Lifecycle Marketing Operations Manager

Job Description

REQUIREMENTS

• 6-8+ years of experience in lifecycle marketing, CRM, or retention marketing, with meaningful time in fintech, financial services, or another regulated industry
• Deep hands-on experience with Braze (or a comparable platform like Iterable/Customer.io) — you’ve built Canvases, not just launched campaigns someone else configured
• Working fluency with Segment or similar CDPs, including identity resolution, event tracking, and data pipeline design
• Proven experience partnering directly with Engineering and Data teams to design event-based systems, not just consuming what’s handed to you
• Strategic ownership experience: you’ve defined a lifecycle or retention strategy and the roadmap to execute it, not just run campaigns within someone else’s framework
• Strong analytical fluency — comfortable defining KPIs, building reporting frameworks, and using data to prioritize what to build next
• Comfort with ambiguity and zero-to-one building; you don’t need existing infrastructure or a team to make progress
• Strong writing skills and comfort using AI tools to draft and iterate on messaging quickly, plus experience navigating legal/compliance review for customer-facing copy in a regulated industry — this role doesn’t have a product marketing team to lean on
• Bonus: B2B experience alongside B2C/D2C, and familiarity with BigQuery, dbt, or similar data warehouse tools

RESPONSIBILITES

• Own lifecycle marketing strategy end-to-end: acquisition follow-up, application drop-off recovery, onboarding, activation, retention, and win-back across Flex’s product suite (credit card, banking, AP automation, expense management, working capital)
• Draft and own lifecycle messaging and copy directly (using AI tools to accelerate drafting), then partner with Product, Legal, and Compliance to shape and approve it for a regulated fintech audience — there’s no product marketing team to hand this off to
• Partner with Product to define and maintain clear ownership boundaries — which touchpoints are product-owned (in-app, transactional, native notifications) versus lifecycle-owned (email, SMS, re-engagement), and the rationale behind that split, so both teams can build without duplicating effort or working at cross-purposes
• Partner directly with Engineering and Data to design event-based triggers and data architecture that power personalized, automated customer journeys — not just request the data, but help define what needs to be tracked and how
• Build and own Braze infrastructure: Canvas flows, segmentation logic, dynamic content, and journey orchestration, working from a technical foundation you help define alongside RevOps and Data
• Design and maintain the Segment-to-Braze data pipeline in partnership with Data/Engineering, ensuring clean identity resolution and reliable event tracking
• Develop the measurement framework for lifecycle marketing: define the KPIs, build the reporting, and tie lifecycle performance to business outcomes like conversion, retention, and revenue
• Bring judgment on prioritization and sequencing — deciding what infrastructure and campaigns to build first given Flex’s current stage, rather than waiting to be told
• Ensure lifecycle communications meet the compliance and disclosure standards required in a regulated fintech environment
• Act as the internal expert on lifecycle marketing systems and strategy, briefing stakeholders (RevOps, Sales, CS, Leadership) on what’s being built and why

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