Position: CRM & Lifecycle Marketing Manager
Location:
Newport Beach Job Id: 2173-Newport Beach # of Openings: 1 CRM & Lifecycle Marketing Manager Newport Beach, CA Compensation: $90,000 – $110,000/year, based on experience. Bonus Opportunity: Performance-based bonus tied to KPIs Full Time – Benefits – Immediately Hiring – Responsive Employer SmarterHome.ai, a Master Distributor of top-tier services in cable, internet, phone, wireless products, and home security, is immediately hiring an experienced CRM &Lifecycle Marketing Manager to join our dynamic team in Newport Beach, CA. Role Structure:
This role reports directly to the President and will work closely with the Senior Director of Marketing to coordinate all lead and lifecycle marketing efforts. The CRM & Lifecycle Marketing Manager will be responsible for designing and executing CRM initiatives across both B2C and B2B funnels. While the position carries strategic ownership of CRM automation and lifecycle marketing, all campaigns will require initial approval from the President prior to launch. Cross-functional collaboration with marketing, sales, and operations will be key to success. Overview:
We're seeking a data-driven CRM &Lifecycle Marketing Manager to lead our multi-brand lead nurturing efforts across both B2C and B2B segments. This role is responsible for developing and managing CRM workflows, email/SMS automation, and full-funnel strategies that turn missed or cold leads into new revenue. The ideal candidate is experienced in GoHighLevel (GHL) or similar CRM platforms and can support both consumer-facing sales efforts and partner channel enablement across retail, ICC, and affiliate models. Base Salary Range: $90,000 – $110,000/year, based on experience Bonus Opportunity: Performance-based bonus tied to KPIs such as lead conversion, upsell lift, and B2B partner acquisition Location: On-site in Newport Beach, CA Other Benefits: Health benefits, PTO, and opportunity to grow with a fast-scaling performance marketing company Key Responsibilities:
Lead Funnel & Lifecycle Management (B2C Focus):
Build and optimize CRM workflows to re-engage unsold leads from inbound call traffic Segment and route leads based on provider, product, or brand (SmarterHome and off-brand strategies) Partner with digital agencies to ensure lead form integrations from Google, Meta, and affiliate channels are properly tracked and routed Incorporate affiliate and social media traffic sources into CRM lead flows Upsell & Cross-Sell Strategy :
Launch post-sale flows to upsell home security or other services to customers who purchased internet Design lifecycle campaigns to promote additional products or value-added offers Continuously A/B test offers, timing, creative, and customer segmentation for best results Build CRM workflows that target partners based on activity, compliance, and promotional opportunities Automate messaging for program updates, sales milestones, and incentive rollouts Reactivate dormant partners and drive sign-up completion for those who began the onboarding process Launch outbound campaigns to generate and convert new B2B partnerships Systems & Reporting:
Own and manage our CRM platform (GoHighLevel preferred) Ensure seamless integration between lead sources (web, call tracking, affiliate feeds) and sales systems Provide regular reporting on CRM effectiveness, campaign engagement, and performance attribution Monitor and optimize campaigns based on conversion rates, engagement levels, and revenue lift B2C Metrics:
Lead Opportunity Conversion Rate: Achieve a 3–5% conversion rate from CRM-engaged leads to sales Cost per Resurrected Lead Sale (Form-Based): Maintain WCPU at or below $75 Post-Sale Upsell Conversion: Generate a 3–5% lift in additional product sales (e.g., home security) via post-sale flows Email/SMS Attribution: Campaign-attributed conversions should align with lead-to-sale KPIs and contribute measurable revenue lift B2B Metrics:
Partner Reactivation Rate: Reactivate at least 10% of dormant Retail, ICC, or Affiliate partners through CRM outreach Promotion Campaign Reach: Ensure 100% of active partners are enrolled in relevant workflows for promotions, compliance, and updates New Partner Acquisition: Drive 20–30 new partner sign-ups per month through CRM outreach to inbound B2B leads (e.g., incomplete registrations, dormant inquiries, and referrals) Qualifications:
3–5+ years of experience in CRM, lifecycle marketing, or funnel automation Strong experience with GoHighLevel (GHL) or comparable CRM platforms Proven track record of building effective lifecycle journeys for both B2C and B2B audiences Deep understanding of segmentation, lead scoring, conversion workflows, and revenue attribution Strong project management skills with the ability to lead cross-functional initiatives English proficiency required; Spanish fluency is a plus Bonus Points For:
Background in telecom, home services, or home security Experience supporting both paid media and affiliate lead capture strategies Familiarity with call center operations and how to align CRM efforts with sales and support workflows About SmarterHome.ai
SmarterHome.ai is a Master Distributor for top-tier services in cable, internet, phone, wireless products, and home security. We have partnered with some of the largest telecom companies to provide High Profit for distribution channels, cutting-edge tech and sales solutions, and a support network to help our partners succeed! For over 25 years, we have been empowering partners with insight, knowledge, and incentives through our products and services so we can help these partners save money, time, and effort while exponentially increasing sales. SmarterHome.ai is an Equal Opportunity Employer and does not discriminate in employment based on race, color, religion, creed, national origin, ancestry, sex/gender (including pregnancy, childbirth, breastfeeding/lactation, and related medical conditions), age, disability, genetic information, sexual orientation, gender identity or expression, citizenship status, military/veteran status, and any other characteristic under applicable federal, state, or local law.
