Lifecycle Marketing Manager at Altruist Corp

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

153000.0

Posted On

06 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lifecycle Marketing, Email Marketing, B2B SaaS, CRM Workflows, Segmentation, Marketing Automation, Data Analysis, Cross-Functional Collaboration, Content Development, Customer Engagement, Campaign Optimization, A/B Testing, Growth Marketing, Personalization, Lead Scoring, Behavioral Triggered Programs

Industry

Financial Services

Description

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity We’re looking for a Lifecycle Marketing Manager to build the programs that engage, nurture, and convert leads throughout the funnel — and to deepen relationships across the customer journey. In this role, you will own the strategy and execution of lifecycle and email marketing, creating personalized experiences that activate prospects, re-engage leads, and support expansion opportunities. You’ll collaborate closely with Demand Generation, Sales, Ops, and Product Marketing to ensure leads and customers receive the right message at the right moment. Additionally, you’ll play a key supporting role in our ABM efforts by helping design segmented nurture journeys and email programs for targeted accounts led by the Demand Gen function. This is a high-impact role with direct influence on pipeline velocity, conversion, and long-term customer engagement. Your impact Lifecycle & Email Programs (Primary Focus) Design and execute email and lifecycle marketing programs across the funnel, including nurture flows, onboarding sequences, re-engagement campaigns, and upsell/cross-sell opportunities. Develop segmentation strategies, personalization logic, and behavioral-triggered programs to increase engagement and conversion. Optimize email content, cadence, targeting, and channel mix through ongoing testing and iteration. Collaborate with Marketing Ops to implement workflows, automation, lead scoring, and reporting infrastructure. Cross-Functional Collaboration Partner closely with Demand Generation to ensure lifecycle programs complement inbound, paid, and ABM-led campaigns. Partner with Sales and SDR/BDR teams to support outbound prospecting efforts with targeted email sequences, messaging frameworks, and engagement insights. Support ABM by building segmented email nurtures, engagement tracks, and personalized messaging for priority target accounts. Work with Content, Product Marketing, and Sales Enablement to develop campaign messaging, email assets, and supporting materials tailored to upmarket audiences. Partner with larger Marketing/Sales/CS teams to share engagement insights, recommend follow-up strategies, and strengthen the marketing-to-sales handoff. Analytics & Optimization Analyze lifecycle performance across key metrics: open/click rates, conversion, engagement, pipeline influenced, and customer activation. Run ongoing A/B and multivariate tests to optimize messaging, subject lines, CTAs, and segmentation strategies. Present insights to marketing and sales leadership, informing broader growth strategy and campaign development. What you bring 5+ years of lifecycle, email, or growth marketing experience in a B2B SaaS environment (FinTech a plus). Proven experience building and scaling lifecycle/email programs using tools like HubSpot or similar platforms. Strong understanding of CRM workflows, segmentation, lead-to-account mapping, funnel dynamics, and marketing automation. Analytical and data-driven approach; comfortable interpreting performance metrics and iterating based on insights. Exceptional cross-functional collaborator across Marketing Ops, Demand Gen, Sales, RevOps, Product Marketing, and Content. Strong writing and messaging skills — able to develop compelling, targeted content for various personas and lifecycle stages. Creative, customer-centric mindset with the ability to balance strategic thinking and hands-on execution. San Francisco, CA salary range $107,000—$153,000 USD What we bring Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best. A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance. Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Competitive pay and equity for eligible positions. Premium healthcare, dental, and vision insurance plans (HMO and PPO). 401k savings plan with a 4% match and immediate vesting. 16 week paid parental leave. Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.). Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). One month work from anywhere policy (with the exception of a few countries). Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic 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.

Responsibilities

The Lifecycle Marketing Manager will design and execute email and lifecycle marketing programs to engage and convert leads throughout the customer journey. This role involves collaborating with various teams to ensure effective messaging and support for account-based marketing efforts.