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Retention and Lifecycle Manager

Job not on LinkedIn

🕒 May 28

🐊 Florida – Remote

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💵 $130k - $155k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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Logo of WM Partners, LP

WM Partners, LP

11 - 50 employees

🤝 B2B

💸 Finance

🧘 Wellness

B2B • Finance • Wellness

WM Partners, LP is a private equity firm focused on investing in health and wellness brands. With over $1. 1 billion invested in the sector, the firm is committed to building iconic brands that improve the lives of individuals and contribute positively to society. WM Partners offers strategic and operational expertise to lower-middle market companies, leveraging over 340 years of combined entrepreneurial and investment experience. The firm prioritizes diversity, sustainability, responsible investing, and community involvement, positioning itself as a trusted partner in the health and wellness sector.

📋 Description

• Own the end-to-end lifecycle marketing strategy and roadmap across email, SMS, subscription, loyalty, post-purchase journeys, etc.. • Define KPIs, report on performance, identify insights, run effective tests, make recommendations, and deliver tangible performance improvements • Identify key gaps and improvement opportunities and build the initiative roadmap • Prioritize goals and initiatives effectively to focus on the most impactful opportunities • Ensure initiatives and outcomes are aligned with overall company goals and targets • Develop an impactful Email / SMS strategy including KPIs, goals, and priorities • Define the end-to-end customer communication strategy (e.g., onboarding, retention, replenishment, up/cross-sell, win back, re-engagement, cart-abandonment, reminders) • Manage the Email and SMS team to deliver high quality campaign / flow development and execution in Klaviyo • Define segments and build personalized journeys that deliver incremental performance • Use data driven insights to improve performance and communicate key insights, results, and priorities effectively to the leadership team • Collaborate effectively with the Brand / Creative teams to develop high quality briefs and output align with both performance brand objectives • Proactively track market best practices, new AI capabilities & tools, and industry trends to deliver best in class outcomes • Balance promotional, educational, product-focused, and lifecycle messaging to drive revenue while protecting customer trust. • Streamline workflows, briefing, reporting, QA, and lifecycle operations for speed, accuracy, and scale. • Develop a high impact subscription, loyalty, and post purchase strategy to drive effective financial and customer outcomes • Manage the retention team on CRM execution for subscription touchpoints, including subscriber messaging, add-ons, cancellation prevention, churn reduction, and retention. • Support loyalty and rewards communications, repeat-purchase nudges, customer education, and winback opportunities. • Build product-specific education journeys that reinforce product value, usage, routines, and reasons to continue. • Develop segmentation and A/B testing strategies across audiences, subject lines, send timing, offers, creative, messaging, and automated journeys. • Analyze weekly performance across email, SMS, automated flows, subscription touchpoints, and lifecycle campaigns. • Track key metrics including revenue, conversion, click rate, open rate, unsubscribe rate, repeat purchase, subscription conversion, churn signals, deliverability, and LTV. • Build an effective measurement and incrementality testing capability and collaborate closely with acquisition to ensure full-funnel alignment • Partner with Analytics and Finance to connect CRM activity to customer behavior, retention outcomes, revenue, and business performance. • Lead the customer support team to support overall customers and business goals (including marketing and operations priorities) • Build a AI enabled function that balances customer outcomes, compliance requirements, and business priorities in an impactful and cost effective manner

🎯 Requirements

• 5+ years of experience in CRM, retention marketing, lifecycle marketing, email/SMS marketing, customer engagement, or related e-commerce marketing roles. • Proven success managing multi-channel lifecycle programs. • Strong experience with segmentation, personalization, A/B testing, customer journeys, and retention analytics. • Experience with subscription, loyalty, or repeat-purchase business models • Experience with CRM and customer engagement tools such as ESPs, SMS platforms, subscription tools, referral/loyalty platforms, e-commerce systems, and reporting tools. • Experience managing campaign calendars, creative briefs, QA processes, launch timelines, and post-campaign reporting. • Strong attention to detail and ability to ensure customer-facing communications are polished, accurate, compliant, and on-brand. • Ability to operate strategically and tactically in a lean, fast-moving environment. • Experience in CPG, supplements, wellness, health, beauty, or DTC e-commerce. • People management or team lead experience.

🏖️ Benefits

• Comprehensive Health Benefits • Generous Paid Time Off and Holidays • Paid Parental Leave (primary & non-primary) • Short-term and Long-term disability • 401K + Match • ClassPass membership • Flexible working options • Team Events • Product Discounts

Apply Now

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