JOB DESCRIPTION
Lifecycle Marketing Manager
Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what’s ahead. That’s why we built the first Agentic Insurance™ system — where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk. Backed by A rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk®.
As an early member of the team, the Lifecycle Marketing Manager will design and run email and system communications across the customer journey. You will publish and maintain the lifecycle automation roadmap, improve renewals and transactional communications, connect lifecycle triggers to the right Salesforce and HubSpot events, and make performance visible through email-to-submissions reporting. You will work closely with Field, Insurance Product, Claims, Data, and Business Services to turn insights into timely messages that move prospects from onboarding to submission and from quote-to-bind.
YOU WILL
- Set the lifecycle marketing strategy under the direction of the Marketing Lead, defining segments, journey stages, and contact guidelines that shape how we engage brokers, agents, and insureds across their relationship with Counterpart.
- Publish and maintain the email automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives.
- Design and oversee lifecycle programs that move contacts from onboarding to first submission, re-engage inactive brokers, support quote-to-bind, and deliver product education, driving stronger engagement, higher submission rates, and premium growth.
- Oversee renewal and transactional communications, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention.
- Ensure Salesforce and HubSpot capture the lifecycle events and fields needed for targeting and triggers, partnering with Data and system owners to establish the right architecture and governance.
- Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire.
- Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for our customers.
- Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs.
- Uphold brand guardrails and Agentic Insurance™ messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.
YOU HAVE
- 5+ years in lifecycle, CRM, or email marketing with a track record of using segmentation, automation, testing, and reporting to drive engagement and business growth in B2B or B2C.
- Hands-on experience in HubSpot and working knowledge of Salesforce, applying both to design lifecycle journeys that are reliable, scalable, and measurable.
- Proven ability to create multi-step journeys that convert onboarding into submissions, re-engage inactive contacts, and strengthen retention through timely renewals and transactional communications.
- Strong measurement skills, including setting goals and building visibility into how lifecycle programs contribute to submissions and premium growth.
- Ability to translate performance data and field feedback into clear hypotheses and tests, turning learnings into standard programs that improve outcomes over time.
- Clear communicator who ensures lifecycle content reflects Counterpart’s value proposition and aligns with Agentic Insurance™ messaging.
- Effective collaborator with system owners and data partners to ensure the architecture and governance required for scalable lifecycle programs.
- SaaS or product-led growth industry experience is strongly desired.
- Comfortable operating in a remote environment.
WHO YOU WILL WORK WITH:
- Tanner Hackett, CEO & Founder: Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Open Minded.org, in addition to reading, surfing, yoga, and enjoying the outdoors.
- Eric Marler, Head of Claims: Eric Marler is a licensed attorney who began his career in private practice representing carriers in complex coverage matters before transitioning in-house. Eric previously led the management liability claims teams at Hanover and Great American.
- Erika Barbosa, Marketing Lead: With over 16 years in marketing across both B2B and B2C, Erika has built expertise spanning agency-side, cybersecurity, the creator economy, and developer marketing. Recognized as a Top 45 Demand Generation Mentor by Sharebird and the author of three LinkedIn courses, Erika brings a data-informed approach to shaping strategy and building scalable marketing systems. Outside of work, Erika enjoys reading, fitness, and exploring the ocean shores.
- Megan Linney, Senior Manager, Content Marketing: Megan has helped define and lead brand voices at companies big and small, from big-box brands like Walmart to smaller, more niche fintechs. As our resident grammar gal and Senior Content Marketing Manager, Megan works with both our insurance and growth teams to better serve our broker partners and to help demystify insurance for small businesses. When not at her keyboard, you can find Megan practicing yoga or planning her next big trip.
- Ryan Capra, Head of Insured Services: Before joining Counterpart, Ryan spent most of his professional career building and scaling customer success teams and operations. Ryan is passionate about understanding the voice of the customer and delivering positive and valuable customer experiences. He spends his free time physically, mentally and emotionally exercising and planning his next travel adventure.
Our estimated pay range for this role is $130,000 to $155,000. Base salary is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience.
We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.
We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.
