Sr Lifecycle Marketing Manager

PenFed Credit Union

$90K — $120K *
Omaha, NE 68104In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Marketing, Business, Communications, or a related field; MBA is a plus.
  • 5+ years of progressive marketing experience in Financial Services, with 3+ years in lifecycle or retention marketing.
  • Experience with financial services product marketing and loyalty programs preferred.
  • Proven track record managing credit card or lending product marketing, focusing on early-lifecycle and activation campaigns.
  • Familiarity with Salesforce Marketing Cloud and A.I. tools preferred.

Responsibilities

  • Develop and implement end-to-end lifecycle campaigns with product marketing leads.
  • Define journey maps and communication strategies to enhance member understanding and engagement.
  • Create frameworks linking member behaviors to valued rewards and experiences.
  • Translate insights into onboarding and retention strategies for product lifecycle stages.
  • Lead multi-channel onboarding for new members across diverse platforms.
  • Design campaigns targeting members considering cancellation or reduced activity.
  • Track and analyze retention performance metrics, presenting insights to leadership.

Benefits

  • Hybrid work environment allowing flexibility between remote and in-office work.
  • Collaborative cross-functional team setting enhancing professional growth.
  • Opportunity to leverage AI tools for improved campaign effectiveness.
  • Access to industry benchmarks to keep marketing programs competitive.
  • Comprehensive resources for skill development and ongoing training.
Full Job Description
Overview

PenFed is hiring a (Hybrid) Sr. Lifecycle Marketing Manager at our Omaha, Nebraska Service Center. This role leads lifecycle strategy and program execution to increase member activation, deepen product engagement, and improve retention across PenFed's consumer banking portfolio. The Sr. Lifestyle Marketing Manager works directly with product marketing leads to shape and optimize product-specific lifecycle journeys, partnering across Product, Analytics, and Channel teams to translate member insights into targeted, measurable campaigns that strengthen long-term loyalty.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
  • Develop and implement end-to-end lifecycle campaigns (brief, audience/offer strategy, creative requirements, build, QA, launch, and optimization) in partnership with product marketing leads and channel owners.
  • Define journey maps and communication cadences that educate members on products, services, and tools-driving early activation, product primacy, and lifetime value.
  • Develop rewards and experience frameworks that connect member behaviors and product engagement to meaningful, differentiated value and brand affinity.
  • Translate insights and attrition indicators into prioritized onboarding, engagement, and retention workstreams for each product's lifecycle journey.
  • Lead execution of multi-channel onboarding for new members, ensuring timely, coordinated touchpoints across email, mobile, direct mail, and digital channels.
  • Build triggered and scheduled communications by product to drive early-life KPIs (e.g., first purchase/payment, direct deposit, initial funding, mobile adoption, rewards engagement), aligned to each product's lifecycle journey.
  • Design save and win-back campaigns for members showing cancellation intent, declining usage, or reduced transaction activity.
  • Track retention performance against defined metrics (e.g., churn reduction, save rate, lifetime value) and present insights and recommendations to marketing leadership.
  • Leverage behavioral and transactional data to segment audiences and personalize messaging by product, channel, and lifecycle stage.
  • Embrace and responsibly leverage AI-enabled tools to improve lifecycle marketing effectiveness (e.g., audience insights, personalization, experimentation, and workflow efficiency).
  • Build and manage a proactive retention and re-engagement program that identifies at-risk and inactive members using predictive signals and behavioral triggers.
  • Monitor relevant industry benchmarks to keep programs competitive and differentiated.
  • Synthesize data and insights from multiple sources into campaigns and plans that meet member needs
  • Establish measurement frameworks for lifecycle programs (e.g., engagement lift, NPS impact, incremental product adoption) to quantify outcomes and inform iteration.
  • Establish the cross-functional operating rhythm for lifecycle initiatives (e.g., intake, prioritization, stakeholder reviews, and launch readiness) and ensure clarity on owners, timelines, and approvals.
  • Incorporate cross-team feedback objectively and conduct ongoing reviews of marketing offer processes and procedures to ensure appropriate controls are executed.
  • Conduct A/B and multivariate testing across subject lines, creative, offers, and timing to continuously improve open, click, and conversion rates.
  • Apply insights from testing, analytics, and member feedback to prioritize roadmap enhancements and optimize lifecycle programs.
  • Report on lifecycle performance via dashboards and recurring readouts (e.g., activation rate, product adoption, and 90-day engagement benchmarks) and use insights to refine targeting and messaging.
  • Lead meetings, presentations, task forces, and marketing communications for retention, loyalty, and referral initiatives and assigned projects.

*This role is responsible for ensuring business continuity.*

Qualifications

Equivalent combination of education and experience is considered.
  • Bachelor's degree in Marketing, Business, Communications, or a related field required; MBA or advanced degree a plus.
  • Minimum 5years of progressive marketing experience in the Financial Services industry, with a minimum of 3 years focused on lifecycle, loyalty, or retention marketing.
  • Experience in financial services product marketing and member/customer loyalty programs preferred.
  • Demonstrated success managing credit card or lending product marketing programs, including early-lifecycle and activation campaigns.
  • Salesforce Marketing Cloud experience preferred.
  • Experience in using A.I. tools preferred.

Skills & Competencies
  • Strong command of segmentation, audience targeting, and campaign analytics; experience translating data into clear business insights.
  • Proficiency in email, SMS, direct mail, and in-app messaging channel strategy and execution.
  • Familiarity with loyalty program mechanics, rewards structures, and member engagement frameworks.
  • Excellent project management skills with the ability to manage multiple concurrent programs in a fast-paced environment.
  • Strong written and verbal communication skills; comfortable presenting to leadership and cross-functional stakeholders.
  • Self-starter with the ability to work collaboratively, prioritize, and meet deadlines.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

There are no additional certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Ability to travel to various worksites and be on-call may be required.

#LI-Hybrid

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