Director of Customer Engagement and Marketing Automation with a technology-enabled investment platform allowing Accredited Investors to identify, evaluate, invest in, and trade securities in the world’s leading unicorns and other private companies. The company also provides liquidity for private securities markets. Founders, VCs, and employees can realize early returns and liquidity without waiting for an IPO or trade sale, and companies can stay private longer by providing liquidity on an ongoing basis, not just at exit. The platform ultimately makes the private securities asset class accessible, while reducing costs and saving time with the flexibility of trading directly on the Company’s mobile app. We aim to democratize private investing and build a community of like-minded investors, providing both an investment platform and education about private markets and individual companies.

Must have experience in Fintech, Finance, Investment Banking, Trading or related fields

Director of Customer Engagement and Marketing Automation will manage all our communications to users via email, push notifications, in app tiles (Braze Tiles).

Campaign Planning (Director)

Examine KPIs to align strategy

Develop overall email strategy for marketing blasts

Ensure content tactical plans/campaigns to support

Understand and contribute to offers planning

Use data analytics and a/b testing

Be an individual contributor in the functions below

Life Cycle Marketing Optimizations

Develop/iterate our LCM set-up for better CVR

Marketing Automation Content Management

Email/notifications calendar

Content writing and coordination for:

Company originations (with product marketing)

Company /Investing Insights

Content widgets in the product (with product marketing)

Marketing Automation Manager

Braze system management:

Reporting/Data

Push notifications

Email templates (partnership with Design/Marketing)

Braze Tiles

Everest system management (for delivery optimizations/risk control)

Life Cycle Marketing Set-Up (in partnership with Product Team)

Transactional Emails (in Partnership with Product/Engineering Teams)

A/B Testing

Data reporting

Reports:

As of now this role would have two reports a Marketing Automation Manager and a Writer.