Lifecycle Marketing Manager

Position Title

Lifecycle Marketing Manager

Director of Digital Marketing

Exempt

Hybrid

05/2026

Kerry Graham

The Lifecycle Marketing Manager owns the strategy, execution, and continuous optimization of TDECU’s Member lifecycle communications across email, SMS, and emerging digital channels.

This role is responsible for designing and orchestrating data-driven, personalized journeys that deepen Member relationships, improve engagement, and drive measurable business outcomes across onboarding, adoption, cross-sell, and retention.

Serving as a bridge between Digital Marketing, CRM, Marketing Insights & Analytics, IT, and Brand, this role ensures that lifecycle marketing is scalable, compliant, and aligned with TDECU’s broader digital and personalization strategy.

• Own the end-to-end lifecycle communication strategy, including onboarding, engagement, cross-sell, retention, and reactivation
• Define contact strategy, cadence, prioritization, and suppression rules across channels
• Align lifecycle programs with organizational goals, product strategies, and Member experience priorities
• Identify and prioritize opportunities to shift from campaign-based execution to automated, always-on journeys

• Design, build, test, and optimize automated journeys within Microsoft Dynamics and future marketing platforms
• Develop scalable templates, personalization logic, and dynamic content strategies
• Expand lifecycle programs into SMS and other emerging channels as capabilities mature
• Ensure all lifecycle communications align with brand standards, UX best practices, and compliance requirements

• Serve as the marketing subject matter expert for marketing automation within Microsoft Dynamics
• Partner with CRM, IT, and Digital teams to ensure platforms are integrated, scalable, and well governed
• Contribute to the evaluation and implementation of future marketing cloud capabilities (e.g., Adobe or equivalent)
• Translate real-world usage into platform requirements, enhancements, and roadmap inputs

• Partner with Marketing Insights & Analytics to operationalize segmentation models (e.g., Claritas P$YCLE)
• Ensure data quality, availability, and usability for automation and personalization use cases
• Leverage behavioral data and triggers to drive relevant, real-time Member interactions
• Continuously refine targeting and personalization strategies based on performance insights

• Define KPIs for lifecycle programs (e.g., engagement, conversion, retention, product adoption)
• Monitor performance and continuously optimize journeys, cadence, and messaging
• Establish testing frameworks (A/B, multivariate) to improve effectiveness over time

• Ensure all lifecycle communications adhere to regulatory and compliance requirements (e.g., CAN-SPAM, NCUA)
• Define and maintain standards for consent management, suppression logic, and data usage
• Establish governance for automation design, QA, deployment, and ongoing management

• Serve as the central point of coordination for lifecycle marketing across Digital, CRM, MIA, IT, Brand, and Vendors.
• Provide guidance and enablement to partners contributing content or requirements
• Drive process improvements that increase speed, consistency, and scalability of lifecyle marketing.
• Lead a strong team

• Bachelor’s degree in marketing, Communication, Business, Data Analytics, or related field is required.
• Equivalent combination of education and relevant experience may be considered

• Microsoft Dynamics 365 Marketing certification or equivalent is preferred

• 7–10 years of experience in lifecycle marketing, CRM marketing, or marketing automation
• Hands‑on expertise with Microsoft Dynamics marketing (or comparable platform)
• Proven experience designing and executing automated lifecycle journeys
• Demonstrated ability to translate customer or member data into segmentation, targeting, and…