Sr. Lifecycle Marketing Associate, Engagement & Upgrades

AT the company, OUR MISSION IS TO LOOK AFTER THE FINANCIAL BEST INTERESTS OF THE UP-AND-COMING, BEGINNING WITH THE EMPOWERING, PROUD STEP OF MICRO-INVESTING. HOW DO WE ACCOMPLISH OUR MISSION? OUR VALUES.

Lead With Heart - With compassion, integrity, and tenacity, inspire yourself and others to move past all previous thresholds of possibility

Make Bold Decisions - We are creating a new world. Be optimistic, adventurous, and courageous. Leap fearlessly into the future

Always Build Trust - Say what you mean, mean what you say, and do what you say you’re going to do. We are all owners. We are one team

Never Stop Growing - Change IS the constant. Stay hungry and curious. Be relentless in the pursuit of progress

Find a way - Never settle, no excuses, nothing is impossible. Just make it happen

Be the owner - Drive with intensity and take total responsibility for the outcome. It's on you.

Our values guide us, and our mission drives us. Come join us and help deliver financial wellness for the whole family, putting the tools of wealth-making into everyone’s hands.

Sr. Lifecycle Marketing Associate, Engagement & Upgrades

The company is seeking a creative and driven Sr. Lifecycle Marketing Associate to support the strategy and execution of lifecycle programs that deepen customer engagement and drive upgrades across the company and the company Early. You will work closely with the Sr. Lifecycle Marketing Manager to turn business goals into thoughtful, data-informed lifecycle programs and customer experiences.

This role offers meaningful ownership and day-to-day autonomy. You will own the execution and optimization of assigned programs, exercise judgment within established frameworks, and contribute ideas and recommendations that shape the lifecycle roadmap.

The company is a remote-first organization, offering the flexibility to work remotely while providing optional access to office space in Irvine, CA.

What you will do at the company

Lifecycle Strategy & Execution

• Support the lifecycle strategy and roadmap for customer engagement and upgrades across the company and the company Early, contributing new ideas and optimization opportunities aligned with established business goals.

• Build and execute personalized, data-informed campaigns and automated programs in Braze across email, push, in-app, and SMS channels.

• Own campaign setup from audience segmentation and personalization through channel sequencing, testing configuration, and launch.

Campaign Development & Collaboration

• Translate lifecycle strategies into clear campaign plans and creative briefs informed by customer insights, product value propositions, and previous campaign learnings.

• Partner closely with Creative, Data Analytics & Science, and Product teams to bring lifecycle programs to market.

• Work comfortably with HTML to personalize, troubleshoot, and QA lifecycle communications, with support from dedicated development resources.

Experimentation & Measurement

• Develop clear hypotheses and execute A/B tests that generate actionable learnings and improve customer engagement and upgrade conversion.

• Analyze campaign and experiment performance, identify meaningful trends, and translate results into optimization recommendations for future experiments.

Quality, Governance & Operations

• Own campaign quality and governance from setup through launch, ensuring accurate execution and adherence to internal review processes.

• Navigate Legal and Compliance requirements in a regulated fintech environment, with working knowledge of CAN-SPAM and lifecycle marketing best practices.

• Leverage AI tools to accelerate campaign development, strengthen quality assurance, and improve team workflows.

What you will bring to the company

• 5+ years of lifecycle, CRM, retention, or growth marketing experience, including hands-on campaign execution in Braze or comparable marketing automation software.

• Experience building and launching multichannel campaigns and automated journeys utilizing email, push, in-app messaging, Content Cards, and SMS channels.

• Experience supporting engagement and/or upgrades programs, with a track record of improving product adoption, engagement, or upgrade conversion.

• Strong understanding of audience segmentation, personalization, and automated journey logic.

• Strong experimentation fundamentals, including hypothesis development, A/B and multivariate testing, and performance analysis.

• The ability to translate established business goals into clear lifecycle strategies, campaign plans, and executable customer journeys.

• A rigorous approach to QA, approvals, and launch governance, ideally within a regulated or high-risk environment.

• Working knowledge of CAN-SPAM and lifecycle marketing compliance best practices.

• Comfort working with HTML and Liquid logic for campaign setup, personalization, troubleshooting, and QA.

• Confidence reviewing data, identifying trends, and making informed recommendations.

• Strong cross-functional collaboration and project management skills.

• Comfort using AI tools to improve workflow efficiency and campaign quality.

• A proactive mindset with the ability to recommend improvements to lifecycle processes and tools.

• High attention to detail, strong ownership, and the ability to manage multiple priorities.

• Hunger to deliver game-changing products.

• Exceptional drive and precision in delivery.

• A belief that your work is tied to your life's mission.

• Optimism about the potential for societal change.

You are not expected to have experience with all listed requirements. If you feel passionate about the company' mission, vision, and values, please apply.

What we offer

• Competitive salary and stock options

• A comprehensive benefits package for you and your family

• Flexible work location, hours, and paid time off

• 401(k) matching

• Monthly the company account contribution & GoHenry account for your family

• Mindfulness and Financial Wellness resources, Headspace and Addition Wealth

• the company Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)

• Roots Leadership Program for Emerging Leaders

• Community week onsite gatherings and various virtual events

• Talented and motivated team members who care deeply about one another, our mission, and our customers.

• The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.

About the company

The company is a financial wellness app that helps everyday people and families save and invest money for the long term. Since 2014, the company has grown into a global company with multiple life-stage products serving the needs of kids, teens, adults, and parents. Named one of Time’s “World’s Best Brands of 2024,” the company has helped over 14 million people save & invest over $25 billion dollars, much of it from spare change and small amounts.

Compensation Information

The pay range for this position at commencement of employment is expected to be between $103,200 and$111,500/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including equity grants and discretionary cash bonus awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position,” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Work Authorization

The company participates in E-Verify to confirm the employment eligibility of all newly hired employees. For more information about E-Verify, please visit [link for members] [link for members]