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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.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
We’re hiring a Lifecycle Marketing leader to own the strategy for our critical Home Loans (Mortgage) products. You will be responsible for driving business growth across the full customer lifecycle: acquisition, activation, onboarding, engagement, loyalty and retention.
This is not a conventional CRM role. You’ll set the vision, build new systems, and steer cross-functional partners and stakeholders across Product Marketing, EPD, Operations, Sales, Data Science and Executive Leadership through ambiguity and accelerated growth.
Your job isn’t just managing campaigns. You’ll wrangle complexity, push creative boundaries, and deliver outsized impact. You'll partner directly with senior stakeholders to define aggressive yet meaningful goals and help shape the future trajectory of one of our company’s most defining and impactful verticals.
What you’ll do:
- Develop comprehensive lifecycle marketing strategies to drive new loan originations.
- 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 initial interest through customer journeys.
- Design and deploy educational content strategies to help members navigate the complexity of the lending market.
- 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)
- 8+ years of direct-to-consumer lifecycle management experience including email, in-app, push, and SMS.
- Experience leveraging AI-driven insights or machine learning models to enhance audience segmentation, personalization, and campaign optimization.
- 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.
- Possess the ability to comfortably and independently operate in a dynamic market environment
- Strong analytical 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, banking) is highly preferred.
- Genuine interest in the lending space.
Nice to have:
- MBA or other advanced degrees
- Previous finance, tech or banking experience
Top Skills
SoFi New York, New York, USA Office
Our New York office, located in the meat-packing district, provides an open work environment and is a hub for our finance teams. Our large conference, flexible work spaces, huddle rooms, and shared community areas allows our teams to openly collaborate while looking at some spectacular views.
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