Director of Lifecycle Marketing

Amplifyislifeinsurancewithatwist.We'readirect-to-consumeragencyworkingwithmultipletopcarriers,licensedinall50states,andofferingterm,wholelife,andIndexedUniversalLife(IUL).Thatsignatureproduct,IUL,pairslifelongprotectionwithcashvaluethatcanbuildovertime.Weserveavarietyofcustomersfromhighearnersusinglifeinsuranceaspartoftheirwealthplan,toyoungfamiliesgettingcoveredforthefirsttime.

We'reanearly-stagestartupwithasmallteamthatjustraisedandisreadytogrow.Ourcustomerscometousformeaningfulfinancialprotection,andourjobistomakesuretheygetthatvalueeveryyearthey'rewithus,notjustthedaytheysignup.

We'rehiringourDirectorofLifecycletobuildAmplify'slifecycleprogramfromthegroundup.There'snoplaybooktoinheritandnoteamofspecialiststodelegatetoyet.You'lldesignthestrategy,pickthetools,writethefirstemails,buildthefirstjourneys,andprovewhatworks.

LifecycleatAmplifycoversthewholecustomerrelationship,startingwellbeforethepolicy.Manyofourcustomersgetaquoteonline,takeweekstodecide,andfinishtheirapplicationwithoneofourlicensedagents.You'llownthatpathfromquotetosubmittedapplication,thehandofftoouragents,andeverythingafterthepolicyisissued:onboarding,keepingcoverageinforce,annualreviews,upgrades,andreferrals.

ThisroleisforsomeonewhohasdoneLifecyclewellatscaleandknowswhat"good"lookslike,butwhostilllovesbeinghands-on.Astheprogramprovesitself,you'llhavethechancetogrowateamaroundit.

You'llreportdirectlytotheCMOandworkcloselywithourlicensedagentteam,product,data,compliance,andbrand.

Whatyou'lldo

Inyourfirst90days

• Auditeverymessage,touchpoint,anddatasourcewehavetoday,andmapthefullcustomerpathfromfirstquotetosubmittedapplicationtopolicyholder(orlapse).
• Shipquickwinsinthefirstmonth:fastfollow-upfornewquotes,arealnurturesequenceforpeoplestilldeciding,andacleanerhandofffromdigitalleadtolicensedagent.
• Standupapolicydeliveryandearly-onboardingsequencethathelpsnewcustomerskeeptheircoverageinforce.
• Validateandbuildoutourlifecyclestackin HubSpot(plusSMSandanyothertoolsyouneed),andmakesurethedatabehindit,fromleadeventstoagentoutcomestopolicystatus,istrustworthy.
• Presenta6-monthlifecyclestrategywithclearpriorities,targets,andthemeasurementplantobackthemup.

Ongoing

• Ownlifecyclestrategyandexecutionacrossemail,SMS,andthehandoffstoouragentteam.
• Buildandrunautomatedjourneysforquotefollow-up,nurture,applicationcompletion,agenthandoff,policydelivery,early-tenureretention,annualreviews,termconversionandupsell,referral,andre-engagingstalledleads.
• Write,design(orbrief),build,QA,andlaunchcampaignsyourself.You'llbeinthetoolsdaily.
• Definesegmentationandpersonalizationbycustomersegment,product,funnelstage,andcustomervalue.Wealth-focusedhighearnersandyoungfamiliesneedverydifferentmessages.
• Partnerwithouragentteamonleadrouting,speedtolead,andwhathappensbeforeandaftereachcall.
• Runasteadytest-and-learnprogram,withproperholdoutssoweknowwhatlifecycledrives.
• Partnerwithproductonkeymomentsintheonlinequoteandapplicationflow,andwithdataoneventtrackingandattribution.
• Workwithinourcompliancereviewprocess,andprotectdeliverability,listhealth,andconsent(TCPA,CAN-SPAM,stateinsurancemarketingrules,GDPR/CCPAasrelevant).
• Reportonlifecycleimpactinthetermsourleadershipandboarduse:quote-to-applicationconversion,CAC,paybackoncommissionrevenue,andearly-lapserates.
• Makethecasefor,thenhireandlead,alifecycleteamastheprogramscales.

