[Hiring] Senior Manager, CRM & Lifecycle Marketing @Climate First Bank

Role Description

As Senior Manager, CRM & Lifecycle Marketing, you will build and run an always-on engine for lead conversion, cross-sell, retention, and relationship growth across Climate First Bancorp, Climate First Bank, OneEthos, and future portfolio companies. You will:

• Map prospect and customer journeys.
• Identify the next best action or product.
• Turn customer signals into relevant email, SMS, nurture, onboarding, engagement, and retention programs.
• Work across Marketing, business lines, Operations, Data, Technology, and Compliance.
• Help move customers from a single product into broader relationships, increasing products per customer, deposits, lending relationships, retention, and lifetime value.

Qualifications

• 5+ years of progressive experience in CRM, lifecycle, retention, loyalty, marketing automation, or customer growth.
• Bachelor’s degree in marketing, business, analytics, communications, or a related field, or equivalent education and experience.

Requirements

• Develop the enterprise CRM and lifecycle roadmap.
• Map end-to-end prospect and customer journeys.
• Use product ownership, behavior, life stage, engagement, and eligibility signals for cross-sell opportunities.
• Plan, build, quality-check, deploy, and optimize campaigns.
• Develop actionable segments and personalization logic.
• Establish lifecycle KPIs and testing roadmaps.
• Design communications that are relevant, transparent, and consistent with values.

Benefits

• 100% employer-paid health coverage for employees; employer contribution for dependents.
• Medical, Dental & Vision Insurance.
• Health Savings Account (HSA).
• Free Telemedicine access via Teladoc.
• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options.
• Exclusive Employee Banking Perks.
• 0% Financing for Employee Solar Loans.
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs).
• Referral Incentives.
• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time for all full-time employees.
• Company-Paid Life Insurance.
• Short- & Long-Term Disability Insurance.
• Voluntary Life, Accident & Critical Illness Coverage.
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.