CUSTOMER ADVOCACY · CUSTOMER MARKETING · BRAND

Katie Wade

Celebrating people through story.  

Customer Advocacy, Customer Marketing & Brand Leader with 15+ years in enterprise B2B SaaS.  I find the real, human stories inside business transformations and turn them into brand momentum and proof that closes deals.

Portrait of Katie Wade
Portland, Oregon
01 — Story

I've spent my career at the intersection of brand and customer marketing — building the programs that turn customers into your most powerful growth engine.

The most resounding brand moments don't come from ad campaigns. They come from people who genuinely love your product — customers, employees, partners — and the systems you build to surface and amplify their stories at scale.

I've built those systems from the ground up across three organizations — starting with brand identity and rebranding, moving into integrated brand and customer marketing strategy, and ultimately building Atlassian's Strategic Advocacy Program from zero, driving $1.4M in closed/won revenue in a single half and placing CxO advocates from Fortune 500 companies on flagship stages globally. That program built on a foundation I helped lay earlier at Atlassian, co-designing the advocacy layer of the Customer Advisory Board and growing engaged participation 60%+ year-over-year — work that influenced $19M in pipeline through customer references and executive introductions.

My through-line is a simple belief: shining a light on people's stories is the most human thing you can do and the highest-leverage marketing move available to any company.  I build the programs that make that possible.

My featured work is rooted in enterprise, but the fundamentals — earning trust, activating advocates, amplifying at scale — translate to any audience including solo entrepreneurs, startups, and small medium businesses.

Dec 2024 – Feb 2026
Atlassian

Brand Amplification Engine — 0 to Scale

Built the Strategic Advocacy Program from zero — identification, give/get infrastructure (Deeto), content production pipeline, RevOps attribution, and global agency management (Hotwire, Ogilvy). Partnered with Comms to secure press exclusives in Newsweek, Diginomica, Fast Company. CxO advocates from Stellantis, Honeywell, Daimler, Commonwealth Bank, Lloyds Bank on US and EMEA flagship stages. Achieved 175%+ annual speaker placement goals in one half, with 48% of speakers in executive-level roles. Customer "street interviews" became the best-performing social content in the organization's history. Drove $1.4M in closed/won revenue in a single half.

Jul 2022 – Dec 2024
Atlassian

Customer Advisory Board & Advocacy Foundation

Co-led a high-performing Customer Marketing team and co-designed the advocacy layer of Atlassian's Customer Advisory Board program — member nomination pipelines, advocate activation, and account-aligned storytelling. Grew engaged advocacy participation 60%+ year-over-year and influenced $19M in pipeline through customer references and executive introductions — the foundation the Strategic Advocacy Program was later built on.

Praecipio

Director of Marketing — Full Brand Ownership

Built the brand identity system, brand positioning, owned the full marketing function. Led a team of nine and two agencies. Executive-produced The Digital Transformation(ists) Podcast (5-star rated, Grammy award-winning co-host). Customer stories: HP, Ginkgo Bioworks, Castlight. Awards during tenure: Great Place to Work (2x), Atlassian Partner of the Year (4x), Austin Business Journal Fast 50 (2x).

Brikit

Company Rebrand — Mission to Visual Identity

Partnered with the Creative Director and Founder to lead a complete company rebrand — mission, vision, colors, typography, and full brand identity system from scratch. Led a team of six designers and information architects. Enterprise clients: Riot Games, KPMG, Pinterest.

02 — Available For

Open to the right full-time role — and available for select consulting engagements.

Full-Time · Remote

Director / Senior Director, Brand, Advocacy & Customer Marketing

Seeking an integrated brand leadership role at an enterprise B2B SaaS company — ideally owning brand amplification strategy across customer advocacy, customer marketing, social, PR, and employee activation.

  • Director-level or above, brand + advocacy scope
  • Enterprise B2B SaaS — product-led or sales-led
  • Remote-first or Portland, OR based
  • Open to relocation for the right role
  • Team leadership — building and developing direct reports
  • Cross-functional partnership with PMM, Sales, Customer Success, Comms, Creative
LET'S TALK
Consulting · Select Engagements

Brand & Advocacy Consultancy

Taking on select consulting and fractional engagements for companies who need senior-level brand and advocacy leadership without the full-time hire. Every engagement anchored in my mission: celebrating people through story.

  • Customer Advocacy & Marketing Program Design
  • Brand Amplification Strategy
  • Customer Story Production
  • Brand Identity & Positioning
  • Advocacy Program Audit & Roadmap
  • And more — see full offerings below
SERVICES
03 — Consulting

Senior brand, advocacy, and customer marketing leadership — without the full-time hire.

Consulting engagements are run through my practice, Bridge & Build Story Co.

Every engagement is rooted in my mission. Whether I'm building a customer advocacy or customer marketing program from scratch, producing flagship customer stories, or defining how a company shows up in the market — the work is always about highlighting the individuals and teams behind the transformation.

