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About the role
Key responsibilities & impact- Own the overall strategy to increase the lifetime value of account holders
- Simplify and translate complex technical/banking product capabilities into high-impact marketing stories that accelerate the sales cycle
- Increase funding rates for new account holders
- Increase deposit and loan volumes of account holders
- Increase product utilization of account holders
- Nurture, engage, and educate account holders to increase retention rates
- Own the post-acquisition member lifecycle strategy across onboarding, activation, engagement, cross-sell, and retention—designing the journey framework, trigger logic, and success metrics for each stage
- Design and manage 30/60/90-day onboarding programs that drive account funding, first-product activation, and early engagement habits for new members
- Build and optimize cross-sell and upsell programs that progress members up the product ladder—from core account to deposits, loans, and ancillary products
- Develop retention and win-back programs using behavioral signals and churn risk indicators to intervene before member attrition occurs
- Own the member segmentation framework—behavioral, product-usage, and lifecycle-stage-based—that underpins all downstream programs and personalization strategies
- Own the strategy and hands-on execution of email, push, and SMS marketing programs across multiple client brands, including ad-hoc communications, advanced marketing automation, and nurture campaigns
- Build, test, and optimize automated lifecycle journeys directly within marketing automation platforms
- Set quality standards and ensure consistency across all client programs; document SOPs and playbooks that scale best practices across the portfolio
- Partner with marketing leadership to design and own client reporting frameworks that deliver actionable insights and clearly communicate performance against strategic objectives
- Synthesize cross-channel performance data, surfacing trends, diagnosing root causes, and driving data-informed optimization decisions with urgency and precision
- Define measurement frameworks and govern campaign tracking infrastructure—including UTM standards, website tagging strategies, and analytics configuration—to ensure governance and data integrity across all client programs
- Proactively scout and champion new lifecycle marketing opportunities across the client portfolio, leading cross-functional collaboration to develop, prioritize, and activate initiatives that deliver measurable business impact
- Champion AI-driven marketing innovation, integrating predictive analytics and machine learning into lifecycle strategy and campaign execution
Requirements
What you’ll need- Deep command of martech/CRM data models (e.g., Salesforce, Adobe, etc.)
- Proven background in driving outcomes for complex, multi-client or multi-brand environments.
- Proven track record designing and executing post-acquisition lifecycle programs that measurably improved activation, engagement, cross-sell, and retention rates
- Proven ability to operate in a fast-paced environment, with experience managing cross-functional workflows and competing client priorities simultaneously
- Experience operating as a player-coach—capable of owning strategy while personally building and executing programs, particularly in lean or fast-scaling environments
- Strong command of member segmentation, behavioral targeting, and lifecycle-stage-based personalization across digital channels
- Operational mindset with experience scaling teams via SOPs, documentation, and Agile/Jira governance.
- Passionate about the financial industry, marketing, innovation, and technology
- Minimum of 7 years of progressive experience in digital marketing, with demonstrated expertise in finance and e-commerce; prior experience leading or mentoring a team preferred
- Exceptional communication, organizational, and program management skills, with experience managing competing priorities across multiple clients and stakeholders simultaneously
- Highly autonomous operator who leads with initiative, sets direction without waiting for instruction, and instills that same drive in the people around them.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Remote work options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
martechCRM data modelsemail marketingmarketing automationbehavioral targetinglifecycle marketingdata analysiscampaign trackingpredictive analyticsmachine learning
Soft Skills
communicationorganizational skillsprogram managementcross-functional collaborationinitiativeleadershipadaptabilitystrategic thinkingproblem-solvingteam mentoring