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This individual will be responsible for building and optimizing email/SMS journeys, CRM marketing workflows, and conversion-focused automation across multiple brands, beginning with a flagship home energy subscription brand.
The ideal candidate is a hands-on lifecycle and CRM marketing professional who can independently design, launch, measure, and continuously improve complex customer journeys and marketing automation programs.
Company OverviewA $120M diversified residential energy technology group combining energy infrastructure, software, and customer-facing services. Its growing portfolio includes a flagship home energy subscription brand and other brands serving homeowners.
Key Responsibilities1. Email, SMS & Lifecycle MarketingBuild and manage customer segmentation and automated nurture workflows.
Develop triggered email and SMS campaigns, appointment reminders, and follow-up sequences.
Create no-show recovery, re-engagement, and customer onboarding communications.
Optimize customer journeys to improve lead conversion and retention.2. CRM Marketing OperationsConfigure and manage marketing-owned CRM workflows, lead statuses, audience rules, and automation.
Develop and maintain lead-nurturing processes and marketing automation systems.
Partner with Sales and Product teams to improve CRM data quality and lead management.
Manage lead scoring, segmentation, and automated follow-up processes.3. Funnel Optimization & AnalyticsAnalyze lead progression, conversion rates, drop-offs, and follow-up speed.
Monitor campaign performance and identify opportunities to improve conversions.
Develop and maintain an ongoing testing and optimization roadmap.
Conduct A/B testing across campaigns, messaging, and customer journeys.4. Campaign ExecutionBuild, test, launch, and optimize email and SMS campaigns.
Develop reusable campaign templates across multiple brands.
Perform campaign quality assurance (QA) before deployment.
Ensure consistent campaign execution and performance tracking.5. Marketing Governance & ComplianceManage email deliverability, opt-outs, and consent-aware messaging.
Maintain suppression lists and ensure appropriate audience targeting.
Document campaign processes, workflows, and automation standards.6. Technical CollaborationIdentify and communicate integration requirements.
Collaborate with Engineering teams on website forms, APIs, and event tracking.
Support CRM reliability and marketing automation integrations.
Required Qualifications5+ years of hands-on experience in lifecycle marketing, CRM operations, marketing automation, or a related field.
Proven experience building and managing sophisticated email and SMS marketing programs.
Hands-on experience with HubSpot, Salesforce, or equivalent CRM and marketing automation platforms.
Strong understanding of lead nurturing, audience segmentation, lead scoring, and CRM data management.
Experience with email deliverability, consent management, and campaign compliance.
Knowledge of funnel analytics, A/B testing, campaign QA, and long-cycle lead conversion.
Ability to independently manage marketing execution across multiple stakeholder teams.
Strong analytical, communication, organizational, and problem-solving skills.
Preferred QualificationsExperience in residential energy, solar, home electrification, HVAC, roofing, home services, home financing, or other high-consideration consumer acquisition industries.
Experience with Google Analytics 4 (GA4) and Google Tag Manager (GTM).Familiarity with offline conversion reporting, CRM webhooks, and API integrations.
Experience managing lifecycle marketing programs across multiple brands.
First 90-Day ExpectationsFirst 30 DaysAudit existing CRM stages, automation workflows, consent processes, reporting, and lead handoffs.
Identify gaps and opportunities for improving lifecycle marketing operations.
First 60 DaysLaunch core lead-nurturing and appointment-related workflows.
Establish standardized campaign quality assurance processes.
First 90 DaysIndependently own lifecycle campaign operations.
Manage ongoing campaign testing and optimization.
Establish consistent funnel reporting and performance tracking.
Now viewing: Lifecycle Marketing & CRM Manager ( Email/SMS programs )
W
W3Global
Lifecycle Marketing & CRM Manager ( Email/SMS programs )
Job Description
Lifecycle Marketing & CRM ManagerLocation:
Tempe, ArizonaWork Arrangement:
Full-Time, Onsite (5 Days a Week)Work Mode:
No Hybrid or Remote OptionsPosition OverviewWe are seeking an experienced Lifecycle Marketing & CRM Manager to own and manage lifecycle marketing programs that turn homeowner interest into qualified conversations, booked appointments, and long-term customer relationships.This individual will be responsible for building and optimizing email/SMS journeys, CRM marketing workflows, and conversion-focused automation across multiple brands, beginning with a flagship home energy subscription brand.
