CRM Lifecycle Manager

Hi, we're the company! A holistic financial health company helping everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, avoid unfair fees and build their credit quickly. If autonomy, ownership, and having meaningful input at the company you work for is important to you, come join our growing team!

The company is doing innovative and exciting work, but don’t just take our word for it, our work is being recognized by others:

• Built In's 2026 Best Midsize Companies to Work For in New York City [link for members]

• Built In's 2025 Best Places to Work For In New York City [link for members]

• Built In’s 2024 & 2025 Best Startups to Work For In the U.S. [link for members]

• Built In’s 2023 - 2025 Best Startups to Work For In New York City [link for members]

• Fast Company’s Most Innovative Companies of 2022 [link for members]

• Business Insider’s Most Promising Consumer Startups 2022 [link for members]

• Forbes Fintech 50 2022 [link for members]

Role overview

We're looking for a CRM Lifecycle Manager to shape how the company talks to its customers across email, push, SMS, and in-app. You'll own our campaign calendar and build and deploy both ad-hoc campaigns and triggered lifecycle communications. You will use thoughtful, personalized messaging to meet customers at the right moments in their journey and deliver incremental engagement and retention. You'll work closely with Product, Design, Data, and our business teams, and you'll have the room to test new ideas and see their impact on our customers.

What you’ll be doing

• You'll own the CRM calendar from end to end, shaping the strategy, planning what goes out, balancing business requests and customer fatigue across segments to deliver the optimal cadence. Own the marketplace lifecycle programs, building email, push, SMS, and in-app journeys that connect customers with offers that help them. Define the friction points and design messaging that turns them into moments of progress. You'll also help new users get started and bring lapsed ones back.

• You'll manage campaigns end to end by building email push and SMS launches hands-on in our ESP tool. You'll also write briefs, coordinate creative, and manage approvals, build/deploy campaigns and deliver results and recommendations on each program.

• Keep a pulse on performance. You'll check in on results daily, dig into what's working across channels, and use it to decide what to test next.

• Share the story behind the numbers, presenting campaign performance to business stakeholders along with what you learned and where you're headed next.

• Team up with Product, Design, Engineering, Data, and Brand to deliver an integrated experience that is aligned across timelines and priorities.

• You will ensure campaigns (including tests, segmentation and complex personalization logic) are set up, deployed, and QA-ed accurately in a timely manner. You will also troubleshoot and fix issues when they come up.

What you have

• 4-6+ years in email marketing, CRM, or lifecycle marketing, ideally at a DTC or consumer app company.

• Hands-on experience with a marketing automation platform like Iterable. You know how to build automated lifecycle flows, and when something breaks, you troubleshoot it and suggest a fix.

• A track record of running a full CRM calendar across multiple user segments without dropping the ball.

• A sharp eye for detail and strong follow-through. Your campaigns go out right and on time.

• A love of testing. You always have an experiment running, and you know how to read the results.

• Strong analytical skills. You set your own roadmap and KPIs and turn results into action.

• Exceptional organization and project management skills, experience managing multiple competing projects/deadlines, and strong attention to detail.

• Excellent communication skills

• Basic Figma skills are a plus.

• A creative mind and a real care for customers. You want every touchpoint to feel helpful, delightful, and on brand.

• A proactive teammate and clear communicator who's curious about new tools and ways of working.

• Comfort with basic HTML and CSS. You won't be coding emails from scratch, but you can fix a padding issue or a broken link. Handlebars experience is a plus.

Compensation

The anticipated annual base salary for this position is $110,000 - $130,000. This range does not include any other compensation components or other benefits for which an individual may be eligible (other benefits listed below). The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.

Our Benefits and Team

• Medical, dental, and vision insurance

• Annual Employer HSA Contribution

• Discretionary Time Off

• 401k Matching

• Paid Parental Leave

• Monthly reimbursement to use against wifi and/or cell phone bill

• Annual reimbursement for Learning & Development

• High-growth company helping hard working Americans build a brighter financial future

• A dynamic, flexible and collaborative start-up work environment with a highly talented team

The company is committed to providing equal employment opportunities for all applicants and employees without regard to race, religion, color, sex, pregnancy (including breast feeding and related medical conditions), national origin, citizenship status, uniform service member status, age, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. We are proud to be an equal opportunity workplace.

If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email [link for members]

Disclosures

• For information on our data privacy policies, see the company California Personnel Privacy Policy [link for members]

• the company uses E-Verify for employment authorization. See the E-Verify and Department of Justice websites for more details.