About this role.
Flex is hiring a senior, hands-on Lifecycle Marketing Operations Manager to establish its lifecycle strategy and technical foundation from zero to one. The role owns customer journeys spanning acquisition follow-up, application recovery, onboarding, activation, retention, and win-back for a regulated fintech product suite. It requires deep practical ownership of Braze, Segment, event tracking, identity resolution, reporting, messaging, and compliance-reviewed communications. The manager will work closely with RevOps, Engineering, Data, Product, Legal, and Compliance while independently prioritizing infrastructure and campaigns. This is a high-impact builder role with substantial autonomy in a fast-paced fintech environment.
Role DNA
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Job Complexity
5/5Pace & Pressure
5/5Autonomy Level
5/5Communication Load
5/5Salary analysis
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Core skills
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Sample interview questions
I would first audit the funnel, existing events, identity resolution, channel performance, and customer pain points. I would prioritize high-volume or high-value leakage points, such as incomplete credit applications and early activation, while establishing the minimum reliable tracking and KPI framework needed to measure impact. I would then sequence foundational data work alongside a small number of high-confidence journeys that demonstrate value quickly.
I would start with a clear event taxonomy tied to lifecycle stages and business outcomes, including user, account, product, application, and transaction attributes. With Engineering and Data, I would define source-of-truth systems, identity-resolution rules, event ownership, naming conventions, and data-quality monitoring. In Braze, I would map these events and attributes to segments, Canvas entry criteria, personalization, suppression logic, and conversion measurement.
I use the customer context, immediacy, and purpose of the message. In-product and transactional communications generally belong to Product when they are necessary to complete an action or explain real-time product behavior, while lifecycle channels are better for education, re-engagement, adoption, and broader relationship-building. I would document the decision framework and shared handoff points so teams avoid duplicated or contradictory communications.
I would connect channel and journey metrics to business outcomes. Core measures would include application completion, activation rate, time to first value, product adoption, repeat usage, retention, reactivation, incremental conversion, revenue contribution, deliverability, and unsubscribe rates. I would use holdouts or other experimentation methods where possible to distinguish incremental lift from correlation.
I would establish approved messaging principles, reusable disclosures, claim libraries, review workflows, and risk-based service levels with Legal and Compliance. Low-risk, pre-approved templates could move quickly, while new product claims or sensitive financial communications would receive deeper review. This creates a durable system that protects customers and the company without requiring every campaign to start from scratch.
Flex is building the AI-native private bank for business owners.
We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system. Flex is the full financial home for ambitious owners.
Since launching publicly in September 2023, Flex has scaled from zero to nine-figure annualized revenue, with a clear path to profitability by late 2026. We move fast, ship relentlessly, and operate with extreme ownership.
Our customers are affluent business owners ($3–$200M in revenue)—the backbone of the economy and one of the most underserved segments in finance. They’re stuck with outdated banks and fragmented tools. We’re replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better—not incrementally improved.
Flex has raised $100M+ in equity and $300M+ in debt.
– Mission-critical problems: We build software that directly controls how money moves at scale.
– High bar, low ego: Small teams, exceptional people, real ownership.
– Speed over comfort: We prioritize execution, quality, clarity, and results.
– Enduring impact: What we’re building will define how a generation of owners runs their businesses.
Team & Locations
We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote.
Flex Fuels Ambition.
About The Role
Flex is building its lifecycle marketing function from the ground up. We’re looking for someone who can own both the strategy and the technical infrastructure behind how we engage prospects and customers across the credit application journey, banking, AP automation, and our broader product suite.
This is a builder’s role: you’ll be the first dedicated owner of lifecycle marketing at Flex, working directly with RevOps, Engineering, and Data to design the systems, not just the campaigns, that will power retention, activation, and growth as we scale. You’ll partner closely with the Director of Revenue Operations and Head of Revenue to shape lifecycle strategy, while also being hands-on in Braze, Segment, and our data infrastructure — there’s no team to hand this off to yet, so you’re doing the thinking and the building.
