Summary
The Lifecycle & CRM Marketing Lead will own and optimize Topstep’s end-to-end customer engagement strategy, driving meaningful relationships that increase trial conversion, retention, and lifetime value. Reporting to the Senior Director, Growth, Lifecycle, & Performance, this role will lead lifecycle programs across email, in-app, and SMS channels, translating behavioral insights into personalized customer journeys that fuel growth and loyalty. The ideal candidate combines strategic vision with executional excellence, is data-driven yet
creative, and has a deep understanding of CRM automation, segmentation, and lifecycle strategy. You will collaborate cross-functionally with Product, Brand, Creative, and Data teams to deliver measurable business impact across the customer funnel.
Key Responsibilities
Lifecycle Marketing & CRM:
● Design and execute personalized lifecycle programs across email, SMS, and in-app channels focused on onboarding, engagement, retention, and win-back.
● Develop segmentation strategies and behavioral triggers to deliver targeted communications that drive user activation and product adoption.
● Partner with Product and Data teams to build automated workflows and improve in-platform messaging consistency, and support trading success and habit development.
● Create dashboards and reporting cadences to monitor lifecycle KPIs such as conversion, retention, churn, and LTV.
● Continuously test, measure, and optimize content, frequency, and timing to maximize performance and customer satisfaction.
Cross-Functional Collaboration:
● Collaborate with Brand and Creative teams to ensure lifecycle communications align with Topstep’s voice and campaign goals.
● Partner closely with Growth Marketing and Media to align acquisition and retention initiatives for full-funnel optimization.
● Support the broader CRM infrastructure, including integrations with marketing automation, analytics, and data systems.
Data & Insights:
● Use analytics tools to derive actionable insights from lifecycle data and inform testing roadmaps.
● Translate findings into strategies that improve engagement, reduce churn, and increase loyalty.
● Partner with Data Science and Engineering to enhance segmentation logic and predictive models.
Required Qualifications and Key Competencies
● 5+ years of experience in CRM, Lifecycle, or Retention Marketing within a B2C, fintech, or subscription-based environment.
● Proven success designing and optimizing automated lifecycle journeys that drive measurable results.
● Hands-on experience with email marketing automation tools (e.g., Braze, Iterable, HubSpot) and CRM systems.
● Strong understanding of audience segmentation, data triggers, and personalization strategies.
● Analytical mindset with proficiency in Excel, Google Analytics, or BI platforms.
● Excellent communication and project management skills with the ability to collaborate cross-functionally.
● A balance of creative problem-solving and data-driven decision-making.
Company Culture & Perks
● Topstep is an engaging working environment which ranges from fully remote to hybrid. We foster a culture of collaboration with cameras-on during meetings and a robust Slack environment for communication.
● 10 Company-paid Holidays and generous Family Leave. PTO is accrued monthly.
● Competitive 401(k) match and health, dental, and vision insurance is offered for full-time employees.
New Hire Base Salary Range
● Compensation: $150,000-$180,000
● Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.
● The compensation offered will take into account internal compensation structure and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
Equal Opportunity Employer
Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.
Interested in the role? Apply today with your resume and cover letter!
At this time immigration sponsorship is not available for this position (including H-1B, STEM OPT training plans, etc.).
Top Skills
What We Do
Trading is more than an activity, more than a passion, more than a calling. It’s a lifestyle, a set of rules, and a mentality towards every aspect of your day. We’ve seen what happens to people who don’t buy into the rules or the mentality—they fail, time and time again. At Topstep, we are passionately committed to helping our customers find true and replicable success. Our way is not for the faint of heart, but it has been proven to turn people who trade, into Traders.
Topstep is the premier funding opportunity for retail futures and forex traders. Our goal is to provide a safe environment so that traders can professionalize their passion and safely engage and profit in the financial markets. If you follow the rules and pass our simulated trading evaluation, called the Trading Combine®, you will be able to trade with our capital. Guaranteed.
Why Work With Us
We’re a bootstrapped B2C company with thousands of customers and a killer team. Every project that each team member works on directly impacts the company and our users, so empowerment and accountability are key. We value autonomy, creativity, and supporting one another, and it helps that we have fun together too!
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