Summary of the Lifecycle Marketing Specialist job at LoanPro

Lifecycle Marketing Specialist - Farmington, UT 

Why LoanPro: 

“We want to change how the future of finance works. We’re working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance.” -Rhett Roberts, CEO

At LoanPro, we're more than just a fintech company—we’re transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing—it's leading the industry transformation. 

How we do what we do:

“Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. That’s what I’m most proud of 

here at LoanPro- the team that builds LoanPro. We do what we do because of our people.” -Rhett Roberts, CEO

At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.

What you own:

As a Lifecycle Marketing Specialist at LoanPro, you will be instrumental in developing and executing comprehensive marketing strategies across various channels, with a primary focus on email, webinars, and podcasts. You will be responsible for nurturing leads, engaging customers, and ultimately driving measurable growth in new business, qualified opportunities, and customer expansion. If you are a strategic thinker with a proven track record of delivering results in a fast-paced environment, we want to hear from you.

• Email & Webinar Channel Management:
  • Develop, implement, and optimize email marketing campaigns across the customer lifecycle (acquisition, nurturing, retention, expansion) to generate new leads, qualify opportunities, and drive bookings.
  • Plan, promote, and execute engaging webinars, including content development, speaker coordination, and post-webinar follow-up.
  • Continuously analyze performance data to identify areas for improvement 
• Podcast & Content Engagement:
  • Support the creation and launch of the "Fintech Tea" webinar series.
  • Increase LoanPro's LinkedIn engagement rate through strategic content promotion and community interaction.
• Customer Expansion & Retention:
  • Develop and execute targeted marketing initiatives to drive customer expansion within existing accounts.
  • Collaborate with the customer success and sales teams to identify upsell and cross-sell opportunities.
• Strategic Planning & Execution:
  • Improve and execute the current Email/Webinar Plan to achieve predetermined metrics.
  • Utilize marketing automation platforms (e.g., HubSpot, Marketo, Salesforce Marketing Cloud) to build, manage, and track campaigns.
  • Stay up-to-date with industry best practices and emerging trends in lifecycle marketing.
• Support Director of Integrated Marketing and Field Marketing Manager with additional duties as needed.

What you need for success:

• Education & Experience: Bachelor’s degree in Marketing or related field; 2-4 years of experience in marketing, preferably in B2B or SaaS.
• Customer-Focused: Strong understanding of customer behavior, segmentation, and lifecycle management.
• Marketing Skills: Experience with marketing automation tools (e.g., HubSpot, Marketo), CRM platforms (e.g., Salesforce), and digital content creation.
• Analytical: Ability to analyze data and performance metrics to inform decision-making and optimize campaigns.
• Communication: Excellent written and verbal communication skills, with the ability to create engaging, customer-focused content.
• Project Management: Strong organizational skills, able to manage multiple projects and collaborate across teams.
• Creative & Problem-Solving: Innovative thinking to enhance customer engagement and retention.
• Technical Proficiency: Basic HTML/CSS for emails and familiarity with data analysis tools (e.g., Google Analytics) is a plus.
• Team Player: Collaborative, proactive, and capable of working independently when needed.
• Proficiency in Microsoft Office applications as well as industry-specific analysis software

Benefits of the Role: 

• 80% Medical/Dental
• PTO and Holiday Schedule
• HSA and 401K Match
• Wellness Rewards and EAP

At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro. 

If you need an accommodation to apply for the position or during the interview process, please email hr@loanpro.io