Head of CRM & Lifecycle Marketing

New York City, NY (On-site)

$230K/yr – $280K/yrSenior LevelFull time

Posted 1 day ago

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Job Summary

Own the end-to-end growth engine for outbound and lifecycle, from advisor acquisition through activation and progression, partnering with Sales, Product, and RevOps to optimize time-to-first-booking and drive advisor GMV growth.

  • Shape outbound targeting, onboarding, and lifecycle programs to move advisors from $100K toward $500K in production.
  • Collaborate across Sales, Analytics, and MarTech to ensure clean data, effective attribution, and personalized experiences at scale.

Job Description

Responsibilities

  • Outbound Advisor Acquisition - Build and scale Fora's outbound acquisition engine with a focus on quality over volume: source and purchase prospect lists, develop lead databases, and execute targeted outreach campaigns to reach high-potential advisor prospects. - Develop clear ICPs for high-performing advisors — experienced agents, high-potential career switchers (e.g., wedding/event planners, sales professionals), and other emerging segments — and use them to sharpen outbound targeting and outreach strategy. - Develop and manage a switcher strategy to attract experienced agents from established travel companies, including crafting compelling value propositions, incentive structures, and competitive positioning. - Partner with Sales to ensure a seamless handoff from marketing-qualified lead to advisor onboarding, optimizing conversion and lead quality at every stage of the funnel. Activation & Time-to-Productivity - Design and execute segmented onboarding and lifecycle journeys that optimize for time-to-first-booking, time-to-first-commission, and early advisor success — compressing the path to productive GMV. - Segment journeys by advisor type — career switchers, part-time vs. full-time, experienced agents — tailoring messaging, cadence, and channel mix (email, SMS, in-app) to each segment's needs and motivations. - Identify and remove friction across onboarding and early lifecycle stages, partnering with Advisor Experience and Product to ensure advisors have what they need to succeed quickly. Advisor Growth, Retention & Path to Pro - Partner with the analytics team to develop and test a suite of hypotheses around how to accelerate advisors on the path to pro — unlocking the behaviors, interventions, and product usage patterns that move an advisor from $100K to $500K in production. - Design and execute lifecycle programs informed by those insights — targeted nudges, milestone-based journeys, and personalized recommendations that systematically push advisors up the production curve. - Develop re-engagement strategies for underperforming or dormant advisors to reduce churn and increase advisor lifetime value. Event & Community Lifecycle Support - Build lifecycle programs that support Fora's event strategy — including pre-event campaigns, attendance reminders, and post-event follow-up journeys designed to convert attendees into signed advisors. - Develop scalable, repeatable playbooks for event-driven lifecycle marketing that feed into broader CRM and lifecycle systems. - Partner with Revenue Operations to build and maintain the AI-powered MarTech stack that powers outbound and lifecycle — ensuring clean data flows, reliable attribution, and personalization at scale. Data, Measurement & Infrastructure - Partner with RevOps and Data to build a unified system across outbound and lifecycle — clean data pipelines, reliable attribution, and consistent identity resolution across the full advisor lifecycle - Define and track core metrics: lead quality, activation rate, time-to-first-booking, advisor productivity, and retention. - Partner with Revenue Operations to build and maintain the AI-powered MarTech stack that powers outbound and lifecycle — ensuring personalization at scale. - Continuously test and optimize across channels, segments, and messaging. How Success is Measured - Primary metrics: New advisor GMV and GMV per advisor, e.g., acceleration on the path to pro ($100K → $500K). - Governing considerations: We're optimizing for advisors who book real, repeat travel — not signups. - Leading indicators: Activation frequency, time-to-first-booking, time-to-first-commission, and lifecycle-touched cohort productivity. - Health metric: Leverage per FTE. The operating model is designed so output compounds without headcount compounding.
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Requirements

  • 10–12+ years in growth, lifecycle, or marketplace marketing.
  • You've built outbound prospecting and lifecycle programs from scratch, with a strong understanding of activation and engagement metrics.
  • Proficient in marketing automation and CRM platforms (e.g., HubSpot, Braze, Iterable, Salesforce Marketing Cloud, or similar).
  • Highly analytical — you're comfortable building dashboards, running cohort analyses, and making budget decisions grounded in data.
  • AI-fluent — you're actively using AI tools in your work today and have a point of view on how AI transforms lifecycle marketing, not just optimizes it.
  • Scrappy and resourceful — you're energized by building in a high-growth environment where not everything is figured out yet.
  • Excellent written communicator with a sharp eye for messaging that resonates across different audiences.
  • Strong cross-functional collaborator who can partner effectively with Sales and Product teams.

Preferred

  • Experience in travel, hospitality, or a supply-side marketplace (recruiting providers, hosts, advisors, or independent operators onto a platform).
  • Familiarity with competitive switching campaigns or win-back strategies targeting a competitor's customer base.
  • Hands-on experience leading a MarTech stack build or migration at a high-growth company.

Benefits

  • - Unlimited vacation
  • - Health Insurance (including an option completely covered by Fora HQ)
  • - Dental & Vision Insurance
  • - Wellhub Memberships
  • - 401k plan with company match
  • - Commuter Benefits
  • - Supplemental Life Insurance
  • - Stock Options

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