Lifecycle Marketing Manager

November 4, 2024

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Linqto

WebsiteLinkedInAll Job Openings

FinTech • Private Investing • Secondary Trading • Wealth Management • Capital Investing

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

Description

• Linqto is a technology-enabled investment platform allowing Accredited Investors to identify, evaluate, invest in, and trade securities in the world’s leading unicorns and other private companies. • The Lifecycle Marketing Manager would focus on engaging our customer base to drive retention, loyalty, and lifetime value. • They will be responsible for executing the strategy across all channels including but not limited to email, web, on-device, SMS, loyalty, and referral. • Partner closely with key stakeholders to understand our customer segments, market trends, and in-app behaviors to develop a customer lifecycle plan to create awareness, adoption, and retention of our products and services. • Project manage and deliver customer lifecycle marketing campaigns built with logic to deliver behavior-based or personalized triggers to meet customers where they to increase product adoption, retention, or up-sell opportunities. • Continually measure, monitor, and drive improvement in program approaches; employ industry best practices and look for opportunities to increase effectiveness and efficiency. • Present project updates on internal, external, and in-app marketing efforts to stakeholders across the organization. • Manage processes and plans for CRM channels, develop CRM calendar, and own execution across email, push notification, and SMS. • Partner with our data team to understand customer segmentation and identify opportunities to create new automated lifecycle marketing campaigns. • Design and build new automated marketing campaign lifecycle workflows that also incorporate A/B testing.

Requirements

• 5+ years of experience in CRM and lifecycle marketing (retention, engagement, loyalty) within financial services. • Proven ability to write narratives (for emails) for financial services. • Knowledge of CRM technology management, with a strong understanding of marketing, data structure, operational databases & segmentation. • Strong customer focus, instinct, and passion. • Proven track record of delivering measurable results (in terms of LTV, churn, etc.) through testing and optimization. • Deep expertise in email automation. • Demonstrated ability to partner with stakeholders across marketing, to launch campaigns. • Proven ability to translate analytic data into strategic insights that drive successful marketing programs. • Technical experience writing and editing HTML code. • Ability to multitask, prioritize and problem-solve. Excellent time management skills. • Highly organized and meticulous, with an ability to balance and effectively prioritize numerous projects and initiatives.

Benefits

• equity options • bonus programs • health, vision, dental and disability insurance • life insurance • 401k • paid time off