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CRM & Lifecycle Marketing Manager

Gen Z is the generation of the side hustle. 💪🏻 They’re creators. 👩‍🎤 They’re freelancers. 🧑‍💻 They’re investors. 👩‍💼 And they’re not afraid to take on challenges, especially when it comes to their finances - and we’re here for it.

Step is a next-generation financial services company building a better banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. We’re on a mission to improve the financial future of the next generation by empowering teens to start their financial journey today. Step is a well-funded Series C company that has raised more than $175M, focused on disrupting the banking industry through a differentiated mobile-first consumer experience.

People love our product. We eclipsed over 5.5M million customers, and if you’re looking to join a fast-growing company with a strong mission and vision that puts people first, we want to meet you!

The Role

As Step’s CRM & LIfecycle Marketing Manager, you will be a founding team member and own the customer journey, helping build and grow new engagement touchpoints to set the next generation up for financial success. Starting day one, you’ll immerse yourself in all things Gen Z and their journey through our product. You’ll partner with our Product Marketing, Content and Performance Marketing teams to brainstorm and build new lifecycle journeys to empower teens to take on their financial independence. 

As you build out Step’s CRM platform and lifecycle touchpoints, you’ll analyze and dive deep into the data. You’ll identify new opportunities to experiment and optimize the customer experience.  You’ll dig into new trends in the customer journey and help inform product decisions and creative direction. You’ll support product launches and brand campaigns, to educate and empower teens on their financial journey.

Responsibilities

  • Develop a best-in-class lifecycle and CRM strategy to personalize tactics across channels and audience segments
  • Own the day-to-day execution of email, in-app and push campaigns including writing, building, scheduling, testing and reporting
  • Identify new CRM trends, implement best practices and build processes to enable continuous experimentation and iteration 
  • Leverage consumer insights and analyses to develop new hypotheses and experiments
  • Understand our target audience, build out segmentation and identify new opportunities for improvement in the customer journey
  • Manage external CRM agency partners
  • Be a voracious consumer of Gen Z culture and highlight trends that can help inform new and creative marketing and product ideas

About You

  • 3-5 years of experience in consumer (B2C) lifecycle and CRM marketing, preferably with a mobile app, technology, or start-up experience
  • Analytical and experimental mindset can use and leverage data and insights to brainstorm ideas, make decisions and drive growth
  • Experience with marketing automation tools such as Braze
  • Excited about building things from the ground up and implementing programs from start-to-finish 
  • Curiosity and hunger for solving difficult problems
  • Thrives in a self-starter fast-paced environment, able to work autonomously
  • Team-oriented mindset and the ability to work with a wide range of individuals
  • Experience with HTML preferred, but not necessary

 

Working at Step

  • Competitive salary based on experience, with full medical and dental benefits 💸
  • High potential for growth 📈
  • Stock in an early-stage startup 🤩
  • Flexible WFH and vacation policy 🏝
  • Paid parental Leave 🐣
  • Employee referral program 👯‍♀️👯
  • 401K plan 💪🏻
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Average salary estimate

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$90000K

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What You Should Know About CRM & Lifecycle Marketing Manager, Step

Join the exciting journey at Step as our CRM & Lifecycle Marketing Manager! We’re a forward-thinking financial services company dedicated to empowering the next generation to achieve financial independence. With over 5.5 million customers and significant backing, we are revolutionizing the banking experience for Gen Z. In this role, you’ll become a key contributor right from day one, shaping the customer journey and creating engagement touchpoints that resonate with today’s youth. You will collaborate with our dynamic teams, diving into the intricacies of our CRM platform to design personalized experiences across various channels. Your analytical skills will come into play as you analyze engagement data, experiment with new strategies, and optimize the customer journey. Whether you’re developing lifecycle strategies, executing campaigns, or implementing innovative processes, every task will directly influence the financial awareness of our users. You don’t need to be afraid of being hands-on; you’ll be involved in everything from campaign execution to managing our external CRM partners. If you’re curious about Gen Z culture, eager to inform product ideas, and ready to be part of a mission-driven company that values growth and creativity, we can’t wait to meet you!

Frequently Asked Questions (FAQs) for CRM & Lifecycle Marketing Manager Role at Step
What are the responsibilities of the CRM & Lifecycle Marketing Manager at Step?

As the CRM & Lifecycle Marketing Manager at Step, your primary responsibilities will include developing and executing a best-in-class CRM strategy, managing day-to-day email, in-app, and push campaigns, and continuously analyzing customer engagement data to optimize the user journey. You will also work closely with various teams to inform product decisions and ensure that our marketing resonates with the Gen Z audience.

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What qualifications do I need to be a CRM & Lifecycle Marketing Manager at Step?

