Responsibilities

• Own the complete lifecycle marketing strategy, including acquisition follow-up, application recovery, onboarding, activation, retention, and win-back initiatives across all product offerings.
• Create and manage lifecycle messaging, drafting copy with AI tools, and collaborating with Product, Legal, and Compliance teams to ensure messaging standards are met for a regulated fintech audience.
• Partner with Product teams to establish clear ownership boundaries between in-product communications and lifecycle channels such as email and SMS, ensuring cohesive customer experiences.
• Design, build, and maintain event-based triggers, data architecture, and automation workflows within Braze and related platforms.
• Develop and maintain the Segment-to-Braze data pipeline, ensuring accurate identity resolution and reliable event tracking for personalized messaging.
• Define KPIs, develop reporting frameworks, and measure lifecycle marketing performance, linking efforts directly to business outcomes like conversions, retention, and revenue.
• Prioritize infrastructure development and campaign initiatives based on impact and stage of growth, acting with judgment and strategic foresight.
• Ensure all communications comply with industry regulations and disclosure requirements.
• Act as the internal expert on lifecycle marketing systems, briefing stakeholders and advocating for best practices across teams.

Requirements

• 6-8+ years of experience in lifecycle marketing, CRM, or retention marketing within fintech, financial services, or regulated industries.
• Deep hands-on expertise with Braze or similar platforms such as Iterable or Customer.io, including building Canvases, workflows, and dynamic content.
• Strong proficiency with Segment or comparable CDPs, including experience with identity resolution, event tracking, and designing data pipelines.
• Proven ability to partner effectively with Engineering and Data teams to develop event-based systems and automated customer journeys.
• Strategic thinker with experience defining and executing lifecycle or retention strategies and roadmaps.
• Excellent analytical skills with the ability to define KPIs, build reports, and leverage data to inform prioritization.
• Comfort working in ambiguous environments and building infrastructure from scratch.
• Exceptional writing skills, with experience using AI tools for rapid messaging development and navigating legal and compliance reviews in regulated environments.

Preferred

• Bonus: B2B experience, familiarity with BigQuery, dbt, or related data warehouse tools.

Benefits

• Opportunity to build a foundational function in a rapidly growing, innovative fintech company.
• Work on mission-critical projects involving real money, risk, and complex financial systems.
• Collaborate with a high-caliber team of builders, entrepreneurs, and industry leaders.
• Direct exposure to leadership, customers, and investors, providing significant learning and influence.
• High degree of ownership and autonomy in shaping the company's growth strategies.