01

Advocacy Program Design

Full 0→1 program design — identification framework, give/get incentive architecture, advocate database, activation playbook, and measurement infrastructure. Built to scale from day one.

02

Customer Story Production

Flagship video, long-form case study, executive keynote narrative, or short-form sales-ready proof — produced from a single customer engagement. Multi-format storytelling that feeds every channel.

03

Brand & Advocacy Strategy

Integrated strategy across social, PR, customer advocacy, and employee activation. Story angle frameworks, PR pitch cadence, editorial calendars, and channel playbooks. All connected to the brand narrative.

04

Brand Identity & Positioning

Mission, vision, values articulation, visual identity system, tone of voice, and brand guidelines. Built for companies launching, rebranding, or evolving their market position.

05

Speaker Sourcing & Prep

End-to-end sourcing, relationship cultivation, and narrative co-development for customer speakers at flagship events. Getting your most compelling customers on stage.

06

Customer Reference Process

Blueprint for sourcing customers from and for peer review sites (G2, TrustRadius, Gartner Peer Insights, etc), analyst relations, investor relations, and press opportunities. Turn customer satisfaction into market credibility.

07

Employee Advocacy Activation

Strategy, content toolkits, and brand guidance that make it easy for employees to share your company's story authentically. Platform evaluation, launch, and ongoing activation cadence. Everyone is on the marketing team.

08

Advocacy Program Audit & Roadmap

Diagnostic audit of an existing advocacy program — what's working, what's missing, where the leverage is. Delivered as a prioritized roadmap. Blueprint for quick wins and longer-term builds.

04 — Approach

What I do differently.

01

0→1 is where I do my best work

No playbook, no pipeline, no proof library — building from the ground up is where I thrive. I use a three-pillar framework (Identify & Segment, Nurture & Activate, Amplify & Measure) to build programs that scale without losing the human touch.

02

Trust is built before the ask

CxO relationships with Mercedes-Benz, Stellantis, Honeywell, Rivian, HarperCollins — turned into multi-touchpoint co-marketing across campaigns, keynotes, video, and earned media. Advocacy as strategic partnership, not transaction.

03

Ahead of the GTM calendar

Advocacy calendar mapped to known marketing non-negotiables, while anticipating real-time revenue requests. The operational layer (logo rights, releases, advocate databases, self-service proof libraries) that makes the engine scale.

04

Brand and advocacy as one system

Social, PR, customer advocacy, and employee activation connected into one integrated strategy. Story angle frameworks that feed PR pitch cadence. Customer proof that powers the social calendar. Employee voices that amplify the brand narrative.

05

AI-native by default

AI isn't just something I'm open to — it's already part of my operating system. From account research to story briefs to program ops, I use it to move faster and go deeper, so the human work gets more of my attention, not less.

06

A two-way channel to product

Advisory boards, beta programs, and discovery sessions with strategic customers — so their feedback shapes roadmap and positioning, and the next round of stories writes itself. Advocacy that gives back to the product.

05 — Process

How I build.

  1. 01

    Identify

    Map the landscape. Account health, pipeline intelligence, competitive gaps, engagement history. Know which stories matter before anyone asks.

  2. 02

    Earn

    Relationship first, always. Become an extension of the account team. Co-design the value exchange so customers are partners, not props.

  3. 03

    Produce

    Multi-format from one engagement. Video, case study, keynote narrative, sales-ready clips, web content, analyst input, short form-proof. Atomize and amplify.

  4. 04

    Activate

    Land proof where it converts. Sales decks, GTM launches, conference stages, analyst reports, investor narratives, competitive battlecards. Make it easy to find, easy to use.

  5. 05

    Operationalize

    Logo rights, release processes, advocate databases, reference SLAs, self-service proof libraries. The infrastructure that turns a program into an engine.

  6. 06

    Measure

    Pipeline influenced, deal acceleration, share of voice, engagement depth, program health. All tied to revenue so the program earns its next investment.

06 — Work

The work.

Flagship Video + Story

Mercedes-Benz

Flagship video and story — the customer as hero, the product capability as the engine of their transformation. Featuring CSO. Distributed across launches, keynotes, and exec narratives.

Executive Speakers · US + EMEA

Stellantis | Honeywell | Daimler | BBC

Enterprise senior leaders on US and EMEA flagship stages. Co-built narratives that elevated both the customers' brand and Atlassian's category position.

Long-Form Story · Multi-Channel

Delivery Hero

Atomized into deal references, analyst conversations, social content, event quotes, and featured in media. Single engagement, multiple proof formats — sourced, produced, and distributed end to end.

Thought Leadership · Brand + Advocacy

HarperCollins

Co-created thought leadership customer story in collaboration with Brand — advocacy and brand strategy working as one function. Fred Frenzel and the HarperCollins team participated in keynote speaking, executive social content, reference calls, and press features — a model for what integrated brand and customer storytelling looks like at scale.

