Lifecycle Marketing Manager, Stash

• 4–7+ years of experience in lifecycle marketing, growth, or product marketing with a focus on activation or onboarding
• Proven track record of improving conversion metrics (e.g., signup → activation, first purchase/deposit)
• Strong understanding of early lifecycle funnels and how to drive user action quickly and effectively
• Experience building and optimizing onboarding flows and early user journeys
• Comfortable working with data to identify drop-offs, define success metrics, and measure impact
• Experience running A/B tests and using experimentation to improve conversion
• Ability to simplify complex products into clear, actionable messaging for new users
• Strong cross-functional collaboration with Product, Data, and Growth teams
• Bias for action and ability to iterate quickly in a test-and-learn environment

Desirable

• The Lifecycle team is responsible for helping customers take the right next step—from sign-up to becoming active investors
• This role is focused specifically on top-of-funnel and early lifecycle moments, ensuring new users understand what to do, why it matters, and how to get started
• You’ll own the activation journey—from account creation through first deposit
• You’ll partner closely with Product, and Data to design onboarding experiences, messaging, and experiments that turn new sign-ups into funded, engaged customers
• This role is critical to building momentum early in the customer journey—driving clarity, reducing friction, and helping users form their first investing habits
• Own lifecycle strategy across early user journey, with a focus on activation and first deposit
• Design and optimize onboarding experiences that clearly guide users to their first key actions
• Drive improvements in first deposit conversion, time to deposit, and early engagement
• Build targeted onboarding journeys based on entry signals (e.g., referral, promo, IRA intent)
• Develop and test messaging that explains core value props (e.g., investing, Auto-Stash) in simple, motivating ways
• Identify early drop-off points and design rescue strategies to re-engage users who stall
• Partner with Product to improve onboarding UX, reduce friction, and align messaging with product flows
• Run A/B tests across onboarding emails, push, and in-app messaging to improve activation rates
• Collaborate with Growth and PMM to ensure continuity between acquisition messaging and onboarding experience
• Translate user behavior and insights into clear next steps that help users build confidence early