Responsibilities

• Own one or more lifecycle program areas end to end, including activation, advisor progression, retention and reengagement, or event lifecycle, with accountability for strategy, execution, measurement, and results.
• Translate broad business objectives into clear hypotheses, segmentation strategies, journey designs, and measurement plans.
• Build and maintain a roadmap for your program areas, balancing new initiatives, optimization of existing journeys, and opportunities identified through advisor behavior and performance data.
• Design segmented onboarding and activation journeys for different advisor profiles, with a focus on improving time to first booking and time to first commission.
• Partner with Analytics to identify and test opportunities to accelerate advisor productivity and progression, turning validated insights into scalable lifecycle programs.
• Develop milestone based communications, personalized recommendations, and reengagement journeys that help advisors progress through key stages of their journey with Fora.
• Identify and prioritize friction points throughout the advisor experience and partner with Advisor Experience and Product to address opportunities that extend beyond lifecycle marketing.
• Own a rigorous testing roadmap across messaging, channel mix, cadence, segmentation, and journey design, using results to determine what should be optimized, scaled, or retired.
• Define the metrics that matter for your programs, develop reporting that tracks performance, and translate results into clear insights and recommendations.
• Partner with RevOps and Data to help shape the marketing technology stack, data flows, and attribution infrastructure required to support sophisticated lifecycle programs.

Requirements

• 6 or more years of experience in CRM, lifecycle, marketplace growth marketing, or a related discipline, with demonstrated experience owning a program or channel from strategy through execution.
• Proven ability to take broad or ambiguous business goals and independently translate them into clear strategies, testable hypotheses, execution plans, and launched programs.
• Deep hands on experience with a marketing automation or CRM platform such as HubSpot, Braze, Iterable, Salesforce Marketing Cloud, or a comparable platform, including building sophisticated segmentation and journey logic.
• Strong analytical skills with experience developing testing plans, interpreting cohort and funnel performance, building or working with dashboards, and using data to make decisions.
• Demonstrated ability to operate independently, prioritize effectively, and own outcomes without requiring highly specified briefs or day to day direction.
• Experience partnering effectively across functions such as Sales, Product, Analytics, Data, and customer or advisor experience teams, with the ability to influence without formal authority.
• Excellent written communication skills and strong judgment around developing messaging for distinct audience segments.
• Active experience using AI tools in your work and a thoughtful perspective on how AI can improve lifecycle marketing strategy, execution, and personalization.

Preferred

• Experience in travel, hospitality, or a supply side marketplace serving providers, hosts, advisors, independent operators, or similar audiences.
• Experience mentoring marketers or directing the work of specialist partners.
• Experience using SQL or working hands on with analytics and dashboarding platforms such as Looker or Amplitude.