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Newport Beach Job Id: 2173-Newport Beach # of Openings: 1 CRM & Lifecycle Marketing Manager Newport Beach, CA Compensation: $90,000 – $110,000/year, based on experience. Bonus Opportunity: Performance-based bonus tied to KPIs Full Time – Benefits – Immediately Hiring – Responsive Employer SmarterHome.ai, a Master Distributor of top-tier services in cable, internet, phone, wireless products, and home security, is immediately hiring an experienced CRM &Lifecycle Marketing Manager to join our dynamic team in Newport Beach, CA. Role Structure:
This role reports directly to the President and will work closely with the Senior Director of Marketing to coordinate all lead and lifecycle marketing efforts. The CRM & Lifecycle Marketing Manager will be responsible for designing and executing CRM initiatives across both B2C and B2B funnels. While the position carries strategic ownership of CRM automation and lifecycle marketing, all campaigns will require initial approval from the President prior to launch. Cross-functional collaboration with marketing, sales, and operations will be key to success. Overview:
We're seeking a data-driven CRM &Lifecycle Marketing Manager to lead our multi-brand lead nurturing efforts across both B2C and B2B segments. This role is responsible for developing and managing CRM workflows, email/SMS automation, and full-funnel strategies that turn missed or cold leads into new revenue. The ideal candidate is experienced in GoHighLevel (GHL) or similar CRM platforms and can support both consumer-facing sales efforts and partner channel enablement across retail, ICC, and affiliate models. Base Salary Range: $90,000 – $110,000/year, based on experience Bonus Opportunity: Performance-based bonus tied to KPIs such as lead conversion, upsell lift, and B2B partner acquisition Location: On-site in Newport Beach, CA Other Benefits: Health benefits, PTO, and opportunity to grow with a fast-scaling performance marketing company Key Responsibilities:
Lead Funnel & Lifecycle Management (B2C Focus):
Build and optimize CRM workflows to re-engage unsold leads from inbound call traffic Segment and route leads based on provider, product, or brand (SmarterHome and off-brand strategies) Partner with digital agencies to ensure lead form integrations from Google, Meta, and affiliate channels are properly tracked and routed Incorporate affiliate and social media traffic sources into CRM lead flows Upsell & Cross-Sell Strategy :
Launch post-sale flows to upsell home security or other services to customers who purchased internet Design lifecycle campaigns to promote additional products or value-added offers Continuously A/B test offers, timing, creative, and customer segmentation for best results Build CRM workflows that target partners based on activity, compliance, and promotional opportunities Automate messaging for program updates, sales milestones, and incentive rollouts Reactivate dormant partners and drive sign-up completion for those who began the onboarding process Launch outbound campaigns to generate and convert new B2B partnerships Systems & Reporting:
Own and manage our CRM platform (GoHighLevel preferred) Ensure seamless integration between lead sources (web, call tracking, affiliate feeds) and sales systems Provide regular reporting on CRM effectiveness, campaign engagement, and performance attribution Monitor and optimize campaigns based on conversion rates, engagement levels, and revenue lift B2C Metrics:
Lead Opportunity Conversion Rate: Achieve a 3–5% conversion rate from CRM-engaged leads to sales Cost per Resurrected Lead Sale (Form-Based): Maintain WCPU at or below $75 Post-Sale Upsell Conversion: Generate a 3–5% lift in additional product sales (e.g., home security) via post-sale flows Email/SMS Attribution: Campaign-attributed conversions should align with lead-to-sale KPIs and contribute measurable revenue lift B2B Metrics:
Partner Reactivation Rate: Reactivate at least 10% of dormant Retail, ICC, or Affiliate partners through CRM outreach Promotion Campaign Reach: Ensure 100% of active partners are enrolled in relevant workflows for promotions, compliance, and updates New Partner Acquisition: Drive 20–30 new partner sign-ups per month through CRM outreach to inbound B2B leads (e.g., incomplete registrations, dormant inquiries, and referrals) Qualifications:
3–5+ years of experience in CRM, lifecycle marketing, or funnel automation Strong experience with GoHighLevel (GHL) or comparable CRM platforms Proven track record of building effective lifecycle journeys for both B2C and B2B audiences Deep understanding of segmentation, lead scoring, conversion workflows, and revenue attribution Strong project management skills with the ability to lead cross-functional initiatives English proficiency required; Spanish fluency is a plus Bonus Points For:
Background in telecom, home services, or home security Experience supporting both paid media and affiliate lead capture strategies Familiarity with call center operations and how to align CRM efforts with sales and support workflows About SmarterHome.ai
SmarterHome.ai is a Master Distributor for top-tier services in cable, internet, phone, wireless products, and home security. We have partnered with some of the largest telecom companies to provide High Profit for distribution channels, cutting-edge tech and sales solutions, and a support network to help our partners succeed! For over 25 years, we have been empowering partners with insight, knowledge, and incentives through our products and services so we can help these partners save money, time, and effort while exponentially increasing sales. SmarterHome.ai is an Equal Opportunity Employer and does not discriminate in employment based on race, color, religion, creed, national origin, ancestry, sex/gender (including pregnancy, childbirth, breastfeeding/lactation, and related medical conditions), age, disability, genetic information, sexual orientation, gender identity or expression, citizenship status, military/veteran status, and any other characteristic under applicable federal, state, or local law.
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