Pilot.com
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Sr. Lifecycle Marketing Manager
role at
Pilot.com 1 day ago Be among the first 25 applicants Join to apply for the
Sr. Lifecycle Marketing Manager
role at
Pilot.com Get AI-powered advice on this job and more exclusive features. The Role
The Role
As Pilot’s Lifecycle Marketing Manager, you will be the architect of how, when, and what we communicate to customers across their entire journey with us. You will design and implement customer programs that drive engagement, education, advocacy, and expansion — maximizing customer lifetime value while deepening customer trust in Pilot.
You will collaborate with customer success, product, content, and operations teams to define critical moments in the customer journey and build strategies to proactively support, nurture, and expand our customer relationships. You’ll help evaluate and optimize our customer lifecycle marketing systems — including identifying gaps in our tech stack (for example, CDPs or orchestration tools) and proposing solutions to close them — to ensure Pilot can deliver a seamless, personalized experience at scale.
This is a hybrid position with the expectation to work in the San Francisco or Nashville office on Monday, Tuesday, and Thursday.
Key Responsibilities
Build and own the c
ustomer
l
ifecycle
s
trategy
Map the full customer journey, identifying key inflection points where we can engage, educate, or expand our customers. Define and execute customer lifecycle programs that support onboarding, product adoption, expansion (cross-sell/upsell), retention, advocacy, and win-backs. Partner with product and operations teams to identify buying signals or key moments that indicate a customer may be ready for cross-sell, upsell, or added services — and build playbooks to capitalize on these opportunities. Develop customer education strategies in partnership with product, customer success, and marketing teams to help customers fully realize the value of Pilot’s solutions. You’ll manage Pilot’s customer referral program, a significant revenue driver.
Drive p
rogram
e
xecution
and
c
ollaboration
Build, launch, and manage omni-channel lifecycle campaigns in partnership with creative, content, product marketing, and customer success teams. Maintain a seasonal campaign calendar aligned with Customer Success, Sales, and Marketing initiatives. Develop triggered campaigns, nurture programs, and playbooks that drive customer engagement and value realization. Support customer advocacy efforts, including referral programs, reviews, case studies, and testimonials.
Implement systems
and
t
ooling
Evaluate and recommend lifecycle marketing technologies, including customer data platforms (CDPs) or orchestration tools, to support scalable and personalized customer journeys. Partner with business systems and analytics teams to implement, measure, and optimize these tools.
Champion AI and automation
Identify and use AI-powered tools to automatically detect friction points and hidden customer segments. Apply machine-learning models to surface propensity-to-churn, expansion, or advocacy, feeding real-time signals into campaign triggers. Employ generative AI and dynamic content blocks to tailor messaging and educational assets per customer profile. Explore an AI-driven orchestration layer to optimize send-times, channel selection, and content variants based on user behavior and emerging pain points.
Measure
and o
ptimiz
e lifecycle marketing programs
Define, track, and report on key lifecycle metrics, including product adoption rates, retention/churn, cross-sell and upsell performance, and customer satisfaction/advocacy. Partner with data and analytics teams to design experiments, interpret results, and continuously improve programs.
About You
7+ years of experience in lifecycle marketing, customer marketing, or customer engagement roles, ideally within a B2B SaaS or high-growth environment Proven track record of designing and executing successful lifecycle programs across multiple customer segments Familiarity with customer education, enablement, and advocacy best practices Deep understanding of marketing automation systems, personalization tools, CDPs, triggered campaigns, and dynamic content Able to identify, evaluate, and recommend systems or technologies to support customer marketing initiatives Skilled at analyzing customer data and drawing actionable insights that drive revenue and loyalty Hands-on experience collaborating with cross-functional stakeholders (product, engineering, customer success, sales) Excellent communicator and project leader, capable of managing complex programs from strategy through execution Data-driven mindset with a test-and-learn approach to improving program performance Comfortable navigating a fast-paced, startup environment
Nice to Have
Experience working with Salesforce, Marketo, Looker, or similar martech tools Familiarity with venture-backed startup environments or founder-focused customer bases Background in building customer communities or user group programs Exposure to account-based marketing or account-based expansion motions
About Pilot
Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.
Why Pilot?
We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox). Flexible vacation/time-off policy All federal holidays are observed Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks 401(k) plan
The base pay range target for the role seniority described in this job description is $133k - $215k in San Francisco, CA. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.
Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Marketing and Sales Industries Accounting Referrals increase your chances of interviewing at Pilot.com by 2x Get notified about new Senior Marketing Manager jobs in
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Sr. Lifecycle Marketing Manager
role at
Pilot.com 1 day ago Be among the first 25 applicants Join to apply for the
Sr. Lifecycle Marketing Manager
role at
Pilot.com Get AI-powered advice on this job and more exclusive features. The Role
The Role
As Pilot’s Lifecycle Marketing Manager, you will be the architect of how, when, and what we communicate to customers across their entire journey with us. You will design and implement customer programs that drive engagement, education, advocacy, and expansion — maximizing customer lifetime value while deepening customer trust in Pilot.
You will collaborate with customer success, product, content, and operations teams to define critical moments in the customer journey and build strategies to proactively support, nurture, and expand our customer relationships. You’ll help evaluate and optimize our customer lifecycle marketing systems — including identifying gaps in our tech stack (for example, CDPs or orchestration tools) and proposing solutions to close them — to ensure Pilot can deliver a seamless, personalized experience at scale.
