Senior Manager, CRM & Lifecycle Marketing

Climate First Bank•Florida, United States, FL

7h•$130,000•Remote

About The Position

As Senior Manager, CRM & Lifecycle Marketing, you will build and run an always-on engine for lead conversion, cross-sell, retention, and relationship growth across Climate First Bancorp, Climate First Bank, OneEthos, and future portfolio companies. You will map prospect and customer journeys, identify the next best action or product, and turn customer signals into relevant email, SMS, nurture, onboarding, engagement, and retention programs. Working across Marketing, business lines, Operations, Data, Technology, and Compliance, you will help move customers from a single product into broader relationships - increasing products per customer, deposits, lending relationships, retention, and lifetime value.

Requirements

5+ years of progressive experience in CRM, lifecycle, retention, loyalty, marketing automation, or customer growth, including ownership of complex multichannel programs.
Bachelor’s degree in marketing, business, analytics, communications, or a related field, or equivalent education and experience.
Designed customer journeys and always-on programs spanning lead nurture, onboarding, engagement, cross-sell, retention, and reactivation. You understand how timing, sequence, channel, message, and human follow-up combine to move customers forward.
Strong hands-on proficiency with Salesforce Marketing Cloud or a comparable enterprise platform, including journey building, automation, audience selection, dynamic content, testing, quality assurance, scheduling, and deployment.
Understand email and SMS best practices, consent and preference management, deliverability, reputation, frequency, suppression, accessibility, and responsive design. You can balance commercial goals with customer relevance and channel health.
Comfortable working with customer, product, behavioral, and engagement data to define audiences and triggers. You understand data models, audience logic, and data quality; familiarity with SQL or similar query tools is valued but not required.
Understand how to deepen customer relationships through relevant next-best-product recommendations, not indiscriminate promotion. Banking, fintech, deposits, lending, or regulated-industry experience is strongly valued, along with an appreciation for suitability, trust, and long-term relationship value.
Define clear KPIs, build disciplined tests, and connect campaign engagement to conversion, product penetration, retention, and lifetime value. You can diagnose funnel performance and turn complex results into practical recommendations for senior leaders and partners.
Strategic, technically fluent operator who can align Marketing, business lines, Technology, Data, Operations, Creative, and Compliance. You create clarity in ambiguity, manage multiple journeys and stakeholders, and maintain rigorous attention to detail from strategy through deployment.
Deliver high-quality results on time—whether independently or in collaboration with others.
Stay informed and compliant with all regulatory policies, including BSA, AML, CIP, and OFAC.

Nice To Haves

Salesforce ecosystem experience is strongly preferred.
Familiarity with SQL or similar query tools is valued but not required.
Banking, fintech, deposits, lending, or regulated-industry experience is strongly valued.

Responsibilities

Develop the enterprise CRM and lifecycle roadmap across prospecting, lead nurture, onboarding, engagement, cross-sell, retention, reactivation, and advocacy. Define priority audiences, moments, channels, value exchanges, and KPIs based on customer needs and business opportunity.
Map end-to-end prospect and customer journeys, identify friction and communication gaps, and build triggered programs that move people toward the next meaningful action. Improve lead conversion by aligning messages, timing, sales follow-up, and handoffs across Marketing and the business lines.
Use product ownership, behavior, life stage, engagement, and eligibility signals to identify relevant next-best-product opportunities. Build coordinated cross-sell programs that deepen relationships without overwhelming customers or sacrificing trust, suitability, or customer experience.
Plan, build (in collaboration with Creative Director and Creative Designer), quality-check, deploy, and optimize email, SMS, nurture, onboarding, engagement, and retention campaigns. Own briefs, audience requirements, workflow logic, testing, approvals, scheduling, suppression rules, and deployment discipline while partnering with Creative on content and assets.
Develop actionable segments and personalization logic using customer, product, behavioral, and engagement data. Maintain strong audience, list, preference, consent, and suppression practices; partner with Data and Technology to improve data quality, availability, and responsible use.
Establish lifecycle KPIs and testing roadmaps; measure conversion, engagement, product penetration, cross-sell, retention, and lifetime value. Translate results into action and partner with Marketing Operations, Salesforce owners, Technology, and Analytics on platform capabilities, integrations, tracking, and reporting.
Design communications that are relevant, transparent, and consistent with our values. Follow bank policies and requirements governing privacy, consent, preferences, disclosures, fair lending, data security, and marketing approvals; collaborate closely with Compliance, Legal, IT, and business partners so programs are accurate, supportable, and responsibly executed.

Benefits

Annual bonus, incentives and equity may be eligible.
100% employer-paid health coverage for employees.
Employer contribution for dependents.
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match — No Vesting Period.
Employee Stock Options
Exclusive Employee Banking Perks
0% Financing for Employee Solar Loans
Employee Only Mortgage Product with exclusive interest rates and terms.
0% Financing for Eligible Electric Vehicles (EVs)
Referral Incentives
2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
64 Hours of Paid Sick Time for all full-time employees.
Company-Paid Life Insurance
Short- & Long-Term Disability Insurance
Voluntary Life, Accident & Critical Illness Coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services.