Lifecycle Marketing Program Manager

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!

• A focus on supporting our employees’ mental, physical, and financial well-being

• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors

• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration

• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award

• A passion for consistently providing amazing experiences and creating raving fans

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays

• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account

• Up to a 4% match on 401(k) contributions

• Up to twelve weeks of fully paid parental leave

• An extensive Employee Assistance Program that provides personalized care options for your whole household

• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Location:

•

Elevations Credit Union- Broomfield Basecamp

• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective:

This position is responsible for the strategy, design, implementation, and optimization of member journeys that support member acquisition, onboarding, activation, engagement, retention, reactivation, and relationship growth. This role defines audience strategy, personalization, testing, and measurement across the member lifecycle, ensuring communications are coordinated, compliant, and aligned to member and business needs. This role balances strategic planning with hands-on execution to lead lifecycle marketing initiatives and partner with stakeholders across the organization to translate growth priorities into connected, relevant, and measurable member experiences.

Essential Functions:

• Lifecycle Strategy & Member Journey Design: Develop and optimize lifecycle strategies across member acquisition, onboarding, activation, engagement, retention, reactivation, and relationship growth. Map priority member journeys to identify friction points, communication gaps, and adoption opportunities. Translate business priorities into journey briefs, audience strategies, personalization approaches, channel sequencing, and success measures.

• Omnichannel Campaign Orchestration & Execution: Directly own and execute email marketing, from planning through send and performance tracking. Lead planning and coordination of lifecycle campaigns across the full range of member-facing channels, sequencing channel mix based on journey needs and business priorities. Develop campaign briefs and requirements, coordinate stakeholders and vendors, and support deployment readiness. Execute or facilitate select channels directly as needed, ensuring communications are connected, timely, accurate, and compliant.

• Marketing Analytics, Measurement & Optimization: Define member journey and campaign success metrics, including engagement, conversion, product adoption, onboarding completion, retention, reactivation, PFI, and share-of-wallet. Ensure tracking, attribution, segmentation, and reporting frameworks support accurate measurement. Lead test-and-learn efforts across audience, timing, channel mix, cadence, personalization, and calls to action. Translate performance insights into recommendations for continuous improvement.

• Cross-Functional Communications Planning & Compliance: Serve as a lifecycle communications planning lead across Digital, Analytics, Product, Retail/Branch, Compliance, Operations, Creative, vendors, and other teams. Maintain visibility into lifecycle communication plans to reduce channel conflict, duplication, member fatigue, and disconnected experiences. Support governance around cadence, timing, approvals, accessibility, regulatory standards, and member data considerations.

• Content Strategy & Development: Provide member-centric messaging direction, content requirements, personalization guidance, and content hierarchy recommendations with the copywriter, Brand Director, Creative, Compliance, and subject matter experts. Ensure communications are clear, relevant, compliant, on-brand, and appropriate for channel and lifecycle stage. Write, edit, or adapt copy only as needed for smaller efforts, testing variations, or channel-specific needs.

Reports To:

Marketing Operations Manager

Manages:

This role does not have supervisory responsibility.

Required Skills, Education and Experience

• Bachelor's degree in Marketing, Communications, Business, Data Analytics, or equivalent combination of education and experience.

• 4+ years of experience in lifecycle marketing, CRM marketing, growth marketing, product marketing, or member/customer engagement.

• Experience building customer or member journeys that support onboarding, activation, engagement, adoption, retention, reactivation, or cross-sell.

• Strong grasp of lifecycle marketing, journey management, segmentation, personalization, and testing/optimization.

• Direct experience working in marketing automation or CRM platforms.

• Ability to translate business priorities into campaign briefs, audience strategies, channel plans, and measurable success metrics.

• Strong analytical skills, with the ability to turn performance data into actionable recommendations.

• Proven ability to lead cross-functional work across multiple business units and stakeholders.

• Strong attention to detail, with the ability to manage multiple initiatives, approvals, and timelines in a regulated environment, including working knowledge of compliance considerations (disclosures, opt-out, accessibility, privacy/data use).

Preferred Skills, Education and Experience:

• Previous experience in financial services, credit union, banking, fintech, subscription, or membership lifecycle marketing.

• Experience coordinating communications across a range of member-facing channels, including digital, print, and vendor-managed touchpoints.

• Experience with onboarding, product adoption, retention, win-back, cross-sell, next-best-action, or relationship-growth programs.

• Experience with behavioral segmentation, trigger-based campaigns, journey mapping, A/B testing, attribution, and performance dashboards, including partnering with analytics teams on reporting and optimization.

• Preferred experience with marketing, CRM, or analytics platforms such as HubSpot, Marketo, Salesforce, Adobe, GA4, Tableau, Power BI, or Looker.

• Familiarity with financial services marketing regulations, member data governance, accessibility standards, CAN-SPAM, and compliance review processes.

• Experience using automation or AI-enabled tools to improve marketing efficiency, personalization, testing, or journey optimization.

Work Environment:

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements:

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

• Full time / 40 hours per week

Classification:

Exempt

Compensation:

The person hired into this position will likely earn between $79,170.87 and $98,963.00 per year, plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Anticipated Application Window:

This role is anticipated to close within 35 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

ELEVATIONS CREDIT UNION’S COMMITMENT TO PRIVACY

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