Lifecycle Marketing Manager New San Francisco
Upgrade, Inc., San Francisco, CA, United States
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well‑being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.
We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
About the Role: As a member of the Lifecycle Marketing team, this role will own and strategically guide lifecycle marketing programs to deliver long‑term growth through high impact campaigns and journeys spanning the entire lifecycle across email, push notifications, SMS and in‑app messaging. You’ll plan, build, and implement scalable, predictable, and repeatable lifecycle programs that achieve growth targets while improving customer engagement. You’ll work cross‑functionally — along with product, engineers, operations, and compliance — to improve engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in‑app messages that drive our business forward.
This is a hybrid role based in our San Francisco office two days per week.
What You’ll Do:
Develop and launch new lifecycle programs, optimize existing programs, and continuously iterate on our channel and testing strategies: creative, offer, cadence, audience, et al.
Manage end‑to‑end development and execution of data‑driven initiatives, partnering with stakeholders throughout the process, including initial planning, creative development and approvals, audience development, and testing strategy
Create and manage highly‑segmented customer journey flows with actionable trigger points with both static and dynamic content to drive conversion and engagement
Sizing, projecting, and analyzing the impact of initiatives on conversion and engagement metrics, working with analytics to establish measurement frameworks that show impact of our programs
Leverage platform capabilities, APIs, machine‑learning models, and behavioral data to drive more personalized automated experiences that deliver business results and improve relevance
Identify and implement new tests and tactics, continually seeking to innovate to drive improved results
Analyze campaign results, develop benchmarks, and create and share performance updates and learnings
Establish a strong working relationship with cross‑functional stakeholders in our Product, Analytics, Design, and Marketing teams
What We Look For:
5+ years experience in Lifecycle Marketing, or CRM Operations
Proven success in in creating omni‑channel lifecycle strategies and executing journeys/campaigns end‑to‑end, centered around improving key metrics through an empathetic, customer‑centric lens
Proficiency with HTML, Liquid and SQL as well as some knowledge of what can be done with webhooks, API calls (e.g. Braze's Connected Content)
Proficiency in managing/scaling messaging/CRM/marketing automation platforms, including complex workflows and audience targeting
Expertise in lifecycle channel best practices, including segmentation, deliverability, and copy and design approaches with email, push, and SMS
Strong email‑specific subject matter expertise, including ISP feedback loops, whitelists, and IP reputation, opt‑in rules and CAN‑SPAM law
High technical competence around data, including SQL, scripting, event schemas (e.g. JSON), etc.
Robust analytical skills w/ fluency in tools like Excel, Tableau, and Heap - quickly digesting large amounts of data, identifying trends, and pursuing the right questions to take action
Bias toward action and entrepreneurial, with ability to form hypotheses and test quickly, synthesize learnings, productionalize wins, and pivot strategies when called for
Ability to work independently with minimal guidance, while also able to build strong internal relationships and consensus on initiatives
Stellar project and time management skills with the ability to manage multiple projects in a fast paced atmosphere
Strong copywriting and editing experience with the ability to adapt to different tones of voice
What We Offer You:
100% paid coverage of medical, dental and vision insurance
Unlimited vacation
Learning stipend for personal growth and development
Paid parental leave
Health & wellness initiatives
The compensation range of this position in San Francisco, CA is USD $125,000-$170,000 annually plus benefits. Within this range, an individual’s base pay will be dependent on a variety of factors, including without limitation, job‑related knowledge, skills, education, and experience.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.
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We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
About the Role: As a member of the Lifecycle Marketing team, this role will own and strategically guide lifecycle marketing programs to deliver long‑term growth through high impact campaigns and journeys spanning the entire lifecycle across email, push notifications, SMS and in‑app messaging. You’ll plan, build, and implement scalable, predictable, and repeatable lifecycle programs that achieve growth targets while improving customer engagement. You’ll work cross‑functionally — along with product, engineers, operations, and compliance — to improve engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in‑app messages that drive our business forward.
This is a hybrid role based in our San Francisco office two days per week.
What You’ll Do:
Develop and launch new lifecycle programs, optimize existing programs, and continuously iterate on our channel and testing strategies: creative, offer, cadence, audience, et al.
Manage end‑to‑end development and execution of data‑driven initiatives, partnering with stakeholders throughout the process, including initial planning, creative development and approvals, audience development, and testing strategy
Create and manage highly‑segmented customer journey flows with actionable trigger points with both static and dynamic content to drive conversion and engagement
Sizing, projecting, and analyzing the impact of initiatives on conversion and engagement metrics, working with analytics to establish measurement frameworks that show impact of our programs
Leverage platform capabilities, APIs, machine‑learning models, and behavioral data to drive more personalized automated experiences that deliver business results and improve relevance
Identify and implement new tests and tactics, continually seeking to innovate to drive improved results
Analyze campaign results, develop benchmarks, and create and share performance updates and learnings
Establish a strong working relationship with cross‑functional stakeholders in our Product, Analytics, Design, and Marketing teams
What We Look For:
5+ years experience in Lifecycle Marketing, or CRM Operations
Proven success in in creating omni‑channel lifecycle strategies and executing journeys/campaigns end‑to‑end, centered around improving key metrics through an empathetic, customer‑centric lens
Proficiency with HTML, Liquid and SQL as well as some knowledge of what can be done with webhooks, API calls (e.g. Braze's Connected Content)
Proficiency in managing/scaling messaging/CRM/marketing automation platforms, including complex workflows and audience targeting
Expertise in lifecycle channel best practices, including segmentation, deliverability, and copy and design approaches with email, push, and SMS
Strong email‑specific subject matter expertise, including ISP feedback loops, whitelists, and IP reputation, opt‑in rules and CAN‑SPAM law
High technical competence around data, including SQL, scripting, event schemas (e.g. JSON), etc.
Robust analytical skills w/ fluency in tools like Excel, Tableau, and Heap - quickly digesting large amounts of data, identifying trends, and pursuing the right questions to take action
Bias toward action and entrepreneurial, with ability to form hypotheses and test quickly, synthesize learnings, productionalize wins, and pivot strategies when called for
Ability to work independently with minimal guidance, while also able to build strong internal relationships and consensus on initiatives
Stellar project and time management skills with the ability to manage multiple projects in a fast paced atmosphere
Strong copywriting and editing experience with the ability to adapt to different tones of voice
What We Offer You:
100% paid coverage of medical, dental and vision insurance
Unlimited vacation
Learning stipend for personal growth and development
Paid parental leave
Health & wellness initiatives
The compensation range of this position in San Francisco, CA is USD $125,000-$170,000 annually plus benefits. Within this range, an individual’s base pay will be dependent on a variety of factors, including without limitation, job‑related knowledge, skills, education, and experience.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.
#J-18808-Ljbffr