Own end-to-end lifecycle marketing strategy, infrastructure, and messaging for a fintech's customer journey. Build Braze and Segment systems from the ground up, partner with RevOps/Engineering/Data/Product, define KPIs, and navigate regulated compliance — a zero-to-one builder role.
130k – 160k
Remote6+ YOERevenue Operations
About the role
What You'll Do
Own lifecycle marketing strategy end-to-end: acquisition follow-up, application drop-off recovery, onboarding, activation, retention, and win-back across Flex's product suite (credit card, banking, AP automation, expense management, working capital)
Draft and own lifecycle messaging and copy directly (using AI tools to accelerate drafting), then partner with Product, Legal, and Compliance to shape and approve it for a regulated fintech audience
Partner with Product to define and maintain clear ownership boundaries for communications (in-app/transactional vs. email/SMS/re-engagement)
Partner directly with Engineering and Data to design event-based triggers and data architecture for personalized, automated customer journeys
Build and own Braze infrastructure: Canvas flows, segmentation logic, dynamic content, and journey orchestration
Design and maintain the Segment-to-Braze data pipeline, ensuring clean identity resolution and reliable event tracking
Develop the measurement framework for lifecycle marketing: define KPIs, build reporting, and tie performance to business outcomes like conversion, retention, and revenue
Bring judgment on prioritization and sequencing of infrastructure and campaigns
Ensure lifecycle communications meet compliance and disclosure standards in a regulated fintech environment
Act as the internal expert on lifecycle marketing systems and strategy, briefing stakeholders
What You'll Bring
6-8+ years of experience in lifecycle marketing, CRM, or retention marketing, with meaningful time in fintech, financial services, or another regulated industry
Deep hands-on experience with Braze (or comparable like Iterable/Customer.io) — building Canvases
Working fluency with Segment or similar CDPs, including identity resolution, event tracking, and data pipeline design
Proven experience partnering directly with Engineering and Data teams to design event-based systems
Strategic ownership experience defining a lifecycle or retention strategy and roadmap
Strong analytical fluency — defining KPIs, building reporting frameworks, and using data to prioritize
Comfort with ambiguity and zero-to-one building
Strong writing skills and comfort using AI tools to draft messaging, plus experience navigating legal/compliance review in a regulated industry
Bonus: B2B experience alongside B2C/D2C, and familiarity with BigQuery, dbt, or similar data warehouse tools
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