About this role
Red Oak is seeking a Lifecycle Marketing Manager to drive expansion and retention within our existing financial services client base. You will own the strategy and execution of programs that move clients from single-product to multi-product adoption, directly impacting pipeline growth. This role offers high autonomy and ownership, with success measured by pipeline generated from named accounts.
What we are looking for 6
- Own cross-sell and retention programs for existing clients
- Drive expansion pipeline from single-product to multi-product clients
- Build and manage nurture, re-engagement, and adoption programs
- Partner with sales and client success teams
- Utilize HubSpot, Salesforce, and AI tools for program execution
- 3-5 years B2B lifecycle or growth marketing experience with pipeline ownership