Lifecycle Communications Manager



Marketing & Communications
San Francisco, CA, USA
Posted on Wednesday, April 5, 2023

Money is the #1 source of stress for Americans, and Tally is on a mission to make people less stressed and better off financially. Tally’s suite of financial products and services enables consumers to manage their credit card debt, save money on interest, and pay off their debt efficiently. We’re backed by some of the world’s top investors, including Andreessen Horowitz and Kleiner Perkins, and we’ve raised $172MM in total funding.

As our Lifecycle Communications Manager, you define and orchestrate the user experience through all lifecycle channels, including email, SMS, and push notifications. You’ll help people successfully manage and pay off credit card debt, and find ways for them to be a more engaged and active participant in their own financial lives. As the strategic driver and owner of the customer journey from a lifecycle communications perspective, this role will have a direct and profound impact on our business as well as our user’s financial health.

Lifecycle communications is an art and a science. You’re an expert at creating elegant and dynamic workflows that reflect the needs of multiple user segments. You care about our members and use your insights to test new campaigns and messaging. Most importantly, you’re not afraid to roll up your sleeves and bring bold ideas to make this role your own.

The ideal candidate is a curious problem solver who can balance user goals with business needs, and who can operate both strategically and tactically. You’re able to effectively collaborate with cross-functional stakeholders to plan and execute against shared goals, delivering seamless experiences across the app, website, and all lifecycle channels. You should be comfortable with building engaging lifecycle programs in a results-driven environment, and have proven success in improving key metrics, developing aggressive experiment pipelines for continuous innovation, and leading with a highly empathetic, customer-centric mindset.

As a team, we’re committed to living Tally’s values of Don’t Say Nothing, Own the Outcome, and Change Shoes Often. We invite you to learn more about our values and who we are here.

Role impact:

  • Develop and drive email, SMS, push and in-app message notification strategies that deliver best-in-class member communications that are proven by both quantitative and qualitative measurements
  • Plan and execute ongoing testing (layout, format, frequency, copy, etc.) to continuously improve multichannel performance that uncovers and unlock campaigns’ growth levers
  • Deliver meaningful and measurable value to our users executing against team/company OKRs for large cross-functional initiatives
  • Oversee and report on the execution of highly-targeted journeys/workflows as well as ad-hoc campaigns that help reach the company goals: product notifications, one-off messages, seasonal campaigns, etc
  • Work closely with Product and Design to build a lifecycle member engagement experience.
  • Partner with Product to run A/B tests across all the user-journey (testing messaging platforms, copy, landing pages, etc) to improve revenue and retention metrics

In this role we value:

  • 7+ years experience in lifecycle communications roles
  • Hands-on experience working within a customer engagement platform, preferably Iterable
  • Proven success in working with cross-functional teams, such as Product and Analytics, to create and execute against shared goals that are based on data-informed hypotheses
  • History of organization and strong execution across multiple complex projects and initiatives
  • Ability to define quarterly roadmaps with aggressive milestones (including quantified KPI targets), and to execute on that strategy efficiently
  • Robust analytical skills with the ability to digest large data sets, communicate key insights and ask the right questions
  • Highly quantitative and drives decisions using data, from A/B testing to sound data modeling.
  • Impeccable eye for detail and critical thinker who can develop creative solutions around (technical or resource) limitations
  • Adept with marketing automation/CRM systems (like Iterable), pushing the boundaries of what those systems can do
  • Experience with marketing platforms (mobile/desktop) like Adjust, Branch, Segment, Mixpanel, etc., and a basic working knowledge of HTML/CSS, SQL
  • Self-starter with an entrepreneurial mentality
  • Strong conversion-oriented copywriting and content strategy skills
  • Experience in a highly regulated sector like financial or health services is a plus
A message from our leadership:
"One of our core values at Tally is 'Change shoes often.' We do this with our peers and our customers every day, and we want candidates to share in our commitment to empathy. Empathy really is the foundation of inclusion, and Tally prides itself in being a company that prioritizes inclusion and diversity. We’re dedicated to creating a workplace culture where people are included and treated equitably."
Jason Brown, Cofounder and CEO

This organization participates in E-Verify. See more information here.

Tally core value Don’t Say Nothing:

At Tally, one of our core values is Don’t Say Nothing (DSN), which speaks to our culture of transparency, and sharing all that we can. In the spirit of DSN, the salary range in the US for this role is $102,000 - $153,000 USD per year depending upon geography, skills, experience, and other qualifications of the successful candidate. We offer a comprehensive total rewards package that includes: unlimited flexible paid time off; 12 paid holidays; equity grants; company subsidized medical, dental, vision and prescription insurance; company paid short and long term disability insurance and life and AD&D insurance; wellness programs; voluntary life and disability insurance; pre-tax savings accounts for commuter benefits, health savings accounts and flexible savings accounts; paid parental and other eligible leaves of absence; 401(k) retirement savings plan; and an employee assistance program. Additional perks include: phone/internet reimbursement; co-working stipend: wellness reimbursement; home office set-up allowance; and access to discount programs. For more information about Tally visit: Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.