Lifecycle, CRM Marketing Manager

Role Overview

• Define and drive CRM strategy: Partner cross-functionally with stakeholders to develop new customer journeys and enhance existing ones to optimize for channel and creative effectiveness, all while driving improved conversion rates and funding volume.
• Manage a Lifecycle/CRM Sr. Specialist to build and execute customer journeys, while simultaneously managing key stakeholder relationships and agency partners to strategically grow and scale.
• Develop complex trigger-based customer journeys and workflows in our Marketing Automation Platform.
• Leverage segmentation and personalization to create tailored customer experiences in order to drive KPIs.
• Write compelling, high-converting copy that adheres to brand guidelines and develop detailed creative briefs for design partners, when applicable.
• Leverage AI tools for content creation, personalized experiences, optimization, and piloting AI agents to improve conversion across key journey touchpoints.
• Data-driving insights: Dive into CRM performance data and own reporting on KPIs. You’ll share in-depth analyses, identify key trends, uncover opportunities, and provide actionable insights that directly influence the strategy.
• Establish and manage a formal A/B and multivariate testing framework to continuously optimize messaging, creative, segmentation, and timing, with an emphasis on achieving measurable results.
• Oversee the Marketing Automation/CRM platform (HubSpot), which includes workflow management, data integrity, and campaign segmentation logic.
• Partner with key business stakeholders (e.g., Sales, Product, and Customer Service) to align communication efforts, ensure campaign relevance, and identify new opportunities.
• Maintain a deep understanding of email/sms best practices, sender reputation, and communication compliance regulations (e.g., CAN-SPAM, TCPA).

Requirements

• At least 5-7 years of experience in CRM, Lifecycle, or Email Marketing roles, preferably within a high-growth FinTech or Financial Services environment. Management experience is a plus.
• Strong hands-on experience in a leading enterprise Marketing Automation/CRM platform (e.g., HubSpot, Salesforce Marketing Cloud).
• Deep understanding of data and analytics and how to use findings to uncover new opportunities and future tests.
• Proven ability to analyze campaign performance data and clearly communicate strategic insights and recommendations.
• Expertise in audience segmentation, personalization tactics, and leveraging dynamic content to deliver 1:1 experiences at scale.
• Exceptional ability to manage multiple complex projects simultaneously, from ideation and requirements gathering to execution and final reporting.

Tech Stack

• Cloud

Benefits

• medical
• dental
• vision
• commuter benefits
• a flexible time-off policy
• paid parental leave
• 401k match for US employees
• wellness reimbursement
• volunteering days
• annual professional development budget
• charitable donation match