Lifecycle Marketing / CRM Consultant (User Flows, Email, Automation & Engagement Systems)

Job Type: Contract (Project-Based, Potential for Ongoing Work) Location: Remote (U.S. Preferred) Client Company: Confidential (Technology Platform – Marketplace/Product-Based)

Job Description

We are a fast-growing, product-driven platform building a data-powered user experience with a strong focus on automation, engagement, and retention. We are seeking a Lifecycle Marketing / CRM Consultant to design and implement the systems that power our user communication — including email, SMS, push notifications, and behavioral automation. This role is responsible for owning the lifecycle strategy and execution, from user onboarding to long-term retention and conversion. This is not a basic email marketing role. We are looking for someone who has built and deployed lifecycle systems from the ground up. Role Overview

• This role sits at the intersection of:
• Lifecycle Marketing (CRM)
• Product Behavior & User Flows
• Marketing Operations / Automation Systems
• You will define:
• What we send
• When we send it
• Why users receive it
• How systems trigger it

What You’ll Be Responsible For1. Lifecycle Marketing Ownership (CRM) You will be the primary owner of our lifecycle and communication systems.

• Responsibilities include:
• Email automation flows (welcome, onboarding, alerts, re-engagement, conversion)
• Push and SMS strategy
• User segmentation (hot / warm / cold users)
• Engagement optimization (open rates, CTR, retention, churn)
• Campaign calendar and automation logic
• 2. User Flows & Product-Driven Triggers
• Map full user journeys:
• Signup → onboarding → activation → retention → upgrade
• Define what behaviors should trigger communication:
• Example: saved searches, new opportunities, inactivity, engagement signals
• Work alongside product/development to align messaging with platform behavior
• 3. Tech Stack Strategy & Implementation
• Recommend and implement lifecycle tools such as:
• Customer.io
• Klaviyo
• HubSpot
• Define system architecture (CRM, messaging tools, backend integration)
• Ensure scalability, performance, and cost efficiency
• 4. Marketing Operations / System Deployment
• Build and deploy automation systems:
• Event tracking
• Data pipelines
• Workflow logic
• A/B testing frameworks
• Work with developers to integrate APIs and ensure proper data flow
• 5. Performance & Optimization
• Analyze lifecycle performance:
• Which emails drive conversions
• What increases retention
• Where users drop off
• Continuously optimize flows, timing, and segmentation

How This Role Fits Into the Team

• This role combines responsibilities typically split across:
• Lifecycle Marketing Manager / CRM Manager
• Marketing Operations / Marketing Engineer
• Growth / Product Collaboration
• You will:
• Own what gets sent and how it performs
• Help define when and why it gets triggered
• Ensure systems are actually built and running

Required Experience (Must Have)

• We are ONLY considering candidates who can demonstrate:
• Proven experience building and deploying lifecycle systems from scratch
• Hands-on experience with platforms such as:
• Customer.io, Iterable, or Braze
• Strong understanding of:
• Event-driven automation
• Behavioral segmentation
• User lifecycle design
• Experience working with developers and product teams

Required Application Details (Mandatory) To be considered, applicants MUST include:

• 1. Past Work
• Examples of lifecycle systems you have built
• Platforms/tools used
• Your exact role (strategy vs. implementation vs. both)

2. Deployment Breakdown (Minimum 2 Projects)

• For each project, include:
• What the system did (onboarding, alerts, retention, etc.)
• Tools used
• How it was implemented (API, native integration, custom setup)
• Results (if available: conversion, retention, engagement metrics)

3. Technical Approach (Short Answer) “How would you structure lifecycle automation for a multi-sided marketplace platform?”

• Nice to Have
• Experience with:
• PostHog or Mixpanel
• Marketplace or SaaS experience
• Subscription or freemium model experience
• What Success Looks Like
• Fully operational lifecycle system tied to real user behavior
• Automated flows driving engagement and conversion
• Clear segmentation and messaging strategy
• Scalable infrastructure for long-term growth

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