Vestwell · 12 hours ago
Senior Manager, Lifecycle Marketing
Austin, TX
Full-time
Hybrid
Senior Level
$120K/yr - $130K/yr
6+ years expVestwell is the financial technology company powering the new savings economy. They are seeking a strategic and execution-oriented Senior Lifecycle Marketing Manager to own, scale, and evolve customer communications across the full lifecycle.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
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
Define and monitor key lifecycle performance metrics (engagement, progression, drop-off, conversion, retention signals)
Identify opportunities to iterate and optimize journeys based on performance data and customer behavior
Run structured testing and experimentation to determine optimal messaging, timing, cadence, and channel mix
Qualification
Required
Bachelor's degree or equivalent experience
6+ years of experience in lifecycle marketing, marketing automation, or customer engagement roles
Deep, hands-on experience with HubSpot workflows, segmentation, and lifecycle automation
Strong understanding of customer lifecycle strategy, behavioral triggers, and personalization at scale
Proven ability to work cross-functionally and influence without direct authority
Strong analytical skills with the ability to translate engagement data into actionable insights
Exceptional organizational skills and attention to detail
Comfort operating in a fast-paced, evolving environment
Preferred
Experience building omni-channel lifecycle programs (email, in-app, SMS, sales-assisted)
Background in B2B SaaS, fintech, or regulated industries
Familiarity with product usage data and event-based marketing
Experience documenting and governing complex lifecycle systems
Strong storytelling and presentation skills for executive and cross-functional audiences
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
Company data provided by crunchbase