To excel as the CRM & Lifecycle Marketing Manager at Step, you should have 3-5 years of experience in consumer lifecycle and CRM marketing, preferably with familiarity in mobile app marketing. An analytical mindset, experience with marketing automation tools like Braze, and a passion for understanding Gen Z are also essential for this role.

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What kind of company culture can I expect as a CRM & Lifecycle Marketing Manager at Step?

Step fosters a collaborative and dynamic culture that thrives on innovation and creativity. As a CRM & Lifecycle Marketing Manager, you will be part of a fast-paced startup environment that encourages autonomy, problem-solving, and teamwork. Our commitment to financial education and success for Gen Z is at the heart of our mission, and you'll find a supportive atmosphere ready to embrace new ideas.

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What are the growth opportunities for the CRM & Lifecycle Marketing Manager at Step?

At Step, there is a high potential for growth as we are an early-stage startup with ambitious goals. The CRM & Lifecycle Marketing Manager will have numerous opportunities to lead initiatives, develop innovative strategies, and contribute to the overall marketing efforts, potentially paving the way for career advancement within the company.

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How does Step support work-life balance for the CRM & Lifecycle Marketing Manager?

Step values work-life balance and offers a flexible work-from-home policy, along with generous vacation time. We believe that well-rested employees contribute more effectively, so we encourage taking time off to recharge, ensuring that our CRM & Lifecycle Marketing Manager can perform at their best.

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Common Interview Questions for CRM & Lifecycle Marketing Manager
How would you develop a lifecycle marketing strategy for Gen Z at Step?

To develop a lifecycle marketing strategy for Gen Z at Step, I would start by conducting thorough research on their preferences and behaviors. I'd utilize customer insights to tailor engagement strategies, focusing on personalization and creating meaningful touchpoints. Collaborating with cross-functional teams would also be crucial to align messaging and ensure consistency across all channels.

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What metrics would you use to evaluate the success of CRM campaigns?

In evaluating the success of CRM campaigns, I would focus on key metrics such as open rates, click-through rates, conversion rates, and customer retention rates. Analyzing how these metrics change over time will help identify trends, successes, or areas needing adjustment to optimize future campaigns.

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How would you handle a campaign with low engagement rates?

For a campaign with low engagement rates, I would first analyze the available data to identify potential causes. It might involve reevaluating the audience segmentation or adjusting the message's tone or content. I would also consider A/B testing different elements to improve engagement and identify more effective strategies for future campaigns.

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What CRM tools have you previously used, and how did they benefit your campaigns?

I have previously used tools like Braze and HubSpot, which enabled me to automate campaigns, personalize customer experiences, and segment audiences effectively. These tools helped improve our campaign efficiency, allowing for real-time adjustments based on performance data, resulting in significantly increased user engagement and conversion rates.

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Describe a time you used data to inform a marketing decision.

In a previous role, I analyzed user behavior data that highlighted a drop-off rate during a specific stage of the customer journey. By addressing the key pain points based on data insights and updating the communication strategy around that segment, we drastically improved conversion rates by 20% within a few weeks.

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How would you approach partnerships with external CRM agencies?

When approaching partnerships with external CRM agencies, I would prioritize clear communication of our goals and expectations, ensuring they understand our brand voice and target audience. Regular check-ins and data-sharing would be crucial to maintain alignment and adapt strategies based on performance insights.

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Can you provide an example of a successful marketing campaign you have managed?

A successful campaign I managed involved a targeted email series for a product launch. By segmenting our audience based on their previous interactions and preferences, we achieved a 40% higher open rate compared to past campaigns. The personalized approach made a significant impact, leading to higher engagement and sales.

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What do you think is the most important aspect of CRM marketing?

The most important aspect of CRM marketing is understanding and personalizing the customer experience. By leveraging data insights, marketers can create tailored interactions that build deeper relationships and foster loyalty, particularly with a dynamic audience like Gen Z.

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How do you stay up-to-date on trends that affect Gen Z marketing?

To stay updated on trends affecting Gen Z marketing, I regularly consume industry-related podcasts, follow influential social media accounts, and read relevant publications. Engaging with Gen Z audiences and participating in forums dedicated to youth culture also provides valuable insights into their evolving preferences.

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What role does creativity play in your marketing strategy?

Creativity plays a crucial role in my marketing strategy. Developing engaging and innovative campaigns that resonate with the audience, especially one as dynamic as Gen Z, requires fresh ideas and unique approaches. Balancing creativity with data-driven insights helps ensure campaigns are not only compelling but also effective.

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To improve the financial future of the next generation.

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Full-time, remote
DATE POSTED
April 9, 2025

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