Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.
We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.
About the Role:
As a member of the Lifecycle Marketing team, this role will own and strategically guide lifecycle marketing programs to deliver long-term growth through high impact campaigns and journeys spanning the entire lifecycle across email, push notifications, SMS and in-app messaging. You’ll plan, build, and implement scalable, predictable, and repeatable lifecycle programs that achieve growth targets while improving customer engagement. You’ll work cross-functionally - along with product, engineers, operations, and compliance - to improve engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in-app messages that drive our business forward. This is a hybrid role based in our San Francisco office two days per week.
What You’ll Do:
- Develop and launch new lifecycle programs, optimize existing programs, and continuously iterate on our channel and testing strategies: creative, offer, cadence, audience, et al.
- Manage end-to-end development and execution of data-driven initiatives, partnering with stakeholders throughout the process, including initial planning, creative development and approvals, audience development, and testing strategy
- Create and manage highly-segmented customer journey flows with actionable trigger points with both static and dynamic content to drive conversion and engagement
- Sizing, projecting, and analyzing the impact of initiatives on conversion and engagement metrics, working with analytics to establish measurement frameworks that show impact of our programs
- Leverage platform capabilities, APIs, machine-learning models, and behavioral data to drive more personalized automated experiences that deliver business results and improve relevance
- Identify and implement new tests and tactics, continually seeking to innovate to drive improved results
- Analyze campaign results, develop benchmarks, and create and share performance updates and learnings
- Establish a strong working relationship with cross-functional stakeholders in our Product, Analytics, Design, and Marketing teams
What We Look For:
- 5+ years experience in Lifecycle Marketing, Email Marketing or CRM Operations
- Proven success in in creating omni-channel lifecycle strategies and executing journeys/campaigns end-to-end, centered around improving key metrics through an empathetic, customer-centric lens
- Proficiency in managing/scaling messaging/CRM/marketing automation platforms, including complex workflows and audience targeting
- Expertise in lifecycle channel best practices, including segmentation, deliverability, and copy and design approaches with email, push, and SMS
- Strong email-specific subject matter expertise, including ISP feedback loops, whitelists, and IP reputation, opt-in rules and CAN-SPAM law
- High technical competence around data, including SQL, scripting, event schemas (e.g. JSON), etc.
- Robust analytical skills w/ fluency in tools like Excel, Tableau, and Heap - quickly digesting large amounts of data, identifying trends, and pursuing the right questions to take action
- Bias toward action and entrepreneurial, with ability to form hypotheses and test quickly, synthesize learnings, productionalize wins, and pivot strategies when called for
- Ability to work independently with minimal guidance, while also able to build strong internal relationships and consensus on initiatives
- Stellar project and time management skills with the ability to manage multiple projects in a fast paced atmosphere
- Strong copywriting and editing experience with the ability to adapt to different tones of voice
What We Offer You:
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
The compensation range of this position in San Francisco, CA is USD $125,000-$170,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.
#LI-Hybrid #BI-Hybrid
For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
What the Team is Saying
What We Do
Upgrade offers affordable and responsible credit, mobile banking and payment products to everyday consumers. Our innovative financial products help our customers move their finances in the right direction and put more money in their pocket.
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Upgrade, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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