Invested Talent is currently partnering with a growing B2B financial services business as they build out their CRM and lifecycle marketing capability. This is a hands-on role for someone who wants genuine ownership of the end-to-end customer journey.
About the business
Our client is a growing financial services business with a strong reputation in its space, using data and technology to deliver a better experience for its customers and partners. They're known for a fast-paced, collaborative culture and a genuine investment in their people. As they continue to scale, they're now investing in a CRM & Lifecycle Marketing Manager to own that customer journey end to end, reporting directly to the Head of Marketing.
Key responsibilities
Own and evolve the CRM and lifecycle marketing strategy across customers, brokers and partners, covering lead nurture, onboarding, activation, conversion, collections, repeat business/renewals, reactivation and retention
Plan, build, QA and deliver end-to-end lifecycle campaigns across email, SMS and other direct channels, combining always-on journeys, triggered communications, promotional activity and targeted campaigns
Build personalised, 1:1 journeys using behavioural, transactional and profile data so customers and brokers get the right message, at the right time, through the right channel
Own the day-to-day optimisation of CRM and marketing automation capability, with a strong focus on Salesforce and Salesforce Marketing Cloud
Use customer, broker and campaign data to identify growth opportunities and translate insight into practical lifecycle programs
Lead a structured A/B testing and experimentation program across subject lines, content, offers, timing, frequency, audiences and journeys
Set, monitor and report on lifecycle KPIs,



acquisition, activation, conversion, retention, repeat and renewal activity, reactivation, CLV and campaign contribution
Work with Creative, Content, Product and broader business teams to develop messaging and experiences consistent with brand and customer value proposition
Maintain strong campaign governance, data quality, consent and preference management, and QA processes
Hiring criteria
5+ years' experience in CRM, lifecycle, growth or retention marketing within a fast-paced, competitive, data-driven workplace
Hands-on experience with Salesforce Marketing Cloud is essential
Strong CRM experience working with complex customer data structures, audience segmentation, triggered communications and automated journeys
Proven track record building and executing lifecycle programs that improve acquisition conversion, activation, retention, re-engagement and repeat behaviour
Strong analytical capability, confident interpreting campaign, funnel and customer data and translating insight into recommendations. Power BI/Tableau experience advantageous
Demonstrated experience with A/B testing, experimentation and optimisation, with a clear understanding of incremental impact and marketing ROI
Excellent communication and stakeholder management across Marketing, Digital, Product, Sales, Operations, Risk and Technology
Exceptional attention to detail, with a strong quality-control mindset across data, automation rules and high-volume communications
Strong project management and organisational skills across multiple campaigns, priorities and deadlines
Bachelor's degree in marketing, business or a related field, or equivalent experience. Financial services, fintech or digital-first industry experience highly regarded
#J-*****-Ljbffr

📌 Crm & Lifecycle Marketing Manager (Sydney)
🏢 Invested Talent
📍 Sydney