{"id":3698058,"url":"https://alion.io/job/xypn-lifecycle-marketing-manager","title":"Lifecycle Marketing Manager","company":{"id":694229,"name":"XYPN","domain":"xyplanningnetwork.com","url":"https://alion.io/company/xyplanningnetwork","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Marketing","role_family":"Marketing","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":80000,"max":108000,"currency":"USD","period":"year","gross":null,"usd_annual":108000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":true,"technologies":[{"name":"A/B Testing","optional":false},{"name":"HubSpot","optional":false},{"name":"Notion","optional":false}],"status":"live","first_seen_at":"2026-11-02T16:09:03Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-09T19:49:29Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"About XYPN\nXYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.\nThis is an opportunity to join a company on a mission to help others-and you-live your best lives.\nAbout the role\nAs the Lifecycle Marketing Manager, you shape how members experience XYPN at every stage, from the final sales call and onboarding through the ongoing journey of running and scaling their firms. Operating on the belief that members stay when they consistently see and feel the value of their membership, you will partner with the Director of Marketing and cross-functional stakeholders to define the lifecycle strategy and own the execution: the automated programs, segmented campaigns, and member communications that keep that value visible and top of mind.\nUsing data on member behavior, engagement, and lifecycle stage, you will design and run the journeys, campaigns, and testing that guide members toward deeper benefit adoption and stronger engagement with XYPN, at scale, across the full member base.\nYou are a storyteller as much as a strategic thinker, committed to learning our members and the realities of running a fee-only RIA. You will craft on-brand communications that inform, inspire, and drive action. Across every touchpoint, from emails to town halls to messaging at XYPN events, you make sure members feel that human connection.\nServing as the primary subject-matter expert for lifecycle marketing across the organization, you will collaborate and work cross-functionally with key departments and stakeholders across the organization, keeping members engaged and supported at every stage.\nWhere We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, MN, MT, NC, NE and TX. \nWhat you'll be doing\nLifecycle Marketing Strategy\nDevelop and execute the lifecycle strategy for XYPN Emerald and Sapphire members (onboarding, benefit activation, retention, reactivation, expansion).\nDrive adoption of benefits, services, and premium offerings via targeted campaigns.\nRefine member segmentation models using CRM attributes, lifecycle stage, behavioral data, and member-stated interests.\nMaintain communication governance, including audience selection, channel strategy, messaging, contact frequency, and a member preference strategy that lets members choose the communications they receive.\nConsult on demand gen and prospect campaigns with the Sales and Marketing teams and support strategic initiatives as needed.\nCampaigns & Marketing Automation\nDesign, build, and run recurring, triggered, and automated campaigns across email, member Portal, and other member channels.\nManage core journeys, including onboarding sequences, weekly member communications, benefit adoption campaigns, and cross-sell programs.\nManage the member communications calendar, coordinating cadence across all member-facing campaigns and keeping messaging aligned with the prospect marketing team.\nOwn marketing communications for twice-yearly Townhalls, XYPN events, and the annual XYPN LIVE conference, driving member engagement and pass sales.\nWrite clear, compelling copy in a warm, human voice that matches XYPN’s brand, and collaborate on asset production.\nMember Insights, Reporting & Optimization\nTranslate member research and performance metrics into actionable lifecycle recommendations\nExecute structured testing roadmaps (messaging, segmentation, timing, channels) to optimize engagement.\nTrack and report on core lifecycle KPIs (retention, engagement, reactivation, LTV) to leadership.\nAnalyze program outcomes to evaluate impact on member behavior and business goals.\nMeasurables:\nMember Onboarding Activation Rates (first-90-day key actions)\nMember Engagement Metrics (campaign and subscription-based email open rates and click-through rates, portal engagement metrics as available)\nCampaign-Driven Benefit Adoption\nXYPN LIVE Member Campaign Performance\nThe Deets:\nStart Date: Immediately\nStatus: Full-time (40-45 hours per week with flexible schedule)\nLocation: Remote and/or Bozeman, MT\nOvertime Status: Exempt\nTeam: Marketing\nReports To: Director of Marketing\nDirect reports: None\nTravel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events\nWhat you'll bring to the table:\n(If you think, “I only meet 80% of these qualifications,” still apply!)\n3-5+ years in lifecycle, CRM, or customer marketing with proven strategy and execution ownership.\nStrong copywriting skills with experience maintaining brand voice across multiple channels.\nDeep expertise in marketing automation platforms (HubSpot preferred) and journey mapping.\nProficiency in audience segmentation using CRM, product, and behavioral data.\nExperience using A/B testing and analytics to optimize key metrics (retention, conversion, LTV).\nUnderstanding of email deliverability, list hygiene, and privacy compliance.\nStrong project management skills, including familiarity with project tools (Monday, Notion).\nLegally authorized to live and work in the United States without present or future need for sponsorship.\nWhat would make us drool:\nExperience scaling lifecycle marketing programs or building them from scratch.\nHands-on experience with multi-channel lifecycle tools (in-product messaging, SMS, push).\nBackground in event or conference promotion and attendee engagement.\nExperience in membership, subscription, SaaS, or financial services industries.\nExperience crafting messaging frameworks and core value propositions aligned to brand identity, collaborating with creative partners to translate strategy into targeted campaigns.\nXYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants\n\nCompensation & Benefits:\n$80,000 - $108,000 annually \nAll team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). \nUnlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)\n9 paid holidays (we offer flexible holidays!)\n401(k) with match; you put in 6%, and we put in 4.5%.\n12 weeks paid parental leave for the birth or adoption of a child.\nHealth insurance w/ employer contribution.\nDental, Vision, Voluntary Life and AD&D, and Accident insurance options.\nPet insurance availability \nHealth Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available\nEmployer-paid Life and AD&D insurance.\nEmployer-paid Long Term Disability coverage.\nUp to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.\n$2000/year (prorated by start date) to put towards professional development\n$250/quarter to spend on yourself specific to our core value of \"Be Well Being You.”\n$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.\nA sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.\nSubsidized employer-sponsored childcare through our internal child care program. (Subject to availability)\nVarious Gym discounts \nCompany-owned laptop computer provided (Apple Products).\nXYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.","description_format":"text","description_chars":8162,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":["Company events","Flexible schedule","Health insurance","Parental leave","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Advisory, Valuation & Restructuring","Angel Networks & Startup Accelerators"],"lifecycle":[{"event":"open","at":"2026-11-03T18:41:31Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":6,"expected_fill_days":35,"reasons":["conf:0","win:early"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":108000,"is_top_pay":true},"html_url":"https://alion.io/job/xypn-lifecycle-marketing-manager","json_url":"https://alion.io/job/xypn-lifecycle-marketing-manager.json","meta":{"generated_at":"2026-11-09T20:26:40Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"search","counted_by":"address","units_charged":0,"used_today":0,"day_limit":null,"remaining_today":null,"minute_limit":null,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":694229},"rest":"https://alion.io/mcp/rest/get_company?id=694229"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fxypn-lifecycle-marketing-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fxypn-lifecycle-marketing-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fxypn-lifecycle-marketing-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/xypn-lifecycle-marketing-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fxypn-lifecycle-marketing-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3698058}},{"tool":"search_jobs","arguments":{"company":"xyplanningnetwork.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3698058},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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