Lifecycle Marketing Manager

This person will translate lifecycle strategy into hands-on execution by building the segmentation and triggers that power personalized customer journeys, running a disciplined test-and-learn program, and using data to continuously identify what's working and where there are opportunities to improve. The company is entering an exciting phase of growth, expanding its product portfolio and business models while continuing to build products that help consumers better manage their financial lives.

Lifecycle Marketing Manager
Team: Marketing Operations & Lifecycle Marketing
Reports to: Director, Marketing Operations & Lifecycle Marketing
About the Company
Our client is a well-established, category-leading personal finance technology company with more than 40 years of history. The company is entering an exciting phase of growth, expanding its product portfolio and business models while continuing to build products that help consumers better manage their financial lives.

The organization combines the stability and resources of an established brand with an entrepreneurial, growth-oriented environment where employees have significant ownership and autonomy.
About the Role
The Lifecycle Marketing Manager will own the customer journey end-to-end — from onboarding and engagement through retention, cross-sell, upsell, and winback.

This person will translate lifecycle strategy into hands-on execution by building the segmentation and triggers that power personalized customer journeys, running a disciplined test-and-learn program, and using data to continuously identify what's working and where there are opportunities to improve.

This is an ideal role for someone who is equally comfortable shaping strategy, digging into data, and finding creative ways to execute.
What You'll Do Own the Customer Journey Across the Lifecycle

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  Design and manage onboarding, engagement, retention, cross-sell, upsell, and winback programs.
  
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  Map the end-to-end customer journey, identifying key moments, drop-off points, and opportunities to deepen engagement or drive revenue.
  
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  Partner cross-functionally to ensure lifecycle programs reflect product changes, customer feedback, and evolving business priorities.
  

Translate Strategy Into Execution

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  Partner with leadership to develop and evolve lifecycle strategy.
  
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  Translate strategy into concrete, shippable customer touchpoints and programs.
  
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  Build and maintain a prioritized roadmap of lifecycle initiatives.
  
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  Manage operational details, including timelines, briefs, and dependencies, to ensure programs launch on time and as planned.
  

Design Segmentation & Triggers

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  Build customer segments based on behavior, lifecycle stage, customer value, and risk signals.
  
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  Design and implement trigger-based messaging across channels, including behavioral, transactional, and time-based triggers.
  
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  Continuously refine segmentation and trigger logic as new customer data and signals emerge.
  

Own the Test-and-Learn Program

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  Build and maintain a structured testing roadmap across lifecycle programs, including messaging, timing, channel, offer, and journey structure.
  
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  Design experiments with clear hypotheses, success metrics, and appropriate statistical rigor.
  
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  Analyze test results and translate findings into documented learnings and actionable recommendations.
  
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  Ensure learnings are implemented and inform future programs — not simply presented as test readouts.
  

Dive Deep Into the Data

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  Analyze customer behavior, campaign performance, and journey-level data to identify opportunities and diagnose performance issues.
  
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  Build and monitor reporting that measures program performance against retention, engagement, and revenue goals.
  
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  Bring a “follow the data” mindset to prioritization, using deep analysis rather than assumptions to determine what to build and optimize next.
  

What You Bring

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  4–6+ years of experience in lifecycle, retention, or CRM marketing; subscription, fintech, SaaS, or consumer technology experience is a plus.
  
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  Hands-on experience with customer journey mapping, segmentation, and trigger design.
  
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  Strong analytical skills with the ability to independently pull, analyze, and interpret data — not simply review dashboards.
  
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  Experience designing and running structured A/B or multivariate tests.
  
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  Proven ability to move fluidly between strategic thinking and hands-on execution.
  
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  Experience with marketing automation and CRM/ESP platforms such as Braze, Iterable, Salesforce Marketing Cloud, or similar.
  
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  Strong cross-functional collaboration skills.
  
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  Comfortable working closely with MarTech & Data, Audience, Product, and Customer Care teams.
  

Success Looks Like

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  Improved engagement, retention, and conversion across key lifecycle stages, including onboarding completion, activation, renewal, and winback.
  
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  A healthy, continuously running testing pipeline that generates clear and actionable learnings.
  
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  Segmentation and trigger logic that becomes measurably smarter and more effective over time.
  
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  Lifecycle programs that consistently ship on time, on brief, and grounded in data.
  

What We Offer

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  Competitive salary and performance bonus
  
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  401(k) with 5% employer match
  
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  Exceptional health insurance benefits with minimal out-of-pocket expenses
  
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  Fitness and commuter subsidies, where applicable
  
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  Education reimbursement
  
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  Onsite lunches
  
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  A culture built around Autonomy, Mastery, and Purpose
  
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  The opportunity to work alongside talented teams across marketing, product, data, and technology
  
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  The opportunity to work on products that make a meaningful difference in people's lives
  
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  The chance to join a highly recognizable, established consumer technology brand