Sr. Lifecycle Marketing Manager

ERGO NEXT Insurance; Boston (MA); Hybrid; USD 149,000 - 171,000; Full time

Benefits offered by this job

Medical plan

Vision/dental

401(k)

Job summary

ERGO NEXT Insurance is seeking a Senior Lifecycle Marketing Manager in the Waltham area to own the full journey for express agents—from activation to long‑term retention. You will design onboarding experiences, drive conversion, and implement winback programs while collaborating with product, data, and engineering to improve engagement and LTV.

This role requires 7+ years in lifecycle marketing, hands-on deployment across major platforms, strong analytical skills, and a proven ability to lead

Qualifications

• 7+ yrs of lifecycle marketing experience including lead conversion, retention, and winback.
• 3+ yrs of hands-on execution and deployment experience with a marketing platform (Iterable, Braze, Bloomreach, SFMC, etc)
• Audacious thinker who can bring big ideas to the table.
• Self-starter who loves to build and moves with high velocity.
• Veteran of designing and running experiments.
• Strong analytical skills to measure impact, lift, and attribution.
• Has worked in dynamic and fast-paced environments while wearing multiple hats.
• Highly organized with excellent project management skills, adept at seamlessly managing multiple projects.

Responsibilities

• Conversion and Activation: Design and launch onboarding journeys to educate and motivate newly appointed agents to activate with high velocity with first portal visit, first quote, and first purchase.
• Retention: Build trust and celebrate milestones to foster customer relationship and loyalty; leverage incentives to increase production and prevent churn; design winback programs to re-activate lapsed agents.
• Execution and Analytics: Build and deploy automated programs across email, SMS, and direct mail; design experiments; analyze engagement and performance metrics using Bloomreach and Tableau.

Skills

Lifecycle marketing

Lead conversion

Retention

Winback

Analytics

Experiment design

Cross-functional collaboration

Tools

Iterable

Braze

Bloomreach

SFMC

Job description

Location: Waltham, MA (hybrid) ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.

ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you’ll find ERGO NEXT. Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.

We are looking for an exceptional go-getter to join ERGO NEXT as Senior Lifecycle Marketing Manager to own the full journey for express agents — from activation through long‑term retention. In this role, you'll build and optimize the programs that turn newly appointed express agents into high‑producing advocates for our business insurance products. You will combine deep customer knowledge with rigorous data analysis to design communications and experiences that move express agents through key milestones, reduce churn, and grow LTV. This is a high‑impact role with significant cross‑functional collaboration, sitting at the intersection of marketing, product, data, and engineering.

What You’ll Do

Conversion and Activation

• Design and launch onboarding journeys to educate and motivate newly appointed agents to activate with high velocity: first portal visit, first quote, and first purchase — fast
• Collaborate with cross‑functional teams including product, data, territory managers, and other areas of marketing to drive conversion

Retention

• Build trust and celebrate milestones to foster customer relationship and loyalty
• Leverage incentives to increase production and prevent at‑risk agents from churning
• Design winback programs to re‑activate lapsed agents

Execution and Analytics

• Build and deploy automated programs, triggered engagements, and blast campaigns across channels of email, SMS, and direct mail
• Design and run experiments to drive incremental lifts and gain insights
• Analyze engagement and performance metrics using Bloomreach and Tableau to measure success and identify trends and opportunities

What We Need

• 7+ yrs of lifecycle marketing experience including lead conversion, retention, and winback
• 3+ yrs of hands‑on execution and deployment experience with a marketing platform (Iterable, Braze, Bloomreach, SFMC, etc)
• Audacious thinker who can bring big ideas to the table
• Self‑starter who loves to build and moves with high velocity
• Veteran of designing and running experiments
• Strong analytical skills to measure impact, lift, and attribution
• Has worked in dynamic and fast‑paced environments while wearing multiple hats
• Highly organized with excellent project management skills, adept at seamlessly managing multiple projects

Unstoppable Qualities

• Super driven and self‑motivated
• Extreme ownership
• Proactive and independent thinker (ideas)
• Strong communication skills

The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job‑related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance‑based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.

US Annual Base Salary Range For This Full‑time Position

$149,000—$171,000 USD

Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non‑job‑related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.