Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. 

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. 

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. 

Our team is fast-growing and driven to become one of the largest fintech companies in the world.  Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

We are looking for a CRM Marketing Manager to lead the strategy and execution of marketing touchpoints that drive engagement across the customer journey. In this role, you will develop and optimize multi-channel lifecycle marketing programs that nurture contacts— from awareness to retention—leveraging automation, segmentation, and personalization. You will be responsible for designing data-driven campaigns that enhance customer experience, deepen relationships, and ultimately drive growth.

As a key member of the marketing team, you will work closely with cross-functional teams, including business intelligence, rev ops, marketing, content, sales and customer success, to build seamless, technology-driven marketing journeys. You will report to the Senior Director of Partnership Marketing and play a crucial role in elevating Pontera’s impact through strategic lifecycle engagement.

RESPONSIBILITIES

Develop & Optimize Lifecycle Journeys:

• Design, build, and execute automated lifecycle marketing programs to engage leads, onboard new customers, and drive retention.
• Leverage marketing automation, AI and CRM tools to create tailored messaging sequences and workflows.
• Ensure timely, relevant, and personalized communications across email, in-product, SMS, and other digital touchpoints.

Segmentation & Personalization:

• Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways our customers use our platform.
• Use behavioral triggers, demographics, and engagement insights to optimize campaign effectiveness.

Cross-Functional Collaboration:

• Partner with partner marketing, product marketing, sales and customer success to align lifecycle marketing initiatives with business goals and broader marketing initiatives.
• Engage with Business Intelligence and Rev Ops teams to identify opportunities where marketing comms can help smooth the customer journey and solve for leaks in the funnel.
• Work with content and design teams to develop compelling messaging and creative assets.

Analytics & Performance Optimization:

• Monitor key performance metrics (e.g., open rates, conversion rates, churn, engagement scores) to assess campaign effectiveness.
• Conduct A/B testing and iterate on campaigns to improve engagement and conversion rates.
• Leverage data to provide insights and recommendations for refining lifecycle strategies.
• Understand and report on campaign impact on key business metrics such as advisor registrations and account activations.

Technology & Automation:

• Manage marketing automation tools (we use HubSpot) and AI BDR to build and refine customer journeys leveraging data from Salesforce and 6sense.
• Build complementary journeys within our platform using Pendo.
• Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution.

REQUIREMENTS

Experience & Expertise:

• 6+ years of experience in lifecycle marketing, CRM, or marketing automation.
• Proven track record of building and optimizing multi-channel customer journeys.
• Hands-on experience with marketing automation tools,CRM platforms, AI BDR and measurement tools (we use HubSpot, Salesforce, Pendo, 6sense and Dreamdata). Considered a technical expert.
• Strong understanding of segmentation, personalization, and behavioral marketing strategies.
• Bonus points: Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry.

Strategic & Analytical Mindset:

• Data-driven dec