What are the responsibilities and job description for the Lifecycle Marketing Manager position at Desert Financial Credit Union?
The Lifecycle Marketing Manager drives strategic, data-informed campaigns that engage Desert Financial members and prospects from initial acquisition, through retention and additional product and service adoption. By leveraging new and existing marketing technologies, the role positions Desert Financial products and services at the most impactful moments in the member and buyer journey to deliver measurable business results.
What you will do here:
Lifecycle Strategy and Planning: Develop and own the member lifecycle marketing strategy, including onboarding, activation, engagement, cross-sell, and retention. Collaborate with cross-functional teams (Channel Strategy, Data & Insights, Creative, Digital Products, Member Engagement) to identify key lifecycle stages and define marketing activities that drive growth and loyalty. Map and maintain detailed member journey frameworks to identify friction points and opportunities for proactive engagement.
Marketing Technology and Automation: Support and optimize marketing stack integrations to enable responsive, personalized marketing experiences. Leverage marketing automation platform and AI to build personalized, multi-channel campaigns that respond to member behavior and preferences. Lead the evolution of marketing automation capabilities to support dynamic content, journey orchestration, and real-time personalization.
Data, Testing, and Optimization: Use segmentation, behavioral data, A/B testing, multivariate testing, and predictive analytics to optimize campaign targeting, timing and channel. Champion a test-and-learn culture by designing A/B and multivariate tests and applying insights to continuously improve lifecycle strategies.
Measurement and Continuous Improvement: Partner with leadership to define KPIs, measure campaign effectiveness, and continuously refine lifecycle programs based on performance insights.
Innovation and Professional Growth: Stay current on lifecycle marketing trends, marketing technologies, and best practices to drive innovation and efficiency.
Perform other job-related duties as assigned.
What you will need:
Bachelor’s degree in Marketing, Digital Marketing, Business, Data Analytics, or related field required.
5 years of experience in lifecycle, CRM, or digital marketing, preferably in financial services required.
Proven success in developing and executing lifecycle marketing strategies that drive measurable business outcomes required.
Strong understanding of member journey mapping, segmentation, and behavioral targeting required.
Experience with marketing automation platforms (Salesforce Marketing Cloud, HubSpot, etc.), Optimizely Data Platform and CRM systems required.
Familiarity with data analytics tools and techniques; ability to interpret data and translate insights into action required.
Excellent communication, collaboration, and project management skills required.
Knowledge of compliance and privacy regulations related to member communications required.
Experience with personalization, dynamic content, and journey orchestration preferred.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.
