Conversion & Lifecycle Marketing Lead

About Carry

Carry helps business owners and high earners build wealth through smarter tax optimization. We started with Solo 401(k)s for self-employed entrepreneurs and have expanded into financial education and tax-aware investment products.

We operate a education-first growth system that generates significant top-of-funnel attention. The challenge is conversion, activation, and monetization.

This role exists to turn attention into efficient, predictable, and scalable revenue.

About the role

The Conversion & Lifecycle Marketing Manager owns two things: getting visitors to convert on our website and building the automation system that turns signups into paying, retained customers.

This is not a paid media role — there's no ad buying, campaign management, or paid acquisition ownership. If that's primarily your background, this likely isn't the right fit.

This role requires a minimum of 2 years of hands-on experience in fintech or a regulated financial product. Candidates without this background will not be considered.

If you've spent your career running A/B tests on financial product pages, building onboarding and nurture flows for complex financial products, and obsessing over why qualified people don't convert, this role is for you!

What you’ll do

• Own the conversion performance of carry.com end-to-end: homepage, product pages, pricing, trust signals, and CTAs

• Build and maintain a continuous experimentation roadmap

• Diagnose friction across the full customer journey

• Write and iterate on conversion copy for landing pages, funnels, and key decision points

• Partner with design and engineering to ship tests quickly and learn faster

• Build and own the full lifecycle email system: onboarding, lead nurture, activation, upsells, renewals, and win-back flows

• Turn email into a core revenue and retention channel, not a broadcast surface

• Use behavioral triggers and segmentation to deliver the right message at the right moment

• Own lifecycle metrics end-to-end and use data to prioritize what to build and optimize next

Who you are

• 2+ years of experience in fintech or a regulated financial product

• Proven experience running CRO experiments on a marketing or product website, not just familiarity with the concept

• Proven experience building lifecycle email automations in a B2C or prosumer context

• Deeply fluent in how trust, compliance, and financial education affect conversion

• A strong conversion copywriter who can move from headline to automation to metric without losing context

• Comfortable owning a system end-to-end. You diagnose, prioritize, build, ship, and measure yourself!

• Obsessed with customer psychology, specifically why people hesitate, what questions block action, and how the right message at the right moment changes behavior

Compensation

• Salary: $100,000 - $120,000

• Equity: Generous equity package

• Benefits: Competitive health, dental, and vision benefits, paid time off, 401(K) match, and other benefits