📌 Core Information
🔹 Job Title: Customer Lifecycle Marketing Manager
🔹 Company: Pontera
🔹 Location: New York, United States
🔹 Job Type: Full-time, Hybrid (In-Office Tues/Weds/Thurs and WFH Mon/Fri)
🔹 Category: Marketing
🔹 Date Posted: 2025-04-23
🔹 Experience Level: Mid-Senior level (6+ years of experience)
🔹 Remote Status: On-site with remote flexibility
🚀 Job Overview
Key aspects of this role include:
- Developing and optimizing lifecycle marketing programs to engage leads, onboard new customers, and drive retention
- Collaborating cross-functionally to align lifecycle marketing initiatives with business goals and broader marketing initiatives
- Analyzing campaign performance and providing insights to refine lifecycle strategies
- Managing marketing automation tools and building complementary journeys within the platform
ASSUMPTION: This role requires a strategic and analytical mindset, with a focus on data-driven decision-making and continuous improvement.
📋 Key Responsibilities
✅ Develop and optimize lifecycle marketing programs to engage leads, onboard new customers, and drive retention
✅ Design and execute automated lifecycle marketing programs across multiple channels, including email, in-product, SMS, and other digital touchpoints
✅ Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways customers use the platform
✅ Partner with cross-functional teams, including partner marketing, product marketing, sales, and customer success, to align lifecycle marketing initiatives with business goals and broader marketing initiatives
✅ Monitor key performance metrics to assess campaign effectiveness and provide insights to refine lifecycle strategies
✅ Manage marketing automation tools and build complementary journeys within the platform using Pendo
✅ Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution
ASSUMPTION: This role requires strong project management skills, with the ability to prioritize multiple initiatives and work effectively in a fast-paced, nimble environment.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field
Experience: 6+ years of experience in lifecycle marketing, CRM, or marketing automation
Required Skills:
- Proven track record of building and optimizing multi-channel customer journeys
- Hands-on experience with marketing automation tools, CRM platforms, AI BDR, and measurement tools (HubSpot, Salesforce, Pendo, 6sense, and Dreamdata)
- Strong understanding of segmentation, personalization, and behavioral marketing strategies
- Data-driven decision-making skills with experience analyzing marketing performance metrics and connecting them back to business growth
- Excellent written and verbal communication skills
Preferred Skills:
- Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry
- Familiarity with customer journey mapping and A/B testing frameworks
ASSUMPTION: This role requires a technical expert with hands-on experience managing marketing automation tools and CRM platforms.
💰 Compensation & Benefits
Salary Range: $125,000 annually
Benefits:
- Equity
- Healthcare
- Retirement (401(k) with employer match and employer-sponsored access to a retirement advisor)
- Family Benefits (paid parental leave and reimbursement program for family planning services)
- Professional Development (sponsored learning and development program)
- Food Perks (fully stocked kitchen and lunch reimbursement program)
- Work Flexibility (generous PTO)
Working Hours: Full-time, 40 hours per week, with a hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri)
ASSUMPTION: The salary range provided is based on industry standards for a mid-senior level marketing role in the New York area.
📌 Applicant Insights
🔍 Company Context
Industry: Pontera is a fintech company specializing in personal finance, held away accounts, 401(k), asset management, order management system, financial advisory, financial wellness, retirement, wealth tech, wealth management, fintech, advisor tech, and financial planning. They focus on defined contribution, asset location, and serving clients in New York and startup environments.
Company Size: Pontera is a mid-sized company with 201-500 employees, providing a collaborative and collegial work environment with frequent team events.
Founded: Pontera was founded in 2012 and is headquartered in New York, NY, with additional offices in Herzliya, Israel.
Company Description:
- Pontera enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
- The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes.
- Pontera is used by financial advisors across the nation, from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Company Specialties:
- Personal Finance
- Held Away Accounts
- 401(k)
- Asset Management
- Order Management System
- Financial Advisory
- Financial Wellness
- Retirement
- Wealth Tech
- Wealth Management
- FinTech
- Advisor Tech
- Financial Planning
- defined contribution
- asset location
- nyc
- and startup
Company Website: https://www.pontera.com
ASSUMPTION: Pontera is a well-established fintech company with a strong focus on innovation and growth in the retirement and wealth management sectors.
📊 Role Analysis
Career Level: This role is at the mid-senior level, requiring 6+ years of experience in lifecycle marketing, CRM, or marketing automation.
Reporting Structure: The Customer Lifecycle Marketing Manager will report directly to the Senior Director of Partnership Marketing.
Work Arrangement: This role follows a hybrid office work model, with employees working on-site Tues/Weds/Thurs and remotely Mon/Fri.
Growth Opportunities:
- As a fast-growing startup, Pontera offers opportunities for employees to have a major impact on the company's success and growth.
- The company provides a sponsored learning and development program to support professional growth.
- With a strong focus on innovation and continuous improvement, Pontera offers ample opportunities for career advancement.
ASSUMPTION: This role provides excellent growth opportunities for the right candidate, with a clear path for career advancement within the marketing team and the broader organization.
🌍 Location & Work Environment
Office Type: Pontera's headquarters is located in New York, NY, with additional offices in Herzliya, Israel.
Office Location(s): 111 W 33rd St, New York, NY 10120, US and 22 Maskit St., South Entrance, 3rd Floor, Herzliya, Israel 46733, IL
Geographic Context:
- New York, NY, is a major financial hub with a thriving tech industry, providing ample opportunities for networking and professional growth.
- The city offers a diverse range of cultural, recreational, and dining experiences, making it an attractive location for both work and leisure.
- Pontera's offices are conveniently located in the heart of the city, with easy access to public transportation and nearby amenities.
