Lead Product Manager, Customer Onboarding, Lifecycle Engagement

Responsibilities

Define and execute the onboarding and early lifecycle engagement strategy for Small Business Credit Card customers

Create customer journeys that educate, activate, and deepen engagement during the critical first 90 days of the customer relationship

Identify opportunities to improve customer activation, digital wallet enrollment, feature adoption, spending behaviors, and overall customer satisfaction

Develop a forward-looking roadmap that aligns customer needs, business goals, emerging capabilities, and industry trends

Continuously evaluate program performance and implement enhancements that improve customer outcomes and business results

Serve as the marketing lead for onboarding initiatives from concept through delivery

Provide strategic and creative direction to internal stakeholders and agency partners

Collaborate with product, analytics, digital, technology, servicing, operations, compliance, legal, and brand teams to deliver effective customer experiences

Drive alignment across multiple stakeholders while balancing competing priorities and business objectives

Ensure efficient execution through clear communication, project leadership, and strong operational discipline

Present recommendations, business cases, and performance insights to senior leadership

Champion customer-centric thinking throughout the organization

Foster innovation by bringing new ideas, best practices, and emerging marketing strategies into the onboarding experience

Influence across a highly matrixed environment

Requirements

5+ years of Product Management, product development, strategic planning, process management, change delivery experience or equivalent

Experience developing customer onboarding, lifecycle, engagement, retention, or loyalty marketing programs

Curious, innovative thinker with a track record of developing new marketing strategies that improve customer engagement and business outcomes

Strong analytical skills with the ability to turn customer data, research, and performance insights into actionable recommendations

Background in designing multi-channel marketing journeys across email, digital, alerts, direct mail, or physical fulfillment

Proven ability to manage marketing agencies, creative development, campaign execution, and cross-functional delivery

Clear, structured communicator with confident leadership presence and executive-ready storytelling skills

Demonstrated ability to influence, partner, and drive alignment in a matrixed environment

Financial services, credit card, retail banking, or lifecycle marketing experience

Proven success leading cross-functional initiatives in complex, matrixed organizations

Experience managing large-scale marketing campaigns from strategy through execution

Strong communication and presentation skills with the ability to influence senior stakeholders

Demonstrated ability to use customer insights and business performance data to make strategic recommendations.

Core Competencies
Expertise in developing and executing customer onboarding and engagement strategies, with a strong focus on improving customer satisfaction and business outcomes through data-driven insights and innovative marketing approaches.

Highest-signal resume keywords

Customer Onboarding Strategy

Lifecycle Marketing Programs

Cross-Functional Collaboration

Data Analysis and Insights

Project Leadership

ATS Optimization Keywords
Hard Skills

Product Management

Strategic Planning

Process Management

Change Delivery

Multi-Channel Marketing

Campaign Execution

Customer Data Analysis

Performance Insights

Marketing Strategy Development

Customer Journey Design

Soft Skills

Clear Communication

Leadership Presence

Executive Storytelling

Influencing Skills

Innovative Thinking

Industry Keywords

Financial Services

Credit Card

Retail Banking

Customer Engagement

Customer Satisfaction

Marketing Agencies

Matrixed Environment

Customer Insights

Business Performance Data

Customer Retention

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