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Senior Lifecycle Marketing Manager

Stash

New York
Marketing

Job Score

80 pts
On-site model (+70) Marketing (+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 Senior Lifecycle Marketing Manager, you'll own retention, churn prevention, and winback—the programs that keep customers subscribed, funded, and invested over time, and bring them back when they lapse.

You'll partner closely with Data Science and Product to identify churn signals, design targeted interventions, and measure what actually moves retention. While our Engagement manager focuses on driving ongoing product usage and habit formation, you'll focus on the other side of the coin: keeping customers from leaving, catching them before they churn, and winning them back when they do. This is a strategic, analytical role for someone who thinks in cohorts and leakage points—not just campaigns.

What you'll do: 

  • Own lifecycle strategy for retention, churn prevention, and winback—from identifying at-risk customers to designing rescue flows and reactivation programs
  • Partner with Data Science to define churn signals, build predictive and behavioral segments, and prioritize interventions based on impact and reach
  • Partner with Product to align lifecycle messaging with product changes, subscription flows, pricing transitions, and friction points that drive churn
  • Design and optimize churn prevention programs—early warning journeys, save flows, and proactive outreach for users showing disengagement or cancellation intent
  • Build and iterate winback and rescue strategies for lapsed subscribers, unfunded accounts, and dormant investors—testing offers, messaging, and channel mix
  • Assist in developing a retention measurement framework: define core metrics (churn rate, save rate, winback conversion, LTV impact), attribution windows, and reporting cadences
  • Analyze cohort behavior and lifecycle leakage to identify where customers drop off—and design targeted programs to address root causes
  • Assess the existing retention and winback portfolio: identify what's working, what's redundant, and what should be built, optimized, or sunset
  • Run rigorous A/B tests and experiments; translate results into clear strategic recommendations, not just incremental tweaks
  • Support major business moments (pricing changes, product repositioning, subscription model shifts) with retention-focused lifecycle comms for existing customers
  • Mentor lifecycle marketers and associates; contribute to hiring and team development

What we're looking for: 

  • 7–10+ years of experience in lifecycle marketing, CRM, or growth marketing—with deep expertise in retention, churn prevention, or winback
  • Analytical and strategic mindset—you think in cohorts, funnels, and leakage points; you use data to define problems before designing solutions
  • Proven track record of improving retention and reactivation metrics (e.g., churn rate, save rate, winback conversion, subscription retention, LTV)
  • Experience partnering with Data Science or analytics teams to build churn models, behavioral segments, or predictive targeting—not just pulling reports
  • Experience partnering with Product to address retention through both messaging and product/UX improvements
  • Strong understanding of subscription and fintech retention dynamics—cancellation flows, payment failures, passive churn, pricing sensitivity
  • Ability to audit a complex program portfolio and make strategic calls on what to prioritize, optimize, or kill
  • Strong communication skills—you write clearly for internal partners (strategy docs, data-backed recommendations, briefs) and external audiences (customer-facing retention and winback copy)
  • Comfort operating with high autonomy in ambiguous problem spaces; you create structure and momentum without waiting for a playbook
  • Bias for action balanced with rigor—you move fast, but you validate with data

Gold Stars

  • Experience in fintech, investing, or subscription-based products
  • Hands-on Braze expertise
  • Familiarity with Mixpanel, Looker, Redshift, or warehouse-based analytics for cohort and churn analysis
  • Experience with promotions platforms, dynamic offers, or personalized winback incentives

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: $140,000 – $160,000

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**

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About Marketing

The Marketing area is strategic for the growth and positioning of any company. It encompasses traditional marketing, brand management, market research, trade marketing, product marketing, and market intelligence. Marketing professionals are responsible for planning and executing strategies that connect brands to their target audience.

Key skills include brand management, market research, competitive analysis, product marketing, trade marketing, pricing, relationship marketing, and channel development. Knowledge of research tools (Nielsen, Kantar, Ipsos), BI, and advanced spreadsheets is a differentiator.

Marketing professionals in technology companies are highly valued, especially those who master product marketing, go-to-market strategy, and data-driven marketing. The field offers opportunities from analyst to CMO, with a focus on growth, brand positioning, and return on investment.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Automation Engineer

The Automation Engineer is the professional responsible for designing, developing, and implementing solutions that automate manual and repetitive processes in IT, infrastructure, testing, and operations. They combine programming knowledge with DevOps and SRE vision to eliminate manual tasks and increase operational efficiency.

Key skills include Infrastructure as Code (Terraform, Ansible, Pulumi), CI/CD (Jenkins, GitHub Actions, GitLab CI), test automation (Selenium, Cypress, Playwright), network automation (Netconf, SDN), RPA (UiPath, Power Automate), and scripting (Python, Bash, PowerShell). Knowledge of Kubernetes, GitOps (ArgoCD, Flux), and automation platforms is a differentiator.

Automation Engineers in technology companies are highly valued, especially those who can create automated deployment pipelines, self-healing infrastructure, and internal developer platforms (IDP). The field offers opportunities from junior automation engineer to automation architect and head of automation.

About Project Manager

The Project Manager is the professional responsible for planning, executing, and controlling projects end-to-end, ensuring they are delivered on time, within budget, and with the expected quality. With the growing complexity of businesses, project management professionals are fundamental to organizational success.

