Lifecycle Marketing Manager

Red Oak ISD

. Own cross-sell and retention programs for Red Oak's existing client base .

Posted 11/11/2026full-timeAustin • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lifecycle marketing, focusing on cross-sell and retention strategies within B2B environments. Proficient in managing marketing automation tools and developing nurture programs that enhance client engagement and retention.

Highest-signal resume keywords

Lifecycle MarketingMarketing Automation OwnershipHubSpot FluencyAccount-Based MarketingCross-Sell Marketing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Nurture ProgramsSegmentation LogicScoring ModelsConversion MathPipeline Management

Soft Skills

CollaborationCommunicationClient Advocacy

Tools & Technologies

HubSpotSalesforceAI Tools

Industry Keywords

B2B MarketingFinancial ServicesComplianceFintechCustomer Retention

About the role

Key responsibilities & impact

Own cross-sell and retention programs for Red Oak's existing client base
Manage segmentation, sequencing, offers, and timing to move single-product clients to multi-product relationships
Build account coverage for accounts sales cannot reach individually
Partner with key account directors and account managers to surface whitespace, warm buying committees, and support outreach
Own funnel progression from marketing qualified to sales accepted to sales qualified
Manage scoring, routing rules, nurture, re-engagement, and follow-up sequences
Run account-based programs with the demand generation manager and account teams
Support onboarding and adoption messaging with implementation, client success, and product marketing
Own post-sale programs that deepen usage and contribute to retention
Partner with client success on renewal communications and re-engagement
Own the HubSpot lifecycle program end to end, including nurture architecture, scoring, segment governance, suppression and frequency rules, and testing
Use AI tools daily for segmentation, cohort definition, copy development, account research, and performance reporting

Requirements

What you’ll need

3–5 years in lifecycle, customer, or growth marketing in B2B
Real experience owning a pipeline or retention number
Hands-on marketing automation ownership
Personally built nurture programs, scoring models, and segmentation logic
Demonstrated cross-sell or expansion marketing into an existing client base
Experience with buying committees larger than one person is ideal
Understanding of stage definitions, conversion math, and velocity
Experience working closely with sales on useful handoffs
Account-based marketing experience in partnership with sales
HubSpot and Salesforce fluency, including list management, segmentation, campaign reporting, attribution, and lead routing
AI fluency in lifecycle marketing workflows
Background in financial services, compliance, fintech, or another regulated or highly technical B2B market is a plus
Experience marketing a multi-product platform is a plus
Customer advocacy and reference program experience is a plus

Benefits

Comp & perks

Equity units via EOP (Employee Ownership Plan): share in what we're building
Comprehensive health coverage: medical, dental, and vision
401(k) with a 3% company contribution
20 days PTO annually
Birthday off
Paid sick leave
Enhanced family leave
Life insurance
Hybrid work structure with 3 days on-site (Tuesday–Thursday)
5–10% travel