Responsibilities

• Lifecycle Strategy & Campaign Execution: Design and execute lifecycle marketing campaigns focused on acquisition, engagement, retention, and reactivation across the customer journey.
• Segmentation & Personalization: Develop and maintain audience segmentation strategies to deliver personalized messaging and experiences through marketing automation platforms.
• Custom Branded Solutions Ecosystem Management: Maintain and optimize custom branded solutions lifecycle communications, including dynamic content, value propositions, legal disclosures, and automated customer journeys.
• User Journey Optimization: Analyze the end-to-end customer experience to identify friction points, improve engagement, and uncover revenue opportunities in partnership with Product, Data, Professional Services, and Sales teams.
• Performance Measurement & Optimization: Establish and monitor KPIs to evaluate campaign effectiveness, engagement, retention, and ROI. Conduct A/B testing and experimentation to continuously improve performance.
• Customer Insights & Feedback: Partner with Product teams on Product-driven initiatives, customer survey strategy and implementation while leveraging customer feedback and behavioral insights to inform lifecycle and product improvements.
• Cross-Functional Collaboration: Work closely with Content and Creative teams to develop compelling, on-brand lifecycle communications and campaign assets.

Requirements

• Lifecycle Marketing Experience: 3–5 years of experience in lifecycle marketing, CRM, or retention marketing, preferably within a high-growth environment.
• Braze Marketing Automation Expertise: Advanced experience with Braze and strong technical knowledge of email marketing and customer journey orchestration.
• Analytical & Data Fluency: Strong analytical skills with experience using tools such as Google Sheets, Looker, or similar reporting platforms.
• Cross-Functional Collaboration: Demonstrated success partnering with Product, Engineering, Professional Services, and other cross-functional stakeholders.
• Fintech Experience: Experience in financial services or fintech preferred.
• Results-Driven Mindset: Proven track record of developing lifecycle marketing strategies that drive measurable engagement, retention, and revenue growth.
• Project Management & Communication: Excellent organizational, communication, and project management skills with the ability to manage multiple priorities in a fast-paced environment.
• AI Innovation: Aptitude and interest in leveraging AI tools and platforms to improve marketing execution, personalization, operational efficiency, and campaign performance. Comfortable experimenting with emerging AI technologies to scale lifecycle marketing programs and workflows.

Preferred

Benefits

• Market-leading medical, dental, and vision insurance
• Stock options
• Free Premium-Tier Origin Financial Wellness subscription
• Monthly home-office stipend
• 401k (TransAmerica)
• 12-weeks paid parental leave for birthing and non-birthing parents
• Flexible time off + sick and safe time
• 11 paid company holidays
• Branch@Branch Same Day Pay Option