CRM & Lifecycle Marketing Manager

Invested Talent; Sydney; On-site; AUD 110,000 - 150,000; Full time

Job summary

Invested Talent is partnering with a growing B2B financial services business to hire a CRM & Lifecycle Marketing Manager to own end-to-end customer journeys. The role is hands-on and demands genuine ownership across segmentation, activation, retention and reactivation.

You will lead campaigns across email and SMS, optimise Salesforce Marketing Cloud, and collaborate with Marketing, Product and Sales to drive growth.

Qualifications

• 5+ years in CRM, lifecycle, growth or retention marketing in data-driven environments.
• Hands-on Salesforce Marketing Cloud experience is essential.
• Strong CRM experience with complex data structures and automated journeys.
• Proven track record improving acquisition, activation, retention and repeat behaviour.
• Strong analytical skills; Power BI/Tableau experience advantageous.
• Experience with A/B testing and marketing ROI.
• Excellent communication and stakeholder management across multiple teams.
• Bachelor's degree in marketing or related field; fintech/digital-first experience is a plus.

Responsibilities

• Own and evolve the CRM and lifecycle marketing strategy for customers, brokers and partners.
• Plan, build, QA and deliver end-to-end lifecycle campaigns across email, SMS and direct channels.
• Create personalized 1:1 journeys using behavioural, transactional and profile data.
• Optimise CRM and marketing automation, with a focus on Salesforce Marketing Cloud.
• Identify growth opportunities from campaign data and translate insights into programs.
• Lead an A/B testing and experimentation program across campaigns and journeys.
• Set, monitor and report lifecycle KPIs such as acquisition, activation and retention.
• Collaborate with Creative, Content, Product and Ops to align messaging with brand value.
• Maintain data quality, consent, and governance in campaigns.

Skills

CRM

Lifecycle marketing

Growth marketing

A/B testing

Stakeholder mgmt

Project mgmt

Analytics (Power BI/Tableau)

Communication

Education

Bachelor's degree in marketing or related field

Tools

Salesforce Marketing Cloud

Power BI

Tableau

Job description

Invested Talent is currently partnering with a growing B2B financial services business as they build out their CRM and lifecycle marketing capability. This is a hands-on role for someone who wants genuine ownership of the end-to-end customer journey.

About the business

Our client is a growing financial services business with a strong reputation in its space, using data and technology to deliver a better experience for its customers and partners. They're known for a fast-paced, collaborative culture and a genuine investment in their people. As they continue to scale, they're now investing in a CRM & Lifecycle Marketing Manager to own that customer journey end to end, reporting directly to the Head of Marketing.

Key responsibilities

• Own and evolve the CRM and lifecycle marketing strategy across customers, brokers and partners, covering lead nurture, onboarding, activation, conversion, collections, repeat business/renewals, reactivation and retention
• Plan, build, QA and deliver end-to-end lifecycle campaigns across email, SMS and other direct channels, combining always-on journeys, triggered communications, promotional activity and targeted campaigns
• Build personalised, 1:1 journeys using behavioural, transactional and profile data so customers and brokers get the right message, at the right time, through the right channel
• Own the day-to-day optimisation of CRM and marketing automation capability, with a strong focus on Salesforce and Salesforce Marketing Cloud
• Use customer, broker and campaign data to identify growth opportunities and translate insight into practical lifecycle programs
• Lead a structured A/B testing and experimentation program across subject lines, content, offers, timing, frequency, audiences and journeys
• Set, monitor and report on lifecycle KPIs, acquisition, activation, conversion, retention, repeat and renewal activity, reactivation, CLV and campaign contribution
• Work with Creative, Content, Product and broader business teams to develop messaging and experiences consistent with brand and customer value proposition
• Maintain strong campaign governance, data quality, consent and preference management, and QA processes

Hiring criteria

• 5+ years' experience in CRM, lifecycle, growth or retention marketing within a fast-paced, competitive, data-driven environment
• Hands-on experience with Salesforce Marketing Cloud is essential
• Strong CRM experience working with complex customer data structures, audience segmentation, triggered communications and automated journeys
• Proven track record building and executing lifecycle programs that improve acquisition conversion, activation, retention, re-engagement and repeat behaviour
• Strong analytical capability, confident interpreting campaign, funnel and customer data and translating insight into recommendations. Power BI/Tableau experience advantageous
• Demonstrated experience with A/B testing, experimentation and optimisation, with a clear understanding of incremental impact and marketing ROI
• Excellent communication and stakeholder management across Marketing, Digital, Product, Sales, Operations, Risk and Technology
• Exceptional attention to detail, with a strong quality-control mindset across data, automation rules and high-volume communications
• Strong project management and organisational skills across multiple campaigns, priorities and deadlines
• Bachelor's degree in marketing, business or a related field, or equivalent experience. Financial services, fintech or digital-first industry experience highly regarded