Lifecycle Marketing Manager

XYPN

3d•$80,000 - $108,000•Remote

About The Position

The Lifecycle Marketing Manager shapes how XYPN members experience the organization from the final sales call and onboarding through the ongoing work of running and scaling their firms. Working with the Director of Marketing and cross-functional stakeholders, this role defines lifecycle strategy and owns its execution through automated programs, segmented campaigns, and member communications that keep membership value visible. Using member behavior, engagement, and lifecycle-stage data, the manager designs and runs journeys, campaigns, and tests to encourage benefit adoption and stronger engagement across the member base. The role combines strategic thinking with storytelling and a commitment to understanding members and the realities of running a fee-only RIA. It develops on-brand communications across email, town halls, XYPN events, and other touchpoints to inform, inspire, drive action, and foster human connection. As the organization’s primary lifecycle marketing subject-matter expert, the manager collaborates across departments to keep members engaged and supported. The position is full-time, with a flexible schedule of 40–45 hours per week. It is remote and/or based in Bozeman, Montana, with up to 10% travel required for team retreats and other company events. The start date is listed as immediately. The role is exempt and has no direct reports. XYPN gives application priority to candidates in AZ, CA, CO, FL, GA, IL, MN, MT, NC, NE, and TX, while accepting applications from across the United States.

Requirements

3–5+ years of experience in lifecycle, CRM, or customer marketing, with proven ownership of strategy and execution.
Strong copywriting skills and experience maintaining brand voice across multiple channels.
Deep expertise in marketing automation platforms and journey mapping.
Proficiency in audience segmentation using CRM, product, and behavioral data.
Experience using A/B testing and analytics to optimize metrics such as retention, conversion, and lifetime value.
Understanding of email deliverability, list hygiene, and privacy compliance.
Strong project management skills, including familiarity with project tools such as Monday or Notion.
Legally authorized to live and work in the United States without present or future need for sponsorship.

Nice To Haves

Experience scaling lifecycle marketing programs or building them from scratch.
Hands-on experience with multi-channel lifecycle tools such as in-product messaging, SMS, or push notifications.
Background in event or conference promotion and attendee engagement.
Experience in membership, subscription, SaaS, or financial services industries.
Experience crafting messaging frameworks and core value propositions aligned to brand identity and collaborating with creative partners to translate strategy into targeted campaigns.

Responsibilities

Develop and execute lifecycle strategy for XYPN Emerald and Sapphire members, including onboarding, benefit activation, retention, reactivation, and expansion.
Drive adoption of benefits, services, and premium offerings through targeted campaigns.
Refine member segmentation using CRM attributes, lifecycle stage, behavioral data, and member-stated interests.
Maintain communication governance covering audience selection, channel strategy, messaging, contact frequency, and member communication preferences.
Consult on demand-generation and prospect campaigns with Sales and Marketing, and support strategic initiatives as needed.
Design, build, and run recurring, triggered, and automated campaigns across email, the member Portal, and other member channels.
Manage core journeys, including onboarding sequences, weekly member communications, benefit adoption campaigns, and cross-sell programs.
Manage the member communications calendar, coordinate campaign cadence, and align messaging with the prospect marketing team.
Own marketing communications for twice-yearly Townhalls, XYPN events, and the annual XYPN LIVE conference, driving member engagement and pass sales.
Write clear, compelling copy in XYPN’s warm, human brand voice and collaborate on asset production.
Translate member research and performance metrics into actionable lifecycle recommendations.
Execute structured testing roadmaps covering messaging, segmentation, timing, and channels to optimize engagement.
Track and report lifecycle KPIs, including retention, engagement, reactivation, and lifetime value, to leadership.
Analyze program outcomes to evaluate their impact on member behavior and business goals.
Measure member onboarding activation, member engagement, campaign-driven benefit adoption, and XYPN LIVE member campaign performance.

Benefits

100%-employer-funded Employee Stock Ownership Plan (ESOP).
Unlimited vacation, with a minimum of three weeks required annually.
Nine paid holidays, including flexible holidays.
401(k) with employer match: employee contributes 6% and employer contributes 4.5%.
12 weeks of paid parental leave for birth or adoption.
Health insurance with employer contribution.
Dental, vision, voluntary life and AD&D, and accident insurance options.
Pet insurance availability.
Health Savings and Flexible Spending Accounts, including health, limited-purpose, and dependent-care accounts.
Employer-paid life and AD&D insurance.
Employer-paid long-term disability coverage.
Up to $150 per month toward working with a financial planner, plus up to $500 toward the upfront fee.
$2,000 per year, prorated by start date, for professional development.
$250 per quarter for personal well-being spending.
$500 donation to a nonprofit of the employee’s choice after volunteering 40 hours within the calendar year.
Sabbatical program with a cash bonus and extra time off at 5, 10, and 15 years.
Subsidized employer-sponsored childcare through an internal childcare program, subject to availability.
Various gym discounts.
Company-owned Apple laptop provided.