Responsibilities

• Consumer Segmentation & Value Proposition
• Continuously manage and refine the consumer segmentation framework and process to ensure customers are aligned to the appropriate segments and value propositions, including both personal and business customers
• Support portfolio optimization efforts, including customer and account realignment, to improve customer experience and platform efficiency
• Partner with Product and Marketing teams to define and evolve differentiated value propositions by segment
• Lifecycle & Go to Market Execution
• Develop and execute lifecycle strategies across consideration and acquisition, product activation and cross-sell and retention and win-back phases ensuring clarity and consistency across channels
• Develop and execute test‑and‑learn initiatives to refine messaging, channels, and engagement tactics
• Manage the customer communication calendar to ensure coordinated, relevant, and well‑timed outreach
• Leverage data and insights to improve conversion, product adoption, and retention outcomes by segment
• Establish target recommendations for product penetration and engagement, informed by customer behavior and performance trends

Requirements

• 7+ years of experience in consumer banking, financial services, strategy, marketing, or customer experience
• Experience developing or supporting segmentation, lifecycle, or go‑to‑market strategies
• Strong analytical and problem‑solving skills, with the ability to interpret data and generate insights
• Clear, effective communicator with strong written, verbal, and presentation skills
• Proven ability to work in a highly collaborative, cross‑functional environment
• Highly organized, adaptable, and comfortable managing multiple priorities
• Strong proficiency in Microsoft Excel, PowerPoint, and Word

Benefits

• Health insurance coverage
• Wellness program
• Fertility and family building aids
• Life and disability insurance
• Retirement savings plans with a generous 401K match
• Paid leave programs
• Paid holidays
• Paid time off (PTO)