CXT Software provides the technology backbone for delivery processes, empowering courier, route delivery, and healthcare companies to maximize operational potential. The Customer Lifecycle Automation Manager will design and operate lifecycle automation programs to enhance customer engagement, reduce manual effort, and drive retention and expansion for Tier 3-4 customers.
Responsibilities:
- Design and implement lifecycle programs across onboarding, adoption, renewal, and churn risk
- Build automated workflows triggered by customer behavior, product usage, and CRM data
- Develop and maintain customer health scoring frameworks using product, CRM, and support data
- Define and implement trigger-based signals for churn risk, expansion opportunities, and product adoption gaps
- Own the engagement model for low-ARR customers (Tier 3-4) through automation, reducing reliance on manual outreach
- Build self-service programs, including training and onboarding content, product adoption campaigns, and renewal reminders
- Own lifecycle automation within HubSpot and related systems; ensure CRM is the system of record for customer engagement and lifecycle tracking
- Partner with Product and Engineering to integrate product usage data into lifecycle programs
- Collaborate cross-functionally with Account Management, Support, and Services to align automation with account strategy and improve customer outcomes
- Track and report on adoption rates, retention, and churn trends (especially Tier 3-4 NRR), and engagement with lifecycle programs; deliver monthly reporting and insights
Requirements:
- 5-7+ years in Customer Success Operations, Lifecycle Marketing, RevOps, or Customer Growth roles
- Experience using AI to design or operate customer lifecycle workflows
- Proven experience designing and implementing lifecycle automation programs from scratch (not just executing campaigns)
- Experience working in SaaS or recurring revenue environments
- Experience supporting a scaled customer base (250+ customers across multiple tiers)
- Strong systems thinking and ability to design scalable workflows
- Deep understanding of the customer lifecycle (onboarding → adoption → renewal → expansion)
- Ability to translate customer data into actionable automation programs
- Strong analytical and problem-solving skills
- Ability to work cross-functionally and influence stakeholders
- Hands-on experience with CRM and automation platforms (HubSpot, Salesforce)
- Experience with product analytics tools (e.g., Pendo or similar)
- Familiarity with integrating data across systems (CRM, product, support)
- Experience building workflows, triggers, and lifecycle campaigns