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We are looking for a strategic and execution-oriented Senior Lifecycle Marketing Manager to own, scale, and evolve Vestwell’s customer communications across the full lifecycle — from first touch through onboarding, engagement, expansion, and long-term retention. This role will serve as the central point of ownership for lifecycle communications, partnering closely with Product, Operations, Sales, Customer Success, and Marketing to ensure customers receive the right message, at the right time, through the right channel.
Job Responsibility:
Lead the strategy, build, and ongoing optimization of fully automated, trigger-based lifecycle programs primarily powered by HubSpot
Define scalable customer segmentation, own the end-to-end lifecycle communications journey, and continuously iterate based on performance, engagement, and customer behavior
Evolving Vestwell’s lifecycle approach beyond email — pushing toward more omni-channel, behavior-driven experiences — while maintaining clear documentation, governance, and performance visibility across all lifecycle touchpoints
Design, build, and manage fully automated HubSpot workflows triggered by customer behavior, lifecycle stage, product usage, and operational milestones
Ensure lifecycle programs scale efficiently while maintaining personalization and relevance
Maintain strong QA, governance, and change management practices across all workflows
Create and maintain scalable, dynamic customer segmentation frameworks that power lifecycle programs and one-to-many email launches
Partner with data, product, and operations teams to ensure segmentation logic is accurate, actionable, and durable
Continuously refine segmentation based on performance insights and evolving business needs
Act as the single point of contact and strategic owner for customer communications across Product, Operations, Marketing, Sales, and Customer Success
Align messaging, timing, and channel usage to ensure a cohesive, non-duplicative customer experience
Provide oversight and guidance on all lifecycle-related communications entering the customer journey
Evolve the customer communications journey using innovative lifecycle and engagement best practices
Push beyond email to test and scale omni-channel strategies (e.g., in-app, SMS, sales-assisted, operational notifications)
Identify gaps, redundancies, and opportunities across the lifecycle and proactively propose improvements
Map, document, and maintain the end-to-end lifecycle communications journey
Ensure documentation reflects current workflows, ownership, triggers, and customer touchpoints
Establish clear standards for lifecycle entry, exit, and message ownership
Own the strategic analysis of lifecycle engagement, interactivity, and conversion across the customer journey