What are the responsibilities and job description for the Principal Engagement Manager position at Open Opportunities?
In this hybrid role based at our Chicago Headquarters, you will own and elevate end-to-end member engagement across the consumer product portfolio, including deposits such as checking, savings, CDs/money market, credit cards (aligned under deposits lifecycle strategy), and Consumer Lending such as personal, auto, mortgage/HELOC. Set the engagement vision and multi-quarter roadmap, identify and size opportunities through data and member insights, and drive cross-functional execution across product, marketing/CRM, digital, analytics, operations, and risk/compliance. Accountable for measurable improvements in conversion and activation (e.g., account opening/origination completion, funding, card activation), usage and servicing adoption, retention/renewal, and cross-sell, ensure controls and performance. This is an ideal opportunity for a hands-on product leader who enjoys influencing teams to turn vision into impact.
Essential Responsibilities
- Set engagement strategy and multi-quarter roadmap for consumer products such as deposits, cards, and lending, translate portfolio goals and member needs into prioritized initiatives with clear hypotheses and expected value
- Architect lifecycle journeys across acquisition, account opening, origination, onboarding, activation (funding, direct deposit, card set-up/activation), servicing adoption, retention, renewal, and win-back across digital and assisted channels
- Lead segmentation, targeting, and offer/content strategy with marketing and CRM (email, push, SMS, in-app), ensure messaging is consistent, compliant, and optimized for conversion and engagement
- Partner with digital, engineering and UX to reduce friction and improve in-product guidance across product experiences (e.g., funding, bill pay, card activation, application status, payments, self-service options)
- Identify and prioritize growth opportunities using funnel and cohort analysis, behavioral segmentation, and member insights (qual quant) with clear impact sizing and trade-offs across the portfolio
- Define and govern KPI frameworks and performance narratives for key outcomes (e.g., application/account opening completion, approval-to-funding, direct deposit adoption, card activation/spend, digital servicing usage, retention/renewal) and deliver executive-ready readouts
- Own test-and-learn, design experiments, partner on measurement approach, document learnings, and scale proven tactics across products and channels
- Drive complex cross-functional delivery such as requirements, dependencies, timelines, launch readiness, influencing priorities without direct authority
- Partner with risk, compliance and legal to ensure controls, disclosures, and approvals are in place. Identify and mitigate engagement and offer risks
- Partner with servicing, operations and complaints teams to close experience gaps by using root-cause insights to reduce avoidable contacts and improve member outcomes
Education & Years of Experience
- Minimum - 4 Year Bachelors Degree in Business, Marketing, Analytics, Finance or related
- Minimum - 8 Years of Product engagement/growth, lifecycle marketing, digital product, CRM, or customer/member or related
In Lieu of Education
- 12 Years of Product engagement/growth, lifecycle marketing, digital product, CRM, or customer/member or related
Compensation & Benefits:
Typical hiring range: $106,500.00 to $182,600.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
- Annual performance bonus
- Work from home up to 3 days a week
- Paid parental leave
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Salary : $106,500 - $182,600