The ideal candidate is a hands-on lifecycle and CRM marketing professional who can independently design, launch, measure, and continuously improve complex customer journeys and marketing automation programs.
Company OverviewA $120M diversified residential energy technology group combining energy infrastructure, software, and customer-facing services. Its growing portfolio includes a flagship home energy subscription brand and other brands serving homeowners.
Key Responsibilities1. Email, SMS & Lifecycle MarketingBuild and manage customer segmentation and automated nurture workflows.
Develop triggered email and SMS campaigns, appointment reminders, and follow-up sequences.
Create no-show recovery, re-engagement, and customer onboarding communications.
Optimize customer journeys to improve lead conversion and retention.2. CRM Marketing OperationsConfigure and manage marketing-owned CRM workflows, lead statuses, audience rules, and automation.
Develop and maintain lead-nurturing processes and marketing automation systems.
Partner with Sales and Product teams to improve CRM data quality and lead management.
Manage lead scoring, segmentation, and automated follow-up processes.3. Funnel Optimization & AnalyticsAnalyze lead progression, conversion rates, drop-offs, and follow-up speed.
Monitor campaign performance and identify opportunities to improve conversions.
Develop and maintain an ongoing testing and optimization roadmap.
Conduct A/B testing across campaigns, messaging, and customer journeys.4. Campaign ExecutionBuild, test, launch, and optimize email and SMS campaigns.
Develop reusable campaign templates across multiple brands.
Perform campaign quality assurance (QA) before deployment.
Ensure consistent campaign execution and performance tracking.5. Marketing Governance & ComplianceManage email deliverability, opt-outs, and consent-aware messaging.
Maintain suppression lists and ensure appropriate audience targeting.
Document campaign processes, workflows, and automation standards.6. Technical CollaborationIdentify and communicate integration requirements.
Collaborate with Engineering teams on website forms, APIs, and event tracking.
Support CRM reliability and marketing automation integrations.
Required Qualifications5+ years of hands-on experience in lifecycle marketing, CRM operations, marketing automation, or a related field.
Proven experience building and managing sophisticated email and SMS marketing programs.
Hands-on experience with HubSpot, Salesforce, or equivalent CRM and marketing automation platforms.
Strong understanding of lead nurturing, audience segmentation, lead scoring, and CRM data management.
Experience with email deliverability, consent management, and campaign compliance.
Knowledge of funnel analytics, A/B testing, campaign QA, and long-cycle lead conversion.
Ability to independently manage marketing execution across multiple stakeholder teams.
Strong analytical, communication, organizational, and problem-solving skills.
Preferred QualificationsExperience in residential energy, solar, home electrification, HVAC, roofing, home services, home financing, or other high-consideration consumer acquisition industries.
Experience with Google Analytics 4 (GA4) and Google Tag Manager (GTM).Familiarity with offline conversion reporting, CRM webhooks, and API integrations.
Experience managing lifecycle marketing programs across multiple brands.
First 90-Day ExpectationsFirst 30 DaysAudit existing CRM stages, automation workflows, consent processes, reporting, and lead handoffs.
Identify gaps and opportunities for improving lifecycle marketing operations.
First 60 DaysLaunch core lead-nurturing and appointment-related workflows.
Establish standardized campaign quality assurance processes.
First 90 DaysIndependently own lifecycle campaign operations.
Manage ongoing campaign testing and optimization.
Establish consistent funnel reporting and performance tracking.
Work Location & Employment DetailsLocation:
Tempe, Arizona.Employment Type:
Full-Time.Work Arrangement:
Fully onsite, five days per week.Remote/Hybrid:
Not available.Review key factors to help you decide if the role fits your goals.
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