Lifecycle Marketing Manager

About Evergreen Money

Evergreen Money is led by fintech pioneer, Bill Harris. He ran TurboTax, was CEO of PayPal, and founded Personal Capital, which grew to a $25 billion investment firm. Our mission is to help high achievers attain their life goals. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution.

About The Role

As the Manager of Lifecycle Marketing, you will be a key member of the Evergreen team, reporting to the Director of Organic Marketing. You thrive in execution-driven roles, have a strong business sense, and identify operational improvements. You’re a data-driven team player responsible for managing the strategy and cross-channel execution and experimentation of our email, SMS, and push notification programs. You’re a growth hacker in your own right and you find your flow within marketing automation tools such as Braze.

What You'll Do

• Work within Braze to manage multi-part marketing campaigns with email, push notifications, SMS, and in-app messages, content cards to engage new and existing customers across their lifecycle
• Have a clear understanding of the customer database in order to build accurate and personalized automated journeys including advanced segmentation, automation triggering, and cross-channel message execution
• Own weekly, monthly, and quarterly reporting for all things lifecycle marketing
• Own the lifecycle creative process beginning to end: ideation, copywriting, compliance approvals, building and launching.
• Own the creation of our lifecycle marketing content calendar using a project management tool and making sure all initiatives stay on track
• Lead lifecycle testing agenda by setting up advanced multivariate experiments
• Manage our agency partner to create and implement creative assets
• Collaborate with wider Evergreen team to support operational customer communication requirements
• Deploy retention strategies to limit customer churn and maximize LTV
• Stay abreast of regulatory requirements and uphold data governance standards to ensure Evergreen remains compliant
• Work with Product and Operations teams to triage requests, gather requirements, and then drive the development process, including set-up & build, QA, deployment, and measurement of initiatives
  
  

Qualifications

• 5 years experience with email marketing and automation operations, 3 years in Braze or similar (required)
• Advanced understanding of email marketing and operational automation strategies (push notifications, automated funnel optimization, campaign planning and execution, etc.)
• Proven approach to experimentation
• Ability to work independently and as part of a high-growth team, with the ability to project manage multiple cross-functional projects
• Exceptional team player - the role requires cooperation with your team members and other departments and roles at Evergreen
• Strong communication skills - highly proficient in spoken and written English
• Experience in consumer finance is a plus.
  
  

Why Join Us

• Start-up Equity (ask us why this is so important)
• Free lunches
• Up to $1500 monthly contribution toward medical benefits
• Significant growth opportunity
• Monthly team events
• Latest MacBooks