Lifecycle Marketing Operations Manager

Job description

About this role

Flex is building the AI-native private bank for business owners . We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system. Flex is the full financial home for ambitious owners. Since launching publicly in September 2023 , Flex has scaled from zero to nine-figure annualized revenue , with a clear path to profitability by late 2026 . We move fast, ship relentlessly, and operate with extreme…

Responsibilities

• 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…
• 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

Qualifications and requirements

• 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
• Flex is building the AI-native private bank for business owners. We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intellig