Lifecycle Marketing Lead

New York | Full-time

We reach, engage, and inspire innovators to build with Plaid.

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Hybrid

We are looking for a lifecycle marketing lead to join our Growth Marketing team.  In this role you’ll be responsible for leading our lifecycle marketing efforts driving customer acquisition, activation, engagement and retention.  You will be responsible for the lifecycle strategy across the entire customer journey, which you will then optimize through continual analysis and rapid experimentation.  


  • Own the end-to-end customer journey strategy and craft comprehensive plans to engage with customers at every stage
  • Identify predictive product usage indicators and build engagement workflows to drive activation and multi-product adoption
  • Accelerate customer acquisition through personalized campaigns in close partnership with our demand gen team
  • Build an integrated customer onboarding program that includes triggered lifecycle marketing initiatives (i.e.- triggered email program, notifications, in-product messaging)
  • Propose, design and launch A/B tests that drive engagement, conversion and retention
  • Collaborate effectively across design, account management, product marketing and content teams to create a cohesive customer experience
  • Develop reporting to track key metrics related to retention and illustrate the impact of growth initiatives


  • 8+ years experience developing end-to-end lifecycle campaigns, from conceptualization to measurement
  • General understanding of SaaS economics such as LTV, CAC, payback period, etc.
  • Experience driving large impact through scaled/automated personalization capabilities
  • Highly analytical – comfortable working with data, evaluating ROI, reviewing dashboards, clearly scoping data asks to technical counterparts, etc. 
  • Thoughtful strategic thinker with a bias for action and a creative mind; comfortable operating in a fast-moving environment with a high degree of ambiguity
  • Mastery of email and marketing automation tools and best practices, Salesforce and Marketo experience a plus
  • Proven experience leading a team as a people manager

Target base salary for this role is $139,320 and $227,880 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at

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With a degree in economics and a stint on the 2016 presidential campaign under his belt, Jake Stern joined the Plaid sales team in 2017.

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