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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
You will be joining the SoFi Borrow Group’s Lifecycle Marketing Team. We're a high-impact, high-visibility, values-driven group, and we sit at the heart of it all. While this role requires durability, our team's consistent success comes from valuing people. As such, you can count on leadership to focus on and invest in your needs and growth.
You will be a lifecycle marketing strategist for one of our four Borrow product verticals: Personal Loans.
The Personal Loans Lifecycle Marketing Program consists of:
- campaign-driven work; and
- evergreen nurture program development and iteration
KPIs for the program span the full range of the user lifecycle:
- Demand Generation, Acquisition, Activation, Onboarding, Engagement, Retention and Cross-sell
In this role, you’ll develop and execute data-driven lifecycle marketing strategies that support growth, engagement, and member retention. You'll work cross-functionally with teams including Product, Product Marketing, Lifecycle Tech Ops, Creative, Data Science, and Business Unit leads to align on shared goals and drive measurable outcomes across the member lifecycle.
What you’ll do:
- Deliver against OKRs through lifecycle marketing campaigns and programs leveraging:
○ outbound channels: email, push notifications, SMS
○ ad spaces behind the login wall: in-app messages, content cards, inline
product ads
- Be accountable for and report on program performance with the Personal Loans Strategic Lead, Stakeholders and other Lifecycle Marketing Leadership
- Collaborate with:
○ Product Marketing partners
○ Lifecycle Marketing TechOps org (production/execution)
○ Business Leads
○ Product Leads
■ Identify technical gaps and establish/communicate technical
requirements
○ Stakeholders
- Establish a strategic vision that improves business growth efficiency QoQ
- Develop data-driven experimentation roadmaps to support long term program iteration
What you’ll need:
These special strengths are likely to ensure success and fulfillment in the role:
- Radical candor
- Thriving in ambiguity
- Comfort running at a fast pace and pivoting with changing business needs ● Owner mindset
- Collaborating with both confidence and curiosity
- Rigorous prioritization
- Concise, synthesized communication
- Bias for (data-driven) action
Additional background and experience:
- Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent experience)
- CRM experience is a must (ideally Braze, Salesforce)
- Experience in or professional exposure to the financial services industry
- 6+ years of direct-to-consumer lifecycle management experience including email, in-app, push, and SMS.
- Proven success driving lifecycle marketing strategy
- Strong analytical chops with experience using various testing methodologies. ● Experience working with creative agencies or internal creative studios in developing marketing assets
- Experience presenting channel strategy and campaign results to cross-functional partners and executive leadership
Nice to have:
- MBA or other advanced degrees
- Previous finance or tech industry experience
Top Skills
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