REVENUE IMPACT · ADVOCACY OPERATIONS

Pipeline & Revenue Attribution

Built the RevOps infrastructure connecting the Strategic Advocacy Program directly to pipeline and closed/won revenue — $1.4M in closed/won revenue driven in a single half through the give/get framework, Deeto integration, and self-service proof library I designed. That program was built on an earlier foundation: $19M in pipeline influenced through the Customer Advisory Board's reference and executive-introduction network.

Market Placement · Analyst Relations

Analyst Relations

Sourced enterprise customers for six analyst evaluations — including Gartner MQ for DevOps Platforms, Collaborative Work Management, Marketing Work Management, and three Forrester Wave reports — resulting in Leader positioning.


Additional Enterprise Customers Sourced & Featured
AMER

TripAdvisor · Royal Caribbean · Clearwater Analytics · American Eagle · Home Depot · Lumen · Roblox · SunLife · FanDuel · DHCS · Avalara · Anaplan · Ginkgo Bioworks · United Airlines · Rivian · CNA Insurance · Dropbox · Datasite

EMEA

Lufthansa · BlueYonder · Sony Music Publishing · Lloyds Banking Group · Riverty · Glovo · Arvato Bertelsmann · Voith · Giesecke + Devrient · Flutter · Elkjøp · Vodeno · Croatia Osiguranje · Daimler

APAC

Breville · Commonwealth Bank of Australia · Suncorp · Interpark · Iress · HP · Somaligic · Castlight Health · Ginkgo Bioworks

07 — Impact

The results.

Growth

60%+
Advocacy membership growth YoY
Customer Advisory Board era, 2022–2024

Revenue Impact

$19M
Pipeline influenced in 12 months
Customer Advisory Board era, 2022–2024
$1.4M
Largest closed/won deal influenced — single half
Strategic Advocacy Program, 2024–2026

Brand & Reach

48%
Executive-level event speakers in 2025
175%+
Of annual speaker placement goals — first half

Analyst Recognition

  • 2025 Gartner MQ · Marketing Work Management
  • 2025 Gartner MQ · Collaborative Work Management
  • 2025 Gartner MQ · DevOps Platforms
  • Q4 2025 Forrester Wave · Enterprise Service Management
  • Q4 2024 Forrester Wave · Knowledge Management Solutions
  • Q4 2023 Forrester Wave · Enterprise Service Management
Press
Newsweek
HarperCollins
Fast Company
  • HarperCollins — Most Innovative Companies Summit 2025
  • Plaid — Trust as a Team Sport
Diginomica
Commonwealth Bank of Australia · Lloyds Bank · Home Depot
"
The dedication, creativity, and genuine care everyone brought to this video was extraordinary. Every step felt like true teamwork in action, which is pretty fitting given what we were making together.
Product Manager, Mercedes-Benz
"
I loved the way you presented the curated storytelling opportunities to Stellantis. I'm thrilled they've agreed to share their story! I'd like to connect you with three other enterprise customers in the region — I'd like to replicate the approach!
EMEA Sales Leadership, Atlassian
08 — About

What gets me out of bed every morning is storytelling.

I'm Katie — an INFJ based in Portland, Oregon's Multnomah Village with my husband Ben and our toddler son who keeps us laughing (and running!)

I believe everyone deserves to feel seen and understood, and that shapes how I move through the world — and through my work. The best customer stories aren't just marketing assets; they're moments of genuine recognition for the people who built something real.

Outside work, I'm a swimmer (my daily anchor), a vintage treasure hunter, an aspiring cook who loves a full table, and a writer and singer at heart. I believe in rest as a practice, creativity as a need, and fun as foundation.

Values

Well-being

Prioritize people and their well-being. Sustainable work makes the best work possible.

Kindness

Model kindness as a strength. It's not soft — it's how trust gets built.

Diversity

Lift diverse ideas and experiences. The best stories come from the widest range of voices.

Excellence

Find excellence through authentic connection. Polish matters, but real always wins.

Magic

Create the magic. If we're not enjoying the work, we're doing it wrong.

Story

Celebrating people through story — every person, every company, every transformation.

09 — Contact

Let's build something that moves people.

Whether you're looking for a Director-level brand, advocacy, and customer marketing leader to join your team, or a senior partner for a select consulting engagement — I'd love to talk.

Full-Time Opportunities

Director / Senior Director, Brand, Advocacy & Customer Marketing

Seeking an integrated brand leadership role — owning advocacy, social, PR, and employee activation under one umbrella at an enterprise B2B SaaS company. Remote, available now.

Let's Talk Roles →
Consulting Engagements

Brand & Advocacy Consultancy

Taking on select fractional and project-based engagements. Advocacy program builds, customer story production, brand amplification strategy, brand identity work, and more.

Explore Working Together →
© 2026 Katie Wade · Bridge & Build Story Co. · Brand · Customer Advocacy · Customer MarketingPortland, OR