Flex doesn’t have a dedicated product marketing team today, so this role also owns messaging — not just the systems that deliver it. You’ll need to be comfortable using AI tools to accelerate copy drafting, and working directly with Product, Legal, and Compliance to shape and approve messaging for a regulated fintech audience, rather than relying on a product marketing team to hand you finished copy.
Because lifecycle touches so much of the customer journey, this role also needs to partner closely with Product to establish clear lines of ownership — what communications live in-product versus in lifecycle channels, and why.
What You’ll Do
- Own lifecycle marketing strategy end-to-end: acquisition follow-up, application drop-off recovery, onboarding, activation, retention, and win-back across Flex’s product suite (credit card, banking, AP automation, expense management, working capital)
- Draft and own lifecycle messaging and copy directly (using AI tools to accelerate drafting), then partner with Product, Legal, and Compliance to shape and approve it for a regulated fintech audience — there’s no product marketing team to hand this off to
- Partner with Product to define and maintain clear ownership boundaries — which touchpoints are product-owned (in-app, transactional, native notifications) versus lifecycle-owned (email, SMS, re-engagement), and the rationale behind that split, so both teams can build without duplicating effort or working at cross-purposes
- Partner directly with Engineering and Data to design event-based triggers and data architecture that power personalized, automated customer journeys — not just request the data, but help define what needs to be tracked and how
- Build and own Braze infrastructure: Canvas flows, segmentation logic, dynamic content, and journey orchestration, working from a technical foundation you help define alongside RevOps and Data
- Design and maintain the Segment-to-Braze data pipeline in partnership with Data/Engineering, ensuring clean identity resolution and reliable event tracking
- Develop the measurement framework for lifecycle marketing: define the KPIs, build the reporting, and tie lifecycle performance to business outcomes like conversion, retention, and revenue
- Bring judgment on prioritization and sequencing — deciding what infrastructure and campaigns to build first given Flex’s current stage, rather than waiting to be told
- Ensure lifecycle communications meet the compliance and disclosure standards required in a regulated fintech environment
- Act as the internal expert on lifecycle marketing systems and strategy, briefing stakeholders (RevOps, Sales, CS, Leadership) on what’s being built and why
What You’ll Bring
- 6-8+ years of experience in lifecycle marketing, CRM, or retention marketing, with meaningful time in fintech, financial services, or another regulated industry
- Deep hands-on experience with Braze (or a comparable platform like Iterable/Customer.io) — you’ve built Canvases, not just launched campaigns someone else configured
- Working fluency with Segment or similar CDPs, including identity resolution, event tracking, and data pipeline design
- Proven experience partnering directly with Engineering and Data teams to design event-based systems, not just consuming what’s handed to you
- Strategic ownership experience: you’ve defined a lifecycle or retention strategy and the roadmap to execute it, not just run campaigns within someone else’s framework
- Strong analytical fluency — comfortable defining KPIs, building reporting frameworks, and using data to prioritize what to build next
- Comfort with ambiguity and zero-to-one building; you don’t need existing infrastructure or a team to make progress
- Strong writing skills and comfort using AI tools to draft and iterate on messaging quickly, plus experience navigating legal/compliance review for customer-facing copy in a regulated industry — this role doesn’t have a product marketing team to lean on
- Bonus: B2B experience alongside B2C/D2C, and familiarity with BigQuery, dbt, or similar data warehouse tools
Why This Role Is Different
Most lifecycle marketing roles at this level either inherit built-out infrastructure or come with a team to delegate to. This one has neither yet — which means the person who takes it gets to define the technical foundation and the strategy simultaneously, with outsized influence on how Flex engages customers for years to come
Compensation
Additional Information
Why Join Us
Build something generational — Capture the full lifecycle of money for ambitious business owners.
Work on real money, real risk — Payments, credit, and banking at serious scale.
Solve hard problems — AI, underwriting, compliance, and global finance from first principles.
True ownership — Small teams, high trust, real accountability.
Founder-level exposure — Direct access to leadership, customers, and investors.
High bar, high taste — Move fast without cutting corners.
Elite peers — People here are builders, not tourists.
Real upside — Meaningful equity if you help build something big.
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