Responsibilities

• CRM & Lifecycle Strategy - Develop the enterprise CRM and lifecycle roadmap across prospecting, lead nurture, onboarding, engagement, cross-sell, retention, reactivation, and advocacy. Define priority audiences, moments, channels, value exchanges, and KPIs based on customer needs and business opportunity.
• Journey Design & Lead Conversion - Map end-to-end prospect and customer journeys, identify friction and communication gaps, and build triggered programs that move people toward the next meaningful action. Improve lead conversion by aligning messages, timing, sales follow-up, and handoffs across Marketing and the business lines.
• Cross-Sell & Relationship Growth - Use product ownership, behavior, life stage, engagement, and eligibility signals to identify relevant next-best-product opportunities. Build coordinated cross-sell programs that deepen relationships without overwhelming customers or sacrificing trust, suitability, or customer experience.
• Campaign Build, Deployment & Channel Operations - Plan, build (in collaboration with Creative Director and Creative Designer), quality-check, deploy, and optimize email, SMS, nurture, onboarding, engagement, and retention campaigns. Own briefs, audience requirements, workflow logic, testing, approvals, scheduling, suppression rules, and deployment discipline while partnering with Creative on content and assets.
• Segmentation, Personalization & Data Stewardship - Develop actionable segments and personalization logic using customer, product, behavioral, and engagement data. Maintain strong audience, list, preference, consent, and suppression practices; partner with Data and Technology to improve data quality, availability, and responsible use.
• Testing, Measurement & Technology Partnership - Establish lifecycle KPIs and testing roadmaps; measure conversion, engagement, product penetration, cross-sell, retention, and lifetime value. Translate results into action and partner with Marketing Operations, Salesforce owners, Technology, and Analytics on platform capabilities, integrations, tracking, and reporting.
• Mission, Privacy & Compliance - Design communications that are relevant, transparent, and consistent with our values. Follow bank policies and requirements governing privacy, consent, preferences, disclosures, fair lending, data security, and marketing approvals; collaborate closely with Compliance, Legal, IT, and business partners so programs are accurate, supportable, and responsibly executed.
• Experience & Education - You have 5+ years of progressive experience in CRM, lifecycle, retention, loyalty, marketing automation, or customer growth, including ownership of complex multichannel programs. You have a bachelor’s degree in marketing, business, analytics, communications, or a related field, or equivalent education and experience.
• Lifecycle Strategy & Journey Orchestration - You have designed customer journeys and always-on programs spanning lead nurture, onboarding, engagement, cross-sell, retention, and reactivation. You understand how timing, sequence, channel, message, and human follow-up combine to move customers forward.
• CRM & Marketing Automation Expertise - You bring strong hands-on proficiency with Salesforce Marketing Cloud or a comparable enterprise platform, including journey building, automation, audience selection, dynamic content, testing, quality assurance, scheduling, and deployment. Salesforce ecosystem experience is strongly preferred.

Requirements

• 5+ years of progressive experience in CRM, lifecycle, retention, loyalty, marketing automation, or customer growth, including ownership of complex multichannel programs.
• Bachelor’s degree in marketing, business, analytics, communications, or a related field, or equivalent education and experience.
• Experience with Salesforce Marketing Cloud or a comparable enterprise platform, including journey building, automation, audience selection, dynamic content, testing, quality assurance, scheduling, and deployment.
• Familiarity with SQL or similar query tools is valued but not required.
• Banking, fintech, deposits, lending, or regulated-industry experience is strongly valued.

Preferred

• Salesforce ecosystem experience strongly preferred.

Benefits

• 100% employer-paid Health Coverage for employees; employer contribution for dependents by Us
• Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc
• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)