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Financial Services, FinTech, E-Learning, Trading

Senior Lifecycle & CRM Marketing Manager (GTM)

RemoteRemoteFull TimeManager / Head$120,000–$140,000 /yrPosted 13 hours agoVisa sponsorship available

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Required skills

  • GTM
  • Trader behavior
  • business priorities
  • activation
  • engagement
  • re-engagement
  • campaign setup
  • QA
  • audience segmentation
  • deliverability monitoring

Nice to have

  • product updates
  • creative storytelling
  • automation workflows
  • performance-based bonus

Role summary

Topstep is seeking a Senior Lifecycle & CRM Marketing Manager to lead go-to-market launches, driving engagement and lifetime value through data-driven campaigns across email, SMS, and push channels. This role involves building and optimizing automated journeys, managing CRM operations, and ensuring campaign accuracy and timeliness. The ideal candidate will have 5+ years of experience in CRM/Lifecycle marketing, hands-on experience with platforms like HubSpot or Braze, strong analytical skills, and meticulous attention to detail, preferably within fintech or regulated industries. Collaboration with cross-functional teams (Growth, Product, Creative, Data, Brand) is key to delivering seamless Trader experiences.

Summary

The Senior Lifecycle & CRM Marketing Manager, GTM will own and execute Topstep's go-to-market launches, delivering a steady weekly cadence of announcements, offers and product updates to Traders. The role turns data-driven insights into targeted campaigns that drive engagement, conversion and lifetime value, and builds the repeatable process that keeps every launch accurate and on time.

The ideal candidate has hands-on experience building CRM programs in HubSpot, Braze, Iterable, Salesforce, or a similar platform, excels at turning behavioral data into clear communications, and brings a strong mix of analytical rigor and creative storytelling. You will collaborate closely with Growth, Product, Creative, Data and Brand teams to deliver seamless Trader experiences across email and SMS channels.

Key Responsibilities

Lifecycle Marketing & CRM

  • Build, deploy, and optimize weekly GTM campaigns across email, push, and SMS channels.
  • Translate Trader behavior and business priorities into targeted audiences and automated sends that support activation, engagement, and re-engagement.
  • Manage day-to-day CRM operations, including briefs, campaign setup, QA, audience segmentation, and deliverability monitoring.
  • Run pre-send QA/proofing on copy, dates, links, personalization tokens, and audiences, and route Trader-facing copy through legal and compliance review.
  • Partner with Data and Product teams to define and refine the triggers and audiences behind each launch, ensuring relevance and timeliness.
  • Conduct A/B tests on content, subject lines, send times, and frequency to continuously improve performance.
  • Support evergreen lifecycle programs as needed, including backup coverage and builds to the lifecycle lead's specifications.

    • Cross-Functional Collaboration

  • Align GTM programs with the broader company retention strategy.
  • Collaborate with Creative and Brand teams to ensure GTM 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 GTM 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 regulated industries).
  • Proven ability to execute campaigns and automated journeys that drive measurable results, on a recurring weekly deadline.
  • Hands-on experience with marketing automation platforms such as Salesforce, Braze, Iterable, or HubSpot.
  • Strong knowledge of CRM segmentation, personalization, and behavioral triggers.
  • Meticulous attention to detail and a disciplined approach to QA, with experience working within legal and compliance review.
  • 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 that ranges from fully remote to hybrid. We foster a culture of collaboration by keeping cameras on during meetings and maintaining a robust Slack environment for communication.
  • Seven Company-paid Holidays and generous Family Leave. Paid time off is front-loaded.
  • Competitive 401(k) matching, health, dental, and vision insurance are offered for full-time employees.
  • Vacations are encouraged with a bonus for taking 5 consecutive days. Topstep offers a food and groceries budget and contributes towards health and wellness.

    • New Hire Base Salary Range

  • Compensation: $120,000 - $140,000 annually.
  • The compensation offered will take into account the internal compensation structure and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors.
  • This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.

    • 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!

    The collection, use, and handling of your data provided in response to this job posting is described further in our Privacy Policy. If you are a California resident, please review our California Notice at Collection.

    Notice of Use of Artificial Intelligence in Recruitment and Hiring: Notice Pursuant to 775 ILCS 5/2-102(L). Topstep LLC uses artificial intelligence ("AI") in connection with its recruitment and hiring process. Examples include, but are not limited to, AI tools used to improve job descriptions, generate interview questions, draft communications, assist with scheduling, and source candidates, as well as AI features built into third-party platforms such as LinkedIn, Indeed, and Glassdoor. Topstep will not use AI that has the effect of subjecting employees or applicants to discrimination on the basis of any protected class under the Illinois Human Rights Act.

    The collection, use, and handling of your data provided in response to this job posting is described further in our Privacy Policy. If you are a California resident, please review our California Notice at Collection.

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