Lifecycle Marketing Lead

About the Role

As the Lifecycle Marketing Lead, you will own PandaDoc's full lifecycle campaigns function: leading a team of Campaign Managers responsible for engaging customers across every stage of their journey with PandaDoc, from prospect education through to customer expansion. PandaDoc is a leading document automation platform used by sales and revenue teams to create, send, and manage proposals, contracts, and agreements. Our customers range from self-serve small business users who onboard independently to enterprise accounts working closely with our sales and customer success teams. Our lifecycle campaigns need to serve both motions with equal sophistication and with a unified experience.

You will lead a team that owns the prospect experience, new customer activation and onboarding, product adoption, and customer expansion and retention programs. You will also oversee our integrated campaigns function - ensuring that major go-to-market moments land consistently across every stage of the customer lifecycle. This is a role for someone who thinks end-to-end, builds for scale, and believes great lifecycle marketing is a growth lever, not a communication exercise.

Critically important to success in this role is using AI as a force multiplier - an enabler for your team to move faster, test more, and personalize in ways that you couldn't without AI systems in the mix.

You will be a key strategic partner to leaders across Growth Marketing, Product Marketing, Sales, Customer Success, and Product, with shared OKRs that your team will be responsible for helping to drive. You will be the advocate for your team's needs: the tooling, data access, the cross-functional alignment, and the strategic air cover to do the work well.

Responsibilities

• Own the lifecycle campaigns strategy end-to-end: Define and continuously refine the campaign strategy across prospect conversion, adoption, expansion, and retention. Success looks like delivering an engaging, delightful journey for both self-serve and sales-assisted customers that drives measurable outcomes at every stage.
• Lead and develop a high-performing team: Directly manage a team of Campaign Managers, each owning a distinct stage of the customer lifecycle. You'll set a high bar for campaign quality and strategic thinking, invest in your team's growth, and build a culture where experimentation and accountability go hand in hand.
• Oversee integrated campaign execution: Manage the Campaign Manager who owns integrated campaigns, ensuring major campaigns are designed to land across the full lifecycle, with each stage owner enabled to promote effectively to their segment of the audience. Bring the connective tissue between campaign moments and ongoing lifecycle programs.
• Use AI and System Building to scale experimentation velocity and team impact: Supercharge your team's impact by developing their fluency with AI tools, identifying workflows that should be automated, partnering with Marketing Ops to create agentic campaign systems, shipping experiments, and documenting learnings at new speeds. Redirect freed-up time to high-value experiments.
• Shape how PandaDoc engages customers across owned channels: Drive the strategy and execution of campaigns across email, in-app, and other owned channels. Bring a perspective on messaging relevance, timing, and personalization that makes our audience eager to hear from us.
• Partner across the marketing org and beyond: Work closely with the Senior Director of Growth Marketing to align lifecycle priorities with broader demand gen strategy. Build tight relationships with Product Marketing (on messaging and launch support), Sales (on prospect handoffs and lead quality), Customer Success and Account Management (on expansion and retention programs), and Product teams (on activation and adoption motions).
• Champion the team's technical and operational needs: Ensure your team has the marketing automation infrastructure, data, and tooling to execute at the speed and sophistication the business requires. Partner with Marketing Operations and GTM Data to improve targeting, personalization, and measurement capabilities over time.
• Build for both motions: Ensure lifecycle programs are designed for both self-serve and sales-assisted customers, with seamless handoffs between them.

Requirements

• 6+ years of experience in B2B lifecycle or integrated campaigns marketing with at least 3 years leading and developing high-performing teams.
• A track record of building lifecycle programs that drive measurable business outcomes such as MQLs, pipeline, activation, retention, and revenue.
• Strong analytical instincts: ability to interrogate campaign data, identify performance drivers, and turn insights into an experimentation strategy.
• Experience with AI-powered marketing tools in your workflow, using AI to generate and test campaign messaging faster or create systems for faster insight loops from experiments. AI has measurably increased your productivity, and you have a point of view on scaling this to a team.
• Hands-on experience with marketing automation platforms and CRM tools; technical understanding to advocate for your team's needs.
• A systems thinker's approach to the customer journey — seeing how prospect programs connect to activation, activation to expansion, and designing accordingly.
• Experience working in a dual-motion B2B environment (self-serve and sales-assisted) is a strong plus.
• Ability to operate at both the strategic and executional level — writing compelling campaign briefs and business cases.
• Strong cross-functional relationship skills; building trust with Sales, CS, and Product teams through preparation, clear communication, and follow-through.
• Comfort with ambiguity and a bias toward action — defining clarity rather than waiting for it.
• Genuine curiosity about customers: what drives adoption, retention, and growth.

Benefits

• Annual compensation range of $170,000–$190,000 OTE (base + variable pay).
• Opportunity to purchase company stock or receive annual bonuses.
• Comprehensive benefits: medical, dental, vision, short & long-term disability, life insurance, FSA, and 401k plans.
• 13.34+ hours of paid time off per month, 6 self-care days, a birthday PTO day, and 12 company-paid holidays per year.

About the Company

PandaDoc empowers more than 60,000 organizations to thrive by simplifying and automating their document workflows. From proposals and quotes to contracts, we help teams get more done, faster.

We're known for our work-life balance, kind co-workers, and creative virtual team-bonding events. Our team is globally distributed but stays connected through technology, ensuring everyone feels like part of the team. We retain talent by upholding values of integrity and transparency while delivering a product that changes the lives of our customers.

We're passionate about providing a workplace where people grow, thrive, and have fun. Check out our LinkedIn to learn more.