Lifecycle Marketing Manager

📌 Core Information

🔹 Job Title: Lifecycle Marketing Manager

🔹 Company: Forge Global

🔹 Location: San Francisco, California, United States (Hybrid: 2-3 days in office)

🔹 Job Type: Full-time

🔹 Category: Financial Services

🔹 Date Posted: May 19, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: Hybrid

🚀 Job Overview

Key aspects of this role include:

• Managing and scaling email marketing programs
• Driving engagement and revenue through strategic email campaigns
• Collaborating with cross-functional teams to ensure email serves as an effective tool
• Ensuring legal and compliance with email best practices and regulations

ASSUMPTION: This role requires a strong understanding of email marketing best practices, data analysis, and project management skills to succeed.

📋 Key Responsibilities

✅ Manage and execute email marketing programs, including automated and personalized email notifications

✅ Own Forge’s email calendar and tactical execution of all email programs

✅ Build and test email content and call-to-actions, ensuring strong attention to detail and data integrity

✅ Manage Forge’s email agency, setting priorities, maintaining accountability, and leading ongoing meetings

✅ Liaise with stakeholders of various business lines on email opportunities and execute on these opportunities

✅ Ensure Forge adheres to email best practices and governmental regulations

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.

🎯 Required Qualifications

Education: Bachelor’s degree

Experience: 5+ years planning and executing email programs for a corporate organization

Required Skills:

• Strong analytical skills
• Familiarity with marketing automation platforms, CRM systems, and analytical tools
• Excellent communication and interpersonal skills
• Experience with data structures, mapping attributes across tables, and transforming values with table calculations
• Knowledgeable about email industry trends, laws, and regulations

Preferred Skills:

• Experience with Braze
• Experience at a financial services and/or fintech company
• Experience with SMS and in-product notifications

ASSUMPTION: Candidates with experience in the financial services or fintech industry may have an advantage in understanding the specific needs and regulations of this sector.

💰 Compensation & Benefits

Salary Range: $135,000 - $155,000 + annual bonus (for residents of San Francisco/Bay Area, CA or New York, NY)

Benefits:

• Equal opportunity employer with diverse and inclusive work environment

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The salary range provided is based on the location and experience level required for this role. Final offers may vary based on geography, candidate experience, and other factors.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically focused on the private market

Company Size: 201-500 employees (mid-size)

Founded: 2014

Company Description:

• Forge Global is a technology innovator in the private market, offering liquidity solutions, exclusive data and insights, and a vibrant marketplace
• Their goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors
• Forge Global helps teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition, and more

Company Specialties:

• Secondary shares trading platform
• Private markets
• Fintech
• Invest in pre-IPO companies
• Secondary marketplace
• Private market data
• Private market index
• Buy and sell private company shares

Company Website: Forge Global

ASSUMPTION: Forge Global is a growing company with a strong focus on innovation and technology in the financial services industry.

📊 Role Analysis

Career Level: Mid-level to senior marketing role with potential for growth

Reporting Structure: This role reports directly to the Head of Marketing or a similar position

Work Arrangement: Hybrid, with 2-3 days per week in the office

Growth Opportunities:

• Potential to grow into a leadership role within the marketing team
• Opportunity to expand responsibilities as the company and team grow

ASSUMPTION: This role offers significant growth potential for the right candidate, as Forge Global continues to expand its offerings and client base.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space

Office Location(s): San Francisco, CA and New York, NY

Geographic Context:

• San Francisco: Tech hub with a vibrant startup scene and diverse culture
• New York: Global financial capital with a fast-paced, competitive job market

Work Schedule: Full-time, with flexible hours and the ability to work remotely 2-3 days per week

ASSUMPTION: The hybrid work arrangement allows for a good balance between in-office collaboration and remote work flexibility.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with the hiring manager
• In-depth interview with the marketing team
• Final interview with the Head of Marketing or similar position

Key Assessment Areas:

• Email marketing expertise and strategy
• Data analysis and interpretation skills
• Project management and organizational skills
• Communication and interpersonal skills

Application Tips:

• Highlight specific email marketing campaigns you've managed and their results
• Tailor your resume to emphasize relevant skills and experiences
• Prepare examples of how you've ensured legal compliance with email best practices and regulations

ATS Keywords: Email Marketing, Marketing Automation, CRM Systems, Data Analysis, Project Management, Stakeholder Management, Legal Compliance, Email Industry Trends

ASSUMPTION: The interview process will focus on assessing the candidate's technical skills, strategic thinking, and cultural fit within the marketing team.

🛠️ Tools & Technologies

• Braze (preferred)
• Marketing automation platforms (e.g., Marketo, Pardot)
• CRM systems (e.g., Salesforce, HubSpot)
• Analytical tools (e.g., Google Analytics, Tableau)

ASSUMPTION: The ideal candidate will have experience with at least one marketing automation platform and CRM system, with a preference for Braze.

👔 Cultural Fit Considerations

Company Values:

• Bold: Forge Global encourages innovation and taking calculated risks
• Humble: The company values collaboration and learning from one another
• Accountable: Forge Global holds its team members responsible for their actions and decisions

Work Style:

• Collaborative: The marketing team works closely together to achieve common goals
• Data-driven: Decisions are made based on data and analytics
• Adaptable: The team is open to feedback and willing to pivot when necessary

Self-Assessment Questions:

• How do you embody the values of being bold, humble, and accountable in your daily work?
• How do you approach collaborating with cross-functional teams to achieve common goals?
• How do you use data and analytics to inform your marketing strategies and tactics?

ASSUMPTION: Candidates who align with Forge Global's values and work style will be more successful in this role.

⚠️ Potential Challenges

• Managing multiple projects and deadlines simultaneously
• Keeping up with industry trends and regulations
• Collaborating effectively with remote team members
• Ensuring data integrity and accuracy in email marketing campaigns

ASSUMPTION: The ideal candidate will be organized, detail-oriented, and able to manage multiple projects effectively.

📈 Similar Roles Comparison

• Lifecycle Marketing Manager vs. Senior Email Marketing Manager: The former role focuses more on the full customer lifecycle, while the latter may focus on specific customer segments or stages
• Industry-specific context: Financial services roles may require additional knowledge of regulations and compliance
• Career path comparison: This role can serve as a stepping stone to leadership positions within marketing or other departments

ASSUMPTION: Candidates should consider their career goals and preferences when comparing this role to similar positions.

📝 Sample Projects

• Developing and executing a comprehensive email marketing strategy for a new product launch
• Analyzing email campaign performance data to optimize open rates, click-through rates, and conversion rates
• Collaborating with the legal team to ensure compliance with CAN-SPAM, GDPR, and other relevant regulations

ASSUMPTION: These sample projects illustrate the range of responsibilities and skills required for this role.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and how this role fits into the broader marketing organization?
• How does Forge Global support the professional development and growth of its marketing team members?
• What are the biggest challenges facing the marketing team in the next 6-12 months, and how can this role help address them?
• How does Forge Global measure the success of its email marketing campaigns, and what key performance indicators (KPIs) does the company track?
• What is the company's approach to work-life balance, and how does that manifest in this role?

ASSUMPTION: These questions will help candidates better understand the role, the team, and the company culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight your email marketing experience and skills
• Prepare a cover letter explaining your interest in this role and how your background and skills make you a strong fit
• Prepare examples of your past email marketing campaigns and their results
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.