Lifecycle Marketing Operations Manager

Role Description

Flex is building its lifecycle marketing function from the ground up. We're looking for someone who can own both the strategy and the technical infrastructure behind how we engage prospects and customers across the credit application journey, banking, AP automation, and our broader product suite.

This is a builder's role: you'll be the first dedicated owner of lifecycle marketing at Flex, working directly with RevOps, Engineering, and Data to design the systems, not just the campaigns, that will power retention, activation, and growth as we scale. You'll partner closely with the Director of Revenue Operations and Head of Revenue to shape lifecycle strategy, while also being hands-on in Braze, Segment, and our data infrastructure — there's no team to hand this off to yet, so you're doing the thinking and the building.

Flex doesn't have a dedicated product marketing team today, so this role also owns messaging — not just the systems that deliver it. You'll need to be comfortable using AI tools to accelerate copy drafting, and working directly with Product, Legal, and Compliance to shape and approve messaging for a regulated fintech audience, rather than relying on a product marketing team to hand you finished copy.

Because lifecycle touches so much of the customer journey, this role also needs to partner closely with Product to establish clear lines of ownership — what communications live in-product versus in lifecycle channels, and why.

What You'll Do

• Own lifecycle marketing strategy end-to-end: acquisition follow-up, application drop-off recovery, onboarding, activation, retention, and win-back across Flex's product suite (credit card, banking, AP automation, expense management, working capital).
• Draft and own lifecycle messaging and copy directly (using AI tools to accelerate drafting), then partner with Product, Legal, and Compliance to shape and approve it for a regulated fintech audience.
• Partner with Product to define and maintain clear ownership boundaries — which touchpoints are product-owned versus lifecycle-owned.
• Partner directly with Engineering and Data to design event-based triggers and data architecture that power personalized, automated customer journeys.
• Build and own Braze infrastructure: Canvas flows, segmentation logic, dynamic content, and journey orchestration.
• Design and maintain the Segment-to-Braze data pipeline in partnership with Data/Engineering.
• Develop the measurement framework for lifecycle marketing: define the KPIs, build the reporting, and tie lifecycle performance to business outcomes.
• Bring judgment on prioritization and sequencing — deciding what infrastructure and campaigns to build first.
• Ensure lifecycle communications meet the compliance and disclosure standards required in a regulated fintech environment.
• Act as the internal expert on lifecycle marketing systems and strategy, briefing stakeholders on what's being built and why.

Qualifications

• 6-8+ years of experience in lifecycle marketing, CRM, or retention marketing, with meaningful time in fintech, financial services, or another regulated industry.
• Deep hands-on experience with Braze (or a comparable platform like Iterable/Customer.io).
• Working fluency with Segment or similar CDPs, including identity resolution, event tracking, and data pipeline design.
• Proven experience partnering directly with Engineering and Data teams to design event-based systems.
• Strategic ownership experience: you've defined a lifecycle or retention strategy and the roadmap to execute it.
• Strong analytical fluency — comfortable defining KPIs, building reporting frameworks, and using data to prioritize what to build next.
• Comfort with ambiguity and zero-to-one building.
• Strong writing skills and comfort using AI tools to draft and iterate on messaging quickly.
• Experience navigating legal/compliance review for customer-facing copy in a regulated industry.
• Bonus: B2B experience alongside B2C/D2C, and familiarity with BigQuery, dbt, or similar data warehouse tools.

Benefits

• Build something generational — Capture the full lifecycle of money for ambitious business owners.
• Work on real money, real risk — Payments, credit, and banking at serious scale.
• Solve hard problems — AI, underwriting, compliance, and global finance from first principles.
• True ownership — Small teams, high trust, real accountability.
• Founder-level exposure — Direct access to leadership, customers, and investors.
• High bar, high taste — Move fast without cutting corners.
• Elite peers — People here are builders, not tourists.
• Real upside — Meaningful equity if you help build something big.