Regional CRM Manager
Triskel Consulting
Lifecycle Marketing Manager
Self Financial, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $81,000 - $108,000 per year
Job Level
Mid-LevelSenior
Tech Stack
SQL
About the role
- Lifecycle Manager Marketing to architect and execute all payment and account lifecycle communications.
- You will be the go-to expert for timing, frequency, tone, and channel strategy across: Payment reminders & delinquency recovery for all financial products; Credit account lifecycle communications; Other Product launches: Provide Lifecycle support.
- This is a high-visibility, hands-on individual-contributor role. You’ll collaborate closely with Product Marketing, Analytics, Product, and Ops while owning end-to-end campaign design, execution, and optimization in Braze (and related channels).
- What You’ll Do
- Lifecycle Strategy & Planning: Design messaging frameworks for all product lifecycles: onboarding, payment cadence, delinquency recovery, credit line growth, utilization monitoring, and re-engagement.
- Build quarterly roadmaps of campaigns tied to key metrics (open rates, CTR, payment-rate lift, credit utilization improvements).
- Campaign Execution & Optimization: Configure and launch email, push, SMS, and in-app journeys in Braze, ensuring flawless segmentation, timing, and personalization.
- Develop and iterate multi-variant tests to identify optimal subject lines, creative, frequencies, and channel mixes.
- Monitor performance in real time; pull insights from BI dashboards and adjust tactics rapidly.
- Segmentation & Personalization: Partner with Analytics to define high-value segments; Leverage dynamic content and liquid templating for hyper-relevant, behavior-driven messaging.
- Cross-Functional Collaboration: Work with Product Marketing to align messaging on new features; Sync with Growth and Paid teams; Liaise with Compliance and Ops to maintain CAN-SPAM, TCPA, and other regulatory adherence.
- Documentation & Governance: Maintain a “Test Library” of hypotheses, variants, and results; Present learnings to senior leadership in retrospectives.
- What We’re Looking For
- 3+ years of hands-on lifecycle marketing experience for a finance or fintech company, including direct ownership of payment communications strategy is a plus
- Strong proficiency with Braze (or similar: Iterable, Customer.io, blueshift)
- Deep understanding of email, push, SMS, and in-app best practices—deliverability, content design, and channel mix.
- Data-driven mindset: Comfortable with SQL or BI tools for data pulls, and statistically sound A/B testing.
- Experience in financial services or fintech preferred
- Proven track record optimizing payment lifecycle flows—from reminders through collections—plus credit card utilization and credit-line increase messaging.
- Strong project management skills, juggling multiple concurrent campaigns and priorities.
- Excellent communication & storytelling—able to translate metrics into clear narratives and recommendations.
- Self-starter mentality: you own your roadmap, identify opportunities, and drive them to completion with minimal oversight.
Requirements
- 3+ years of hands-on lifecycle marketing experience for a finance or fintech company, including direct ownership of payment communications strategy is a plus
- Strong proficiency with Braze (or similar: Iterable, Customer.io, blueshift) for creating complex canvases and engagement strategies.
- Deep understanding of email, push, SMS, and in-app best practices—deliverability, content design, and channel mix.
- Data-driven mindset: Comfortable with SQL or BI tools for data pulls, and statistically sound A/B testing.
- Experience in financial services or fintech preferred
- Proven track record optimizing payment lifecycle flows—from reminders through collections—plus credit card utilization and credit-line increase messaging.
- Strong project management skills, juggling multiple concurrent campaigns and priorities.
- Excellent communication & storytelling—able to translate metrics into clear narratives and recommendations.
- Self-starter mentality: you own your roadmap, identify opportunities, and drive them to completion with minimal oversight.
