Responsibilities

• Own the Annuities Re-Engagement Roadmap. Design and execute multi-channel campaigns to re-engage post-lead, post-contact prospects and move them along a multi-call, high-consideration sales journey.
• Relieve Agent Load. Build interventions — email content, SMS sequences, landing pages, self-serve tools — that push clients along the funnel without requiring agent time on every touch. Agent scaling is a hard constraint; your job is to relieve it.
• Build Across Three Modes of Re-Engagement: 1) Triggered messaging. Event-driven outbound on the right cadence and channel mix. 2) Agent-personalized follow-up. Tooling and templates that let an agent send the right three articles / dashboards / calculators after a call, fast — and that get smarter over time so the same set isn't sent to everyone. 3) Self-serve client tools. Interactive scenario calculators, dashboards, and member-portal experiences that let clients move themselves along — comparing an annuity vs. a 401(k), modeling income, etc.
• Lifecycle Automation. Build, test, and optimize complex sequences across channels using our CRM / Marketing Automation platforms. Partner with the offshore ops team for execution — bandwidth on ops is not the bottleneck; strategy, decision-making, and creative are.
• Experimentation & A/B Testing. Run high-velocity tests on subject lines, send times, channel mix, offer structures, and landing-page variants. Report on statistical significance and roll out winners.
• Data & Segmentation. Work with the Data team to build dynamic user segments. Ensure the right message hits the right user at the exact moment of intent.

Requirements

• 6+ Years of Experience in Lifecycle / Re-Engagement, Growth Product, or CRM at a B2C Tech, FinTech, Insurtech, or Marketplace company.
• Higher-consideration / higher-AOV product experience strongly preferred.
• Multi-Channel Mindset across email, SMS, voice / conversational AI, push, in-app, and on-page experiences.
• Vibe-Coding / Hands-On Building to spin up landing pages and lightweight web experiences.
• Technical CRM Proficiency with enterprise marketing automation tools (e.g., Braze, Iterable, Customer.io, HubSpot, or similar).
• Analytical Mindset & SQL. SQL is required.
• Copywriting Chops for subject lines and body copy.
• PM Collaboration with a PM on shared goals / OKR.