Senior Manager, CRM & Lifecycle Marketing

Climate First Bank

. Build and run an always-on engine for lead conversion, cross-sell, retention, and relationship growth across Climate First Bancorp, Climate First Bank, OneEthos, and future portfolio companies .

Posted 11/1/2026full-timeRemote • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM and lifecycle marketing, with a strong focus on customer journey mapping, lead conversion strategies, and multichannel program management. Proficient in utilizing Salesforce Marketing Cloud for campaign execution and data-driven decision-making.

Highest-signal resume keywords

CRM ManagementCustomer Journey MappingSalesforce Marketing CloudMultichannel Program OwnershipData Quality Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lifecycle MarketingLead NurtureEmail Campaign ManagementSMS Campaign ManagementAudience SegmentationKPI DefinitionTesting and Quality AssuranceBehavioral Data AnalysisNext-Best-Product RecommendationsConsent and Preference Management

Soft Skills

Attention to DetailCollaborationIndependent WorkCommunicationProblem-Solving

Tools & Technologies

Salesforce Marketing CloudMarketing Automation PlatformsData Analytics ToolsEmail Marketing ToolsCustomer Relationship Management Systems

Industry Keywords

BSAAMLCIPOFACCustomer GrowthRetention StrategiesCross-Sell ProgramsEngagement MetricsPrivacy ComplianceMarketing Approval Requirements

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Build and run an always-on engine for lead conversion, cross-sell, retention, and relationship growth across Climate First Bancorp, Climate First Bank, OneEthos, and future portfolio companies
Map prospect and customer journeys and identify next-best actions or products
Turn customer signals into relevant email, SMS, nurture, onboarding, engagement, and retention programs
Increase products per customer, deposits, lending relationships, retention, and lifetime value
Develop the enterprise CRM and lifecycle roadmap across prospecting, lead nurture, onboarding, engagement, cross-sell, retention, reactivation, and advocacy
Define priority audiences, moments, channels, value exchanges, and KPIs based on customer needs and business opportunity
Map end-to-end journeys, identify friction and communication gaps, and build triggered programs
Improve lead conversion by aligning messages, timing, sales follow-up, and handoffs across Marketing and business lines
Identify relevant next-best-product opportunities using product ownership, behavior, life stage, engagement, and eligibility signals
Build coordinated cross-sell programs while maintaining trust, suitability, and customer experience
Plan, build, quality-check, deploy, and optimize email, SMS, nurture, onboarding, engagement, and retention campaigns
Own briefs, audience requirements, workflow logic, testing, approvals, scheduling, suppression rules, and deployment discipline
Partner with Creative on content and assets
Develop actionable segments and personalization logic using customer, product, behavioral, and engagement data
Maintain audience, list, preference, consent, and suppression practices
Partner with Data and Technology to improve data quality, availability, and responsible data use
Establish lifecycle KPIs and testing roadmaps
Measure conversion, engagement, product penetration, cross-sell, retention, and lifetime value
Translate results into action and partner with Marketing Operations, Salesforce owners, Technology, and Analytics on platform capabilities, integrations, tracking, and reporting
Follow privacy, consent, preference, disclosure, fair lending, data security, and marketing approval requirements
Collaborate with Compliance, Legal, IT, and business partners to execute accurate, supportable, and responsible programs
Deliver high-quality results on time independently and collaboratively
Work as part of a supportive, mission-driven team
Attend company events and leadership sessions as needed, with on-site travel within the U.S. potentially required

Requirements

What you’ll need

5+ years of progressive experience in CRM, lifecycle, retention, loyalty, marketing automation, or customer growth
Experience owning complex multichannel programs
Bachelor’s degree in marketing, business, analytics, communications, or a related field, or equivalent education and experience
Experience designing customer journeys and always-on programs spanning lead nurture, onboarding, engagement, cross-sell, retention, and reactivation
Strong hands-on proficiency with Salesforce Marketing Cloud or a comparable enterprise platform
Experience with journey building, automation, audience selection, dynamic content, testing, quality assurance, scheduling, and deployment
Understanding of email and SMS best practices, consent and preference management, deliverability, reputation, frequency, suppression, accessibility, and responsive design
Comfort working with customer, product, behavioral, and engagement data to define audiences and triggers
Understanding of data models, audience logic, and data quality
Understanding of deepening customer relationships through relevant next-best-product recommendations
Ability to define KPIs, build disciplined tests, connect campaign engagement to conversion, product penetration, retention, and lifetime value, and diagnose funnel performance
Ability to align Marketing, business lines, Technology, Data, Operations, Creative, and Compliance
Ability to manage multiple journeys and stakeholders with rigorous attention to detail
Expected to stay informed and compliant with BSA, AML, CIP, and OFAC regulatory policies
Ability to perform essential functions including sitting, talking, hearing, and occasionally lifting up to 20 lbs.
Must be authorized to work in the U.S. per E-Verify requirements

Benefits

Comp & perks

Annual bonus, incentives and equity may be available
100% employer-paid health coverage for employees; employer contribution for dependents
Medical, dental and vision insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% employer match and no vesting period
Employee stock options
Exclusive employee banking perks
0% financing for employee solar loans
Employee-only mortgage product with exclusive interest rates and terms
0% financing for eligible electric vehicles (EVs)
Referral incentives
2–4 weeks of vacation based on officer level plus additional tenure-based time
64 hours of paid sick time for all full-time employees
Company-paid life insurance
Short- and long-term disability insurance
Voluntary life, accident and critical illness coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services