Lifecycle Marketing Associate

About the Role

Join Stash in our mission to empower everyday Americans to invest and accumulate wealth. We aim to reduce financial inequality by providing accessible education, guidance, and products that enable financial independence. Our team embraces innovative solutions, utilizing AI and advanced technologies to enhance efficiency and solve key challenges for our customers.

The Lifecycle Marketing team focuses on encouraging customers to take the ideal next steps in their journey—from initial sign-up to becoming engaged, committed investors. In the role of Lifecycle Marketing Associate, you will primarily drive onboarding and activation efforts by creating, launching, and refining campaigns that assist new users in completing foundational setup and initial actions.

Additionally, you will manage campaign operations such as documentation, quality assurance, and preparation for launches, while also assisting the broader lifecycle team as necessary. Your main responsibility centers on onboarding and activation, with secondary tasks supporting team effectiveness.

Key Responsibilities

• Design, configure, and deploy onboarding and activation campaigns via Braze, covering channels such as email, push notifications, in-app messaging, and SMS.
• Manage programs targeting early stages of the customer journey, including account setup, initial funding, and engaging with key product features.
• Compose and revise customer-facing messaging for onboarding interactions; collaborate closely with creative teams for briefs, feedback, and asset creation.
• Conduct A/B testing by preparing variants, analyzing performance metrics, and documenting outcomes.
• Perform thorough pre-launch quality assurance on messaging content, hyperlinks, segmentation, personalization logic, and timing before campaign deployment.
• Generate reports on activation metrics, identify drop-off points at critical milestones, and communicate opportunities for improvement.
• Provide support for re-engagement campaigns targeting users who do not complete early onboarding or activation steps.
• Maintain comprehensive and updated documentation and journey maps reflecting active campaigns for team visibility.
• Assist with campaign launch preparations including task verification, JIRA updates, and ensuring readiness before sends.
• Support creative intake and review processes when onboarding programs require updated assets.
• Execute quality checks and flag issues prior to campaign launches.

Candidate Profile

• Possess 1 to 3 years of experience in lifecycle marketing, customer relationship marketing (CRM), email marketing, growth marketing, or comparable internship/project experience.
• Proficient in creating and launching campaigns using marketing automation platforms such as Braze, Iterable, Customer.io, or equivalents.
• Excellent communication skills with the ability to clearly write for both internal stakeholders and external customers.
• Comfortable analyzing data, generating performance reports, identifying user drop-off points, and posing insightful questions.
• Strong attention to detail to detect broken links, incorrect segments, and copy errors before client exposure.
• Highly organized and dependable with the ability to maintain accountability and ensure nothing is overlooked.
• Collaborative team player who effectively partners with managers, designers, product managers, and data analysts.
• Eager to learn and develop skills toward broader lifecycle marketing strategy beyond execution tasks.

Preferred Qualifications

• Experience in fintech, investing, or subscription-based business models is advantageous.
• Knowledge of Braze Canvases, Connected Content, or Liquid personalization enhancements.
• Familiarity with analytics platforms such as Mixpanel.
• Exposure to A/B testing procedures, even in support capacities.
• Comfort utilizing AI tools for accelerated research, draft copywriting, and reporting.
• Interest in evolving your role towards comprehensive lifecycle marketing strategy.