Lifecycle Marketing Specialist

Requirements

Have 2-8 years of professional experience in a Marketing or Business function (i.e. Strategy, Planning, Operations)
, Have CRM and database management experience - You’re able to develop, automate and personalize communication campaigns via an established CRM platform. You have experience developing and executing A|B testing programs, with the ability to analyze and action upon results
, Demonstrated success leveraging AI to supercharge work - You’re able to utilize Agentic AI to build, maintain, and optimize effective marketing strategies and operations
, Are a demonstrated self starter and problem solver - You’ll be successful in this role if you can think critically to improve processes and discover ways to increase campaign performance that will have a measurable impact on the business
, Can communicate, collaborate and influence - Proven skill in working across multiple and distinct functional organizations (e.g. Strategy & Operations, Analytics, creative teams, vendor partners, etc.) in support of specific business priorities
, Are creative and think outside the box - The only constant in our industry is change. You love to brainstorm, generate new ideas, and bring creative, innovative solutions to the challenges our customers face every day
, Have strong analytical skills - you’re able to manipulate and analyze data in order to identify trends, segment a customer population through the use of queries, solve problems, and make informed recommendations. Experience developing SQL queries is a plus, but not required (SQL preferred). Experience with Excel, Microstrategy, Tableau or other visualization tools preferred
, Are intellectually curious and have a passion to learn
, Financial-services experience a plus
What the job involves

As a Lifecycle Marketing Specialist, you will be responsible for supporting and integrating our lifecycle marketing strategy across multiple marketing mediums
, You will partner closely with internal departments and external vendors to drive new initiatives and optimize ongoing communications. You will also have the opportunity to lead high-visibility projects, propose process improvements, and test new marketing strategies
, Customer Experience - Drive and own the creation of various customer life cycles by identifying the correct types of outreach and their frequencies
, Partner with the strategy and operations team to experiment with new products and processes to help grow revenue, maximize returns, and set customers up for success
, Campaign Management – Develop and implement automated direct marketing and email campaigns within a CRM platform to drive lead conversion, improve customer portfolio performance, and support product launches/changes
, Identify appropriate customer segments and target them through SQL queries
, Develop campaign strategies, manage the creative development process (copy, design, coding), and build multi-touch campaigns
, AI Strategy & Optimization - Utilize AI tools to supercharge marketing campaigns, data analysis, and process improvements
, Leverage AI tools to automate complex segmentation and personalize customer journeys at scale, drastically increasing engagement across the entire marketing lifecycle
, Continuously experiment with generative AI to optimize CRM workflows, transforming raw data into actionable insights that "supercharge" campaign performance and engagement rates
, Reporting & Analytics – Report and monitor segment performance and campaign performance including audience, monthly trends, email metrics and conversion
, Report on results and provide insights & recommendations
, Testing Programs – Develop robust A/B and multivariate testing programs to optimize portfolio performance (email, DM, SMS, etc.)
, Best Practices – Maintain clean email marketing lists to minimize occurrences of unsubscribes, bounce rates and spam reports
, Monitor deliverability, complaint rates, bounce rates and Sender Score rank to reduce risk of being blacklisted
, Monitor trends on best practices and techniques to ensure market efficiency and identify new opportunities
, Communicate & Collaborate – Partner with internal departments (Legal & Compliance, Analytics, Creative Services, Business Intelligence, Data Services, and Tech) and marketing team members to execute projects and tests

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