Director, Lifecycle Marketing

Posted Yesterday
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Calgary, AB, CAN
In-Office
Senior level
Fintech • Financial Services
The Role
Lead design, execution, and optimization of end-to-end lifecycle journeys and campaigns. Own messaging, segmentation, channel orchestration, experimentation, QA, and governance while embedded with product teams to deepen customer relationships and drive performance.
Summary Generated by Built In

Join us to build a more rewarding financial future for all Canadians


At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.

  • #1 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025the first company ever to achieve a three-peat at the top!

  • #1 Fastest Growing Company in Canada for 2024 by Globe & Mail

  • Top-ranked mobile apps and credit cards

  • Team of 500+ people

  • 1M+ customers

  • 10K+ retail partners

As our team continues to grow, we are always looking to connect with exceptional talent for future opportunities. While we may not have an immediate opening today, we proactively review applications to match great people with the right roles as they open up.

If this role aligns with your career goals, we encourage you to submit your interest. We’ll keep your profile active and reach out the moment a matching opportunity arises.

———

Director, Lifecycle Marketing

Role Purpose

Neo is building a lifecycle marketing function that treats customer communication as a system — not a set of disconnected campaigns. The Director, Lifecycle Marketing is the person who makes that system come alive: designing, executing, and optimizing the journeys and campaigns that guide customers from first product through full relationship depth.

Embedded within a cross-functional product program, this role owns end-to-end lifecycle execution for their domain — from brief intake through live performance. They collaborate with the product team on what to communicate, and own how it gets done: journey architecture, content strategy, segmentation, channel orchestration, experimentation, and performance.

Key Responsibilities

• Journey & Campaign Execution: Design and deploy always-on event-driven journeys and one-time campaigns (product launches, ad hoc communications) that move customers through engagement states.

• Content & Messaging Strategy: Own the delivery and quality of all lifecycle content within your domain — messaging strategy, value prop framing, segmentation for relevance. Source creative execution from specialist teams; own the outcome.

• Segmentation & Targeting: Apply smart segmentation to ensure the right message reaches the right customer in the right way — relevant, easy to understand, and deepening the relationship.

• Performance & Experimentation: Monitor, interpret, and iterate on live journeys. Be strategic about what to test — prioritize experiments large enough to move the needle.

• Cross-Functional Partnership: Serve as the lifecycle representative embedded within a product program. Collaborate on scope and priorities; own architecture and governance.

• Quality & Governance: Own the quality of all communications in production. Ensure rigorous QA and adherence to change control processes before anything reaches a customer.

What We're Looking For

• Experience designing and executing multi-step automated customer journeys at scale in a modern CRM platform (Iterable, Braze, Customer.io, SFMC)

• Strong instinct for messaging — can independently reason through value prop framing, sequencing, and tone without waiting for a detailed brief

• Segmentation fluency — thinks in terms of customer states and behaviors, not static lists

• Experimentation mindset — designs tests, interprets results, drives iteration

• Systems thinker — understands how individual journeys fit into a broader lifecycle system; resists unnecessary complexity

• Comfortable embedded with product teams — not siloed in a marketing department

• Experience in fintech, banking, or high-consideration consumer products is a strong asset

Working at Neo:

The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to raise the bar and deliver exceptional experiences for our customers. Our commitment to customer success drives everything we do, from building world-class products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.

We trust, respect, and support each other. This means honest conversations, constructive input, and empowering each other to move fast and think big. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices, where ideas move quickly and teams build momentum together. As we continue to scale and evolve, we’re looking for builders, innovators, and problem solvers who thrive on challenge–people who would rather blaze a trail through uncertainty than follow a well-paved path.

At Neo, ownership is part of how we think and operate. For select roles, equity participation reinforces that mindset by giving employees a direct stake in the company’s long-term success. Regardless of role, every team member is expected to think like an owner and make decisions that move the business forward.

Apply with us:

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

By continuing with your application, you agree to the Candidate Privacy Notice, which guides how we process your personal information for the purpose of your application.

Neo Financial leverages artificial intelligence (AI) to reinforce our candidate evaluation process, including the initial assessment of applications and screening of candidates. These tools support our recruitment team; however, all final hiring decisions are made by humans and are not based exclusively on automated processing. If you require further information regarding our data processing practices, please contact us.

We are hiring for an open, vacant position.

Skills Required

  • Experience designing and executing multi-step automated customer journeys at scale in a modern CRM platform (Iterable, Braze, Customer.io, SFMC)
  • Strong instinct for messaging, including value prop framing, sequencing, and tone
  • Segmentation fluency focused on customer states and behaviors
  • Experimentation mindset: design tests, interpret results, and drive iteration
  • Systems thinker who can architect lifecycle communications and reduce unnecessary complexity
  • Comfortable working embedded with product teams and cross-functional partners
  • Experience in fintech, banking, or high-consideration consumer products
  • Ability to pass security screening including criminal records check and credit check
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The Company
HQ: Calgary, Alberta
859 Employees
Year Founded: 2019

What We Do

Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future. We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend. Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services. Interested in working at Neo? Join us as we continue to lead the way in the future of finance.

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