Develop & Optimize Lifecycle Journeys:

• Design, build, and execute automated lifecycle marketing programs to engage leads, onboard new customers, and drive retention.
• Leverage marketing automation, AI and CRM tools to create tailored messaging sequences and workflows.
• Ensure timely, relevant, and personalized communications across email, in-product, SMS, and other digital touchpoints.

Segmentation & Personalization:

• Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways our customers use our platform.
• Use behavioral triggers, demographics, and engagement insights to optimize campaign effectiveness.

Cross-Functional Collaboration:

• Partner with partner marketing, product marketing, sales and customer success to align lifecycle marketing initiatives with business goals and broader marketing initiatives.
• Engage with Business Intelligence and Rev Ops teams to identify opportunities where marketing comms can help smooth the customer journey and solve for leaks in the funnel.
• Work with content and design teams to develop compelling messaging and creative assets.

Analytics & Performance Optimization:

• Monitor key performance metrics (e.g., open rates, conversion rates, churn, engagement scores) to assess campaign effectiveness.
• Conduct A/B testing and iterate on campaigns to improve engagement and conversion rates.
• Leverage data to provide insights and recommendations for refining lifecycle strategies.
• Understand and report on campaign impact on key business metrics such as advisor registrations and account activations.

Technology & Automation:

• Manage marketing automation tools (we use HubSpot) and AI BDR to build and refine customer journeys leveraging data from Salesforce and 6sense.
• Build complementary journeys within our platform using Pendo.
• Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution.

Experience & Expertise:

• 6+ years of experience in lifecycle marketing, CRM, or marketing automation.
• Proven track record of building and optimizing multi-channel customer journeys.
• Hands-on experience with marketing automation tools,CRM platforms, AI BDR and measurement tools (we use HubSpot, Salesforce, Pendo, 6sense and Dreamdata). Considered a technical expert.
• Strong understanding of segmentation, personalization, and behavioral marketing strategies.
• Bonus points: Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry.

Strategic & Analytical Mindset:

• Data-driven decision-making skills with experience analyzing marketing performance metrics and connecting them back to business growth.
• Familiar with customer journey mapping; ability to translate insights into actionable improvements.
• Experience with A/B testing and experimentation frameworks.

Collaboration & Communication:

• Ability to work cross-functionally and align stakeholders on lifecycle marketing initiatives.
• Strong project management skills, with the ability to prioritize multiple initiatives.
• Excellent written and verbal communication skills.
• Accustomed to working within nimble, flexible environments, with an appetite to fail fast and pivot when necessary.
• Thrives in cultures where no one says, “That’s not my job.”

WHAT WE OFFER

• Compensation: $170,000 annually
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A collegial, collaborative, fun work environment with frequent team events
• Equity: All new hires are eligible for equity grant participation
• Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
• Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
• Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
• Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
• Food Perks: Fully stocked kitchen & lunch reimbursement program
• Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.