Personetics · 2 months ago
Customer & Lifecycle Marketing Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
$140K/yr - $165K/yr
4+ years expPersonetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs. They are looking for a highly organized, customer-obsessed marketer to build and scale lifecycle and customer marketing programs, responsible for designing engagement programs that deepen relationships and drive adoption.
AnalyticsFinanceFinancial ServicesFinTechInformation Technology
Responsibilities
Build a structured customer marketing program that drives retention, expansion, and advocacy
Develop and manage a pipeline of customer proof points, including case studies, testimonials, success spotlights, and product-value stories. Support earned media, analyst relations, and demand generation with customer narratives and assets
Manage planning, logistics, outreach, follow-ups, and content needs for the Executive Customer Council across virtual sessions, in-person events, and communications
Build and own the end-to-end lifecycle marketing program from onboarding and adoption through renewal and expansion. Partner with internal HubSpot and marketing operations resources on deployment, list management, workflow builds, and performance optimization. Define KPIs for lifecycle performance - including activation, usage, retention, and upsell indicators - and drive a weekly/monthly reporting cadence
Develop segmented, persona-based journeys and campaign flows that increase product usage, engagement, and value realization
Develop content that supports lifecycle, customer engagement, adoption, and cross-sell programs
Collaborate with product marketing, field marketing, and customer success to ensure messaging consistency and relevance. Partner closely with Customer Success to align lifecycle journeys with customer health insights and feedback. Work with Product Marketing on messaging and positioning for adoption and engagement content. Collaborate with regional field marketing leads to localize customer stories and lifecycle content as needed
Define and track lifecycle and customer marketing KPIs, including engagement rates, usage indicators, CSAT/NPS touchpoints, campaign performance, and advocacy output. Use insights to iterate and improve journeys, campaigns, and content. Ensure all programs are data-driven and aligned to company-level retention and growth goals
Qualification
Required
4–6+ years in customer marketing, lifecycle/CRM, retention marketing, or demand/lifecycle roles in B2B SaaS, fintech, or a similar environment
Experience creating journeys, nurture flows, and customer campaigns using HubSpot or similar marketing automation platforms
Strong writer and storyteller—skilled at translating complex product value into clear, compelling customer narratives
Detail-oriented operator with excellent project management skills and a bias toward action
Comfortable working cross-functionally with CS, sales, product, and marketing to drive shared outcomes
Data-driven mindset with the ability to define KPIs, analyze results, and recommend optimizations
Passion for customer advocacy, value realization, and building programs that genuinely help customers succeed
Bachelors Degree required
Company
Personetics
Personetics is a provider of data-driven personalization and customer engagement tools for banks and financial services companies.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$178MKey Investors
Thoma BravoWarburg PincusMouro Capital
2022-01-19Private Equity· $85M
2021-02-16Private Equity· $75M
2019-06-01Series Unknown
Leadership Team
Udi Ziv
Chief Executive Officer
Recent News
FF News | Fintech Finance
2025-12-05
Company data provided by crunchbase