Director of Lifecycle Marketing

• Roll up your sleeves to develop and implement lifecycle marketing programs that drive customer activation and increased Pontera platform usage.
• Outline and review content needed for lifecycle marketing campaigns; employ segmentation strategies to target and personalize marketing efforts.
• Manage a small team of lifecycle marketing professionals; scale the team as you prove your programs result in revenue growth. 
• Design and launch a Partner Relationship Management (PRM) platform to automate and streamline customer education, incentives, and resources.
• Collaborate with cross-functional teams to develop and execute integrated marketing campaigns, including touch points such as webinars, planning tools, content downloads, conference attendance, email, SMS, remarketing, and in-app messaging. 
• Join strategic partner and customer calls to co-develop new advisory firm launch campaigns and automated engagement strategies.
• Work with product marketing and BI analysts to review customer funnel and behavior data and identify opportunities for growth.
• Manage budgets and allocate resources effectively to ensure campaigns are successful and cost-effective.
• Measure and report on the effectiveness of marketing campaigns and make data-driven decisions to optimize future campaigns.
• Stay up-to-date on industry trends and best practices in lifecycle marketing; become a subject matter expert in marketing products and services to advisors and retirement savers

• BS in Business, Marketing, or related 
• 8+ years experience in lifecycle marketing and/or channel marketing and/or sales enablement for B2B SaaS 
• Highly analytical approach to campaign design, testing, and reporting
• Launches only high-quality marketing assets that have brand alignment
• Comfortable working hand-in-hand with sales leaders, attending strategic customer calls as a marketing subject matter expert
• Thrives in dynamic environments, startups a plus 
• Passion for building incredible teams 
• Able to work in NYC office Tues - Thurs

Bonus Points

• MBA 
• Fintech / wealth management experience

• Base Salary: $150,000 - $175,000 annually
• The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
• A collegial, collaborative, fun work environment
• Competitive compensation
• Equity participation
• A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
• Comprehensive insurance benefits
• 401k matching
• Generous PTO days

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.