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About the role
Key responsibilities & impact- Leads portfolio marketing strategy for Small Business Credit Card clients, developing and executing customer-centered, multi-channel programs that drive growth, retention, and engagement
- Defines performance measures, translates business objectives into actionable marketing plans, and partners across product, sales, enterprise marketing, technical, and external teams to deliver targeted programs and product launches
- Adjusts priorities in response to evolving business needs and ensures marketing activities align with applicable laws, regulations, and bank policies
- Develops and leads portfolio marketing strategies in partnership with Product, Sales, Technical, Enterprise, and third-party teams to identify opportunities that drive business results
- Translates client insights into segmentation strategies, audience plans, and customer personas that improve targeting and relevance
- Develops deepening and lifecycle marketing strategies that increase client value, strengthen engagement, and support portfolio growth
- Designs plans that reach target clients through the appropriate channel and lifecycle moment to maximize effectiveness
- Analyzes portfolio, category, seasonal, and attrition trends to identify growth opportunities and inform strategic recommendations
- Supports sales and service partners with strategies that complement one-to-one client conversations and improve growth and retention outcomes
- Prepares and presents marketing strategies, recommendations, and performance updates to peers, partners, and executive leadership
- Monitors portfolio performance and translates results into forward-looking plans, optimizations, and growth recommendations
- Leads campaign development from strategy through execution, deployment, and post-launch optimization
- Partners with channel marketing teams to prioritize work, align resources, and deliver campaigns effectively and on time
- Identifies, tests, and scales new channels and optimization opportunities to improve engagement and performance
- Partners with data, risk, underwriting, finance, compliance, and other control partners to ensure marketing activities are targeted appropriately and executed within policy and regulatory requirements
- Partners with analytics teams to define attribution approaches, evaluate marketing effectiveness, and apply insights to future strategy, investment decisions, and optimization efforts
- Builds and sustains a collaborative, high-performing environment across direct reports, peers, and cross-functional partners
- Demonstrates integrity, accountability, and curiosity while fostering continuous learning, adaptability, and professional growth
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- 10 or more years of relevant experience in marketing, product management, portfolio management, or a related field
- Strong strategic marketing, campaign development, collaboration and go-to-market execution skills
- Experience using customer insights, segmentation, and performance data to inform strategy
- Ability to partner effectively across product, sales, finance, risk, compliance, and enterprise marketing teams
- Experience partnering with analytics teams to define attribution methodologies, assess marketing performance, and translate insights into future strategy and decision-making
- Strong leadership, communication, and executive presentation skills
- Knowledge of portfolio performance analysis, lifecycle marketing, and customer growth strategies
- Demonstrated ability to manage competing priorities in a highly matrixed environment
- Financial and/or Credit Card experience highly preferred.
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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
strategic marketingcampaign developmentcustomer insightssegmentationperformance data analysisportfolio performance analysislifecycle marketingcustomer growth strategiesattribution methodologiesgo-to-market execution
Soft Skills
collaborationleadershipcommunicationexecutive presentationintegrityaccountabilitycuriosityadaptabilityprofessional growthability to manage competing priorities
Certifications
Bachelor's degree
