Responsibilities

• Lifecycle communications across onboarding, nurture, cross-sell, retention, re-engagement, referrals, and relationship growth.
• The design, execution, governance, and continuous improvement of automated campaigns and journeys.
• Marketing use of CRM and automation platforms across email, SMS, push, communication preferences, online banking and future engagement channels.
• Campaign quality, including QA, deployment readiness, scheduling, monitoring, preference management, and compliance review.
• A structured experimentation program using A/B, multivariate, holdout, and incrementality testing.
• Lifecycle reporting that clearly connects marketing activity to engagement, conversion, product adoption, and retention.
• Translate audience insights, behavioral triggers, product priorities, and member needs into clear communication strategies.
• Build and optimize personalized, trigger based journeys across multiple products and lifecycle stages.
• Partner closely with the Lifecycle Marketing Manager: Audiences & Activation to turn segmentation opportunities into effective member experiences.
• Create lead management, referral and follow up workflows supporting deposit, lending, insurance, investment, business banking, and other growth opportunities.

Requirements

• At least seven years of experience in lifecycle, CRM, email, marketing automation, or a closely related discipline.
• Hands on experience with CRM, ESP, marketing automation or journey orchestration platforms.
• Experience creating onboarding, nurture, cross-sell, retention, reactivation, renewal, or trigger-based programs.
• Strong writing, editing, creative briefing, QA, project management and stakeholder communication skills.
• Ability to interpret performance data and translate findings into practical improvements.
• Working knowledge of analytics and reporting tools such as GA4, Tableau, Power BI, Excel, Marketo or comparable lifecycle marketing platforms.

Preferred

• Bachelor’s degree in marketing, communications, business, digital marketing, or related field.
• Experience in financial services, banking, credit unions, fintech, another regulated industry or a lifecycle-focused agency.
• Familiarity with CDPs, predictive segmentation, propensity modeling, personalization, CRM integrations, and paid media audience activation.
• Knowledge of consent, preference management, opt-out requirements and email or SMS compliance.

Benefits

• We believe great work starts with supporting our people. That's why we offer a competitive and well-rounded benefits package designed to support your health, financial well-being, career growth, and work-life balance. From medical, dental, and vision coverage to retirement savings, paid time off, learning opportunities, and employee wellness resources, we invest in helping our employees thrive both at work and beyond .
• Click here to learn more about our benefits package and employee perks.