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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
As a Senior Lifecycle Marketing Manager, you will play a critical role in driving Smart Card planning and ongoing growth for the product and its product features. We are looking for a skilled marketing professional who can deliver a strong marketing plan and work cross-functionally with product marketing, product, tech ops, creative, data science, and business leads to deliver shared business OKRs. This individual will leverage data-driven insights to deliver meaningful business outcomes by driving relevant and personalized communications at each stage of the customer lifecycle.
What you’ll do:
- Develop comprehensive lifecycle marketing strategies to drive card account opens, funding, card activation and ongoing spend.
- Collaborate with cross-functional teams, including product, product marketing, and business unit leadership to ensure alignment of marketing efforts with product and business goals.
- Plan personalized multi-channel (email, push, in-app, and SMS) lifecycle marketing campaigns that drive ongoing spend, rewards redemption and upsell.
- Design and deploy educational content strategies to help members build their credit profile through responsible use of their secured Smart Card.
- Manage a rigorous experimentation roadmap for full-funnel program performance, analyzing campaign performance and optimizing campaign performance based on key performance indicators (KPIs).
- Drive campaign automation and personalization, leveraging audience and performance insights to build and optimize high-performing always-on campaigns.
- Report on lifecycle channel, campaign and program performance, sharing insights with marketing and business leadership.
- Collaborate with the data science team to develop reporting frameworks, track marketing performance metrics, and provide actionable insights to stakeholders
- Direct campaign priorities with Lifecycle Marketing Tech Ops.
What you’ll need:
- Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent experience)
- 6+ years of direct-to-consumer lifecycle management experience including email, in-app, push, and SMS.
- A proven track record of driving lifecycle marketing strategy with expertise in driving new growth through cross-sell and upsell, new member onboarding and retention activities at scale.
- Strong analytical chops with experience using various testing methodologies.
- Experience in directing creative decisions for lifecycle marketing and conducting rigorous testing of value propositions.
- Effective verbal and written communication skills.
- Experience presenting channel strategy and campaign results to cross-functional partners and executive leadership.
- Experience working in a regulated industry (FinTech or Wealth Management) is highly preferred.
- Experience leveraging AI-driven insights or machine learning models to enhance audience segmentation, personalization, and campaign optimization.
Nice to have:
- MBA or other advanced degrees
- Previous finance, tech, or brokerage industry experience.
Skills Required
- Bachelor's degree in Business, Finance, Marketing, a technical field, or equivalent experience
- 6+ years of direct-to-consumer lifecycle marketing experience
- Experience with email, in-app, push, and SMS marketing
- Proven lifecycle marketing strategy experience driving cross-sell, upsell, onboarding, and retention at scale
- Strong analytical skills and experience with testing methodologies
- Experience directing creative decisions and testing marketing value propositions
- Effective verbal and written communication skills
- Experience presenting channel strategy and campaign results to cross-functional and executive stakeholders
- Experience in a regulated industry such as FinTech or Wealth Management
- Experience using AI-driven insights or machine learning models for segmentation, personalization, and campaign optimization
- MBA or other advanced degree
- Previous finance, technology, or brokerage industry experience
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is described as comprehensive—medical, dental, vision, and mental-health support. Materials also indicate high employer premium contributions on core plans, enhancing overall value.
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Parental & Family Support — Offerings include fully paid parental leave and extensive family benefits such as fertility, adoption resources, parenting support, and backup childcare/eldercare. Paid caregiver leave and related supports are also highlighted.
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Affordable Benefits — Materials indicate the company covers most or all medical premiums on certain plans, helping keep employee premium costs low. HSA/FSA options further support affordability.
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!
