Analyze customer behavior, segmentation, and lifecycle trends to identify opportunities
Translate data into actionable recommendations to improve engagement and retention
Work closely with Cross-Functional teams to integrate loyalty into the broader customer experience
Align loyalty initiatives with acquisition, onboarding, and engagement strategies
Support cross-functional business partners on business case development for both loyalty & engagement campaigns
Identify friction points in the customer journey and recommend improvements
Champion a customer-first mindset, ensuring loyalty and engagement programs deliver meaningful value
Requirements
Bachelor’s degree in Marketing, Business, or related field
7+ years of experience in loyalty marketing, CRM, lifecycle marketing, or customer engagement
Ability to translate complex insights into clear, actionable recommendations
Experience with loyalty program platforms or rewards ecosystems
Excellent project management and organizational skills
Familiarity with regulatory considerations in financial services (compliance, consent, communication guidelines) as they relate to lifecycle marketing
Strong understanding of personalization, segmentation, and customer lifecycle marketing (onboarding, activation, engagement, retention) with experience building end-to-end journeys
Creative thinker with a test-and-learn mindset, including A/B testing across subject lines, offers, cadence, channel mix, etc.
Ability to connect lifecycle strategies to core banking behaviors (account funding, debit usage, digital adoption, alerts enrollment)