Key skills include planning and scheduling, scope, cost, risk, quality, and resource management, stakeholder communication, cross-functional team leadership, and use of agile and traditional methodologies. Certifications like PMP, PRINCE2, and Six Sigma are important differentiators.

Project Managers in technology companies are highly valued, especially those who master agile methodologies (Scrum, Kanban), tools like Jira and MS Project, and can deliver complex projects efficiently. The field offers opportunities from project analyst to head of PMO, with a focus on execution, governance, and business value.

About Talent Acquisition

Talent Acquisition is the strategic area responsible for attracting, selecting, and hiring the best professionals for the organization. Unlike traditional recruitment, TA acts as a strategic business partner, aligning talent acquisition with the company's long-term objectives.

Key skills include advanced sourcing, employer branding, labor market analysis, talent pipeline management, and candidate experience. Tools like LinkedIn Recruiter, ATS (Greenhouse, Lever, Ashby), and assessment platforms are essential.

TA professionals in technology companies are highly valued, especially those who master tech sourcing, workforce planning, and recruitment metrics like time-to-hire and cost-per-hire.

About Product Management

Product Management is one of the most strategically relevant areas in technology organizations. The Product Manager is responsible for defining product vision, prioritizing features, and coordinating multidisciplinary teams to deliver value to users.

Essential skills include strategic thinking, data analysis, communication, leadership, and technical knowledge. Tools like Jira, Confluence, Miro, and analytics platforms are fundamental in daily work.

Salaries for PMs range from entry-level to senior positions at major tech companies, with growing opportunities for international remote work.

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.

Career Guides

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Design Career Guide

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Marketing Career Guide

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Finance Career Guide

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Communication Career Guide

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Administration Career Guide

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Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

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Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

The Evolution of Support and Customer Success

The Evolution of Support and Customer Success: Opportunities, Tools, and the New Professional Profile

Discover how customer service evolved from a cost center into the ultimate growth and retention engine for the world's leading tech and SaaS companies.

The Current Landscape: From Cost Center to Revenue Engine

Historically, customer support was viewed by companies merely as a reactive department, focused on troubleshooting technical issues and closing tickets. However, with the consolidation of the SaaS (Software as a Service) business model and the subscription economy, the game has drastically changed.

Today, Customer Experience (CX) and Customer Success (CS) are the pillars of a company's financial sustainability. The logic is simple: in a highly competitive market, the Customer Acquisition Cost (CAC) is incredibly high. Losing a customer (Churn) means bleeding money. The modern support professional is, in reality, a strategist focused on retention, account expansion (Upsell/Cross-sell), and ensuring that the client achieves their desired outcomes using the product.

"Acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one." — Harvard Business Review

Customer Support vs. Customer Success: Understanding the Difference

Although both areas walk hand-in-hand, their roles and success metrics in the job market are distinct. Understanding this difference is crucial for anyone looking to enter or advance in this career:

  • Customer Support: Predominantly reactive and transactional. The focus is on the speed and efficiency of issue resolution. Common metrics include First Response Time (FRT), Mean Time to Resolution (MTTR), and Customer Satisfaction Score (CSAT).
  • Customer Success: A proactive and long-term function. The goal is to ensure the customer extracts maximum value from the product. CS professionals analyze the Health Score, conduct Quarterly Business Reviews (QBRs), and directly target Net Retention Revenue (NRR) while combating Churn.

Market Opportunities and Global Remote Work

The global market for B2B Support and CS professionals is hotter than ever. Startups and major international corporations are massively hiring talent worldwide to provide 24/7 coverage across different time zones.

Opportunities range from entry-level roles, such as Customer Support Representative (CSR), to high-level executive positions like Key Account Manager, Implementation Specialist, Customer Success Manager (CSM), and Head of CX. For professionals with native or fluent English, "Global Remote" and "US Remote" positions offer highly competitive six-figure compensation packages, equity, and aggressive benefits.

Tech Stack: The Tools You Must Master

To pass through the rigorous ATS (Applicant Tracking Systems, like Greenhouse or Ashby) used by top-tier tech companies, your resume must showcase familiarity with the platforms that orchestrate the customer journey. The most demanded tools include:

  • Zendesk and Intercom: The global leaders in ticket management, asynchronous chat, and omnichannel support automation.
  • Salesforce and HubSpot: Essential CRMs (Customer Relationship Management) to maintain data history and alignment between Sales and Support teams.
  • Jira and Confluence: Atlassian tools crucial for escalating frontline bugs directly to the Engineering and Product teams.
  • Gainsight and Totango: Enterprise-grade platforms specifically built for Customer Success, used to monitor portfolio health predictively.

The Profile of the Modern CX Professional

The stereotype of the agent reading from a rigid script is a thing of the past. Tech recruiters are looking for a profile that blends emotional intelligence with analytical (data-driven) capabilities. The most valued competencies today are:

  1. Empathy and Resilience: The ability to de-escalate frustrated clients and turn crises into loyalty-building opportunities.
  2. Flawless Asynchronous Communication: Especially in remote work environments, clarity in writing emails, documentation, and chat threads is non-negotiable.
  3. Data Literacy: Knowing how to read dashboards, spot where users are getting stuck in the product, and suggest improvements based on hard data.
  4. Product Vision: Modern support acts as the primary feedback loop between the end-user and the Engineering and UX Design teams.