Enhance customer engagement, nurture loyalty, and retain existing bank customers through lifecycle marketing.
Build and optimize customer management campaigns and automated lifecycle journeys.
Develop multi-channel retention programs using automated email workflows, direct mail, and online banking communications.
Monitor performance of lifecycle programs and retention KPIs.
Collaborate across various teams to ensure accurate and compliant lifecycle experiences.
Analyze campaign results to advocate for continuous optimization and improve customer lifecycle.

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.
Experience in financial services or other regulated industries a strong plus.
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