Customer Lifecycle Marketing Manager, Pontera
$125k
+ Equity grants
More information about location
3 days a week in office
Wealth management for held-away accounts
Be an early applicant
Wealth management for held-away accounts
201-500 employees
Be an early applicant
$125k
+ Equity grants
More information about location
3 days a week in office
201-500 employees
Company mission
To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.
Role
Who you are
- 6+ years of experience in lifecycle marketing, CRM, or marketing automation
- Proven track record of building and optimizing multi-channel customer journeys
- Hands-on experience with marketing automation tools,CRM platforms, AI BDR and measurement tools (we use HubSpot, Salesforce, Pendo, 6sense and Dreamdata). Considered a technical expert
- Strong understanding of segmentation, personalization, and behavioral marketing strategies
- Bonus points: Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry
- Data-driven decision-making skills with experience analyzing marketing performance metrics and connecting them back to business growth
- Familiar with customer journey mapping; ability to translate insights into actionable improvements
- Experience with A/B testing and experimentation frameworks
- Ability to work cross-functionally and align stakeholders on lifecycle marketing initiatives
- Strong project management skills, with the ability to prioritize multiple initiatives
- Excellent written and verbal communication skills
- Accustomed to working within nimble, flexible environments, with an appetite to fail fast and pivot when necessary
- Thrives in cultures where no one says, “That’s not my job.”
What the job involves
- We are looking for a Customer Lifecycle Marketing Manager to lead the strategy and execution of marketing touchpoints that drive engagement across the customer journey
- In this role, you will develop and optimize multi-channel lifecycle marketing programs that nurture contacts— from awareness to retention—leveraging automation, segmentation, and personalization
- You will be responsible for designing data-driven campaigns that enhance customer experience, deepen relationships, and ultimately drive growth
- As a key member of the marketing team, you will work closely with cross-functional teams, including business intelligence, rev ops, marketing, content, sales and customer success, to build seamless, technology-driven marketing journeys
- You will report to the Senior Director of Partnership Marketing and play a crucial role in elevating Pontera’s impact through strategic lifecycle engagement
- Design, build, and execute automated lifecycle marketing programs to engage leads, onboard new customers, and drive retention
- Leverage marketing automation, AI and CRM tools to create tailored messaging sequences and workflows
- Ensure timely, relevant, and personalized communications across email, in-product, SMS, and other digital touchpoints
- Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways our customers use our platform
- Use behavioral triggers, demographics, and engagement insights to optimize campaign effectiveness
- Partner with partner marketing, product marketing, sales and customer success to align lifecycle marketing initiatives with business goals and broader marketing initiatives
- Engage with Business Intelligence and Rev Ops teams to identify opportunities where marketing comms can help smooth the customer journey and solve for leaks in the funnel
- Work with content and design teams to develop compelling messaging and creative assets
- Monitor key performance metrics (e.g., open rates, conversion rates, churn, engagement scores) to assess campaign effectiveness
- Conduct A/B testing and iterate on campaigns to improve engagement and conversion rates
- Leverage data to provide insights and recommendations for refining lifecycle strategies
- Understand and report on campaign impact on key business metrics such as advisor registrations and account activations
- Manage marketing automation tools (we use HubSpot) and AI BDR to build and refine customer journeys leveraging data from Salesforce and 6sense
- Build complementary journeys within our platform using Pendo
- Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution
Our take
Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.
Pontera is taken from the Latin for “bridge” and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.
This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.
Freddie
Company Specialist at Welcome to the Jungle
Insights
30% employee growth in 12 months
Company
Company benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
Company HQ
Midtown South, New York, NY
Leadership
Yoav Zurel
(Co-Founder & CEO)A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.
Eyal Halahmi
(Co-Founder & CTO)Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.
David Weisz
(Co-Founder & CPO)Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.
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