Lifecycle Marketing Manager

🕒 May 28

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Koyfin

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2016

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

Koyfin is a modern investment research and analytics platform that provides investors, financial advisors, and institutional research teams with comprehensive market data, advanced charting, customizable dashboards, equity screening, macro models, transcripts, news, and client-ready reporting. Delivered as a cloud-based SaaS product, Koyfin aggregates global coverage across stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, macroeconomic data, and cryptocurrencies to help users analyze portfolios, discover opportunities, and make informed decisions.

📋 Description

• Map the full customer journey end to end, from signup to the moments that predict paid conversion, and then to the behaviors that signal long-term engagement • Quantify the breakages: where does the funnel leak, by how much, and against which user segments • Design and run experiments to address the largest breakages using the tools best suited to each opportunity, including in-app prompts, email, onboarding redesign, pricing prompts, and feature surfacing • Own the full lifecycle communication stack: email, in-app messages, push, tooltips, empty states, upgrade prompts, and win-back campaigns • Define success with clear KPIs, track them on a regular cadence, and keep the team aligned around them • Use AI aggressively for lifecycle copy, segmentation, lead scoring, alerts, and personalization

🎯 Requirements

• You've done growth, lifecycle, or customer marketing PM work at a high-volume business, ideally Prosumer SaaS or Consumer • You've created and shipped lifecycle email programs and in-app messaging campaigns • You're analytical first. You think in funnels, cohorts, and decile scoring • You want to do the work, not manage a team doing it • You have experience automating parts of your own job • You're curious and ask "why is this number what it is" before anyone tells you to • Bonus: experience in fintech, wealthtech, or a product with both free and paid tiers

🏖️ Benefits

• Competitive compensation, including stock options • Full benefits package including medical, dental, and 401(k) contributions