The Challenge
Upgrade has helped 7.5M+ customers access $42B in consumer credit. You'll own the lifecycle marketing engine that drives engagement and retention across email, push, SMS, and in-app—reporting directly to leadership at a $7.3B fintech backed by top-tier investors.
Your Mission
Audit and map existing lifecycle programs; identify gaps and optimization opportunities across all channels
Build 2-3 new high-impact journey flows (onboarding, activation, re-engagement) with clear trigger logic and segmentation
Establish measurement framework and baseline KPI performance across all lifecycle channels
Partner with product, analytics, and design to plan Q2 testing roadmap
Launch and optimize 4+ new lifecycle campaigns, each generating measurable lift in conversion or engagement
Mature segmentation strategy; implement dynamic content personalization across all channels using behavioral data and ML
Build scalable, repeatable testing cadence; document learnings and establish internal benchmarks by channel and cohort
Drive cross-functional alignment on lifecycle roadmap for year 2; demonstrate ROI improvement of 15%+ vs. baseline
KPIs You'll Own
Email Open Rate & Click-Through Rate
Track engagement velocity; benchmark against fintech industry standards (target: 25-35% open, 3-5% CTR)
Conversion Rate by Journey
Measure percentage of segmented audiences completing desired action (signup, account funding, product upgrade)
Customer Lifetime Value (LTV) Lift
Quantify incremental revenue or engagement contribution from lifecycle campaigns vs. control cohorts
Unsubscribe & Spam Complaint Rate
Monitor deliverability health; keep complaint rate <0.1% and manage list churn responsibly
Campaign ROI & Cost Per Acquisition
Track blended efficiency across email, push, SMS; optimize spend allocation by channel
Tools & Stack
Your Team
Your Manager
Head of Lifecycle Marketing or VP Marketing (inferred from role level)
Current Team
Lifecycle Marketing team (size not specified); cross-functional partnerships with Product, Engineering, Analytics, Compliance, Design
New role or potential backfill—not explicitly stated
The Package
Salary
$140K-$170K base
Equity
Likely (fintech unicorn with secondary market liquidity)
Remote
Hybrid: On-site in San Francisco 2 days/week
Benefits & Perks
Company Intelligence
Upgrade is a fintech platform helping customers access affordable consumer credit responsibly. Since 2017, they've served 7.5M+ customers and facilitated $42B in consumer credit. Backed by top technology investors and valued at $7.3B, Upgrade is recognized as a leading fintech innovator with a strong culture focus.
Founded
2017
Funding
$7.3B valuation (Series E/later stage)
Customers
7.5M+ consumer customers
Culture
Collaborative, inclusive; recognized by CNBC, Built In, Forbes, Newsweek as a top workplace and fintech company
Is This Role For You?
- You've shipped 5+ lifecycle marketing programs end-to-end and can speak to measurable uplift in engagement or conversion
- You're fluent in omnichannel strategy (email, push, SMS, in-app) and understand the nuances of each channel's performance
- You love data and testing—you think in cohorts, control groups, and statistical significance; you'd rather show results than talk about strategy
- You can navigate complex cross-functional environments and drive alignment between product, ops, analytics, and compliance without formal authority
- You're drawn to fintech and the mission to improve financial outcomes for underserved customers
- You've only run single-channel campaigns (e.g., email-only) and haven't orchestrated complex, triggered, multi-channel journeys at scale
- You expect fully remote or flexible scheduling; this is 2 days/week on-site in San Francisco
- You're uncomfortable with heavy analytics, SQL queries, or diving into raw data—this role is metrics-obsessed
Interview Process
Phone Screen
Recruiter alignment on background, lifecycle marketing experience, and fit with SF on-site requirement
Take-Home Case Study
Likely scenario-based: design a lifecycle program for a cohort, propose segmentation strategy, outline testing plan, estimate impact
Technical Deep Dive
Discussion with Lifecycle Marketing Manager or Head of Marketing; walk through a past campaign, metrics, learnings, optimization decisions
Cross-Functional Stakeholder Round
Meet with Product, Analytics, and/or Operations leaders; assess collaboration style and ability to influence without authority
Final Interview with Leadership
Executive or senior leadership conversation on strategy, vision for lifecycle program roadmap, and cultural fit
Interested in this role?
Apply now and hear back within days, not weeks.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.