Product & Lifecycle Marketing Manager

Status: Full-Time, Exempt 

Salary: $80,000 10% target bonus

Reports to: Chief Marketing Officer

Department: Marketing

Location: Remote; willing to travel to onboarding training and semi-annual meetings

Alphaeon Patient Financing empowers dental, vision, aesthetics, hearing, dermatology, and medical specialty practices to approve more patients, increase revenue, and deliver a better financial experience. As we expand our footprint and launch new capabilities, we’re growing our marketing team with a lifecycle-focused leader who can turn enrolled practices into active, high-usage advocates.

We are seeking a Product & Lifecycle Marketing Manager who blends strategic thinking with exceptional execution. This individual will own the entire provider lifecycle—from onboarding and activation to usage, retention, and long-term engagement.

This role is perfect for a marketer who is equal parts data-driven, customer-obsessed, and product-savvy. You’ll build and optimize journeys, launch product education programs, increase platform usage, and work cross-functionally with Product, BD, Customer Experience, and Creative to deepen provider engagement at scale.

This is a high-impact role with direct influence on credit sales, revenue goals, and provider retention.

• Own the provider lifecycle from onboarding → activation → retention → reactivation.
• Design personalized nurture flows and touchpoints that increase usage and deepen engagement.
• Build automated journeys for new accounts, low-usage practices, newly activated users, and at-risk practices.
• Partner with BD and CX to unify communication across human automated interactions.

• Translate product updates, features, and workflows into easy-to-understand messaging and training content.
• Create launch plans for new product capabilities (messaging, email sets, BD enablement tools, landing pages, social).
• Develop onboarding programs that reduce time-to-first-transaction and increase early activation rates.

• Develop lifecycle emails, in-app messages, training content, and product education materials.
• Build toolkits, guides, scripts, and resources for practices to increase usage and improve financial conversations.
• Partner with Creative and Content teams to develop assets that support adoption and usage.

• Track activation, usage frequency, churn indicators, and lifecycle health.
• Analyze provider behavior to identify friction points and growth opportunities.
• Build lifecycle dashboards with BI and recommend improvements based on insights.
• Run A/B tests on messaging, onboarding flows, and engagement strategies.

• Work closely with Product to align feature development with provider needs and marketing insights.
• Collaborate with CRM to deploy automated journeys and segmentation strategies.
• Partner with BD to create enablement materials and insights that support outreach and account management.
• Interface with Customer Experience to ensure consistent messaging and high-quality education.

• Bachelor’s degree in Marketing, Communications, Business, or related field.
• 5–7 years of experience in lifecycle, product marketing, CRM, or customer engagement roles.
• Proven success building automated lifecycle journeys that drive measurable growth.
• Strong understanding of funnel metrics, onboarding flows, and customer segmentation.
• Experience collaborating with Product teams and understanding product-led behaviors.
• Exceptional writing and communication skills.
• Strong analytics skills; comfortable interpreting data and recommending action.
• Experience with CRM/automation tools (HubSpot, Marketo, Pardot, Braze, etc.).
• Highly organized with strong project management abilities.

• Experience in fintech, healthcare, SaaS, or B2B2C environments.
• Familiarity with BI tools (Tableau, Looker, PowerBI).
• Experience with in-app messaging platforms (Pendo, Intercom, Appcues).

Physical Demands and Work Environment 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.