📌 Core Information
🔹 Job Title: Senior Lifecycle Marketing Manager, Personal Loans
🔹 Company: SoFi
🔹 Location: Cottonwood Heights, UT or San Francisco, CA
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: May 12, 2025
🔹 Experience Level: Mid to Senior Level (5-10 years)
🔹 Remote Status: On-site (Hybrid option may be available)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing data-driven lifecycle marketing strategies for Personal Loans
- Focusing on growth, engagement, and member retention across the user lifecycle
- Collaborating cross-functionally with teams such as Product, Product Marketing, and Business Unit leads
- Working with various outbound channels and ad spaces behind the login wall
ASSUMPTION: This role requires a balance of strategic thinking, data analysis, and cross-functional collaboration to drive successful lifecycle marketing campaigns.
📋 Key Responsibilities
✅ Deliver against OKRs through lifecycle marketing campaigns and programs leveraging outbound channels (email, push notifications, SMS) and ad spaces behind the login wall (in-app messages, content cards, inline product ads)
✅ Be accountable for and report on program performance to the Personal Loans Strategic Lead, Stakeholders, and other Lifecycle Marketing Leadership
✅ Collaborate with Product Marketing partners, Lifecycle Marketing TechOps, Business Leads, Product Leads, and Stakeholders to identify technical gaps, establish technical requirements, and develop data-driven experimentation roadmaps
✅ Establish a strategic vision that improves business growth efficiency quarter-over-quarter
ASSUMPTION: This role involves a high degree of ownership, requiring the candidate to take initiative, prioritize tasks, and make data-driven decisions to achieve desired outcomes.
🎯 Required Qualifications
Education: Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent experience)
Experience: 6+ years of direct-to-consumer lifecycle management experience, including email, in-app, push, and SMS
Required Skills:
- CRM experience (ideally Braze, Salesforce)
- Strong analytical chops with experience using various testing methodologies
- Proven success driving lifecycle marketing strategy
- Experience working with creative agencies or internal creative studios in developing marketing assets
- Experience presenting channel strategy and campaign results to cross-functional partners and executive leadership
Preferred Skills:
- MBA or other advanced degrees
- Previous finance or tech industry experience
ASSUMPTION: Candidates with a strong background in lifecycle marketing, data analysis, and cross-functional collaboration will be most successful in this role.
💰 Compensation & Benefits
Salary Range: $120,000 - $160,000 per year (based on industry standards for a Senior Lifecycle Marketing Manager in the Financial Services sector)
Benefits:
- Comprehensive and competitive benefits package (visit Benefits at SoFi for details)
Working Hours: Full-time (40 hours per week), with flexible hours and remote work options potentially available
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and location.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, with a focus on personal loans, student loan refinancing, mortgages, and wealth management
Company Size: Medium to Large (1,001-5,000 employees), offering a dynamic and collaborative work environment
Founded: 2011, with a mission to help members get their money right and achieve financial independence
Company Description:
- SoFi is a values-driven company that creates modern financial products and services
- They offer a range of financial products, including personal loans, student loan refinancing, mortgages, and wealth management services
- SoFi is committed to helping its members achieve their financial goals and providing exceptional customer service
Company Specialties:
- Student Loan Refinancing
- Personal Loans
- Mortgages
- Wealth Management
- Life Insurance
- Career Strategy
- Personal Finance
Company Website: SoFi
ASSUMPTION: SoFi's focus on member-centric financial services and innovative products makes it an attractive place to work for candidates interested in the financial services industry.
📊 Role Analysis
Career Level: Senior (5-10 years of experience)
Reporting Structure: This role reports directly to the Personal Loans Strategic Lead and collaborates with various cross-functional teams
Work Arrangement: On-site (Hybrid option may be available)
Growth Opportunities:
- Potential career progression into leadership roles within the Lifecycle Marketing team or other departments
- Opportunities to work on high-impact projects and drive business growth
- Access to professional development resources and mentorship programs
ASSUMPTION: This role offers strong growth potential for candidates looking to advance their careers in lifecycle marketing within the financial services industry.
