Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.
We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
About the Role:
As a member of the Lifecycle Marketing team, this role will own and strategically guide lifecycle marketing programs to deliver long-term growth through high impact campaigns and journeys spanning the entire lifecycle across email, push notifications, SMS and in-app messaging. You’ll plan, build, and implement scalable, predictable, and repeatable lifecycle programs that achieve growth targets while improving customer engagement. You’ll work cross-functionally - along with product, engineers, operations, and compliance - to improve engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in-app messages that drive our business forward.
This is a hybrid role based in our San Francisco office two days per week.
What You’ll Do:
- Develop and launch new lifecycle programs, optimize existing programs, and continuously iterate on our channel and testing strategies: creative, offer, cadence, audience, et al.
- Manage end-to-end development and execution of data-driven initiatives, partnering with stakeholders throughout the process, including initial planning, creative development and approvals, audience development, and testing strategy
- Create and manage highly-segmented customer journey flows with actionable trigger points with both static and dynamic content to drive conversion and engagement
- Sizing, projecting, and analyzing the impact of initiatives on conversion and engagement metrics, working with analytics to establish measurement frameworks that show impact of our programs
- Leverage platform capabilities, APIs, machine-learning models, and behavioral data to drive more personalized automated experiences that deliver business results and improve relevance
- Identify and implement new tests and tactics, continually seeking to innovate to drive improved results
- Analyze campaign results, develop benchmarks, and create and share performance updates and learnings
- Establish a strong working relationship with cross-functional stakeholders in our Product, Analytics, Design, and Marketing teams
What We Look For:
- 5+ years experience in Lifecycle Marketing, or CRM Operations
- Proven success in in creating omni-channel lifecycle strategies and executing journeys/campaigns end-to-end, centered around improving key metrics through an empathetic, customer-centric lens
- Proficiency with HTML, Liquid and SQL as well as some knowledge of what can be done with webhooks, API calls (e.g. Braze's Connected Content)
- Proficiency in managing/scaling messaging/CRM/marketing automation platforms, including complex workflows and audience targeting
- Expertise in lifecycle channel best practices, including segmentation, deliverability, and copy and design approaches with email, push, and SMS
- Strong email-specific subject matter expertise, including ISP feedback loops, whitelists, and IP reputation, opt-in rules and CAN-SPAM law
- High technical competence around data, including SQL, scripting, event schemas (e.g. JSON), etc.
- Robust analytical skills w/ fluency in tools like Excel, Tableau, and Heap - quickly digesting large amounts of data, identifying trends, and pursuing the right questions to take action
- Bias toward action and entrepreneurial, with ability to form hypotheses and test quickly, synthesize learnings, productionalize wins, and pivot strategies when called for
- Ability to work independently with minimal guidance, while also able to build strong internal relationships and consensus on initiatives
- Stellar project and time management skills with the ability to manage multiple projects in a fast paced atmosphere
- Strong copywriting and editing experience with the ability to adapt to different tones of voice
What We Offer You:
- Competitive salary
- 100% paid coverage of medical, dental and vision insurance
- Unlimited vacation
- Learning stipend for personal growth and development
- Paid parental leave
- Health & wellness initiatives
The compensation range of this position in San Francisco, CA is USD $125,000-$170,000 annually plus benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.
#LI-Hybrid #BI-Hybrid
Notice to California-based Candidates for Employment. This California Candidate Privacy Notice is intended to provide information about how Upgrade collects and uses personal information to California consumers who apply for employment with Upgrade If you are employed by Upgrade, refer to the Employee Handbook for additional information. For any questions about this notice, please contact ccpa@upgrade.com.
Personal Information Upgrade Collects:
Identifiers Including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Characteristics of protected classifications under California or federal law, including demographic information and other personal information obtained during the application process, such as gender, race, national origin. Professional or employment-related information, such as salary/compensation and benefits packages, other relocation or job preferences, prior background, experience, skills, and other information in support of your application, reference information, other information obtained through background checks, including employment, credit, and criminal history. Education Information. Any other information you provide as a part of recruitment, job application, or interview process.
Purposes for Collecting Personal Information:
To consider qualifications, skills, and interest for employment. To communicate with you during the recruitment and interview process. To conduct background checks and verify your information if you are offered employment. To provide compensation, including payroll, and administer stock options and benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To improve recruitment and interview processes and ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.