Principal, Lifecycle Client Marketing

A Bit About This Role

The Principal, Lifecycle Client Marketing will lead the development, execution, and optimization of all marketing and engagement strategies across assigned customer portfolios. This role oversees creative direction, partner communications, and cross-channel engagement strategies that drive measurable impact through email, direct mail, in-app messaging, employer training events, and other engagement strategies.

The Meaningful Work You Will Tackle

• Client Engagement Strategy & Leadership

• Lead the overall development and execution of Brightside’s multi-channel client engagement strategy, ensuring alignment with customer success goals and business priorities

• Develop the 2026 Client Engagement and Communications Plan in partnership with Customer Success and other internal stakeholders

• Ensure all client engagement activities reinforce Brightside’s brand voice, values, and engagement objectives

• Act as the primary strategic liaison between Marketing, Customer Success, and Product, ensuring cohesive communication strategies across all touch points

• Campaign Planning & Execution

• Oversee the planning and deployment of targeted, segmented engagement campaigns across email, mailers, push notifications, and in-app messaging

• Set and manage deployment schedules for major campaigns (e.g., Consolidated Credit, Student Loan Wage Garnishments, Free Financial Tools)

• Direct the creation of campaign briefs, timelines, and execution plans to ensure timely delivery and cross-team coordination

• Ensure campaign deliverables are error-free, on-brand, and optimized for engagement and conversion

• Creative Direction & Brand Stewardship

• Provide creative direction and feedback on all marketing and communication materials, ensuring consistent messaging and design across channels

• Oversee the evolution of Brightside’s visual and narrative identity to support client engagement goals and campaign differentiation

• Collaborate with internal design, content, and product teams to translate business objectives into compelling, actionable creative outputs

• Performance Analysis & Continuous Improvement

• Review, analyze, and synthesize campaign performance data to identify insights and optimize engagement strategies

• Establish frameworks for reporting and continuous learning across clients and channels

• Maintain and evolve marketing project documentation and playbooks to ensure ongoing alignment with Brightside’s strategic objectives

• Participate actively in cross-functional meetings, sharing updates, priorities, and insights to inform decision-making and alignment

What we’re looking for in your background & what makes you a success:

• 5+ years of experience in a Marketing role - client marketing required
• The use of modern marketing tools, like Salesforce Marketing Cloud/Hubspot, Jira, Asana and use of AI
• Demonstrable knowledge of best practices in B2B right demand generation, account-based marketing, content marketing, marketing automation, and lead nurturing
• Experience in project management and building integrated online campaigns
• Strong analytical and quantitative capability to determine program effectiveness, ROI, etc
• Ability to collaborate and work cross-functionally with our internal stakeholders
• Strong experience with Google and other communication tools (Gmail, Docs, Sheets, Slides, Slack, etc)
• Exceptional presentation, communication, and organizational skills
• Strong knowledge of marketing & sales automation tools and platforms

Why Brightside

For our clients - our mission is clear. To improve the financial health of working families. Brightside is an employee benefit with a brand-new approach to personal finance. We offer unique solutions to help with anything related to finances, emotions and behaviors that can impact our clients. We take a holistic view to provide unbiased and confidential assistance through an unmatched blend of products, technology and true human care. Our goal is to make it easier for our clients to understand their options to obtain long-term financial health and gain peace of mind when it comes to financial matters.

For our employees - we believe in inspiring careers, a great life/work balance and meaningful work that truly makes a difference in the lives of working families. Your work will have direct impact on the lives of our clients. You will have the opportunity to see a growing start-up from the inside out and see how passionate our employees are about the work we do and the outcomes we are creating for others.