B2B Lifecycle Marketing Manager

We’re looking for talented professionals to join us in bringing smart money management and payment solutions to everyone’s fingertips.

This position is classified as structured hybrid, with an expectation of a minimum of three (3) days per week working in the office and flexibility to work remotely on the remaining days. On-site expectations may evolve over time to support business needs, with clear communication provided in advance.

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JOB DESCRIPTION

We’re looking for a B2B Lifecycle Marketing Manager with deep expertise in CRM and marketing automation to help drive engagement and retention for our prospects and potential customers. This role is ideal for a marketer who thrives at the intersection of technology, data, and customer experience — someone who can translate strategic goals into well-crafted, automated campaigns that educate, empower, and build lasting brand reputation.

You’ll manage end-to-end lifecycle programs across the sales funnel ensuring each communication adds value and drives engagement.

Lifecycle Campaign Execution

• Build, QA, and deploy dynamic engagement programs using Salesforce Marketing Cloud Account Engagement (or similar platform).

• Translate lifecycle and brand strategies into targeted journeys that guide customers through the enterprise sales funnel.

• Collaborate with business development, product and creative teams to develop messaging that’s relevant, compliant, and aligned with our brand voice.

• Test, optimize, and personalize communications to improve engagement, activation, and retention rates.

Customer Journey Management

• Map and continuously refine customer touchpoints to reduce friction and increase prospect engagement.

• Partner with data and product teams to leverage behavioral triggers that deliver timely, contextual messages.

• Advocate for customer-centric communication by identifying opportunities to drive engagement and key KPIs.

Content & Quality Assurance

• Design and code mobile-responsive emails using HTML and templates.

• Proofread and QA campaign content for clarity, accuracy, and compliance.

• Ensure messaging is visually consistent, accessible, and aligned with brand guidelines.

Data, Reporting & Optimization

• Manage segmentation and audience targeting based on behavioral, transactional, and industry data.

• Track and report on key performance metrics (deliverability, engagement, prospect activity)

• Use insights to inform campaign strategies, improve automation workflows, and strengthen the B2B marketing program.

• Support email deliverability best practices and maintain healthy sender reputation.

Compliance & Governance

• Ensure all communications comply with financial marketing regulations and consumer protection laws (including CAN-SPAM, TCPA, and data privacy requirements).

• Maintain the highest standards of accuracy and transparency in all customer communications.

• Scalable communication programs that nurture trust and drive financial confidence among customers.

• Seamless collaboration between marketing, product, and analytics to deliver a unified customer experience.

• Consistent compliance with all financial and marketing regulations.

Qualifications

• Bachelor’s degree required.

• 4–6 years of experience in lifecycle, CRM, or marketing automation (preferably within fintech, banking, or other regulated industries).

• Expertise in Salesforce Marketing Cloud or a comparable automation platform (Iterable, Braze, HubSpot, etc.).

• HTML proficiency for mobile-optimized email templates.

• Basic SQL knowledge preferred.

• Strong project management and cross-functional collaboration skills.

• Detail-oriented with excellent organization and time management.

• Strong analytical mindset with experience interpreting campaign performance data.

• Excellent verbal and written communication skills.

• Comfortable working in a fast-paced environment that values accuracy, compliance, and innovation.

Success in This Role Looks Like

• Increased engagement and retention through thoughtful, automated lifecycle journeys.

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