Summary of the Lifecycle Marketing Manager job at Red Oak

About Red Oak

Red Oak builds compliance software for financial services firms.

Our vision: We become the compliance layer every Financial Services firm runs on.

Today, we serve 19 of the top 20 global asset managers, including BlackRock, Vanguard, PIMCO, and Morgan Stanley, alongside 1,550+ regulated firms. Our customers report $95–101T in combined AUM.

Why This Role Matters

Most marketing roles chase strangers. This one starts with more than 1,550 firms that already trust us, in a market where switching costs are high and the buyer is a chief compliance officer who does not change vendors casually.

Our merger widened what any one of those firms can get from us. A client who came to us for advertising review now has a wider platform of capabilities sitting next to it, and the reverse is equally true for any of the platform's other products. Expanding those relationships is a key growth opportunity, and it does not happen on its own. Our key account directors and account managers cover the largest relationships one to one. Everything beneath that tier is reached through the programs you build, or it is not reached at all.

This is a role for someone who thinks in cohorts and account states rather than campaigns, and who wants their work measured in pipeline from named accounts rather than opens and clicks.

High autonomy. High ownership. High impact.

What Success Looks Like

• 90 Days: You know the client base cold: who owns what, where the whitespace concentrates, and which segments are worth a program first. The lifecycle architecture is documented, and your first cross-sell program is live with a defined audience and a measurable target.

The Role

You run the cross-sell and retention motion into our existing client base: owning how a lead moves from first hand-raise to a seller's calendar, with expansion pipeline as your core number and program execution in service of that goal.

• Own the programs that move a single-product client to a multi-product one — the segmentation, sequencing, offers, and timing — working from account tiering and product-ownership data to decide who hears what and when

• Build coverage for accounts sales cannot reach individually, and partner directly with key account directors and account managers to surface whitespace, warm buying committees, and give them timely reasons to reach out

• Own funnel progression from marketing qualified to sales accepted to sales qualified: scoring, routing rules with marketing operations, nurture, re-engagement, and the follow-up sequences that hold a long enterprise sales cycle together

• Run account-based programs against our tiering model in step with our demand generation manager and account teams, so cross-sell plays surface ahead of the competition

• Support onboarding and adoption messaging alongside implementation, client success, and product marketing, and own the post-sale programs that deepen usage of what a client already bought

• Partner with client success on marketing's contribution to retention: renewal-period communications, re-engagement for accounts going quiet, and staying present between renewals

• Own the lifecycle program in HubSpot end to end — nurture architecture, scoring model, segment governance, suppression and frequency rules, and the testing discipline that keeps it improving

• Use AI tools daily as a working layer for segmentation logic, cohort definition, campaign and nurture copy development, account and buying-committee research, and performance reporting — you find where manual work can go away and say so

What You'll Bring

• 3–5 years in lifecycle, customer, or growth marketing in B2B, with real time owning a pipeline or retention number rather than supporting someone who did

• Hands-on marketing automation ownership — you have personally built nurture programs, scoring models, and segmentation logic, and can talk through a program you rebuilt and what changed as a result

• Demonstrated cross-sell or expansion marketing into an existing client base, ideally where the buying committee inside an account was larger than one person

• Funnel fluency — you understand stage definitions, conversion math, and velocity, and have worked closely enough with sales to know what makes a handoff useful rather than annoying

• Account-based marketing experience run in partnership with sales rather than in isolation — comfortable sharing a motion with other marketers instead of owning it outright

• HubSpot and Salesforce fluency, including list management, segmentation, campaign reporting, attribution, and lead routing

• AI fluency in your lifecycle marketing workflow: segmentation logic, nurture copy iteration, account research, and performance analysis. This is table stakes here

• Plus: background in financial services, compliance, fintech, or another regulated or highly technical B2B market; experience marketing a multi-product platform; or customer advocacy and reference program experience

Benefits

• Equity units via EOP (Employee Ownership Plan): share in what we're building

• Comprehensive health coverage: medical, dental, and vision

• 401(k) with a 3% company contribution

• 20 days PTO annually, plus your birthday off and paid sick leave

• Enhanced family leave

• Life insurance

How We Work

Red Oak values the energy and creativity that comes from working together in person. We move fast, own our numbers, and expect judgment over instructions.

Work Structure

Location: Austin, TX — hybrid, 3 days on-site (Tuesday–Thursday)

Reports to: Sr. Director of Marketing

Travel: 5–10%