Lifecycle Marketing Manager

🔥 1 minute ago

🌵 Arizona, California, +9 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote 🍑 Georgia – Remote

💵 $80k - $108k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

👻 Ghost score 0%

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XYPN

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💼 Consulting

🤝 B2B

Finance • Consulting • B2B

XYPN is the only turnkey advice and planning platform that enables fee-for-service financial advisors to build their independent firms with complete autonomy. The company provides ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services, helping financial advisors realize their professional goals.

📋 Description

• Develop and execute lifecycle strategy for XYPN Emerald and Sapphire members across onboarding, benefit activation, retention, reactivation, and expansion • Drive adoption of benefits, services, and premium offerings through targeted campaigns • Refine member segmentation using CRM attributes, lifecycle stage, behavioral data, and member-stated interests • Maintain communication governance, including audience selection, channel strategy, messaging, contact frequency, and member preferences • Consult on demand generation and prospect campaigns with Sales and Marketing teams • Design, build, and run recurring, triggered, and automated campaigns across email, member Portal, and other channels • Manage onboarding sequences, weekly member communications, benefit adoption campaigns, and cross-sell programs • Manage the member communications calendar and coordinate cadence across member-facing campaigns • Own communications for twice-yearly Townhalls, XYPN events, and annual XYPN LIVE conference • Write compelling copy in a warm, human voice and collaborate on asset production • Translate member research and performance metrics into lifecycle recommendations • Execute testing roadmaps covering messaging, segmentation, timing, and channels • Track and report lifecycle KPIs including retention, engagement, reactivation, and LTV to leadership • Analyze program outcomes and evaluate impact on member behavior and business goals • Report to the Director of Marketing; collaborate cross-functionally; no direct reports • Travel up to 10% for team retreats and company events

🎯 Requirements

• 3-5+ years in lifecycle, CRM, or customer marketing with proven strategy and execution ownership • Strong copywriting skills and experience maintaining brand voice across multiple channels • Deep expertise in marketing automation platforms; HubSpot preferred • Proficiency in audience segmentation using CRM, product, and behavioral data • Experience using A/B testing and analytics to optimize retention, conversion, and LTV • Understanding of email deliverability, list hygiene, and privacy compliance • Strong project management skills, including familiarity with Monday and Notion • Legally authorized to live and work in the United States without present or future sponsorship • Experience scaling lifecycle marketing programs or building them from scratch is desirable • Hands-on experience with multi-channel lifecycle tools such as in-product messaging, SMS, and push is desirable • Background in event or conference promotion and attendee engagement is desirable • Experience in membership, subscription, SaaS, or financial services industries is desirable • Experience crafting messaging frameworks and core value propositions aligned to brand identity is desirable

🏖️ Benefits

• 100%-employer-funded Employee Stock Ownership Plan (ESOP) • Unlimited vacation days; minimum 3 weeks required annually • 9 paid holidays with flexible holidays • 401(k) with match; employee contributes 6% and employer contributes 4.5% • 12 weeks paid parental leave for birth or adoption • Health insurance with employer contribution • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options • Pet insurance availability • Health Savings & Flex Spending Accounts available • Employer-paid Life and AD&D insurance • Employer-paid Long Term Disability coverage • Up to $150/month for financial planner costs, plus up to $500 toward upfront fee • $2,000/year professional development allowance, prorated by start date • $250/quarter wellness allowance under “Be Well Being You” • $500 donation to a nonprofit of choice after volunteering 40 hours within the calendar year • Sabbatical program with cash bonus and extra time off at 5, 10, and 15 years • Subsidized employer-sponsored childcare, subject to availability • Various gym discounts • Company-owned Apple laptop provided

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