Work Schedule: Full-time, 40 hours per week, with a hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri)
ASSUMPTION: Pontera's hybrid work arrangement offers employees the flexibility to balance work and personal responsibilities while maintaining a strong connection to the company's collaborative and collegial work environment.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the HR team
- In-depth behavioral and technical interviews with the hiring manager and cross-functional team members
- Final round with senior leadership
- Background check and offer extension
Key Assessment Areas:
- Marketing strategy and campaign development
- Data analysis and performance optimization
- Cross-functional collaboration and stakeholder management
- Technical proficiency with marketing automation tools and CRM platforms
- Alignment with Pontera's mission and values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Demonstrate your understanding of lifecycle marketing best practices and emerging technologies in your application materials.
- Prepare for behavioral and technical interview questions by reflecting on your past experiences and accomplishments in lifecycle marketing.
- Research Pontera's mission, values, and company culture to ensure a strong fit and demonstrate your enthusiasm for the role during the interview process.
ATS Keywords: Lifecycle Marketing, CRM, Marketing Automation, Segmentation, Personalization, Data Analysis, A/B Testing, Project Management, Collaboration, Communication, Behavioral Marketing, Customer Journey Mapping, Technical Expertise, Cross-Functional Collaboration, Performance Optimization, Emerging Technologies
ASSUMPTION: Pontera's hiring process is designed to assess candidates' technical skills, strategic thinking, and cultural fit, with a focus on finding the best fit for both the candidate and the organization.
🛠️ Tools & Technologies
- HubSpot (marketing automation)
- Salesforce (CRM)
- Pendo (customer journey mapping within the platform)
- 6sense (AI BDR)
- Dreamdata (measurement tools)
ASSUMPTION: This role requires proficiency in marketing automation tools, CRM platforms, AI BDR, and measurement tools, with a strong focus on data-driven decision-making and continuous improvement.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric: Pontera is dedicated to helping retirement savers get the help they need managing their 401(k) and other retirement plan accounts.
- Innovative: Pontera is committed to staying at the forefront of the fintech industry, continuously improving its platform and services to better serve its customers.
- Collaborative: Pontera fosters a collegial and collaborative work environment, with frequent team events and a strong focus on cross-functional collaboration.
Work Style:
- Data-driven: Pontera emphasizes data-driven decision-making and continuous improvement in all aspects of its business.
- Agile: Pontera operates in a fast-paced and dynamic environment, requiring employees to be adaptable and responsive to change.
- Customer-focused: Pontera prioritizes the needs and preferences of its customers, ensuring that its products and services meet their unique requirements.
Self-Assessment Questions:
- Do you have a proven track record of building and optimizing multi-channel customer journeys?
- Are you comfortable working in a fast-paced and dynamic environment, with a focus on data-driven decision-making and continuous improvement?
- Do you thrive in a collaborative and customer-focused work environment, with a strong emphasis on cross-functional collaboration?
ASSUMPTION: Pontera's company culture is built on a people-first principle, with a strong focus on collaboration, innovation, and customer-centricity. Candidates who align with these values and work styles are likely to be the best fit for the organization.
⚠️ Potential Challenges
- Working in a fast-paced and dynamic environment may require adaptability and responsiveness to change.
- Pontera's focus on data-driven decision-making and continuous improvement may necessitate additional time and effort to analyze performance metrics and optimize campaigns.
- The hybrid work arrangement may present challenges for candidates who prefer a fully remote or fully on-site work environment.
- Pontera's commitment to staying at the forefront of the fintech industry may require employees to stay up to date on emerging technologies and best practices in lifecycle marketing.
ASSUMPTION: While Pontera offers numerous opportunities for growth and professional development, candidates should be prepared to face potential challenges and adapt to the unique demands of the role and the organization.
📈 Similar Roles Comparison
- Compared to other lifecycle marketing roles, this position places a strong emphasis on data-driven decision-making, cross-functional collaboration, and continuous improvement.
- In the fintech industry, Pontera's focus on retirement and wealth management sets it apart from other companies, offering unique opportunities for candidates interested in this specific niche.
- Career paths in lifecycle marketing may vary depending on the industry and the organization, with opportunities for growth and advancement in both marketing and related fields.
ASSUMPTION: Candidates should research the specific requirements and expectations of this role and compare it to similar positions in the industry to ensure a strong fit and a clear understanding of the opportunities for growth and advancement.
📝 Sample Projects
- Developing and optimizing a multi-channel onboarding campaign for new customers, with a focus on personalization and segmentation
- Analyzing customer engagement data to identify trends and opportunities for improvement in the customer journey
- Collaborating with cross-functional teams to refine and enhance the customer experience, with a focus on reducing churn and improving retention
ASSUMPTION: These sample projects illustrate the key responsibilities and required skills for the Customer Lifecycle Marketing Manager role at Pontera, with a focus on data-driven decision-making, cross-functional collaboration, and continuous improvement.
❓ Key Questions to Ask During Interview
- Can you describe the typical customer journey for Pontera's clients, and how this role contributes to enhancing that experience?
- How does Pontera approach cross-functional collaboration, and what specific initiatives would I be working on with other teams?
- What are the most significant challenges facing the marketing team currently, and how does this role address those challenges?
- How does Pontera support the professional development and growth of its marketing team members?
- What are the key performance indicators (KPIs) for this role, and how does Pontera track and measure success?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and your commitment to understanding the organization's goals and priorities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, with a focus on lifecycle marketing, CRM, and marketing automation
- Prepare for behavioral and technical interview questions by reflecting on your past experiences and accomplishments in lifecycle marketing
- Research Pontera's mission, values, and company culture to ensure a strong fit and demonstrate your enthusiasm for the role during the interview process
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
