Lifecycle Marketing Associate

Lifecycle Marketing Associate

At Stash, we’re passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom. The Lifecycle team helps customers take the right next step—from sign-up to becoming active, long-term investors. As a Lifecycle Marketing Associate, you’ll focus primarily on onboarding and activation: building, launching, and optimizing campaigns that guide new users through early setup and help them complete their first key actions.

What You’ll Do

Onboarding & Activation (Primary)

• Build, configure, and launch onboarding and activation campaigns and Canvases in Braze across email, push, in-app, and SMS
• Support programs across the early customer journey—from account setup through initial funding and first meaningful product usage
• Write and edit customer-facing copy for onboarding touchpoints; partner with Creative on briefs, reviews, and asset requests
• Execute A/B tests by setting up variants, monitoring performance, and documenting results
• Run pre-launch QA on messaging, links, segments, personalization logic, and send timing before campaigns go live
• Pull activation performance reports; flag drop-offs at key early milestones and surface opportunities to the team
• Support rescue flows for users who stall before completing early setup or activation steps

Campaign Operations (Secondary)

• Keep campaign documentation and journey maps up to date so the team knows what’s live
• Support launch prep—checking tasks, updating JIRA, and making sure nothing gets missed before send
• Lend a hand on creative intake and review cycles when onboarding programs need assets
• Run through QA checklists and flag issues before campaigns go out

What We’re Looking For

• 1–3 years of experience in lifecycle marketing, CRM, email marketing, growth marketing, or a related role—or equivalent internship and project experience
• Hands-on experience building and launching campaigns in a marketing automation platform (Braze, Iterable, Customer.io, or similar)
• Strong communication skills—you write clearly for internal partners (briefs, updates, documentation) and external audiences (customer-facing email, push, and in-app copy)
• Comfort working with data—pulling basic performance reports, spotting drop-offs, and asking the right questions
• Strong attention to detail; you catch broken links, segment errors, and copy issues before they reach customers
• Organized and reliable—you stay on top of your work and don’t let small things slip
• Collaborative mindset; you work well with managers, designers, product managers, and data partners
• Eagerness to learn—you’re excited to grow into lifecycle strategy

Gold Stars

• Experience in fintech, investing, or subscription-based products
• Familiarity with Braze Canvases, Connected Content, or Liquid personalization
• Experience with Mixpanel or similar analytics tools
• Exposure to A/B testing, even in a supporting role
• Comfort using AI tools to move faster on research, copy drafts, and reporting
• Interest in growing toward lifecycle strategy—not just execution

Salary Range

$80,000 – $110,000

The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on factors such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.

Helping You Invest in Yourself

• Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits
• Complimentary subscription to Stash+
• Hybrid work policy in NYC, prioritizing time together in the office while allowing for work-from-home flexibility
• Flexible PTO
• Work-from-home equipment stipends and home internet subsidy
• Paid Parental Leave (offerings for birth giving and non-birth giving parents)
• Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health