Director Lifecycle Marketing
Director Lifecycle Marketing
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Purpose of Role
Responsible for leading the strategy and of our customer engagement programs leveraging CRM automation and datadriven insights to optimize each stage of the customer journeyfrom awareness and consideration to conversion and reengagement. Creates personalized trustbuilding experiences that drive adoption retention and customer lifetime value in a highly regulated financial environment. Collaborates crossfunctionally with customerfacing and internal teams to ensure customers receive the right message at the right time educating them and helping them make informed financial decisions.
Expectations
- Develops and executes a datadriven lifecycle marketing strategy to engage and nurture customers through all stages: awareness consideration conversion and reengagement.
- Owns and optimizes the CRM and marketing automation strategy ensuring personalized regulatorycompliant communication via email & SMS.
- Implements customer segmentation and behavioral targeting to improve engagement product adoption and retention.
- Partners with Compliance and Legal teams to ensure all marketing communications meet financial regulations and industry standards.
- Designs and optimizes onboarding programs that help new customers understand and effectively use our financial products and services.
- Analyzes customer engagement data conversion metrics and churn drivers to refine strategies and improve retention.
- Collaborates with Product Sales and Customer Experience teams to drive crosssell and upsell opportunities.
- Leads A/B testing and experimentation to optimize messaging incentives and engagement strategies.
- Stays ahead of financial industry trends and evolving customer behaviors to refine lifecycle marketing approaches.
- Performs other duties as assigned.
REPORTS TO
- VP Marketing Acquisition and Operations
DIRECT REPORTS
- One or none
Qualifications
QUALIFICATIONS EDUCATION REQUIRED
- Bachelors Degree
QUALIFICATIONS EDUCATION PREFERRED
- Masters Degree
QUALIFICATIONS EDUCATION FIELD(S)/PROFESSION(S)
- Marketing or related.
QUALIFICATIONS EXPERIENCE/SKILLS/COMPETENCIES
- Minimum 7 years of experience in lifecycle marketing CRM or retention marketing (in Financial Services FinTech or other relevant industries).
- Expertise in CRM platforms and marketing automation tools specifically Salesforce Marketing Cloud.
- Experience with segmentation personalization and customer behavior analytics to drive engagement and retention.
- Experience building executing and scaling crossfunctional marketing programs with demonstrated results
- Experience driving actionable information for presentation to business leaders.
- Proficient in A/B testing KPI tracking and analytics tools (Excel Google Analytics Power BI or others) with a datadriven mindset.
- Excellent project management skills with the ability to balance multiple initiatives in a fastpaced environment under timeconstraints.
- Ability to take initiative work autonomously and drive projects forward to completion.
- Excellent verbal/written communication and presentation skills
- Possess a hybrid of technical and soft skills.
Compensation
The base salary range for this position is $100800 $168000 inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidates work location skills education and experience. In addition to those factors we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health dental vision life insurance paid timeoff benefits flexible spending account 401(k) with employer match and ESPP.
Additional Information
The application deadline for this job opportunity is 4/14/2025.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color sex (including pregnancy) sexual orientation religion creed age national origin physical or mental disability gender identity and/or expression marital status veteran status or other characteristics protected by law.
Required Experience:
Director
Employment Type
Full-Time
