Lifecycle Marketing Specialist

The role

The Lifecycle Marketing Specialist supports the growth of the Wealth Planning business. You will build, execute, and optimize email and multi-channel marketing experiences through lifecycle marketing programs.

What you will do

• Develop responsive, ADA-compliant emails using HTML and CSS
• Build personalization and dynamic content using basic AMPscript
• Test emails across devices and clients using tools such as Litmus or Email on Acid
• Configure and execute multi-touch lifecycle journeys across email, SMS, and push channels
• Conduct internal and external quality assurance
• Identify testing opportunities and collaborate on A/B and optimization testing
• Participate in peer code reviews
• Support documentation, versioning, and governance of templates, modules, and logic blocks
• Identify opportunities to improve efficiency, quality, and performance across lifecycle programs

Required qualifications

• Hands-on experience with Salesforce Marketing Cloud or a comparable enterprise-level marketing automation platform
• Strong proficiency in HTML and CSS
• Knowledge of responsive and mobile-first design for email
• Experience with Adobe CDP or similar data and segmentation platforms
• Ability to work effectively in fast-paced environments
• Self-directed and comfortable working independently with minimal supervision
• 3+ years of experience in customer marketing, lifecycle marketing, or marketing technology roles

Nice to have

• Knowledge of SQL
• Experience working with a Customer Data Platform (CDP)
• Experience working with CloudPages
• Proficiency with AMPscript
• Understanding of marketing performance metrics

Benefits

• discretionary bonus
• health plans
• dental plans
• other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) aims to guide people with the financial advice they need to thrive. The company supports more than 1.27 million clients across 140+ offices nationwide.