Senior Lifecycle Marketing Manager, Home Equity
at SoFi
Cottonwood Heights, San Francisco, Seattle, New York, United States
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
We’re hiring a Lifecycle Marketing leader to own the strategy for one of SoFi’s newest and most ambitious ventures: Home Equity products. Embedded deeply with Product teams, you will drive incremental business growth by optimizing funnel conversion across the customer journey. This high-impact role transforms rich member data into effective campaigns at scale while steering cross-functional partners across Product, Creative, and Data Science. This is a critical opportunity to navigate ambiguity and deliver outsized results in a high-growth vertical.
What you’ll do:
- Lead the development of automated multi-channel workflows (email, push, in-app, SMS) based on member behaviors and lifecycle stages.
- Drive campaign automation and personalization, leveraging performance insights to build and optimize high-performing evergreen and ad-hoc programs.
- Own a rigorous, full-funnel experimentation roadmap to optimize conversion and revenue, leveraging our new experimentation suite.
- Partner with Product Marketing, Data, and Design to develop marketing strategies that align with broader Home Equity business goals.
- Collaborate with Marketing Tech Ops to oversee technical execution and champion the use of AI-driven insights for hyper-personalization.
- Design educational content and personalized strategies to help members navigate the complexities of the lending market.
- Analyze trends and develop reporting frameworks to socialize actionable insights and learnings across the organization.
What you’ll need:
- 8+ years of D2C lifecycle management, with a track record of optimizing for down-funnel conversion and revenue.
- A structured approach to problem-solving and the ability to derive strategic conclusions from large amounts of data.
- Hands-on experience with comprehensive CRM/marketing automation tools like Braze, Mailchimp, or similar systems.
- Deep knowledge of A/B testing methodologies and experience managing a high-velocity testing roadmap.
- Experience leveraging AI-driven insights or machine learning models to enhance audience segmentation.
- The ability to operate independently and thrive in a fast-paced, dynamic environment where priorities may shift.
- Excellent written and oral communication skills, with the ability to communicate channel strategy and insights crisply to various stakeholders.
- Experience in a regulated industry such as FinTech or banking is highly preferred.
Nice to have:
- Genuine interest in the lending and home equity space.
- MBA or other advanced degrees.
- Previous experience in finance, tech, or banking.
- Experience with Excel & SQL is a plus.
