About Gelt
Gelt is transforming how high-income professionals and business owners manage their taxes—by turning a once-a-year burden into a year-round strategic advantage. Our clients rely on us for proactive tax planning, clarity, and outcomes that support their broader financial goals. We’re looking for a Client Engagement & Loyalty Manager to lead the charge in turning satisfied clients into long-term advocates.
Role Overview
You’ll be responsible for designing and executing programs that drive client retention, elevate satisfaction, and fuel referrals. A core part of your role will be curating and running small to medium-sized client and partner events that deepen relationships, highlight Gelt’s expertise, and build a thriving community. Your work will directly impact how clients perceive and interact with Gelt—through meaningful content, authentic success stories, and a trusted partner ecosystem that supports their financial journey well beyond tax season.
Your Responsibilities
Referral Program Leadership
- Own the strategy and execution of Gelt’s client referral engine—campaigns, systems, incentives, and tracking
- Develop scalable messaging and tools that clients can easily share: email templates, social blurbs, branded pages
- Create urgency and momentum with seasonal referral pushes and spotlight success stories
- Regularly analyze referral data to refine strategies by segment and trigger
Client Advocacy & Storytelling
- Build and manage a repeatable system for sourcing, interviewing, and publishing client testimonials and case studies
- Tailor stories by sector—tech, healthcare, real estate, and more—to highlight tangible outcomes and Gelt’s strategic value
- Collaborate with Marketing to promote stories across channels, including email, website, and social media
- Invite standout clients to participate in expert panels, podcast episodes, and spotlight interviews
Partner Ecosystem Activation
- Work closely with our financial, legal, and wealth management partners to provide extended value to clients
- Curate and maintain a partner resource hub to surface relevant experts based on client needs
- Host joint events with partners—from roundtables and lunch-and-learns to virtual masterclasses—that enrich client relationships
- Integrate partner offerings and education into onboarding, newsletters, and client Q&A events
Year-Round Engagement & Events
- Plan, manage, and execute small to medium-sized client and partner events (both virtual and in-person) that foster community, education, and advocacy
- Curate themed client dinners in collaboration with Sales and Product to strengthen advocacy, deepen relationships, and surface insights that inform product-market fit
- Plan and manage monthly content touchpoints—educational emails, tax tip series, livestreams, and event invites
- Implement automated client journeys for onboarding, document reminders, and re-engagement
- Create interactive experiences such as polls, livestream Q&As, and short explainers to boost engagement
What Success Looks Like
- Quarter-over-quarter growth in referral volume and conversion
- A consistent pipeline of sector-specific testimonials and case studies
- Strong attendance and engagement at client and partner events, including themed client dinners
- Increased interaction with emails, webinars, and partner resources
- Improved client retention across core customer segments
- A stronger presence of Gelt clients and partners in our public brand narrative
What You Bring
- 3–5 years experience in customer marketing, lifecycle, advocacy, or event marketing—preferably in a client services, fintech, or SaaS environment
- Experience generating high-quality client stories and testimonials at scale
- Experience planning and executing client/partner events (virtual and in-person)
- Strong written communication and interviewing skills
- Detail-oriented project manager who can juggle multiple campaigns and deadlines
- Familiarity with CRM/email platforms (e.g., Hubspot), event tools, and basic design/video editing platforms
- Bonus: Experience in tax, financial services, or as a CPA is a strong plus
Why Join Gelt
At Gelt, we don’t just file taxes—we build wealth strategies. You’ll play a key role in connecting that mission to the clients we serve, helping them feel supported, celebrated, and inspired to share their experience with others.