Lifecycle Marketing Associate
Stash
New York
Information Security
Cloud Solutions
Job Score
90 pts
On-site model (+70)
Information Security (+10)
Cloud Solutions (+10)
Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we're passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom. We also believe in working smarter—leveraging AI and emerging technologies to move faster, operate more efficiently, and focus our time on solving meaningful problems for our customers.
The Lifecycle team is responsible for helping customers take the right next step—from sign-up to becoming active, long-term investors. As a Lifecycle Marketing Associate, you'll focus primarily on onboarding and activation—building, launching, and optimizing the campaigns that guide new users through early setup and help them complete their first key actions.
You'll also help with light campaign operations—documentation, QA, and launch prep—and support the broader lifecycle team when needed. Onboarding and activation is your core; everything else helps keep the team moving.
What you'll do:
Onboarding & activation (primary)
- Build, configure, and launch onboarding and activation campaigns and Canvases in Braze across email, push, in-app, and SMS
- Support programs across the early customer journey—from account setup through initial funding and first meaningful product usage
- Write and edit customer-facing copy for onboarding touchpoints; partner with Creative on briefs, reviews, and asset requests
- Execute A/B tests by setting up variants, monitoring performance, and documenting results
- Run pre-launch QA on messaging, links, segments, personalization logic, and send timing before campaigns go live
- Pull activation performance reports; flag drop-offs at key early milestones and surface opportunities to the team
- Support rescue flows for users who stall before completing early setup or activation steps
Campaign operations (secondary)
- Help keep campaign documentation and journey maps up to date so the team knows what's live
- Support launch prep—checking tasks, updating JIRA, and making sure nothing gets missed before send
- Lend a hand on creative intake and review cycles when onboarding programs need assets
- Run through QA checklists and flag issues before campaigns go out
What we're looking for:
- 1–3 years of experience in lifecycle marketing, CRM, email marketing, growth marketing, or a related role—or equivalent internship and project experience
- Hands-on experience building and launching campaigns in a marketing automation platform (Braze, Iterable, Customer.io, or similar)
- Strong communication skills—you write clearly for internal partners (briefs, updates, documentation) and external audiences (customer-facing email, push, and in-app copy)
- Comfort working with data—pulling basic performance reports, spotting drop-offs, and asking the right questions
- Strong attention to detail; you catch broken links, segment errors, and copy issues before they reach customers
- Organized and reliable—you stay on top of your work and don't let small things slip
- Collaborative mindset; you work well with managers, designers, product managers, and data partners
- Eagerness to learn—you're excited to grow into lifecycle strategy
Gold Stars
- Experience in fintech, investing, or subscription-based products
- Familiarity with Braze Canvases, Connected Content, or Liquid personalization
- Experience with Mixpanel or similar analytics tools
- Exposure to A/B testing, even in a supporting role
- Comfort using AI tools to move faster on research, copy drafts, and reporting
- Interest in growing toward lifecycle strategy—not just execution
Our Commitment to Diversity, Equity, and Inclusion
We proudly celebrate the unique qualities that make you you, 365 days a year, and not just because it’s the right thing to do or good for business. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value, and to ensure Stashers of all backgrounds and experiences can be their authentic selves.
We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity & Inclusion™, and as an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.
If you require any reasonable accommodations to make your application process more accessible, please reach out to recruiting@Stash.com.
Helping You Invest in Yourself
- Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits
- Complimentary subscription to Stash+ account
- Hybrid Work Policy – We operate a hybrid work environment in NYC that prioritizes time together in the office to strengthen teamwork, innovation, and culture, while still allowing for work-from-home flexibility.
- Flexible PTO
- Work-from-home equipment stipends; home internet subsidy
- Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary & Secondary
- Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health
External Recognition for Stash
- Benzinga’s 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards
- Qorus-Accenture’s 2023 Banking Innovation Awards
- USA Today and Statista’s 2023 Top 500 Best Financial Advisory Firms
- Comparably's Best Company Awards: Best Places to Work, Best Company Outlook, and Best Engineering Team for Diversity, Women, Culture, and more! (2023)
- Fintech Breakthrough Award: Best Personal Finance App (2023)
- BuiltIn’s Best Places to Work (2022, 2021, 2020, 2019)
- Forbes Fintech 50 (2021, 2020, 2019)
- Best Digital Bank, Finovate Awards (2020)
- Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
- LendIt Fintech Innovator of the Year (2020, 2019)
Salary Range: $80,000 – $110,000
The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
**No recruiters, please**
About Information Security
The Information Security area is one of the most strategic and in-demand fields in the technology market. With the rise of cyberattacks, data breaches, and regulations like LGPD and GDPR, companies of all sizes invest heavily in professionals who can protect their digital assets.
