Lifecycle Marketing Manager (SMB)

Posted Yesterday
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Lehi, UT
In-Office
Mid level
Fintech
The Role
The Lifecycle Marketing Manager will optimize the borrower journey, develop email campaigns, analyze performance metrics, and collaborate across teams to enhance the customer lifecycle in small business lending.
Summary Generated by Built In
About the Role

We’re looking for a Lifecycle Marketing Manager to own and optimize the borrower journey for Lendio’s small business lending marketplace. You’ll craft and manage lifecycle programs that guide prospective and existing borrowers from first click to funded loan and beyond.

You’ll join Lendio’s Growth Marketing team, working closely with acquisition and creative partners to build personalized, performance-driven experiences that drive conversions and origination revenue.

If you’re equal parts strategist, experimenter, and hands-on builder, and you love seeing measurable impact from your work, this role is for you.

What You’ll Do
  • Own the monthly lifecycle KPI targets of MQLs, offers, and revenue. 

  • Own borrower lifecycle programs across the marketplace funnel. This is the prospect, applicant, customer, and repeat borrower stages. 

  • Develop a strong pipeline of engaged potential and current customers

  • Draft and build email campaigns and automated workflows in HubSpot to drive engagement, conversions, and renewals.

  • Develop personalized, segmented email journeys based on borrower behavior, funnel stage, and loan intent. 

  • Create and refine effective marketing programs that leverage 1st and 3rd party company/contact firmographic, demographic, and intent data

  • Utilize innovative multi-channel engagement techniques to drive customers to next-best actions

  • Test and iterate on creative, messaging, segmentation, and send logic to continuously improve performance.

  • Collaborate across teams (Product Marketing, Creative, Product, Data, Ops) to align messaging and ensure cohesive borrower communication.

  • Analyze performance metrics (open, click, conversion rates, etc.) and translate learnings into actionable next steps to drive KPIs forward.

 

What You’ll Bring
  • 4–7 years of experience in lifecycle, email, or CRM marketing, ideally in a DTC or B2C environment with elements of direct response marketing.

  • Proven track record of owning end-to-end lifecycle campaigns from strategy through execution and analysis.

    • Customer journey mindset and focus on increasing stickiness and LTV

    • Highly experienced with HubSpot as a CRM

    • HTML/CSS skills

    • Detail orientation

  • Deep familiarity with marketing automation tools (HubSpot experience a plus).

  • Proven track record of CRM management skills.

  • Growth mindset. Curious, data-driven, and always testing.

  • Positive energy and ownership mentality. Able to self-direct, prioritize, and move work forward with limited oversight.

  • Strong writing and communication skills, especially in translating complex ideas into simple, compelling messaging.

  • Strong connection to Lendio and our mission

Why Lendio

Lendio is a leading business lending platform that connects businesses, lenders, and partners through AI-powered intelligent lending experiences creating frictionless and transparent access to the best capital.

Our marketplace helps small business owners find and secure the right funding options quickly and confidently. Our loan origination technology enables lenders to streamline and modernize their credit decisioning and funding processes. And our embedded finance solutions empower partners and brands to offer seamless lending experiences directly within their own ecosystems.

Together, these solutions drive our mission to fuel small business growth and make capital access smarter, faster, and easier for every entrepreneur.

Pay Range:

Benefits

  • Be part of a high-performing, collaborative team, and have fun at work each day

  • Competitive pay

  • A full suite of traditional benefits

  • Untracked PTO (Paid Time-off)

  • 401(k) with company match 

  • Company-contributed HSA

  • Onsite gym and standing desks

  • Wellness program

  • Discounted cellular plans

  • Infertility Coverage (Starting in 2026)

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

Lendio participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Top Skills

CSS
HTML
Hubspot
Marketing Automation Tools
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The Company
HQ: Lehi, UT
555 Employees
Year Founded: 2011

What We Do

Lendio is a platform that helps small business owners find lenders and secure loans.

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