Lifecycle Marketing Operations Manager, Flex
$130-160k
AI-native private banking for business owners
Be an early applicant
AI-native private banking for business owners
101-200 employees
Be an early applicant
$130-160k
101-200 employees
Company mission
To reimagine every single aspect of the financial workflow and financial services for any entrepreneur.
Role
Who you are
- 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) — you've built Canvases, not just launched campaigns someone else configured
- 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, not just consuming what's handed to you
- Strategic ownership experience: you've defined a lifecycle or retention strategy and the roadmap to execute it, not just run campaigns within someone else's framework
- 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; you don't need existing infrastructure or a team to make progress
- Strong writing skills and comfort using AI tools to draft and iterate on messaging quickly, plus experience navigating legal/compliance review for customer-facing copy in a regulated industry — this role doesn't have a product marketing team to lean on
- Bonus: B2B experience alongside B2C/D2C, and familiarity with BigQuery, dbt, or similar data warehouse tools
What the job involves
- 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
- 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 — there's no product marketing team to hand this off to
- Partner with Product to define and maintain clear ownership boundaries — which touchpoints are product-owned (in-app, transactional, native notifications) versus lifecycle-owned (email, SMS, re-engagement), and the rationale behind that split, so both teams can build without duplicating effort or working at cross-purposes
- Partner directly with Engineering and Data to design event-based triggers and data architecture that power personalized, automated customer journeys — not just request the data, but help define what needs to be tracked and how
- Build and own Braze infrastructure: Canvas flows, segmentation logic, dynamic content, and journey orchestration, working from a technical foundation you help define alongside RevOps and Data
- Design and maintain the Segment-to-Braze data pipeline in partnership with Data/Engineering, ensuring clean identity resolution and reliable event tracking
- Develop the measurement framework for lifecycle marketing: define the KPIs, build the reporting, and tie lifecycle performance to business outcomes like conversion, retention, and revenue
- Bring judgment on prioritization and sequencing — deciding what infrastructure and campaigns to build first given Flex's current stage, rather than waiting to be told
- 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 (RevOps, Sales, CS, Leadership) on what's being built and why
Our take
Flex, formerly known as Flexbase, supplies credit and finance management tools for small and midsize business (SMBs). At the core of its offering is a credit card, with a complimentary platform that collects all finance operations into one easy-to-manage app.
Perhaps the most intriguing part of Flex's approach is the credit card itself, which comes with 0% interest for 60 days. Through this, businesses can enhance their cash flow and be more flexible in investing in growth. Besides this, users can also issue virtual employee cards at no extra cost, and use functions such as receipt capture and free ach/wire payments.
Having steadily grown its offering over the years, Flex has raised significant funding to expand its business and accelerate growth. Demand for its solutions has expanded beyond its initial focus on the construction industry to target clients across logistics, e-commerce, real estate and other sectors. After raising $85 million over two rounds in 2025, Flex has launched a Google Pay partnership and the Visa Infinite Business Credit Card, with enhanced benefits for business owners.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 6 rounds)
Dec 2025
$60m
SERIES B
Mar 2025
$25m
EARLY VC
Total funding: $123.2m
Company HQ
Financial District, San Francisco, CA
Leadership
Zaid Rahman
(Co-Founder & CEO)Angel Investor with Valyrian, and Thiel Fellow of The Thiel Foundation. Former Co-founder and Founding CEO of Volley.
Hadi Solh
(Co-Founder)Founder & Partner at Atmos Ventures. Previously a Board Director at Oxford Ionics, Nethone and ORCA Computing. Former Chief Investment Officer for Depa Group.
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