Lifecycle Marketing & CRM Transformation Lead

Metro Credit Union; Chelsea (MA); Hybrid; USD 105,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Hybrid work option

Job summary

Metro Credit Union is seeking a seasoned lifecycle marketer to own onboarding, nurture, cross-sell, retention, and re-engagement journeys across member touchpoints. You will design, execute, govern, and continually improve automated campaigns and journeys, leveraging CRM and automation platforms across email, SMS, and other channels.

You will partner with Analytics, Product, Compliance and Operations to build personalized journeys, optimize messaging and testing, and develop dashboards that

Qualifications

• Seven or more years in lifecycle, CRM, email, or marketing automation.
• Hands-on experience with CRM, ESP, marketing automation or journey orchestration platforms.
• Experience creating onboarding, nurture, cross-sell, retention, reactivation, renewal, or trigger-based programs.
• Strong writing, editing, creative briefing, QA, project management and stakeholder communication skills.
• Ability to interpret performance data and translate findings into practical improvements.
• Working knowledge of analytics and reporting tools such as GA4, Tableau, Power BI, Excel, Marketo or comparable lifecycle marketing platforms.

Responsibilities

• Translate audience insights, behavioral triggers, product priorities, and member needs into clear communication strategies.
• Build and optimize personalized, trigger based journeys across multiple products and lifecycle stages.
• Partner closely with the Lifecycle Marketing Manager: Audiences & Activation to turn segmentation opportunities into effective member experiences.
• Create lead management, referral and follow up workflows supporting deposit, lending, insurance, investment, business banking, and other growth opportunities.
• Work with business partners to test new offers, pilots, and lifecycle initiatives before broader rollout.
• Improve messaging, personalization, cadence, sequencing, channel mix, journey sequencing and offers through disciplined testing and performance analysis.
• Develop dashboards and recommendations that help stakeholders understand results and decide what to do next with clear recommendations and measurable outcomes.
• Partner with analytics and business teams to incorporate predictive insights and next best action recommendations into member communications.

Skills

Lifecycle marketing

CRM

Email marketing

Marketing automation

Data analysis

Campaign performance

Education

Bachelor’s degree in marketing, communications, business or related field

Tools

GA4

Tableau

Power BI

Excel

Marketo

Job description

Metro Credit Union is seeking a seasoned lifecycle marketer to own onboarding, nurture, cross-sell, retention, and re-engagement journeys across member touchpoints. You will design, execute, govern, and continually improve automated campaigns and journeys, leveraging CRM and automation platforms across email, SMS, and other channels.

You will partner with Analytics, Product, Compliance and Operations to build personalized journeys, optimize messaging and testing, and develop dashboards that