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Counterpart · 3 weeks ago

Lifecycle Marketing Manager

United States

Full-time

Remote

Mid, Senior Level

$130K/yr - $155K/yr

5+ years exp

Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. The Lifecycle Marketing Manager will design and run email and system communications across the customer journey, improving renewals and transactional communications while collaborating with various teams to enhance customer engagement and drive business growth.

Artificial Intelligence (AI)Big DataFinTechInsurTechSoftware

Responsibilities

Set the lifecycle marketing strategy under the direction of the Marketing Lead, defining segments, journey stages, and contact guidelines that shape how we engage brokers, agents, and insureds across their relationship with Counterpart

Publish and maintain the email automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives

Design and oversee lifecycle programs that move contacts from onboarding to first submission, re-engage inactive brokers, support quote-to-bind, and deliver product education, driving stronger engagement, higher submission rates, and premium growth

Oversee renewal and transactional communications, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention

Ensure Salesforce and HubSpot capture the lifecycle events and fields needed for targeting and triggers, partnering with Data and system owners to establish the right architecture and governance

Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire

Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for our customers

Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs

Uphold brand guardrails and Agentic Insurance™ messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation

Qualification

Lifecycle marketing strategyHubSpotSalesforceEmail automationB2BB2C marketingSegmentationPerformance measurementSaaS experienceClear communicationEffective collaboration

Required

5+ years in lifecycle, CRM, or email marketing with a track record of using segmentation, automation, testing, and reporting to drive engagement and business growth in B2B or B2C

Hands-on experience in HubSpot and working knowledge of Salesforce, applying both to design lifecycle journeys that are reliable, scalable, and measurable

Proven ability to create multi-step journeys that convert onboarding into submissions, re-engage inactive contacts, and strengthen retention through timely renewals and transactional communications

Strong measurement skills, including setting goals and building visibility into how lifecycle programs contribute to submissions and premium growth

Ability to translate performance data and field feedback into clear hypotheses and tests, turning learnings into standard programs that improve outcomes over time

Clear communicator who ensures lifecycle content reflects Counterpart's value proposition and aligns with Agentic Insurance™ messaging

Effective collaborator with system owners and data partners to ensure the architecture and governance required for scalable lifecycle programs

Comfortable operating in a remote environment