Whatyoubring

• 8+yearsinlifecycle,CRM,orretentionmarketing,includingatleast2to3yearsleadingthefunctionoramajorpartofit.
• Atrackrecordofbuildingalifecycleprogram(orabigpieceofone)fromscratch,notonlyoptimizingamatureone.
• Experiencewithaconsideredpurchasewheremarketinghandsofftoasalesoradvisorteam,suchasinsurance,financialservices,orotherhigh-ticketproducts.Youknowhowtonurturealeadforweekswithoutwearingoutyourwelcome.
• Hands-onfluencyinatleastonemodernlifecycleplatformsuchasBraze,Iterable,Customer.io,orKlaviyo,withastrongpreferenceforHubSpot.Youcanbuildajourneyendtoendwithoutfilingaticket.
• Experienceshippingmarketingthroughcomplianceorlegalreviewinaregulatedcategory,includingSMSandphoneconsentrules.
• Stronganalyticalskills:you'recomfortableindashboardsandspreadsheets,canwriteorreadbasicSQL,andyoudesigntestswithrealcontrolgroups.
• Sharp,on-brandcopywriting.Youcanmakeacomplexfinancialproductfeelsimpleandhuman,andwriteasubjectlineoranSMSthatpeoplewanttoopen.
• Workingknowledgeofthedatabehindlifecycle:events,contactproperties,identityresolution,andhowaCRM,CDP,orwarehousefeedsyourtools.
• Clearcommunicationwithexecutivesandcross-functionalpartners.Youcanexplainwhyaprogrammattersinrevenueterms.

Nicetohave

• Experienceatanearly-stageorhigh-growthcompany,ideallyasthefirstlifecyclehire.
• Backgroundinlifeinsurance,annuities,wealthmanagement,oranotherinsurtechorfintechbusiness.
• Experiencewithretentionorpersistencyprogramswhereearlycancellationscarryarealcost.
• FamiliaritywithHTML/CSSforemail,templatinglanguages,orlightscripting.
• Experiencebuildingreferralorpartnerprograms.

You'llthrivehereif

• You'drathershipagoodflowthisweekthanaperfectonenextquarter,andyouknowwhichcornersaresafetocut.
• You'veseenenoughprogramstoknowwhat"doneright"lookslike,andyoubuildfoundations(naming,data,testing)thatwon'tneedtobetornoutlater.
• You'rehappywritingthecopy,buildingthejourney,andpullingthenumbersyourself.
• Youcanmovefastinsideacomplianceprocess,andyouplanforreviewtimeinsteadoffightingit.
• Yougetenergyfromambiguityandturnitintoaplanotherpeoplecanfollow.
• Youtreatcustomers'inboxesandphoneswithrespect.Moremessagesisnotthegoal;betteronesare.

Thisprobablyisn'ttheroleforyouifyou'relookingtomanagealargeteamondayone,oryouprefertosetstrategyandhandexecutiontoothers.

Thedetails

• Location:[Remote(US)]
• Compensation:$140k-$160kOTE

Amplifyisanequalopportunityemployer.Wewelcomeapplicantsofallbackgroundsanddon'tdiscriminateonthebasisofrace,color,religion,sex,sexualorientation,genderidentity,nationalorigin,age,disability,veteranstatus,oranyotherprotectedcharacteristic.

Amplifyisanequalopportunityemployer.Wevalueadiverseworkforceandinclusivecultureandencourageapplicationsfromallqualifiedindividuals,regardlessofrace,color,religion,gender,sexualorientation,age,nationalorigin,maritalstatus,citizenship,disability,orveteranstatus.

#J-18808-Ljbffr