Key specializations include Network Security, Cloud Security (AWS, Azure, GCP), Offensive Security (Penetration Testing, Red Team), Defensive Security (SOC, Blue Team), AppSec, and Security Governance. Tools like SIEM (Splunk, QRadar), firewalls, EDR, and Vulnerability Management platforms are essential.
Certifications like CISSP, CEH, OSCP, CompTIA Security+, and AWS Security Specialty are important differentiators. Information security professionals are among the highest-paid in the sector, with growing demand especially in fintechs, healthtechs, and large enterprises.
About Cloud Solutions
The Cloud Solutions area is responsible for designing, implementing, and managing cloud infrastructure and services (AWS, Azure, GCP) for companies. Cloud professionals architect scalable, secure, and cost-optimized solutions, from data center migrations to serverless and multi-cloud architectures.
Key skills include IaC (Terraform, CloudFormation), containers (Docker, Kubernetes), serverless (Lambda, Cloud Functions), managed databases (RDS, DynamoDB, BigQuery), cloud networking (VPC, CDN, load balancer), and security (IAM, WAF, KMS). Knowledge of FinOps, cloud governance, and AWS/Azure/GCP certifications is a differentiator.
Cloud Solutions professionals in technology companies are highly valued, especially those who master multi-cloud architectures, FinOps, and can optimize costs while maintaining performance and security. The field offers opportunities from cloud engineer to cloud solutions architect, head of cloud, and chief cloud architect.
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Understand the scope of work, key skills, and tools used in different career areas.
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The Communications area is strategic for building and maintaining a company's institutional image. It encompasses corporate, internal, and external communication, public relations, press office, and reputation management. Communications professionals are responsible for delivering consistent messages that strengthen the employer brand and market positioning.
Key skills include strategic writing, communication planning, crisis management, media relations, corporate content production, event organization, and digital communication. Knowledge of communication CRMs, press release distribution platforms, and media monitoring tools (Meltwater, Cision) is a differentiator.
Corporate communicators in technology companies are highly valued, especially those who master change communication, employee engagement, and digital communication. The field offers opportunities in startups, scale-ups, and large corporations, with a focus on storytelling, organizational culture, and innovation communication.
About Digital Marketing
Digital Marketing is a constantly expanding field, driven by e-commerce growth and the need for a strong digital presence. Marketing professionals master tools like Google Ads, Meta Ads, HubSpot, Google Analytics, and automation platforms.
Most sought-after specializations include Growth Marketing, Performance, SEO, Content Marketing, and Growth Hacking. The combination of creativity with data analysis is the most valued differentiator in the market.
The market offers opportunities in both agencies and technology companies, with competitive salaries and remote work possibilities.
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Customer Success is the area responsible for ensuring clients achieve their goals when using the product or service. It is a strategic function for retention, expansion, and customer satisfaction.
Key skills include account management, churn analysis, NPS, onboarding, upsell, and cross-sell. Knowledge of CS tools like Gainsight, Totango, and ChurnZero is a differentiator.
CS is becoming increasingly strategic in SaaS companies, with professionals directly contributing to recurring revenue growth (MRR/ARR).
About People Analyst
The People Analyst is the professional responsible for transforming people data into strategic insights for HR decision-making. They combine data analysis knowledge with people management vision to help organizations understand workforce metrics, turnover, engagement, and diversity.
Key skills include people analytics, workforce analytics, turnover and retention analysis, HR metrics (time-to-hire, cost-per-hire, e-NPS), data visualization (Power BI, Tableau, Visier), workforce planning, and compensation analysis. Knowledge of statistics, SQL, and people analytics tools is a differentiator.
People Analysts in technology companies are highly valued, especially those who can translate complex people data into actionable insights for retention, diversity, and growth strategies. The field offers opportunities from HR analyst to head of people analytics, with a focus on data-driven people management.
About Administrative
The Administrative area is responsible for ensuring the efficient functioning of all organizational operations. Administrative professionals manage processes, human resources, procurement, and facility management.
Key skills include process management, Office 365, administrative ERPs, compliance, and people management. Knowledge of automation and AI tools is becoming increasingly relevant.
The digitization of administrative processes has created new opportunities for professionals who master technology and management.