neofinancial · Lifecycle Marketing
Calgary, ABOnsite
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Work location
Role read
A quick read on what this posting appears to emphasize, based on the employer description and role fields.
Worth noticing
Lifecycle / email / CRM
“… the moment a matching opportunity arises. ——— Director, Lifecycle Marketing Role Purpose Neo is building a …”
Retention and reactivation programs are core here.
Website / CRO
“… done: journey architecture, content strategy, segmentation, channel orchestration, experimentation …”
Experimentation cadence and on-site conversion live here.
Braze
“… at scale in a modern CRM platform (Iterable, Braze …”
Iterable
“… Iterable …”
Customer.io
“… scale in a modern CRM platform (Iterable, Braze, Customer.io http://Customer.io, SFMC) • Strong instinct for messaging …”
Clarify before applying
Experimentation ownership
Who owns experimentation and analytics implementation day-to-day?
Where this comes from
Every line below is grounded in the actual posting or in the title, role fields, and seniority tags. Snippets are quoted verbatim; the source tag tells you which part of the listing they came from.
Channels mentioned
… the moment a matching opportunity arises. ——— Director, Lifecycle Marketing Role Purpose Neo is building a …
Why it matters here: Retention and reactivation programs are core here.
… done: journey architecture, content strategy, segmentation, channel orchestration, experimentation …
Why it matters here: Experimentation cadence and on-site conversion live here.
Tools mentioned
… at scale in a modern CRM platform (Iterable, Braze …
… Iterable …
Growth stack
Use this posting to prepare
Each subsection below is grounded in something the posting or the role fields actually say. Use them as prompts — not as finished resume copy.
Step 1
Terms in the actual posting. Use these only where they match your real experience.
Compare
Live openings that share a specialty, seniority, work mode, or channel mix with this role. Different companies are favored over same-company roles so the comparison is genuinely useful.
| Role | Company | Specialty | Work mode | Why similar |
|---|---|---|---|---|
| Director, CRM & Customer Lifecycle Marketing Stamford, CT | curaleaf | Lifecycle / CRM | Onsite |
|
| Director, Lifecycle Marketing | Home Services United States |
neofinancial
neofinancial has 2 other live roles on this site right now across 2 different role categories. The list below shows what they’re hiring for alongside this posting.
Other live roles
Original employer description
Reproduced verbatim from the employer. Verify everything in this brief against the source text below.
Join us to build a more rewarding financial future for all Canadians
At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.
#1 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 — the first company ever to achieve a three-peat at the top!
#1 Fastest Growing Company in Canada for 2024 by Globe & Mail
Top-ranked mobile apps and credit cards
Team of 500+ people
1M+ customers
10K+ retail partners
As our team continues to grow, we are always looking to connect with exceptional talent for future opportunities. While we may not have an immediate opening today, we proactively review applications to match great people with the right roles as they open up.
If this role aligns with your career goals, we encourage you to submit your interest. We’ll keep your profile active and reach out the moment a matching opportunity arises.
———
Director, Lifecycle Marketing
Role Purpose
Neo is building a lifecycle marketing function that treats customer communication as a system — not a set of disconnected campaigns. The Director, Lifecycle Marketing is the person who makes that system come alive: designing, executing, and optimizing the journeys and campaigns that guide customers from first product through full relationship depth.
Embedded within a cross-functional product program, this role owns end-to-end lifecycle execution for their domain — from brief intake through live performance. They collaborate with the product team on what to communicate, and own how it gets done: journey architecture, content strategy, segmentation, channel orchestration, experimentation, and performance.
Key Responsibilities
• Journey & Campaign Execution: Design and deploy always-on event-driven journeys and one-time campaigns (product launches, ad hoc communications) that move customers through engagement states.
• Content & Messaging Strategy: Own the delivery and quality of all lifecycle content within your domain — messaging strategy, value prop framing, segmentation for relevance. Source creative execution from specialist teams; own the outcome.
• Segmentation & Targeting: Apply smart segmentation to ensure the right message reaches the right customer in the right way — relevant, easy to understand, and deepening the relationship.
• Performance & Experimentation: Monitor, interpret, and iterate on live journeys. Be strategic about what to test — prioritize experiments large enough to move the needle.
• Cross-Functional Partnership: Serve as the lifecycle representative embedded within a product program. Collaborate on scope and priorities; own architecture and governance.
• Quality & Governance: Own the quality of all communications in production. Ensure rigorous QA and adherence to change control processes before anything reaches a customer.