🌍 Location & Work Environment
Office Type: Modern, collaborative office spaces with a focus on employee well-being and productivity
Office Location(s): Cottonwood Heights, UT or San Francisco, CA
Geographic Context:
- Cottonwood Heights, UT: A suburban area of Salt Lake City, UT, offering a high quality of life with easy access to outdoor recreation and a family-friendly atmosphere
- San Francisco, CA: A vibrant, diverse city with a thriving tech industry, offering cultural attractions, culinary delights, and a dynamic professional environment
Work Schedule: Full-time (40 hours per week), with flexible hours and remote work options potentially available
ASSUMPTION: Both office locations offer unique benefits and may cater to different candidate preferences, with the potential for remote work options to provide additional flexibility.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a recruiter
- Behavioral and technical interviews with cross-functional team members
- Final interview with the hiring manager
Key Assessment Areas:
- Strategic thinking and data-driven decision-making
- Cross-functional collaboration and communication skills
- Technical proficiency in CRM and marketing automation tools
- Domain expertise in lifecycle marketing and financial services
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Be prepared to discuss your approach to lifecycle marketing strategy and campaign execution
- Demonstrate your ability to work effectively in a cross-functional team environment
ATS Keywords: Lifecycle Marketing, CRM, Email Marketing, Push Notifications, SMS Marketing, Campaign Management, Data-Driven Strategy, Financial Services, Personal Loans
ASSUMPTION: Demonstrating a strong understanding of lifecycle marketing, data analysis, and cross-functional collaboration will be crucial for success in the interview process.
🛠️ Tools & Technologies
- CRM: Braze, Salesforce
- Marketing Automation: Email, push notifications, SMS
- Data Analysis: Excel, Google Analytics, SQL
- Project Management: Asana, JIRA
ASSUMPTION: Proficiency in CRM and marketing automation tools, as well as strong data analysis skills, will be essential for success in this role.
👔 Cultural Fit Considerations
Company Values:
- Member-centric: Put members first in all decisions
- Get it done: Take ownership, be resourceful, and deliver results
- Be real: Speak honestly and act with integrity
Work Style:
- Collaborative: Work closely with cross-functional teams to achieve shared goals
- Data-driven: Use data to inform decision-making and measure performance
- Adaptable: Embrace change and pivot as needed to drive business growth
Self-Assessment Questions:
- How do you ensure that your marketing strategies prioritize the needs and preferences of SoFi's members?
- Describe a time when you had to adapt your marketing approach due to changing business needs or market conditions
- How do you collaborate effectively with cross-functional teams to achieve shared goals?
ASSUMPTION: Candidates who align with SoFi's company values and work style will be most successful in this role.
⚠️ Potential Challenges
- Managing multiple outbound channels and ad spaces behind the login wall
- Balancing strategic thinking with day-to-day campaign execution
- Working in a fast-paced, dynamic environment with changing business needs
- Collaborating effectively with cross-functional teams to drive measurable outcomes
ASSUMPTION: Candidates should be prepared to manage multiple priorities, work effectively in a dynamic environment, and collaborate successfully with cross-functional teams.
📈 Similar Roles Comparison
- This role focuses on lifecycle marketing for Personal Loans, whereas similar roles may concentrate on other product verticals or have a broader scope across the member lifecycle
- SoFi's member-centric approach and focus on data-driven decision-making differentiate it from other financial services companies
- Career progression in this role may involve moving into leadership positions within the Lifecycle Marketing team or other departments, offering unique growth opportunities
ASSUMPTION: Candidates should consider the unique aspects of this role and how it aligns with their career goals and preferences within the financial services industry.
📝 Sample Projects
- Developing and executing a targeted email campaign to re-engage at-risk members and reduce churn
- Optimizing push notification frequency and content to improve app open rates and member retention
- Collaborating with Product and Product Marketing teams to launch a new SMS channel for Personal Loans and drive user acquisition
ASSUMPTION: These sample projects illustrate the types of initiatives a Senior Lifecycle Marketing Manager for Personal Loans might undertake to drive business growth and member engagement.
❓ Key Questions to Ask During Interview
- Can you describe the most significant challenges facing the Personal Loans business unit and how this role contributes to addressing them?
- How does the Lifecycle Marketing team collaborate with other departments, such as Product and Business Units, to drive shared goals and achieve measurable outcomes?
- What opportunities exist for professional development and growth within the Lifecycle Marketing team and SoFi more broadly?
- How does SoFi support work-life balance for its employees, particularly in roles that require a high degree of collaboration and flexibility?
- What is the company's approach to diversity, equity, and inclusion, and how does this role contribute to fostering an inclusive work environment?
ASSUMPTION: Asking thoughtful, informed questions during the interview process 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 and cover letter to highlight your relevant experience and skills for this role
- Prepare for your interviews by brushing up on your lifecycle marketing strategy and campaign execution skills, as well as your understanding of the financial services industry and SoFi's products and services
- Follow up with the recruiter after your interviews to express your interest in the role and reiterate your qualifications
- If you are selected for the final round, be prepared to present a data-driven marketing strategy or campaign plan as part of the interview process
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
