Summer

Marketing

• Own the strategy and execution of member lifecycle marketing, from awareness to engagement and retention, while developing campaigns that drive meaningful borrower participation.
• Partner with Client Success during onboarding to design joint marketing and awareness plans that support client launches and ongoing engagement throughout the partnership lifecycle.
• Develop event-based and seasonal campaigns (e.g., Open Enrollment, Financial Wellbeing Month) that increase adoption and visibility.
• Create user onboarding flows and engagement touchpoints that minimize funnel drop-off and re-engage lapsed users.
• Collaborate with Client Success and Member Success to build scalable playbooks, capture impact through surveys and testimonials, and continuously refine engagement strategies.
• Work cross-functionally with Product and Design to align marketing initiatives with product capabilities and user experience improvements.
• Craft clear, empathetic, and actionable messaging tailored to diverse borrower needs and demographics.
• Build reporting frameworks to measure campaign performance, adoption, and borrower outcomes, translating insights into recommendations for internal teams.
• Maintain a centralized library of member-facing communications, templates, and resources to ensure brand consistency and efficiency.

Senior Marketing Manager