Experience: 7+ years
- Own lifecycle strategy for retention, churn prevention, and winback-from identifying at-risk customers to designing rescue flows and reactivation programs
- Partner with Data Science to define churn signals, build predictive and behavioral segments, and prioritize interventions based on impact and reach
- Partner with Product to align lifecycle messaging with product changes, subscription flows, pricing transitions, and friction points that drive churn
- Design and optimize churn prevention programs-early warning journeys, save flows, and proactive outreach for users showing disengagement or cancellation intent
- Build and iterate winback and rescue strategies for lapsed subscribers, unfunded accounts, and dormant investors-testing offers, messaging, and channel mix
- Assist in developing a retention measurement framework: define core metrics (churn rate, save rate, winback conversion, LTV impact), attribution windows, and reporting cadences
- Analyze cohort behavior and lifecycle leakage to identify where customers drop off-and design targeted programs to address root causes
- Assess the existing retention and winback portfolio: identify what's working, what's redundant, and what should be built, optimized, or sunset
- Run rigorous A/B tests and experiments; translate results into clear strategic recommendations, not just incremental tweaks
- Support major business moments (pricing changes, product repositioning, subscription model shifts) with retention-focused lifecycle comms for existing customers
- Mentor lifecycle marketers and associates; contribute to hiring and team development
- 7-10+ years of experience in lifecycle marketing, CRM, or growth marketing-with deep expertise in retention, churn prevention, or winback
- Analytical and strategic mindset-you think in cohorts, funnels, and leakage points; you use data to define problems before designing solutions
- Proven track record of improving retention and reactivation metrics (e.g., churn rate, save rate, winback conversion, subscription retention, LTV)
- Experience partnering with Data Science or analytics teams to build churn models, behavioral segments, or predictive targeting-not just pulling reports
- Experience partnering with Product to address retention through both messaging and product/UX improvements
- Strong understanding of subscription and fintech retention dynamics-cancellation flows, payment failures, passive churn, pricing sensitivity
- Ability to audit a complex program portfolio and make strategic calls on what to prioritize, optimize, or kill
- Strong communication skills-you write clearly for internal partners (strategy docs, data-backed recommendations, briefs) and external audiences (customer-facing retention and winback copy)
- Comfort operating with high autonomy in ambiguous problem spaces; you create structure and momentum without waiting for a playbook
- Bias for action balanced with rigor-you move fast, but you validate with data
- Experience in fintech, investing, or subscription-based products
- Familiarity with Mixpanel, Looker, Redshift, or warehouse-based analytics for cohort and churn analysis
- Experience with promotions platforms, dynamic offers, or personalized winback incentives
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