Note: The job is a remote job and is open to candidates in USA. Flex is building the AI-native private bank for business owners. The Lifecycle Marketing Operations Manager will own the strategy and technical infrastructure for engaging prospects and customers, partnering with various teams to enhance customer journeys and retention across Flex's product suite.
Responsibilities
- Own lifecycle marketing strategy end-to-end: acquisition follow-up, application drop-off recovery, onboarding, activation, retention, and win-back across Flex's product suite (credit card, banking, AP automation, expense management, working capital)
- Draft and own lifecycle messaging and copy directly (using AI tools to accelerate drafting), then partner with Product, Legal, and Compliance to shape and approve it for a regulated fintech audience — there's no product marketing team to hand this off to
- Partner with Product to define and maintain clear ownership boundaries — which touchpoints are product-owned (in-app, transactional, native notifications) versus lifecycle-owned (email, SMS, re-engagement), and the rationale behind that split, so both teams can build without duplicating effort or working at cross-purposes
- Partner directly with Engineering and Data to design event-based triggers and data architecture that power personalized, automated customer journeys — not just request the data, but help define what needs to be tracked and how
- Build and own Braze infrastructure: Canvas flows, segmentation logic, dynamic content, and journey orchestration, working from a technical foundation you help define alongside RevOps and Data
- Design and maintain the Segment-to-Braze data pipeline in partnership with Data/Engineering, ensuring clean identity resolution and reliable event tracking
- Develop the measurement framework for lifecycle marketing: define the KPIs, build the reporting, and tie lifecycle performance to business outcomes like conversion, retention, and revenue
- Bring judgment on prioritization and sequencing — deciding what infrastructure and campaigns to build first given Flex's current stage, rather than waiting to be told
- Ensure lifecycle communications meet the compliance and disclosure standards required in a regulated fintech environment
- Act as the internal expert on lifecycle marketing systems and strategy, briefing stakeholders (RevOps, Sales, CS, Leadership) on what's being built and why
Skills
- 6-8+ years of experience in lifecycle marketing, CRM, or retention marketing, with meaningful time in fintech, financial services, or another regulated industry
- Deep hands-on experience with Braze (or a comparable platform like Iterable/Customer.io) — you've built Canvases, not just launched campaigns someone else configured
- Working fluency with Segment or similar CDPs, including identity resolution, event tracking, and data pipeline design
- Proven experience partnering directly with Engineering and Data teams to design event-based systems, not just consuming what's handed to you
- Strategic ownership experience: you've defined a lifecycle or retention strategy and the roadmap to execute it, not just run campaigns within someone else's framework
- Strong analytical fluency — comfortable defining KPIs, building reporting frameworks, and using data to prioritize what to build next
- Comfort with ambiguity and zero-to-one building; you don't need existing infrastructure or a team to make progress
- Strong writing skills and comfort using AI tools to draft and iterate on messaging quickly, plus experience navigating legal/compliance review for customer-facing copy in a regulated industry — this role doesn't have a product marketing team to lean on
- B2B experience alongside B2C/D2C
- Familiarity with BigQuery, dbt, or similar data warehouse tools
Benefits
- Founder-level exposure — Direct access to leadership, customers, and investors
- Meaningful equity if you help build something big
Company Overview