Small Business Portfolio Marketing Manager

About the role

Leads portfolio marketing strategy for Small Business Credit Card clients, developing and executing customer-centered, multi-channel programs that drive growth, retention, and engagement.

Responsibilities

• Develop and lead portfolio marketing strategies in partnership with Product, Sales, Technical, Enterprise, and third-party teams to identify opportunities that drive business results.
• Translate client insights into segmentation strategies, audience plans, and customer personas that improve targeting and relevance.
• Develop deepening and lifecycle marketing strategies that increase client value, strengthen engagement, and support portfolio growth.
• Design plans that reach target clients through the appropriate channel and lifecycle moment to maximize effectiveness.
• Analyze portfolio, category, seasonal, and attrition trends to identify growth opportunities and inform strategic recommendations.
• Support sales and service partners with strategies that complement one-to-one client conversations and improve growth and retention outcomes.
• Prepare and present marketing strategies, recommendations, and performance updates to peers, partners, and executive leadership.
• Monitor portfolio performance and translate results into forward-looking plans, optimizations, and growth recommendations.
• Lead campaign development from strategy through execution, deployment, and post-launch optimization.
• Partner with channel marketing teams to prioritize work, align resources, and deliver campaigns effectively and on time.
• Identify, test, and scale new channels and optimization opportunities to improve engagement and performance.
• Partner with data, risk, underwriting, finance, compliance, and other control partners to ensure marketing activities are targeted appropriately and executed within policy and regulatory requirements.
• Partner with analytics teams to define attribution approaches, evaluate marketing effectiveness, and apply insights to future strategy, investment decisions, and optimization efforts.

Qualifications

• Bachelor's degree, or equivalent work experience
• 10 or more years of relevant experience in marketing, product management, portfolio management, or a related field

Preferred Qualifications

• Strong strategic marketing, campaign development, collaboration and go-to-market execution skills
• Experience using customer insights, segmentation, and performance data to inform strategy
• Experience partnering effectively across product, sales, finance, risk, compliance, and enterprise marketing teams
• Experience partnering with analytics teams to define attribution methodologies, assess marketing performance, and translate insights into future strategy and decision-making
• Strong leadership, communication, and executive presentation skills
• Knowledge of portfolio performance analysis, lifecycle marketing, and customer growth strategies
• Demonstrated ability to manage competing priorities in a highly matrixed environment
• Financial and/or Credit Card experience highly preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law