Build and optimize customer management campaigns and automated lifecycle journeys across email, direct mail, and authenticated online banking experiences.
Design and maintain automated lifecycle programs that support every stage of the customer journey.
Develop multi-channel retention programs using automated email workflows, direct mail, and online banking marketing communications.
Optimize campaigns using A/B testing, versioning, dynamic content, segmentation, and behavior-based triggers.
Partner with CRM, Product, Analytics, Brand, and Compliance teams to ensure lifecycle experiences are accurate and compliant.
Monitor performance of lifecycle programs and retention KPIs, analyze campaign results, and develop reporting dashboards.

Bachelor’s degree in Marketing, Communications, Business, or related field; equivalent experience considered.
5+ years experience in lifecycle marketing, loyalty and retention marketing, CRM, email automation, or related fields.
Hands-on experience with marketing automation platforms (e.g., Salesforce Marketing Cloud, Act-On, HubSpot, Marketo, or similar).
Strong understanding of customer segmentation, behavioral triggers, and multi-channel journey execution.
Analytical mindset with experience using data to drive decisions; proficiency with reporting tools and A/B testing.
Excellent communication and collaboration skills.
Detail-oriented with experience managing multiple simultaneous projects.
Experience working with authenticated digital environments or online banking platforms preferred.

Senior Associate, Customer Lifecycle Marketing & Retention

Key skills