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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

The Lifecycle Marketing Operations Manager is an experienced Braze campaign architect responsible for asset development, audience segmentation, and campaign quality assurance in multiple marketing communication channels, including: email, SMS, push, and in-app messaging. With a strong focus on both campaign execution and stakeholder collaboration, the ideal candidate has superior attention to detail and time management skills, as well as the ability to understand business needs & objectives in order to consistently deliver pristine, on-time work. The LCM Ops manager will work closely with LCM strategists to recommend features, design tests, and review strategy to achieve shared OKRs.

What you’ll do:

• In collaboration with a Lifecycle Marketing Strategist, execute large and/or complex data-driven marketing initiatives utilizing a campaign management tool; perform activities such as campaign architecture, audience selection, trigger qualification, suppressions, segmentation and arbitration

• Develop canvas/asset templates, segments, and playbooks for repetitive or turnkey projects. Train others and own the coding/building, approval process, and deployment of daily, monthly, and ad-hoc content-focused lifecycle marketing campaigns; contribute strategic thought leadership to the team’s campaign testing & optimization strategies

• Deliver on lifecycle campaign execution deadlines in various marketing channels (e.g. Email, Push, In-App Messaging, SMS, etc.)

• Document and enhance processes, best practices, and FAQs. Develop, enforce, and perform quality control activities to ensure daily campaign deployment completes in a timely manner and the output is accurate and complete

• Produce campaign performance reports using analytically derived model outputs to share test outcomes, highlight campaign business impact, and inform future testing strategies

• Consolidate and confirm the accuracy of prospect and/or customer audience data when building campaign audience segmentation; this includes collaborating with LCM Technical Project Managers and/or cross-functional data partners

• Develop a strong relationship with strategic partners; you will act as a technical advisor to LCM strategists from planning all the way through reporting

• Work with others on the Lifecycle Marketing team to understand and provide tactical feedback regarding campaign objectives, data specifications, technical requirements, etc

What you’ll need:

• Bachelor’s Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent professional experience)

• 5+ years of HTML coding experience, with hands-on experience building and deploying emails. Being able to code from scratch is not a requirement, but comfort with manipulating templates is.

• Experience with marketing automation tools and/or ESPs (e.g. Braze, Pardot, Marketo, Eloqua, etc.)

• Experience proactively managing own workload and output

• Strong interest to learn new tools with a natural curiosity

• Diligent adherence to best practices and QA procedures, with very strong attention to detail

• Ability to communicate strategies, results, and insights effectively

• Comfortable working independently, with little or no supervision

• Strong project management skills

Nice to have:

• Experience working directly with Data Analysts, Software Engineers, and Project Managers

• Previous experience with Braze and Pardot is a strong plus

• Understanding of A/B and multivariate testing standards

• Knowledge of relational databases, real-time event data, data structures and querying language (e.g. select, merge, join, group by, etc)

• Experience writing SQL statements for data extraction

• Experience working with real-time web and app event data

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.