Counterpart · 14 hours ago
Lifecycle & ABM Manager
United States
Full-time
Remote
Mid, Senior Level
$130K/yr - $155K/yr
6+ years expCounterpart is an insurtech platform reimagining management and professional liability for the modern workplace. The Lifecycle & Account-Based Marketing (ABM) Manager will design and operate marketing-led engagement programs across the broker journey, focusing on lifecycle marketing strategies and execution.
Artificial Intelligence (AI)Big DataFinTechInsurTechSoftware
Responsibilities
Partner with the Marketing Lead to shape engagement strategy, then directly execute and iterate on programs to bring that strategy to life
Own the lifecycle marketing engagement strategy for brokers across the full broker journey, defining how Counterpart’s ABM motions (1:1, 1:few, 1:many) support GTM priorities by tier, intent, and lifecycle stage
Design and operate lifecycle programs as part of the ABM engagement system, delivering coordinated engagement across onboarding, reactivation, expansion, renewal, and education, with near-term focus determined by GTM priorities
Publish and maintain the engagement and automation roadmap, sequencing programs by broker tier, signal, and priority, and keep stakeholders aligned on timing, intent, and desired outcomes
Partner closely with Sales Ops, Business Development, and Field teams on broker prioritization outputs, contributing the marketing layer that improves execution (recommended motions, channels, pacing, and guardrails) without owning the tiering model itself
Establish and run operating rhythms that drive decisions and follow-through, including weekly engagement planning, regular program reviews, and test-and-learn experimentation cycles focused on improving outcomes
Ensure HubSpot and Salesforce capture the lifecycle events, engagement signals, and fields needed for targeting and triggers, partnering with Data and system owners on architecture and governance
Orchestrate marketing deliverables across email, enablement, events, gifting, and field support, ensuring each touchpoint supports a clear reactivation or expansion intent and a defined next step
Oversee renewal and transactional communications as part of the broader engagement experience, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention
Measure performance against submission lift for prioritized brokers and broker engagement quality, maintaining visibility into what is working and where to scale, refine, or stop
Design and run experiments to validate which signals, messages, and marketing motions drive meaningful outcomes, turning learnings into repeatable programs and clearer guidance for GTM teams
Use performance data and field feedback to refine segmentation, journey logic, and the marketing layer tied to tiering over time
Uphold brand guardrails and Agentic Insurance™ messaging across lifecycle and ABM communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation
Qualification
Required
6+ years of experience in account-based marketing, lifecycle marketing, or GTM programs, with a track record of owning cross-functional marketing systems that drive measurable business outcomes
Hands-on experience with HubSpot and working knowledge of Salesforce, using both to design scalable, reliable, and measurable engagement programs
Proven ability to build programs that re-engage inactive accounts, expand active relationships, and influence submission volume and quality
Experience partnering closely with Sales Ops and Sales teams, translating tiering or prioritization outputs into clear marketing actions, timing, and governance
Strong measurement and analytical skills, including building visibility into how engagement activity connects to submissions, premium growth, and engagement quality
Experience operating in a test-and-learn environment, using experimentation to validate assumptions and improve programs over time
Curiosity and informed perspective on emerging marketing and GTM technologies, with the ability to evaluate new tools and approaches based on clear use cases, trade-offs, and impact
Ability to translate performance data and qualitative field insight into clear hypotheses, tests, and program improvements
Clear, pragmatic communicator who brings structure to complex cross-functional work and keeps teams aligned around outcomes
Preferred
SaaS, fintech, or insurance industry experience is strongly preferred
Comfortable operating in a remote environment
Benefits
Stock Options: Every employee is able to participate in the value that they create at Counterpart through our employee stock option plan.
Health, Dental, and Vision Coverage: We care about your health and that of your loved ones. We cover up to 100% of your monthly contributions for health, dental, and vision insurance and up to 80% coverage for family members.
401(k) Retirement Plan: We value your financial health and offer a 401(k) option to help you save for retirement.
Parental Leave: Birthing parents may take up to 12 weeks of parental leave at 100% of their regular pay following the birth of the employee’s child, and can choose to take an additional 4 unpaid weeks. Non-birthing parents will receive 8 weeks of parental leave at 100% of their regular pay.
Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it.
Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year.
Home Office Allowance: As a new employee, you will receive a $300 allowance to set up your home office with the necessary equipment and accessories.
Wellness stipend: $100 per month to spend toward an item or service that supports your wellness (i.e. massage or gym membership, meditation app subscription, etc.)
Book stipend: To support your intellectual development, we offer a book stipend that allows you to purchase books, e-books, or educational materials relevant to your role or professional interests.
Professional Development Reimbursement: We provide up to $500 annually for you to invest in relevant courses, workshops, conferences, or certifications that will enhance your skills and expertise.
No working birthdays: Take your birthday off, giving you the opportunity to relax, enjoy your special day, and spend time with loved ones.
Charitable Contribution Matching: For every charitable donation you make, we will match it dollar for dollar, up to a maximum of $150 per year. This allows you to amplify your charitable efforts and support causes close to your heart.
Company
Counterpart
The first Agentic Insurance™ platform that enables businesses to Do More With Less Risk®.
11-50 employees
Funding
Current Stage
Growth StageTotal Funding
$56MKey Investors
Vy CapitalValor Equity Partners
2023-05-18Series Unknown· $16M
2022-03-01Series B· $30M
2021-03-23Series A· $10M
Leadership Team
Tanner Hackett
CEO
Christopher Robowski
Director, Allied Healthcare
Recent News
2026-01-20
Beinsure - Insurance, Reinsurance, InsurTech Insights
2025-11-26
Business Wire
2025-11-24
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