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Own the Strategy:
- Define and execute lifecycle marketing strategy across acquisition follow-up, drop-off recovery, onboarding, activation, retention, and win-back.
- Set prioritization and sequencing for infrastructure and campaigns based on Flex's current stage.
- Act as internal expert, briefing RevOps, Sales, CS, and Leadership on lifecycle systems and strategy.
Build the Infrastructure:
- Own Braze infrastructure: Canvas flows, segmentation, dynamic content, and journey orchestration.
- Partner with Engineering and Data to design event-based triggers and data architecture for personalized journeys.
- Design and maintain the Segment-to-Braze data pipeline with clean identity resolution and reliable event tracking.
Shape the Messaging:
- Draft and own lifecycle copy directly using AI tools, then partner with Product, Legal, and Compliance to approve it.
- Establish clear ownership boundaries between product-owned and lifecycle-owned touchpoints.
- Ensure compliance and disclosure standards are met in a regulated fintech environment.
Flex
Flex is building an AI-native private bank for business owners, re-architecting the entire financial system from the first dollar earned to how value compounds and is spent. The company has scaled from zero to nine-figure annualized revenue, raised over $100M in equity and $300M in debt, and operates with small, high-trust teams and a culture of extreme ownership.