Director, Segment Marketing
Fidelity Investments
Lifecycle Marketing Manager
Counterpart
full-time
Posted on:
Location: Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $155,000 per year
Job Level
Mid-LevelSenior
Tech Stack
Cyber Security
About the role
- Design and run email and system communications across the customer journey.
- Publish and maintain the lifecycle automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives.
- Improve renewals and transactional communications, ensuring timely, accurate, and consistent information that builds trust and retention.
- Connect lifecycle triggers to the right Salesforce and HubSpot events, partnering with Data and system owners to establish the right architecture and governance.
- Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire.
- Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for customers.
- Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs.
- Uphold brand guardrails and Agentic Insurance™ messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.
Requirements
- 5+ years in lifecycle, CRM, or email marketing with a track record of using segmentation, automation, testing, and reporting to drive engagement and business growth in B2B or B2C.
- Hands-on experience in HubSpot and working knowledge of Salesforce, applying both to design lifecycle journeys that are reliable, scalable, and measurable.
- Proven ability to create multi-step journeys that convert onboarding into submissions, re-engage inactive contacts, and strengthen retention through timely renewals and transactional communications.
- Strong measurement skills, including setting goals and building visibility into how lifecycle programs contribute to submissions and premium growth.
- Ability to translate performance data and field feedback into clear hypotheses and tests, turning learnings into standard programs that improve outcomes over time.
- Clear communicator who ensures lifecycle content reflects Counterpart’s value proposition and aligns with Agentic Insurance™ messaging.
- Effective collaborator with system owners and data partners to ensure the architecture and governance required for scalable lifecycle programs.
- SaaS or product-led growth industry experience is strongly desired.
- Comfortable operating in a remote environment.
