Responsibilities

• Lead and support end-to-end customer journey mapping initiatives to deeply understand customer experiences across key touchpoints
• Facilitate cross-functional workshops to map journeys, uncover pain points, and ideate on solutions
• Partner closely with research, customer feedback, and data & analytics teams to synthesize qualitative and quantitative insights
• Translate insights into clear, actionable recommendations that inform marketing strategies and prioritization
• Own and manage the customer research backlog with internal and external agency partners, ensuring alignment to key business priorities
• Facilitate stakeholder and agency discussions to drive alignment, decisions, and clear next steps
• Develop data-led strategies informed by customer insights and journey analysis
• Collaborate with cross-functional partners to bring strategies to life, ensuring alignment across teams
• Own the strategy and execution of account opening activation touchpoints, including confirmation screens and confirmation emails
• Optimize messaging, design, and timing to drive engagement, trust, and next-best actions

Requirements

• Ability to synthesize complex data into clear, compelling narratives and actionable recommendations
• Strong analytical, problem-solving, and strategic planning skills
• Proven ability to take initiative, influence stakeholders, and deliver results
• Strong facilitation skills; experience leading cross-functional workshops and/or projects
• Comfortable working in a highly matrixed organization and driving alignment across teams
• Ability to manage multiple initiatives simultaneously under tight deadlines
• Comfortable operating in an environment with shifting priorities and ambiguity
• Customer-first mindset with strong empathy and curiosity
• Excellent written and verbal communication and presentation skills with strong partnership skills and team player mentality
• 4+ years of marketing, digital or product experience
• Bachelor\'s degree

Preferred

• Experience with lifecycle marketing or activation strategies
• Financial Services industry experience
• Is a fantastic partner who exemplifies strong collaboration, highly curious and never settles
• Is data driven and analytical, while also being a creative thinker
• Is vigorous and thorough in their management of details
• Constantly pushes boundaries of “what could be” to drive innovation
• Able to balance strategic, big-picture thinking with deep dives into details when needed

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching