Own issuer lifecycle strategy across onboarding, activation, launch readiness, live fundraising, and post-raise nurture/retention.
Build and optimize HubSpot programs: workflows, sequences, lists/segments, lead scoring (if applicable), and lifecycle stage logic.
Create and manage multi-channel communications (email, SMS/text, in-app/other comms as applicable) including: onboarding and education series, milestone-based reminders and nudges, campaign readiness and compliance-oriented comms (in partnership with Legal/CS), performance check-ins and best-practice playbooks, and re-engagement and win-back programs
Develop segmentation based on issuer stage, industry, fundraising status, behavior, and operational signals.
Run testing and optimization: A/B tests, deliverability monitoring, template improvements, send-time experiments, message hierarchy.
Partner with Directors of Funding Growth to align messaging with real client needs, and to surface insights back into playbooks and enablement.
Collaborate with Product/Eng/Ops to ensure events/data are usable in HubSpot (properties, lifecycle definitions, instrumentation).
Maintain a content library of modular templates/snippets that can be reused and personalized.
Report on results weekly/monthly and translate performance into action: what’s working, what’s not, and what to change.

3–6+ years in lifecycle/CRM marketing, marketing operations, or retention marketing (B2B, fintech, marketplaces, or SaaS a plus)
HubSpot power user (required): building workflows, segmentation, automation, reporting; comfort debugging logic
Strong copy and messaging instincts with a customer-first, outcomes-driven approach
Analytical mindset: ability to use data to prioritize, test, and optimize
Experience with email program management (templates, testing, deliverability basics)
Comfortable operating cross-functionally and managing multiple stakeholders

100% covered Medical/Dental/Vision
pick your own plan
Generous Equity package
Unlimited PTO and sick days
Paid WeWork Usage (optional)
100% Remote
Team Off-sites and Celebration Dinners
Paid Maternity/Paternity leave
401K program
Flexible hours
Be part of one of the fastest growing parts of the FinTech Industry
A chance to work with a highly profitable and rapidly expanding startup (not VC funded)

Lifecycle Marketing Manager

Key skills