Senior Lifecycle Marketing Manager, Smart Card

San Francisco, CAFull-TimeManagerCustomer Acquisition

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Who we are

  • Shape a brighter financial future with us.
  • Together with our members, we’re changing the way people think about and interact with personal finance.

The role

  • As a Senior Lifecycle Marketing Manager, you will play a critical role in driving Smart Card planning and ongoing growth for the product and its product features. We are looking for a skilled marketing professional who can deliver a strong marketing plan and work cross-functionally with product marketing, product, tech ops, creative, data science, and business leads to deliver shared business OKRs. This individual will leverage data-driven insights to deliver meaningful business outcomes by driving relevant and personalized communications at each stage of the customer lifecycle.

What you’ll do

  • Develop comprehensive lifecycle marketing strategies to drive card account opens, funding, card activation and ongoing spend.
  • Collaborate with cross-functional teams, including product, product marketing, and business unit leadership to ensure alignment of marketing efforts with product and business goals.
  • Plan personalized multi-channel (email, push, in-app, and SMS) lifecycle marketing campaigns that drive ongoing spend, rewards redemption and upsell.
  • Design and deploy educational content strategies to help members build their credit profile through responsible use of their secured Smart Card.
  • Manage a rigorous experimentation roadmap for full-funnel program performance, analyzing campaign performance and optimizing campaign performance based on key performance indicators (KPIs).
  • Drive campaign automation and personalization, leveraging audience and performance insights to build and optimize high-performing always-on campaigns.
  • Report on lifecycle channel, campaign and program performance, sharing insights with marketing and business leadership.
  • Collaborate with the data science team to develop reporting frameworks, track marketing performance metrics, and provide actionable insights to stakeholders
  • Direct campaign priorities with Lifecycle Marketing Tech Ops.

What you’ll need

  • Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent experience)
  • 6+ years of direct-to-consumer lifecycle management experience including email, in-app, push, and SMS.
  • A proven track record of driving lifecycle marketing strategy with expertise in driving new growth through cross-sell and upsell, new member onboarding and retention activities at scale.
  • Strong analytical chops with experience using various testing methodologies.
  • Experience in directing creative decisions for lifecycle marketing and conducting rigorous testing of value propositions.
  • Effective verbal and written communication skills.
  • Experience presenting channel strategy and campaign results to cross-functional partners and executive leadership.
  • Experience working in a regulated industry (FinTech or Wealth Management) is highly preferred.
  • Experience leveraging AI-driven insights or machine learning models to enhance audience segmentation, personalization, and campaign optimization.

Nice to have

  • MBA or other advanced degrees
  • Previous finance, tech, or brokerage industry experience.

Job Summary

CompanySoFi
LocationSan Francisco, CA
TypeFull-Time
LevelManager
DomainCustomer Acquisition

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