Senior Manager, CRM & Lifecycle Marketing

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🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 11%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Climate First Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

🏦 Banking

⚡ Energy

Banking • Energy

Climate First Bank is a mission-driven, FDIC‑insured bank that focuses on climate and community impact while offering full-service personal and business banking. The bank provides impact-oriented deposit products (Impact Checking, Impact Money Market, CDs), consumer and residential mortgage lending, and a prominent solar financing program (consumer and commercial solar loans, project energy finance) designed to fund emissions-reducing home and infrastructure upgrades. Climate First also offers business banking (SBA lending, factoring/ABL, business money market accounts), ESOP financing, a mobile app and online banking, and tools like a Deposit Impact Calculator and a Demand Deposit Marketplace. The institution highlights impact metrics (e. g. , 9,000+ households supported through its solar loan program, 30,000+ customers, $67M strategic funding round) and emphasizes transparent, mission-aligned lending and stewardship.

📋 Description

• Build and run an always-on engine for lead conversion, cross-sell, retention, and relationship growth across Climate First Bancorp, Climate First Bank, OneEthos, and future portfolio companies • Map prospect and customer journeys and identify next-best actions or products • Turn customer signals into relevant email, SMS, nurture, onboarding, engagement, and retention programs • Increase products per customer, deposits, lending relationships, retention, and lifetime value • Develop the enterprise CRM and lifecycle roadmap across prospecting, lead nurture, onboarding, engagement, cross-sell, retention, reactivation, and advocacy • Define priority audiences, moments, channels, value exchanges, and KPIs based on customer needs and business opportunity • Map end-to-end journeys, identify friction and communication gaps, and build triggered programs • Improve lead conversion by aligning messages, timing, sales follow-up, and handoffs across Marketing and business lines • Identify relevant next-best-product opportunities using product ownership, behavior, life stage, engagement, and eligibility signals • Build coordinated cross-sell programs while maintaining trust, suitability, and customer experience • Plan, build, quality-check, deploy, and optimize email, SMS, nurture, onboarding, engagement, and retention campaigns • Own briefs, audience requirements, workflow logic, testing, approvals, scheduling, suppression rules, and deployment discipline • Partner with Creative on content and assets • Develop actionable segments and personalization logic using customer, product, behavioral, and engagement data • Maintain audience, list, preference, consent, and suppression practices • Partner with Data and Technology to improve data quality, availability, and responsible data use • Establish lifecycle KPIs and testing roadmaps • Measure conversion, engagement, product penetration, cross-sell, retention, and lifetime value • Translate results into action and partner with Marketing Operations, Salesforce owners, Technology, and Analytics on platform capabilities, integrations, tracking, and reporting • Follow privacy, consent, preference, disclosure, fair lending, data security, and marketing approval requirements • Collaborate with Compliance, Legal, IT, and business partners to execute accurate, supportable, and responsible programs • Deliver high-quality results on time independently and collaboratively • Work as part of a supportive, mission-driven team • Attend company events and leadership sessions as needed, with on-site travel within the U.S. potentially required

🎯 Requirements

• 5+ years of progressive experience in CRM, lifecycle, retention, loyalty, marketing automation, or customer growth • Experience owning complex multichannel programs • Bachelor’s degree in marketing, business, analytics, communications, or a related field, or equivalent education and experience • Experience designing customer journeys and always-on programs spanning lead nurture, onboarding, engagement, cross-sell, retention, and reactivation • Strong hands-on proficiency with Salesforce Marketing Cloud or a comparable enterprise platform • Experience with journey building, automation, audience selection, dynamic content, testing, quality assurance, scheduling, and deployment • Understanding of email and SMS best practices, consent and preference management, deliverability, reputation, frequency, suppression, accessibility, and responsive design • Comfort working with customer, product, behavioral, and engagement data to define audiences and triggers • Understanding of data models, audience logic, and data quality • Understanding of deepening customer relationships through relevant next-best-product recommendations • Ability to define KPIs, build disciplined tests, connect campaign engagement to conversion, product penetration, retention, and lifetime value, and diagnose funnel performance • Ability to align Marketing, business lines, Technology, Data, Operations, Creative, and Compliance • Ability to manage multiple journeys and stakeholders with rigorous attention to detail • Expected to stay informed and compliant with BSA, AML, CIP, and OFAC regulatory policies • Ability to perform essential functions including sitting, talking, hearing, and occasionally lifting up to 20 lbs. • Must be authorized to work in the U.S. per E-Verify requirements

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid health coverage for employees; employer contribution for dependents • Medical, dental and vision insurance • Health Savings Account (HSA) • Free Telemedicine access via Teladoc • 401(k) with 6% employer match and no vesting period • Employee stock options • Exclusive employee banking perks • 0% financing for employee solar loans • Employee-only mortgage product with exclusive interest rates and terms • 0% financing for eligible electric vehicles (EVs) • Referral incentives • 2–4 weeks of vacation based on officer level plus additional tenure-based time • 64 hours of paid sick time for all full-time employees • Company-paid life insurance • Short- and long-term disability insurance • Voluntary life, accident and critical illness coverage • Employee Assistance Program (EAP) with free counseling, legal, and financial services

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