Senior Lifecycle Marketing Manager, Home Equity

SoFi SoFi · Fintech · San Francisco, CA · Digital Acquisitions

This role is for a Senior Lifecycle Marketing Manager at SoFi, focusing on Home Equity products. The primary responsibility is to drive business growth by optimizing customer journey conversion through automated multi-channel workflows, campaign personalization, and experimentation. The role involves partnering with Product, Data, and Design teams, and leveraging AI-driven insights for hyper-personalization. While the role uses AI tools and insights, it does not involve building AI models.

What you'd actually do

  1. Lead the development of automated multi-channel workflows (email, push, in-app, SMS) based on member behaviors and lifecycle stages.
  2. Drive campaign automation and personalization, leveraging performance insights to build and optimize high-performing evergreen and ad-hoc programs.
  3. Own a rigorous, full-funnel experimentation roadmap to optimize conversion and revenue, leveraging our new experimentation suite.
  4. Partner with Product Marketing, Data, and Design to develop marketing strategies that align with broader Home Equity business goals.
  5. Collaborate with Marketing Tech Ops to oversee technical execution and champion the use of AI-driven insights for hyper-personalization.

Skills

Required

  • 8+ years of D2C lifecycle management, with a track record of optimizing for down-funnel conversion and revenue.
  • A structured approach to problem-solving and the ability to derive strategic conclusions from large amounts of data.
  • Hands-on experience with comprehensive CRM/marketing automation tools like Braze, Mailchimp, or similar systems.
  • Deep knowledge of A/B testing methodologies and experience managing a high-velocity testing roadmap.
  • Experience leveraging AI-driven insights or machine learning models to enhance audience segmentation.
  • The ability to operate independently and thrive in a fast-paced, dynamic environment where priorities may shift.
  • Excellent written and oral communication skills, with the ability to communicate channel strategy and insights crisply to various stakeholders.

Nice to have

  • Genuine interest in the lending and home equity space.
  • MBA or other advanced degrees.
  • Previous experience in finance, tech, or banking.
  • Experience with Excel & SQL is a plus.

What the JD emphasized

  • AI-driven insights for hyper-personalization
  • leveraging AI-driven insights or machine learning models to enhance audience segmentation