Job Description

Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals.

As industry leaders — yes, we really are leaders — we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.

About the position

We are looking for a highly organized, customer-obsessed marketer to build and scale Personetics’ lifecycle and customer marketing programs. This role sits at the intersection of marketing, customer success, and product, responsible for designing engagement programs that deepen relationships, drive adoption, support retention and expansion, and generate advocacy.

This is an individual-contributor role with high visibility, cross-functional impact, and direct ownership of lifecycle strategy, content development, execution, and measurement.

Responsibilities

• Build a structured customer marketing program that drives retention, expansion, and advocacy.
• Develop and manage a pipeline of customer proof points, including case studies, testimonials, success spotlights, and product-value stories. Support earned media, analyst relations, and demand generation with customer narratives and assets.
• Manage planning, logistics, outreach, follow-ups, and content needs for the Executive Customer Council across virtual sessions, in-person events, and communications.
• Build and own the end-to-end lifecycle marketing program from onboarding and adoption through renewal and expansion. Partner with internal HubSpot and marketing operations resources on deployment, list management, workflow builds, and performance optimization. Define KPIs for lifecycle performance - including activation, usage, retention, and upsell indicators - and drive a weekly/monthly reporting cadence.
• Develop segmented, persona-based journeys and campaign flows that increase product usage, engagement, and value realization.
• Develop content that supports lifecycle, customer engagement, adoption, and cross-sell programs.
• Collaborate with product marketing, field marketing, and customer success to ensure messaging consistency and relevance. Partner closely with Customer Success to align lifecycle journeys with customer health insights and feedback. Work with Product Marketing on messaging and positioning for adoption and engagement content. Collaborate with regional field marketing leads to localize customer stories and lifecycle content as needed.
• Define and track lifecycle and customer marketing KPIs, including engagement rates, usage indicators, CSAT/NPS touchpoints, campaign performance, and advocacy output. Use insights to iterate and improve journeys, campaigns, and content. Ensure all programs are data-driven and aligned to company-level retention and growth goals.

Requirements

• 4–6+ years in customer marketing, lifecycle/CRM, retention marketing, or demand/lifecycle roles in B2B SaaS, fintech, or a similar environment.
• Experience creating journeys, nurture flows, and customer campaigns using HubSpot or similar marketing automation platforms.
• Strong writer and storyteller—skilled at translating complex product value into clear, compelling customer narratives.
• Detail-oriented operator with excellent project management skills and a bias toward action.
• Comfortable working cross-functionally with CS, sales, product, and marketing to drive shared outcomes.
• Data-driven mindset with the ability to define KPIs, analyze results, and recommend optimizations.
• Passion for customer advocacy, value realization, and building programs that genuinely help customers succeed.
• Bachelors Degree required.

Salary Range: $140,000 - $165,000

The base salary range for this role at minimum and maximum is shown above. It is not typical for a candidate to be hired close to or at the maximum of the salary range. At Personetics, base pay depends on multiple individualized factors, including experience, qualifications, job-related knowledge & skills as well as geographic location. Base pay also depends on the relative experience, knowledge and skills to our internal peers in the role.

Nice to have

SaaS experience and in particular at a FinTech company