Senior Customer Lifecycle Marketing Manager

Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.

As the Senior Customer Lifecycle Marketing Manager, you will join a world-class marketing team and instantly make an impact. You will be responsible for leading the strategy and execution of effective account-based marketing programs and campaigns that will fuel the growth objectives for the business, with a primary focus on driving a qualified pipeline for customer accounts and deepening those relationships. This role is highly collaborative, and you will partner with sales, customer success managers, product and channel marketers to develop robust account strategies that merge both online and offline activities to attract and engage our target audience. You are the perfect fit for this role if you love to innovate, are data-driven, carry a strong sense of curiosity, and have a track record of running effective marketing campaigns and demand generation programs that contribute to pipeline.


What you'll be doing:

• Aligning to goals, execute industry-specific omnichannel marketing plans on engaged customer accounts, building out strategy, goals and measuring campaign success
• Partner with the Experiential Events Producer to co-lead and co-manage the production of our annual customer conference, Accelerate. This is a major initiative that requires detailed project management and partnership with every department across the Total Expert team
• Partner with the customer success team to secure advocates and build customer content for use across marketing channels. This ranges from hero stories, quotes, and case studies to webinars and speaking opportunities.
• Partner with the Go to Market team to build out quarterly campaign focus, managing activities from concept to completion that are designed to proactively build the pipeline, retain, and engage multiple customer buyer personas
• Partner with the sales organization to design account-based marketing programs designed specifically for a list of target accounts by leveraging our ABM tools and responding to buying intent signals
• Ensure an always-on account strategy to ensure our top customer accounts are continuously receiving personalized marketing communications
• Identify the key personas and buying groups in our target accounts and obsess over their organizational and personal needs, motivations, and pains, and then design comprehensive marketing programs that serve to address them
• Report on ABM funnel metrics to show the effectiveness of your marketing activities as it relates to account penetration, account engagement, and opportunity influence
• Provide support to the customer success and account execute teams as they manage our sponsorships and attendance at sales rallies, including but not limited to managing swag inventory and shipment

What we are looking for:

• Bachelor's degree or equivalent work experience
• 5+ years of experience setting up, running, and managing demand generation campaigns with a strong emphasis on driving qualified pipeline
• Experience in the mortgage industry or financial services
• Experience working with third-party validation tools, such as G2 and Scotsman Guide
• Experience with planning and hosting user conferences or events
• Knowledge of outbound marketing tactics such as paid social, display advertising, email marketing, retargeting, and events
• Experience working with marketing automation and CRM platforms such as Hubspot, Salesforce, or Marketo (Hubspot a plus!)
• Strong analytical and problem-solving skills and comfortable making data-backed decisions
• Passionate about solving complex problems and pushing the limits of what's possible
• Solid track record of building relationships and collaborating at all levels of the organization
• Ability to work independently, paired with a desire to learn and grow
• Will thrive in high growth culture: has a forward-thinking mindset, resilient, adaptable, and curious
• Strong verbal and written communication skills
• Willing to travel up to three times a quarter

Nice to have:

• Experience working in SAAS, ABM, and B2B marketing
• Experience with ABM tools such as AdRoll, 6Sense, or Demandbase
• Knowledge of paid and search media platforms (LinkedIn, AdWords, Facebook)
• Knowledge of Google Analytics, Ad Manager, Google Display, and paid search (Bing, Google)

Compensation/Benefits : The anticipated base salary range for this role is $120,000 - $130,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.