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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 one of SoFi’s newest and most ambitious ventures: Home Equity products. Embedded deeply with Product teams, you will drive incremental business growth by optimizing funnel conversion across the customer journey. This high-impact role transforms rich member data into effective campaigns at scale while steering cross-functional partners across Product, Sales, and Data Science. This is a critical opportunity to navigate ambiguity and deliver outsized results in a high-growth vertical.
What you’ll do:
- Lead the development of automated multi-channel workflows (email, push, in-app, SMS) based on member behaviors and lifecycle stages.
- Drive campaign automation and personalization, leveraging performance insights to build and optimize high-performing evergreen and ad-hoc programs.
- Own a rigorous, full-funnel experimentation roadmap to optimize conversion and revenue, leveraging our new experimentation suite.
- Partner with Product Marketing, Data, and Sales to develop marketing strategies that align with broader Home Equity business goals.
- Collaborate with Marketing Tech Ops to oversee technical execution and champion the use of AI-driven insights for hyper-personalization.
- Design educational content and personalized strategies to help members navigate the complexities of the lending market.
- Analyze trends and develop reporting frameworks to socialize actionable insights and learnings across the organization.
What you’ll need:
- 8+ years of D2C lifecycle management, with a track record of optimizing for down-funnel conversion and revenue.
- A structured approach to problem-solving and the ability to derive strategic conclusions from large amounts of data.
- Hands-on experience with comprehensive CRM/marketing automation tools like Braze, Mailchimp, or similar systems.
- Deep knowledge of A/B testing methodologies and experience managing a high-velocity testing roadmap.
- Experience leveraging AI-driven insights or machine learning models to enhance audience segmentation.
- The ability to operate independently and thrive in a fast-paced, dynamic environment where priorities may shift.
- Excellent written and oral communication skills, with the ability to communicate channel strategy and insights crisply to various stakeholders.
- Experience in a regulated industry such as FinTech or banking is highly preferred.
Nice to have:
- Genuine interest in the lending and home equity space.
- MBA or other advanced degrees.
- Previous experience in finance, tech, or banking.
- Experience with Excel & SQL is a plus.
Skills Required
- 8+ years of D2C lifecycle management experience
- Hands-on experience with CRM/marketing automation tools
- Deep knowledge of A/B testing methodologies
- Experience leveraging AI insights for audience segmentation
- Excellent written and oral communication skills
- Experience in a regulated industry such as FinTech or banking
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
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Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
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Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
