Lifecycle Growth Architect for Enterprise B2B

red-oak; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equity units via EOP

Job summary

Red Oak in the United States seeks a lifecycle/growth marketing professional to own cross-sell and retention programs across a large client base in financial services technology. You will drive nurture, segmentation, and scoring within HubSpot and Salesforce, coordinating with sales to expand multi-product adoption.

You will build data-driven programs, measure impact on pipeline and retention, and leverage AI to improve segmentation and copy.

Qualifications

• 3–5 years in lifecycle, customer, or growth marketing in B2B, owning pipeline or retention metrics.
• Hands-on marketing automation ownership: built nurture programs, scoring models, segmentation logic.
• Demonstrated cross-sell/expansion marketing into an existing client base with multi-person buying committees.
• Funnel fluency: stage definitions, conversion math, velocity; works with sales for useful handoffs.
• ABM experience in partnership with sales; comfortable sharing motion across teams.
• HubSpot and Salesforce fluency including list management, segmentation, reporting, attribution, routing.
• AI fluency in lifecycle marketing workflow: segmentation, copy iteration, account research, performance analysis.
• Plus: experience in financial services, fintech, or regulated markets; multi-product platforms; customer advocacy programs.

Responsibilities

• Run cross-sell and retention motions into the existing client base, moving leads from first hand-raise to calendar with expansion as a core target.
• Own programs that move clients from single-product to multi-product, including segmentation, sequencing, offers, and timing.
• Build coverage for accounts sales cannot reach, partnering with account directors to surface whitespace and timely outreach.
• Manage lifecycle funnel from marketing qualified to sales accepted to sales qualified: scoring, routing, nurture, re-engagement.
• Run ABM programs aligned with demand generation and account teams to surface plays ahead of the competition.
• Support onboarding and adoption messaging with client success and product marketing, owning post-sale programs that deepen usage.
• Partner with client success on retention communications and renewals; stay present between renewals.

Skills

Lifecycle marketing

Marketing automation

Cross-sell/upsell campaigns

Funnel optimization

ABM with sales

HubSpot/Salesforce fluency

AI-enabled lifecycle

金融 services familiarity

Tools

HubSpot

Salesforce

Job description

Red Oak in the United States seeks a lifecycle/growth marketing professional to own cross-sell and retention programs across a large client base in financial services technology. You will drive nurture, segmentation, and scoring within HubSpot and Salesforce, coordinating with sales to expand multi-product adoption.

You will build data-driven programs, measure impact on pipeline and retention, and leverage AI to improve segmentation and copy.