software products and resources.

About our company and Eugene, Oregon

We’re a friendly team of more than 60 diverse, world-class experts. Each team member demonstrates our company values while adding their own contributions to our culture. Please review all the information on our culture at this link before applying to find out if it's a place where you can thrive.

Please visit liveplan.com to learn how our products help achieve our mission to help people succeed in business. We believe that when we help one small business owner grow their business, we’re helping an entire community.

Our agile and innovative team of independent thinkers and creative problem-solvers enjoy work-life integration and full, interesting lives. We believe in candor with kindness and work that matters. We are currently working remotely for our health and safety. When it's safe, we plan to spend at least a couple of days per week in the office together for brainstorming, collaborating across teams, and developing good working relationships with our teammates. We'll maintain flexibility to have some days remote to benefit from the best of both worlds. (Only employees fully vaccinated against COVID-19 are allowed into the office or any company events.)

Our location in Eugene supports access to interesting and challenging work in a growing tech scene in the beautiful Pacific Northwest. Eugene’s commute times and our drinking water from the McKenzie River Watershed are some of the best in the nation, and homes are more affordable than you’d find in Portland, Seattle, or the Bay Area.

We are currently working remote from our homes, but will eventually function as a hybrid remote/in-office team, working together in-person a couple days per week.

Benefits we provide:

About our Customer Advocacy team

We're more than a customer service team. We handle pre-sale questions, technical support and gather valuable feedback that informs the development of our products. We consistently maintain a customer satisfaction rating above 97%. Helping customers navigate our products gets them quickly back to work realizing their vision and making their entrepreneurial dreams happen. When our customers hit a hurdle, we are the difference between them walking away frustrated or rising above, being informed about the solutions that are right for them.

The Customer Advocacy Team values:

Community and Camaraderie

• Being supportive of our teammates leads to good support for our customers
• We feel safe and trust each other to be open, honest and share knowledge

Autonomy and Individuality

• Empowerment to do the right thing provides fair, fast solutions
• Freedom to be unique and creative promotes innovation and job ownership

Empathy and Compassion

• By listening, sensing, and caring we help customers and each other feel open to receiving and accepting information, results, and change

About this role:

This is a full-time, non-exempt position reporting to the Customer Advocacy Supervisor.  

Customer Advocates are responsible for:

• Customer service via telephone, chat, and email 
• Troubleshooting technical problems across browsers, internet connections, hardware, or software
• Becoming experts in our products, services, and subject matters of business planning and tracking and business email management for teams
• Being an empathetic and friendly voice of our company
• Collaborating well to provide the best solutions to customer challenges
• Multi-tasking in a fast-paced, technical environment
• Demonstrating good judgment, problem-solving and proactive support
• Maintaining a thorough understanding of the software features, including new developments

Education, experience, & skills desired:

• College degree (emphasis on accounting a plus), or equivalent experience
• Some customer/phone/chat support experience
• Experience with and good demonstrated knowledge of financial concepts and terminology
• Familiarity with the challenges of entrepreneurship or small business management is a plus
• Experience with all web browsers and operating systems
• Experience with customer support ticketing systems
• Customer-focus and emotional intelligence
• Sophisticated written and verbal communication skills
• Calm under pressure and a positive attitude
• Alignment with our company and Customer Advocacy team values

Apply today!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.