CRM & Lifecycle Marketing Manager

Posted 19 Days Ago
Hiring Remotely in United States
Remote
Mid level
Fintech • Software • Financial Services
The Role
As the CRM & Lifecycle Marketing Manager, you will create and optimize customer pathways for Gen Z, analyze data, and manage campaigns and external partners.
Summary Generated by Built In

Gen Z is the generation of the side hustle. 💪🏻 They’re creators. 👩‍🎤 They’re freelancers. 🧑‍💻 They’re investors. 👩‍💼 And they’re not afraid to take on challenges, especially when it comes to their finances - and we’re here for it.

Step is a next-generation financial services company building a better banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. We’re on a mission to improve the financial future of the next generation by empowering teens to start their financial journey today. Step is a well-funded Series C company that has raised more than $175M, focused on disrupting the banking industry through a differentiated mobile-first consumer experience.

People love our product. We eclipsed over 5.5M million customers, and if you’re looking to join a fast-growing company with a strong mission and vision that puts people first, we want to meet you!

The Role

As Step’s CRM & LIfecycle Marketing Manager, you will be a founding team member and own the customer journey, helping build and grow new engagement touchpoints to set the next generation up for financial success. Starting day one, you’ll immerse yourself in all things Gen Z and their journey through our product. You’ll partner with our Product Marketing, Content and Performance Marketing teams to brainstorm and build new lifecycle journeys to empower teens to take on their financial independence. 

As you build out Step’s CRM platform and lifecycle touchpoints, you’ll analyze and dive deep into the data. You’ll identify new opportunities to experiment and optimize the customer experience.  You’ll dig into new trends in the customer journey and help inform product decisions and creative direction. You’ll support product launches and brand campaigns, to educate and empower teens on their financial journey.

Responsibilities

  • Develop a best-in-class lifecycle and CRM strategy to personalize tactics across channels and audience segments
  • Own the day-to-day execution of email, in-app and push campaigns including writing, building, scheduling, testing and reporting
  • Identify new CRM trends, implement best practices and build processes to enable continuous experimentation and iteration 
  • Leverage consumer insights and analyses to develop new hypotheses and experiments
  • Understand our target audience, build out segmentation and identify new opportunities for improvement in the customer journey
  • Manage external CRM agency partners
  • Be a voracious consumer of Gen Z culture and highlight trends that can help inform new and creative marketing and product ideas

About You

  • 3-5 years of experience in consumer (B2C) lifecycle and CRM marketing, preferably with a mobile app, technology, or start-up experience
  • Analytical and experimental mindset can use and leverage data and insights to brainstorm ideas, make decisions and drive growth
  • Experience with marketing automation tools such as Braze
  • Excited about building things from the ground up and implementing programs from start-to-finish 
  • Curiosity and hunger for solving difficult problems
  • Thrives in a self-starter fast-paced environment, able to work autonomously
  • Team-oriented mindset and the ability to work with a wide range of individuals
  • Experience with HTML preferred, but not necessary


Working at Step
  • Competitive salary based on experience, with full medical and dental benefits 💸
  • High potential for growth 📈
  • Stock in an early-stage startup 🤩
  • Flexible WFH and vacation policy 🏝
  • Paid parental Leave 🐣
  • Employee referral program 👯‍♀️👯
  • 401K plan 💪🏻

Top Skills

Braze
CRM
HTML
Lifecycle Marketing
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The Company
HQ: Palo Alto, California
246 Employees
On-site Workplace
Year Founded: 2018

What We Do

It isn’t easy learning about money. Schools don’t teach you and families don’t always talk about finances. Traditional banks make it even harder to get ahead by charging fees for standard services like checking accounts, atm's and even spending cards.

Step is a next generation financial services company building the best banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. Step is founded by a team with 50+ years of combined financial technology experience. Our mission is to create a bank that gives you the tools to become smarter with your money and reward you along your financial journey.

Step gives you a free bank account with no monthly or hidden fees. Track your balance and see your transactions from the Step mobile app. You can also send and receive money instantly on your phone, shop with a personalized spending card and earn rewards for inviting your friends to Step.

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