Commercial Lifecycle Marketing Manager

First United Bank; Plano (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

First United Bank is seeking a Commercial Lifecycle Marketing Manager to drive customer lifetime value across commercial, wealth, mortgage and insurance segments through data-driven lifecycle campaigns.

The role focuses on aligning business lines, optimizing Spend Life Wisely messaging, and delivering measurable results while managing budgets and ensuring compliant, timely execution.

Qualifications

• Experience designing and executing data-driven lifecycle marketing strategies across multiple channels.
• Ability to align marketing initiatives with commercial objectives and product lines.
• Proven track record in multi-channel ABM campaigns and ROI measurement.

Responsibilities

• Develop and lead lifecycle marketing strategies to grow deposits, loans, and products for commercial, wealth, mortgage, and insurance segments.
• Partner with bank leadership and product teams to craft targeted offers and journeys.
• Analyze opportunities, gain approvals, manage projects, and measure ROMI and CAC across campaigns.

Skills

Lifecycle marketing

ABM campaigns

Data analysis

Cross-functional collaboration

Marketing automation

Tools

Salesforce

Marketo

Google Analytics

Job description

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our \"Get Started\" section to take your first step to being a part of First United.

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our \"Get Started\" section to take your first step to being a part of First United.

Job Title

Commercial Lifecycle Marketing Manager

Summary

Job Description

The Commercial Lifecycle Marketing will drive Customer Lifetime Value (CLV) via integrated strategies driving deposit, loan, and product growth in the commercial, wealth, mortgage and insurance segments through data-driven lifecycle strategies and campaigns. This is accomplished by aligning business lines and elevating the Spend Life Wisely (SLW) message, strengthening customer trust, deepening relationships, and delivering measurable results, while ensuring marketing investments are optimized and budgets are effectively managed.

Functio

The goal is to produce measurable, full-funnel results by engaging the right person, with the right offer, in the right channel, at the right time. Along with CLV, Customer Acquisition Cost (CAC) and Return on Marketing Investment (ROMI) are key metrics that this leader is responsible for optimizing.

This role involves both strategy and execution. That means growth opportunities are identified by partnering with line of business leaders, community bank leadership, and department leaders. Then, high-propensity targets are selected, offers crafted, and campaigns developed and fully launched. The work includes analyzing opportunity, developing messaging, gaining compliance approval, informing stakeholders, managing projects, and measuring results.

The role will foster valuable partnerships with our community bank, lines of business, and product organizations to drive strategies focused on engaging customers and prospects as they travel through their buyer’s journey. The mission is to “meet the customers where they are.”

Major Areas of Focus

• Commercial: Develop and implement strategies to drive commercial deposit and loan growth, while fostering stronger cross-functional collaboration with other business lines. Equip bankers with the Spend Life Wisely Enablement (SLWE) tools, insights, and leads they need to better serve customers and position the bank as a Trusted Mentor.
• Treasury Management: Design and execute integrated campaigns and journeys that empower TM Officers (TMOs) to strengthen trust, elevate brand reputation, and expand engagement with customers and internal partners. The outcome is increased product adoption and growth in operating products and balances.
• Community Banks: Support the growth of community banks by driving deposit and loan expansion, while reinforcing trust in our brand among both external customers and internal partners.
• Wealth: Provide targeted marketing support to Wealth and Trust partners to drive growth in assets under management (AUM) and strengthen client relationships. Offer guidance and execution support on cross-line strategies that enable partners to present integrated banking solutions.
• Insurance: Supports the Insurance line of business by developing sales enablement tools, trigger-based marketing campaigns, and social media content that drive insurance awareness, acquisition, and retention. Partners with banking and insurance teams to identify cross-sell opportunities and ways to integrate insurance solutions into everyday customer journeys.

Capabilities

We need someone who excels at multi-channel ABM campaign strategy and operational excellence. Critical to success will be a deep collaboration with Community Bank Leadership, Lending, Deposit Operations, Treasury Management, Product Management, and Analytics to drive measurable outcomes.

The ideal candidate is well-versed in data