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Senior Lifecycle Marketing Manager - Home Loans



Marketing & Communications
United States
Posted on Friday, June 7, 2024

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Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The team

You will be joining the SoFi Borrow Group’s Lifecycle Marketing Team. We're a high-impact, high-visibility, values-driven group, and we sit at the heart of it all. While this role requires durability, our team's consistent success comes from valuing people. As such, you can count on leadership to focus on and invest in your needs and growth.

The role

You will be a lifecycle marketing strategist for one of our four Borrow product verticals: Home Loans.

The Home Loans Lifecycle Marketing Program consists of:

  • campaign-driven work; and
  • evergreen nurture program development and iteration

>> this role will have opportunities in both campaign and evergreen program development & iteration, but will skew more toward evergreen prioritization

KPIs for the program span the full range of the user lifecycle:

  • Demand Generation, Acquisition, Activation, Onboarding, Engagement, Retention and Cross-sell

>> this role will focus on top-of-funnel demand generation and acquisition for our Home Equity products

You will be one of 3 who report to the Head of Lifecycle Marketing Strategy for Home Loans.

Our ideal candidate for this role is an individual:

  • who has proven expertise in the lifecycle marketing function (in the mortgage industry, ideally in tech)
  • who has proven success in developing effective acquisition strategies to drive aggressive business growth
  • whose career priority is to develop a strategic and data-driven mindset while developing and managing a complex web of products & programs

What you’ll do:

  • Deliver against OKRs through lifecycle marketing campaigns and programs leveraging:
    • outbound channels: email, push notifications, SMS
    • ad spaces behind the login wall: in-app messages, content cards, inline product ads
  • Be accountable for and report on program performance with the Home Loans Strategic Lead, Stakeholders and other Lifecycle Marketing Leadership
  • Collaborate with:
    • Product Marketing partners
    • Lifecycle Marketing TechOps org (production/execution)
    • Business Leads
    • Product Leads
      • Identify technical gaps and establish/communicate technical requirements
    • Sales/MLO partners
    • Stakeholders
  • Establish a strategic vision that improves business growth efficiency QoQ
  • Develop data-driven experimentation roadmaps to support long term program iteration

What you’ll need:

These special strengths are likely to ensure success and fulfillment in the role:

  • Radical candor
  • Thriving in ambiguity
  • Comfort running at a fast pace and pivoting with changing business needs
  • Owner mindset
  • Collaborating with both confidence and curiosity
  • Rigorous prioritization
  • Concise, synthesized communication
  • Bias for (data-driven) action

Additional background and experience:

  • Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent experience)
  • CRM experience is a must (ideally Braze, Salesforce)
  • Experience in or professional exposure to the mortgage industry
  • 6+ years of direct-to-consumer lifecycle management experience including email, in-app, push, and SMS.
  • Proven success driving lifecycle marketing strategy
  • Strong analytical chops with experience using various testing methodologies.
  • Experience working with creative agencies or internal creative studios in developing marketing assets
  • Experience presenting channel strategy and campaign results to cross-functional partners and executive leadership

Nice to have:

  • MBA or other advanced degrees
  • Previous finance or tech industry experience
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.