Senior Lifecycle Marketing Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the comprehensive strategy aimed at enhancing the lifetime value of account holders.

• Distill and clarify intricate technical/banking product features into compelling marketing narratives that expedite the sales process.

• Boost funding rates for newly acquired account holders.

• Elevate deposit and loan volumes among account holders.

• Enhance product usage among account holders.

• Foster, engage, and educate account holders to improve retention rates.

• Oversee the member lifecycle strategy post-acquisition, covering onboarding, activation, engagement, cross-selling, and retention—crafting the journey framework, trigger logic, and success metrics for each phase.

• Create and manage onboarding programs for 30, 60, and 90 days that promote account funding, initial product activation, and early engagement habits for new members.

• Develop and refine cross-sell and upsell initiatives that guide members up the product hierarchy—from core accounts to deposits, loans, and additional offerings.

• Formulate retention and win-back strategies utilizing behavioral signals and churn risk indicators to proactively address potential member attrition.

• Oversee the member segmentation framework—based on behavioral, product usage, and lifecycle stages—that informs all downstream initiatives and personalization strategies.

• Direct the strategy and hands-on execution of email, push, and SMS marketing initiatives across various client brands, including ad-hoc communications, advanced marketing automation, and nurturing campaigns.

• Construct, test, and enhance automated lifecycle journeys directly within marketing automation systems.

• Establish quality benchmarks and ensure uniformity across all client programs; create documentation and playbooks that disseminate best practices throughout the portfolio.

• Collaborate with marketing leadership to develop and manage client reporting frameworks that provide actionable insights and effectively communicate performance against strategic goals.

• Analyze cross-channel performance data, identifying trends, diagnosing root causes, and driving data-informed optimization decisions with urgency and accuracy.

• Define measurement frameworks and oversee campaign tracking systems—including UTM standards, website tagging strategies, and analytics setup—to guarantee governance and data integrity across all client initiatives.

• Actively identify and promote new lifecycle marketing opportunities throughout the client portfolio, leading cross-functional collaboration to develop, prioritize, and implement initiatives that yield measurable business outcomes.

• Advocate for AI-driven marketing innovation, integrating predictive analytics and machine learning into lifecycle strategies and campaign execution.

⛳️ Requirements

• Extensive knowledge of martech/CRM data models (e.g., Salesforce, Adobe, etc.).

• Demonstrated experience in achieving results in complex, multi-client or multi-brand settings.

• Proven success in designing and implementing post-acquisition lifecycle programs that measurably enhanced activation, engagement, cross-sell, and retention rates.

• Ability to thrive in a fast-paced environment, with experience managing cross-functional workflows and balancing competing client priorities simultaneously.

• Experience functioning as a player-coach—capable of driving strategy while personally developing and executing programs, especially in lean or rapidly scaling environments.

• Strong expertise in member segmentation, behavioral targeting, and lifecycle-stage-based personalization across digital platforms.

• Operational mindset with a background in scaling teams through SOPs, documentation, and Agile/Jira governance.

• Enthusiasm for the financial sector, marketing, innovation, and technology.

• At least 7 years of progressive experience in digital marketing, with specialized knowledge in finance and e-commerce; previous leadership or mentoring experience preferred.

• Outstanding communication, organizational, and program management abilities, with experience managing competing priorities across multiple clients and stakeholders concurrently.

• Highly self-sufficient operator who demonstrates initiative, establishes direction without waiting for guidance, and inspires that same motivation in others.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible working hours

• Paid time off

• Remote work options