Counterpart

Lifecycle Marketing Manager

Counterpart

full-time

Posted on:

Origin:  • 🇺🇸 United States • Oregon

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Salary

💰 $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.