Lifecycle Marketing Manager

New York City, NY (Remote)

Salary Not AvailableMid LevelFull time

Posted 2 months ago

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Job Summary

Own end-to-end lifecycle optimization to convert signups into paying users and sustain engagement, using data-driven experiments and AI-powered messaging across channels.

  • Lifecycle Excellence: Map the full journey, quantify funnel gaps by segment, and run experiments to close the largest breakages.
  • Communication Stack: Own email, in-app messages, push, tooltips, and win-back campaigns to drive activation and retention.
  • AI-Driven Personalization: Apply AI to segmentation, copy, lead scoring, alerts, and personalization to accelerate outcomes.

Job Description

Responsibilities

  • Map the full customer journey end to end, from signup to the moments that predict paid conversion, and then to the behaviors that signal long-term engagement
  • Quantify the breakages: where does the funnel leak, by how much, and against which user segments
  • Design and run experiments to address the largest breakages using the tools best suited to each opportunity, including in-app prompts, email, onboarding redesign, pricing prompts, and feature surfacing
  • Own the full lifecycle communication stack: email, in-app messages, push, tooltips, empty states, upgrade prompts, and win-back campaigns
  • Define success with clear KPIs, track them on a regular cadence, and keep the team aligned around them
  • Use AI aggressively for lifecycle copy, segmentation, lead scoring, alerts, and personalization

Requirements

  • You've done growth, lifecycle, or customer marketing PM work at a high-volume business, ideally Prosumer SaaS or Consumer
  • You've created and shipped lifecycle email programs and in-app messaging campaigns
  • You're analytical first. You think in funnels, cohorts, and decile scoring
  • You want to do the work, not manage a team doing it
  • You have experience automating parts of your own job
  • You're curious and ask "why is this number what it is" before anyone tells you to

Preferred

  • Bonus: experience in fintech, wealthtech, or a product with both free and paid tiers

Benefits

  • Work on a real problem with meaningful leverage, in partnership with Koyfin’s leadership team
  • A fully remote, results-driven team that ships real product and learns directly from users
  • Full benefits package including medical, dental, and 401(k) contributions
  • A product-led company that values craftsmanship, accountability, and getting things done
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Koyfin

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Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.Access institutional-quality data, powerful charting, and advanced analytics to support investment decisions and client conversations.Modern, easy to use, and designed to simplify your workflow.Start your 7-day free trial at www.koyfin.com.

Founded in 2016
New York, New Mexico, USA
56 employees (6 in marketing)
100% recommend to a friend

Traffic Signals

Monthly Visitors
1.5M
Monthly Google Ads Budget
$795
Traffic Source Mix
Search
23.1%
Direct
71.7%
Referral
3.8%
Social
0.9%
Paid
0.4%

Headcount Trend

Current headcount: ~56

Marketing Team

Marketing Team Size
2 (4% of company)

Funding

Total Funding
$3M
Last Raise
$3M
Series Unknown, 5 years ago

Funding History

  • Aug 2021
    Series Unknown
  • Sep 2019
    Seed • $3M
  • Mar 2018
    Seed