Summary
The Sr. Lifecycle & CRM Marketing Manager (Topstep Brokerage) will own and execute customer lifecycle strategies that drive engagement, retention, and growth across Topstep Brokerage’s products. The role translates data-driven insights into personalized campaigns and automated journeys that strengthen trader relationships and increase platform activity, conversion, and lifetime value. The ideal candidate has hands-on experience building CRM programs in Hubspot, Braze, Iterable, or similar CRM, excels at transforming behavioral data into actionable communications, and brings a strong mix of analytical rigor and creative storytelling. You’ll collaborate closely with Growth, Product, Creative, and Data teams to deliver seamless customer experiences across email, in-app, and SMS channels.
Key Responsibilities
Lifecycle Marketing & CRM
- Build, deploy, and optimize lifecycle campaigns across email, SMS, and in-app channels for Topstep Brokerage users.
- Translate customer behaviors into automated journeys supporting onboarding, trading activation, re-engagement, and win-back.
- Manage day-to-day CRM operations, including campaign setup, QA, audience segmentation, and deliverability monitoring.
- Partner with Data and Product teams to define and refine lifecycle triggers, ensuring relevance and timeliness.
- Conduct A/B tests on content, subject lines, send times, and frequency to continuously improve performance metrics.
Cross-Functional Collaboration
- Align brokerage lifecycle programs with the broader company retention strategy.
- Collaborate with Creative and Brand teams to ensure lifecycle assets reflect Topstep’s tone, design, and messaging standards.
- Work with Growth and Media teams to ensure consistent messaging between acquisition and retention funnels.
- Support integration and data hygiene across CRM systems, analytics tools, and automation workflows.
Data & Insights
- Monitor campaign KPIs including open rate, CTR, conversion, churn, and lifetime value.
- Build and maintain dashboards to track performance and communicate insights to stakeholders.
- Translate analytics into actionable strategies that guide content, segmentation, and frequency optimization.
- Contribute to testing roadmaps and segmentation frameworks in partnership with Data Science teams.
Required Qualifications and Key Competencies
- 5+ years of experience in CRM, Lifecycle, or Retention Marketing (preferably in fintech, trading, or subscription-based industries).
- Proven ability to execute automated lifecycle journeys that drive measurable retention and LTV growth.
- Hands-on experience with marketing automation platforms such as Braze, Iterable, or HubSpot.
- Strong knowledge of CRM segmentation, personalization, and behavioral triggers.
- Analytical mindset with proficiency in Google Analytics, Looker, or similar BI tools.
- Excellent project management skills and ability to manage multiple campaigns simultaneously.
- Clear communicator who thrives in cross-functional, remote teams.
- Strong balance of data-driven thinking and creative problem-solving.
Company Culture & Perks
- Topstep is an engaging working environment which ranges from fully remote to hybrid. We foster a culture of collaboration with cameras on during meetings and a robust Slack environment for communication.
- 10 Company paid Holidays and generous Family Leave. Paid time off is accrued monthly.
- Competitive 401(k) matching, health, dental, and vision insurance is offered for full time employees
- Vacations are encouraged with a bonus for taking 5 consecutive days. Employee referrals are bonused. Topstep offers a food and groceries budget and contributes towards health and wellness.
New Hire Base Salary Range
- $120,000-$140,000
- Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.
- The compensation offered will take into account internal compensation structure and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.
Equal Opportunity Employer
Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.
Interested in the role? Apply today with your resume and cover letter!
At this time immigration sponsorship is not available for this position (including H-1B, STEM OPT training plans, etc.).