What We're Looking For
• Experience designing and executing multi-step automated customer journeys at scale in a modern CRM platform (Iterable, Braze, Customer.io, SFMC)
• Strong instinct for messaging — can independently reason through value prop framing, sequencing, and tone without waiting for a detailed brief
• Segmentation fluency — thinks in terms of customer states and behaviors, not static lists
• Experimentation mindset — designs tests, interprets results, drives iteration
• Systems thinker — understands how individual journeys fit into a broader lifecycle system; resists unnecessary complexity
• Comfortable embedded with product teams — not siloed in a marketing department
• Experience in fintech, banking, or high-consideration consumer products is a strong asset
The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to raise the bar and deliver exceptional experiences for our customers. Our commitment to customer success drives everything we do, from building world-class products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.
We trust, respect, and support each other. This means honest conversations, constructive input, and empowering each other to move fast and think big. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices, where ideas move quickly and teams build momentum together. As we continue to scale and evolve, we’re looking for builders, innovators, and problem solvers who thrive on challenge–people who would rather blaze a trail through uncertainty than follow a well-paved path.
At Neo, ownership is part of how we think and operate. For select roles, equity participation reinforces that mindset by giving employees a direct stake in the company’s long-term success. Regardless of role, every team member is expected to think like an owner and make decisions that move the business forward.
We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.
By continuing with your application, you agree to the Candidate Privacy Notice, which guides how we process your personal information for the purpose of your application.
Neo Financial leverages artificial intelligence (AI) to reinforce our candidate evaluation process, including the initial assessment of applications and screening of candidates. These tools support our recruitment team; however, all final hiring decisions are made by humans and are not based exclusively on automated processing. If you require further information regarding our data processing practices, please contact us.
We are hiring for an open, vacant position.
More to explore
… scale in a modern CRM platform (Iterable, Braze, Customer.io http://Customer.io, SFMC) • Strong instinct for messaging …
Success metrics mentioned
… done: journey architecture, content strategy, segmentation, channel orchestration, experimentation …
Responsibility patterns called out
… within a cross-functional product program, this role owns end-to-end lifecycle execution for their domain — from …
… moment a matching opportunity arises. ——— Director, Lifecycle Marketing Role Purpose Neo is building a lifecycle …
Cross-functional partners mentioned
… system; resists unnecessary complexity • Comfortable embedded with product teams — not siloed in a marketing …
… experiences for our customers. Our commitment to customer success drives everything we do, from building world-class …
Step 2
Worth raising before applying or in the first recruiter conversation.
01Who owns landing page testing, analytics implementation, and shipping decisions?
Why ask this: Triggered when CRO, experimentation, or website signals appear. Triggered by the posting’s mention of website / cro signals.
02How is the relationship between paid acquisition and lifecycle structured?
Why ask this: Triggered when both paid and lifecycle signals appear. Triggered by the posting’s mention of both paid and lifecycle signals.
03How are retention, activation, and reactivating-lapsed accounts measured?
Why ask this: Triggered when lifecycle or retention signals appear. Triggered by the posting’s mention of lifecycle / retention signals.
04What's the team's experimentation cadence and how are winning experiments shipped?
Why ask this: Triggered when A/B testing or experimentation language appears. Triggered by the posting’s mention of experimentation / a/b test signals.
05How is the ICP / persona work structured between product marketing and sales?
Why ask this: Triggered when product marketing or sales enablement signals appear. Triggered by the posting’s mention of product marketing / enablement signals.
Step 3
Each angle below starts from a real signal in the posting. The phrase “if this reflects your real experience” matters — don’t invent experience you don’t have.
Angle 01
Lifecycle / CRM angle
If this reflects your real background, emphasize: segmentation and lifecycle journeys, CRM tooling and journey orchestration, and retention, activation, and reactivation impact
Why we suggest this: posting mentions lifecycle / email / crm and manage lifecycle programs.
Angle 02
Web / CRO angle
If this reflects your real background, emphasize: experimentation cadence and analytics, on-site conversion wins, and collaboration with design and product teams
Why we suggest this: posting mentions website / cro.
Keyword stuffing, fabricated bullets, or borrowed metrics tend to backfire in the first screen. Use these as a checklist, not a script.
| Lifecycle / CRM |
| Onsite |
|
| Director, Lifecycle Marketing New York, United States; San Jose, California, United States | okx | Lifecycle / CRM | Onsite |
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| Content & Lifecycle Marketing Austin, TX | base-power | Lifecycle / CRM | Onsite |
|
| Growth (Lifecycle Marketing) Sydney | coreflow | Lifecycle / CRM | Onsite |
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| Lifecycle Marketing Commerce Senior Manager Los Angeles, California, United States | crunchyroll | Lifecycle / CRM | Onsite |
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Up to two reason chips per row; the strongest match is shown first.
Apply before August 22, 2026.