Senior Lifecycle Marketing Specialist

Accountabilities

The Senior Lifecycle Marketing Specialist will support the development and execution of lifecycle marketing initiatives that drive customer growth, engagement, and retention. This role requires a balance of strategic thinking, hands-on campaign management, and cross-functional collaboration to deliver measurable business impact.

• Support lifecycle acquisition and reacquisition strategies by identifying optimization opportunities and contributing recommendations aligned with business goals.
• Build and execute personalized, multi-channel campaigns using marketing automation platforms across email, push notifications, in-app messaging, Content Cards, and SMS.
• Own campaign execution processes, including audience segmentation, personalization, journey configuration, testing setup, quality assurance, and launch coordination.
• Translate lifecycle strategies into campaign plans and creative briefs based on customer insights, product positioning, and performance learnings.
• Partner with Creative, Analytics, Data Science, and Product teams to develop effective customer communications and experiences.
• Create and analyze A/B tests, develop hypotheses, measure results, and recommend improvements to increase conversion and engagement.
• Maintain campaign governance, ensure accurate execution, and follow compliance standards within a regulated financial services environment.
• Leverage AI tools to improve campaign development, quality assurance, operational efficiency, and marketing workflows.

Requirements

• Hands-on lifecycle marketing experience, strong analytical capabilities, and the ability to manage complex campaigns with precision.
• Proven experience building and launching multi-channel campaigns and automated customer journeys.
• Hands-on experience with Braze or comparable marketing automation platforms.
• Strong understanding of audience segmentation, personalization strategies, and lifecycle journey design.
• Experience supporting acquisition, reacquisition, retention, or win-back programs with measurable results.
• Solid experimentation skills, including A/B testing, hypothesis creation, performance analysis, and optimization.
• Ability to translate business objectives into clear campaign strategies and actionable execution plans.
• Experience with HTML and Liquid logic for campaign personalization, troubleshooting, and quality assurance.
• Familiarity with lifecycle marketing compliance practices, including CAN-SPAM requirements.
• Strong analytical skills with the ability to identify trends and turn insights into recommendations.
• Excellent project management, communication, and cross-functional collaboration skills.
• Comfortable using AI-powered tools to improve productivity and campaign quality.
• High attention to detail, strong ownership mentality, adaptability, and a proactive approach to problem-solving.
• Passion for creating meaningful products and improving financial wellness through innovative customer experiences.

Benefits

• Competitive salary range of $100,000-$111,500 per year.
• Potential equity grants and discretionary bonus opportunities.
• Comprehensive medical, financial, and wellness benefits for employees and families.
• Flexible remote-first work environment with adaptable working hours.
• Paid time off programs, including vacation, sick leave, and parental leave.
• 401(k) matching program.
• Monthly account contributions and family-focused financial wellness benefits.
• Access to mindfulness and financial wellness resources.
• Professional development opportunities, training programs, and leadership development initiatives.
• Virtual events, community gatherings, and opportunities to collaborate with a mission-driven team.
• Opportunity to contribute to products designed to improve financial accessibility and long-term financial health.