Marketing Lifecycle Manager | Email & CRM

Why This Role Exists

Metro Credit Union is building more relevant, connected experiences across the entire member lifecycle. We are looking for an accomplished lifecycle marketer to turn member insights, behavioral signals, and business priorities into communications that help people take the next best step in their financial lives.

Reporting to the Vice President, Growth Marketing, you will serve as a primary owner of marketing email, lifecycle journeys, CRM workflows, and marketing automation. Your work will directly support member engagement, product adoption, retention, relationship growth, and long-term member value.

WhatYou’ll Own

• Lifecycle communications across onboarding, nurture, cross-sell, retention, re-engagement, referrals, and relationship growth.
• The design, execution, governance, and continuous improvement of automated campaigns and journeys.
• Marketing use of CRM and automation platforms across email, SMS, push, communication preferences, onlinebanking and future engagement channels.
• Campaign quality, including QA, deployment readiness, scheduling, monitoring, preference management, and compliance review.
• A structured experimentation program using A/B, multivariate, holdout, and incrementality testing.
• Lifecycle reporting that clearly connects marketing activity to engagement, conversion, product adoption, and retention.

WhatYou’ll Do

• Translate audience insights, behavioral triggers, product priorities, and member needs into clear communication strategies.
• Build andoptimize personalized,trigger based journeys across multiple products and lifecycle stages.
• Partner closely with the Lifecycle Marketing Manager: Audiences & Activation to turn segmentation opportunities into effective member experiences.
• Create lead management, referral and follow up workflows supporting deposit, lending, insurance, investment, business banking, and other growth opportunities.
• Work with business partners to testnew offers, pilots, and lifecycle initiatives before broader rollout.
• Improve messaging, personalization, cadence, sequencing, channel mix, journey sequencing and offers through disciplined testing and performance analysis.
• Develop dashboards and recommendations that help stakeholders understand results and decide what to do next with clear recommendations and measurable outcomes.
• Partner with analytics and business teams to incorporate predictive insights and next best action recommendations into member communications.

Success Looks Like in 12 to 18 Months

• Metro has a stronger, more scalable lifecycle marketing framework with clear journey standards, governance,templates and measurement.
• Priority member journeys are automated, measurable, and continuously optimized.
• Testing produces actionable learning that improves engagement and conversion.
• Stakeholders have clearer visibility into lifecycle performance and optimization opportunities.
• Communications feel increasingly relevant to each member’s needs,behaviors andrelationship with Metro.

You’ll Love This Role If...

• You are a self starter who is energized by growth, driven by results, and motivated by the opportunity to continuously improve outcomes and make a meaningful impact on the business. 
• You enjoy building campaigns yourself while also shaping the strategy behind them.
• You see lifecycle marketing as a business growth discipline, not simply an email production function.
• You can turn complex data and audience insights into clear, human communications.
• You are energized by testing,learning and improving results.
• You collaborate effectively with creative, product, compliance, analytics, operations, audiencestrategy and technology partners.

AI Expectations

You will useAI enabled tools thoughtfully to strengthen content development, personalization, testing, journeyoptimization and communication effectiveness. You should bring sound judgment, protect member information, and ensure that AIassisted work meets Metro’s quality, compliance, and brand standards.

Required Qualifications

• At least seven years of experience in lifecycle, CRM, email, marketing automation, or a closely related discipline.
• Hands on experience with CRM, ESP, marketingautomation or journey orchestration platforms.
• Experience creating onboarding, nurture, cross-sell, retention, reactivation, renewal, or trigger-based programs.
• Strong writing, editing, creative briefing, QA, projectmanagement and stakeholder communication skills.
• Ability to interpret performance data and translate findings into practical improvements.
• Working knowledge of analytics and reporting tools such as GA4, Tableau, Power BI, Excel, Marketo or comparable lifecycle marketing platforms.

Preferred Qualifications

• Bachelor’s degree in marketing, communications, business, digital marketing, or related field.
• Experience in financial services, banking, credit unions, fintech, another regulatedindustry or a lifecycle-focused agency.
• Familiarity with CDPs, predictive segmentation, propensity modeling, personalization, CRM integrations, and paid media audience activation.
• Knowledge of consent, preference management, opt-out requirements and email or SMS compliance.

Why Metro

At Metro, this role offers the opportunity to shape how lifecycle marketing supports members across important financial decisions while helping mature the organization’s CRM,automation and personalization capabilities.

Benefits, Hybrid Eligibility, and Compensation

Our Benefits

We believe great work starts with supporting our people. That's why we offer a competitive and well-rounded benefits package designed to support your health, financial well-being, career growth, and work-life balance. From medical, dental, and vision coverage to retirement savings, paid time off, learning opportunities, and employee wellness resources, we invest in helping our employees thrive both at work and beyond.

Click here to learn more about our benefits package and employee perks.

Compensation Disclosure

$105,000 – $130,000  

The salary range listed provides a general expectation for the role. Final compensation is based on experience, unique strengths, and the impact you are expected to make. Metro also offers a competitive benefits package andadditionalperks that contribute to total compensation.

Ready to Make an Impact?

At Metro Credit Union, we believe our employees are our greatest asset. We are committed to creating a work environment where you can thrive professionally while maintaining work-life balance. From comprehensive benefits and competitive compensation to opportunities for growth and development, we invest in your success. Join a team where your work makes a real difference in protecting our members and strengthening our community.

About Metro Credit Union

Metro Credit Union is the largest state-chartered credit union in Massachusetts, with $3.4 billion in assets. Metro provides a full range of financial products to more than 200,000 members in Barnstable, Bristol, Essex, Franklin, Hampden, Hampshire, Middlesex, Norfolk, Plymouth, Suffolk, and Worcester counties in Massachusetts, and Cheshire, Hillsborough, Merrimack, Rockingham, and Strafford counties in New Hampshire. Metro is the credit union of choice for employees at over 1,200 companies through its Metro@work program.

Founded in 1926, Metro currentlyoperates branch offices in Boston, Burlington, Chelsea, Dorchester, Framingham, Lawrence, Lynn, Medford, Melrose, Newton, Peabody, Reading, Salem, Tewksbury, and West Roxbury. Metro is also a JuntosAvanzamos (“Together We Advance”) designated credit union, an honor given to financial institutions for their commitment to serving and empowering Hispanic and immigrant consumers. Metro was recently named among the most charitable companies in Massachusetts by the Boston Business Journal; voted Top Credit Union in Banker & Tradesman's Best of 2025 awards; and recognized as one of America's Best Regional Banks and Credit Unions in 2025 by Newsweek. Learn more atMetroCU.org.