3-6+ years in lifecycle/CRM marketing, marketing operations, or retention marketing (B2B, fintech, marketplaces, or SaaS a plus)
HubSpot power user (required): building workflows, segmentation, automation, reporting; comfort debugging logic
Strong copy and messaging instincts with a customer-first, outcomes-driven approach
Analytical mindset: ability to use data to prioritize, test, and optimize
Requirements:
Own issuer lifecycle strategy across onboarding, activation, launch readiness, live fundraising, and post-raise nurture/retention
Build and optimize HubSpot programs: workflows, sequences, lists/segments, lead scoring (if applicable), and lifecycle stage logic
Create and manage multi-channel communications (email, SMS/text, in-app/other comms as applicable) including onboarding and education series, milestone-based reminders and nudges, campaign readiness and compliance-oriented comms (in partnership with Legal/CS), performance check-ins and best-practice playbooks, and re-engagement and win-back programs
Develop segmentation based on issuer stage, industry, fundraising status, behavior, and operational signals
Job description
About StartEngine
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.1B from retail investors, with investments starting at as little as $100.
About the Role
We’re looking for a Client Lifecycle Marketer to own lifecycle marketing initiatives for issuers raising capital on our platform. This role will build and operate scalable, high-performing email/SMS/communications programs that help issuers move through key milestones (onboarding → launch prep → live raise → post-raise), while improving issuer experience and measurable outcomes. You’ll be hands-on in HubSpot, partnering closely with Client Success, Growth/Performance Marketing, Product, and Operations to deliver the right message to the right issuer at the right time—at scale.
What You'll Do
Own issuer lifecycle strategy across onboarding, activation, launch readiness, live fundraising, and post-raise nurture/retention.
Build and optimize HubSpot programs: workflows, sequences, lists/segments, lead scoring (if applicable), and lifecycle stage logic.
Create and manage multi-channel communications (email, SMS/text, in-app/other comms as applicable) including: onboarding and education series, milestone-based reminders and nudges, campaign readiness and compliance-oriented comms (in partnership with Legal/CS), performance check-ins and best-practice playbooks, and re-engagement and win-back programs
Develop segmentation based on issuer stage, industry, fundraising status, behavior, and operational signals.
Run testing and optimization: A/B tests, deliverability monitoring, template improvements, send-time experiments, message hierarchy.
Partner with Directors of Funding Growth to align messaging with real client needs, and to surface insights back into playbooks and enablement.
Collaborate with Product/Eng/Ops to ensure events/data are usable in HubSpot (properties, lifecycle definitions, instrumentation).
Maintain a content library of modular templates/snippets that can be reused and personalized.
Report on results weekly/monthly and translate performance into action: what’s working, what’s not, and what to change.
What We're Looking For
3–6+ years in lifecycle/CRM marketing, marketing operations, or retention marketing (B2B, fintech, marketplaces, or SaaS a plus)
HubSpot power user (required): building workflows, segmentation, automation, reporting; comfort debugging logic
Strong copy and messaging instincts with a customer-first, outcomes-driven approach
Analytical mindset: ability to use data to prioritize, test, and optimize
Experience with email program management (templates, testing, deliverability basics)
Comfortable operating cross-functionally and managing multiple stakeholders
Nice-to-Haves
Experience with SMS programs and SMS compliance best practices
Familiarity with fundraising/customer lifecycle concepts, fintech, or regulated comms environments
Experience with data enrichment, event-based triggers, or integrating product signals into CRM
Basic HTML/CSS for email editing (or comfort working with templates/modules)
Experience building playbooks for CS teams or client enablement content
What This Role IS (and Isn't)
Is: owning issuer lifecycle comms end-to-end, building scalable programs, improving issuer outcomes
Isn’t: a copywriter role or a purely strategic role—this is also hands-on execution in HubSpot
Perks & Benefts
100% covered Medical/Dental/Vision - pick your own plan
Generous Equity package
Unlimited PTO and sick days
Paid WeWork Usage (optional)
100% Remote
Team Off-sites and Celebration Dinners
Paid Maternity/Paternity leave
401K program
Flexible hours
Be part of one of the fastest growing parts of the FinTech Industry
A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
