Senior Lifecycle Marketing Manager - Home Loans

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Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The team

You will be joining the SoFi Borrow Group’s Lifecycle Marketing Team. We're a high-impact, high-visibility, values-driven group, and we sit at the heart of it all. While this role requires durability, our team's consistent success comes from valuing people. As such, you can count on leadership to focus on and invest in your needs and growth. 

The role

You will be a lifecycle marketing strategist for one of our four Borrow product verticals: Home Loans. 

The Home Loans Lifecycle Marketing Program consists of:

• campaign-driven work; and 
• evergreen nurture program development and iteration

>> this role will have opportunities in both campaign and evergreen program development & iteration, but will skew more toward evergreen prioritization

KPIs for the program span the full range of the user lifecycle: 

• Demand Generation, Acquisition, Activation, Onboarding, Engagement, Retention and Cross-sell

>> this role will focus on top-of-funnel demand generation and acquisition for our Home Equity products

You will be one of 3 who report to the Head of Lifecycle Marketing Strategy for Home Loans.

Our ideal candidate for this role is an individual:

• who has proven expertise in the lifecycle marketing function (in the mortgage industry, ideally in tech)
• who has proven success in developing effective acquisition strategies to drive aggressive business growth  
• whose career priority is to develop a strategic and data-driven mindset while developing and managing a complex web of products & programs

What you’ll do:

• Deliver against OKRs through lifecycle marketing campaigns and programs leveraging: 
• outbound channels: email, push notifications, SMS
• ad spaces behind the login wall: in-app messages, content cards, inline product ads
• Be accountable for and report on program performance with the Home Loans Strategic Lead, Stakeholders and other Lifecycle Marketing Leadership
• Collaborate with: 
• Product Marketing partners
• Lifecycle Marketing TechOps org (production/execution)
• Business Leads
• Product Leads
• Identify technical gaps and establish/communicate technical requirements
• Sales/MLO partners
• Stakeholders
• Establish a strategic vision that improves business growth efficiency QoQ
• Develop data-driven experimentation roadmaps to support long term program iteration

What you’ll need:

These special strengths are likely to ensure success and fulfillment in the role:

• Radical candor
• Thriving in ambiguity
• Comfort running at a fast pace and pivoting with changing business needs
• Owner mindset
• Collaborating with both confidence and curiosity
• Rigorous prioritization
• Concise, synthesized communication
• Bias for (data-driven) action

Additional background and experience:

• Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent experience) 
• CRM experience is a must (ideally Braze, Salesforce)
• Experience in or professional exposure to the mortgage industry
• 6+ years of direct-to-consumer lifecycle management experience including email, in-app, push, and SMS.
• Proven success driving lifecycle marketing strategy
• Strong analytical chops with experience using various testing methodologies.
• Experience working with creative agencies or internal creative studios in developing marketing assets
• Experience presenting channel strategy and campaign results to cross-functional partners and executive leadership

Nice to have:

• MBA or other advanced degrees
• Previous finance or tech industry experience