This is a hybrid position with the expectation to work in the San Francisco or Nashville office on Monday, Tuesday, and Thursday.
Key Responsibilities
Build and own the c
ustomer
l
ifecycle
s
trategy
Map the full customer journey, identifying key inflection points where we can engage, educate, or expand our customers. Define and execute customer lifecycle programs that support onboarding, product adoption, expansion (cross-sell/upsell), retention, advocacy, and win-backs. Partner with product and operations teams to identify buying signals or key moments that indicate a customer may be ready for cross-sell, upsell, or added services — and build playbooks to capitalize on these opportunities. Develop customer education strategies in partnership with product, customer success, and marketing teams to help customers fully realize the value of Pilot’s solutions. You’ll manage Pilot’s customer referral program, a significant revenue driver.
Drive p
rogram
e
xecution
and
c
ollaboration
Build, launch, and manage omni-channel lifecycle campaigns in partnership with creative, content, product marketing, and customer success teams. Maintain a seasonal campaign calendar aligned with Customer Success, Sales, and Marketing initiatives. Develop triggered campaigns, nurture programs, and playbooks that drive customer engagement and value realization. Support customer advocacy efforts, including referral programs, reviews, case studies, and testimonials.
Implement systems
and
t
ooling
Evaluate and recommend lifecycle marketing technologies, including customer data platforms (CDPs) or orchestration tools, to support scalable and personalized customer journeys. Partner with business systems and analytics teams to implement, measure, and optimize these tools.
Champion AI and automation
Identify and use AI-powered tools to automatically detect friction points and hidden customer segments. Apply machine-learning models to surface propensity-to-churn, expansion, or advocacy, feeding real-time signals into campaign triggers. Employ generative AI and dynamic content blocks to tailor messaging and educational assets per customer profile. Explore an AI-driven orchestration layer to optimize send-times, channel selection, and content variants based on user behavior and emerging pain points.
Measure
and o
ptimiz
e lifecycle marketing programs
Define, track, and report on key lifecycle metrics, including product adoption rates, retention/churn, cross-sell and upsell performance, and customer satisfaction/advocacy. Partner with data and analytics teams to design experiments, interpret results, and continuously improve programs.
About You
7+ years of experience in lifecycle marketing, customer marketing, or customer engagement roles, ideally within a B2B SaaS or high-growth environment Proven track record of designing and executing successful lifecycle programs across multiple customer segments Familiarity with customer education, enablement, and advocacy best practices Deep understanding of marketing automation systems, personalization tools, CDPs, triggered campaigns, and dynamic content Able to identify, evaluate, and recommend systems or technologies to support customer marketing initiatives Skilled at analyzing customer data and drawing actionable insights that drive revenue and loyalty Hands-on experience collaborating with cross-functional stakeholders (product, engineering, customer success, sales) Excellent communicator and project leader, capable of managing complex programs from strategy through execution Data-driven mindset with a test-and-learn approach to improving program performance Comfortable navigating a fast-paced, startup environment
Nice to Have
Experience working with Salesforce, Marketo, Looker, or similar martech tools Familiarity with venture-backed startup environments or founder-focused customer bases Background in building customer communities or user group programs Exposure to account-based marketing or account-based expansion motions
About Pilot
Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.
Why Pilot?
We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox). Flexible vacation/time-off policy All federal holidays are observed Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks 401(k) plan
The base pay range target for the role seniority described in this job description is $133k - $215k in San Francisco, CA. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.
Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Marketing and Sales Industries Accounting Referrals increase your chances of interviewing at Pilot.com by 2x Get notified about new Senior Marketing Manager jobs in
San Francisco, CA . Director, Global Head of Brand Marketing - Facebook
San Francisco, CA $227,000.00-$296,000.00 4 days ago San Mateo, CA $207,000.00-$297,000.00 2 days ago Senior Social Marketing Manager, Fenty Beauty
San Francisco, CA $124,000.00-$150,000.00 5 days ago Director, Retail + International Marketing
San Francisco, CA $160,000.00-$175,000.00 3 days ago San Francisco, CA $75,000.00-$117,000.00 2 days ago Senior Manager / Director, Marketing Operations
San Francisco, CA $195,000.00-$225,000.00 2 days ago Foster City, CA $200,000.00-$220,000.00 1 day ago Oakland, CA $165,000.00-$180,000.00 3 days ago San Francisco, CA $227,000.00-$296,000.00 2 days ago Senior Content Marketing Manager, Spoken Word
San Francisco, CA $168,300.00-$223,000.00 1 month ago Senior Director - Digital Acquisition and Revenue Marketing (Growth)
San Mateo, CA $228,200.00-$327,980.00 2 days ago San Francisco, CA $50.00-$60.00 3 days ago Senior Director - Digital Acquisition and Revenue Marketing (Growth)
Director, US Brand & Integrated Marketing
San Francisco, CA $170,000.00-$190,000.00 1 day ago Director, Global Head of Brand Marketing - Facebook
San Francisco, CA $227,000.00-$296,000.00 1 hour ago San Francisco, CA $146,610.00-$207,700.00 5 days ago Senior Director - Integrated Field Marketing, AMER (New Business & Expansion)
San Mateo, CA $244,000.00-$330,750.00 2 days ago South San Francisco, CA $238,000.00-$268,000.00 12 hours ago Director, Reality Labs Digital Marketing
Senior Director, NCAL Regional Marketing
San Francisco, CA $180,000.00-$200,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr