Director, Lifecycle Marketing Neo is building a lifecycle marketing function that treats customer communication as a system — not a set of disconnected campaigns. The Director, Lifecycle Marketing designs, executes, and optimizes the journeys and campaigns that guide customers from first product through full relationship depth. This role is embedded within a cross-functional product program and owns end-to-end lifecycle execution for their domain — from brief intake through live performance.

They collaborate with the product team on what to communicate and own how it gets done: journey architecture, content strategy, segmentation, channel orchestration, experimentation, and performance.

Design and deploy always-on event-driven journeys and one-time campaigns (product launches, ad hoc communications) that move customers through engagement states.

Content & Messaging Strategy: Own the delivery and quality of all lifecycle content within your domain — messaging strategy, value prop framing, segmentation for relevance. Source creative execution from specialist teams; Apply smart segmentation to ensure the right message reaches the right customer in the right way — relevant, easy to understand, and deepening the relationship.

Performance & Experimentation: Monitor, interpret, and iterate on live journeys. Be strategic about what to test — prioritize experiments large enough to move the needle.

Serve as the lifecycle representative embedded within a product program.

Quality & Governance: Own the quality of all communications in production. Ensure rigorous QA and adherence to change control processes before anything reaches a customer.





Experience designing and executing multi-step automated customer journeys at scale in a up-to-date CRM platform (Iterable, Braze, Customer.Strong instinct for messaging — can independently reason through value prop framing, sequencing, and tone without waiting for a detailed brief

Segmentation fluency — thinks in terms of customer states and behaviors, not static lists

Experimentation mindset — designs tests, interprets results, drives iteration

Comfortable embedded with product teams — not siloed in a marketing department

Experience in fintech, banking, or high-consideration consumer products is a strong asset

We challenge ourselves to raise the bar and deliver exceptional experiences for our customers. Our commitment to customer success drives everything we do, from building world-class products to providing exceptional support at every step of their journey. For select roles, equity participation reinforces that mindset by giving employees a direct stake in the company's long-term success.

Candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

By continuing with your application, you agree to the Candidate Privacy Notice, which guides how we process your personal information for the purpose of your application.

Neo Financial leverages artificial intelligence (AI) to reinforce our candidate evaluation process, including the initial assessment of applications and screening of candidates. If you require further information regarding our data processing practices, please contact us.

📌 Marketing Director (Director) (Calgary)
🏢 Neo Financial
📍 Calgary