Lifecycle Marketing Specialist

Lead the strategic use of CRM solutions and lifecycle marketing automation to win new business and cultivate loyalty amongst our small/medium customer base. In this role, you will seamlessly connect with diverse customer personas through data-driven strategies, nurturing meaningful engagement and catalyzing growth. Your mission is to design and execute our lifecycle automation program based on market insights to reach unparalleled efficiency, personalization, and impact across our SME channel. 

In this role, you will get to: 

  • Improve the efficiency and effectiveness of lifecycle marketing automation across all business units and product offerings for SME channel customers 
  • Define lifecycle stages for each product line by measurable criteria and used within HubSpot (the CRM) 
  • Maintain accurate customer and prospect data 
  • Develop and enhance all aspects of the lifecycle automation cycle from lead scoring to advanced automation sequences  
  • Establish a data-driven marketing culture by leveraging insights to inform demand gen strategies, campaign tactics, and engagement next steps 
  • Measure and track baseline customer acquisition cost for each product line and BU and set target to reduce cost to serve for this segment 
  • Maximize the positive impact of campaigns and lifecycle automation and flag data clean-up opportunities  
  • Develop metric to measure LCA effectiveness (ROI) and influence of marketing efforts 
  • Analyze marketing performance data to identify trends, opportunities, and areas for improvement 
  • Collaborate with business unit marketing leaders to align marketing operations infrastructure (data, systems, processes) with marketing strategies to support specific unit goals 
  • Maintain industry-leading email health  
  • Promote 80%+ account enrollment in lifecycle automation for current customers and ensure that all eligible customers enter lifecycle automation when intended 

The above statements describe the general nature and level of the work performed by people assigned to this work. This list does not cover all possible duties, tasks, or responsibilities. Riverside Insights may amend or change responsibilities to meet the needs of the business and organization as necessary.  


  • Bachelor’s degree required 
  • Experience with lifecycle marketing and email marketing automation tools/platforms 
  • Proficiency using data analytics tools (excel, Tableau, dashboards) to enable the effective tracking and measurement practices to evaluate ROI on marketing 
  • Strong mastery of working with HubSpot (or similar) CRM and marketing automation tools to lead best practices across the organization 
  • Create structure and optimize processes to improve the efficiency and effectiveness of marketing activities 
  • Strong written communication and ability to create engaging content 
  • Ability to design and execute A/B user testing based on segmentation and personalization 
  • Project management skills and ability to work both independently and cross-functionally with stakeholders 
  • Strong “ecosystem” thinker, with the ability to manage complex x-BU persona and district dynamics with product managers, sales teams, and other stakeholders to align marketing efforts. 

 Physical Requirements for this position  

  • Remote  
  • Up to 10% travel for off-site team meetings  
  • May require stationary positions (sitting or standing) for extended periods.  


  • Medical, Dental, and Vision plans  
  • Company paid basic life and AD&D insurance  
  • Company paid short-term and long-term disability  
  • Supplemental life insurance options  
  • Company paid Employee Assistance Program (EAP)  
  • Retirement plan with discretionary company matching  
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options  
  • Premium subscription to Calm for employee and dependents 
  • Company paid time off (PTO)  
  • 13 named holidays, 2 floating holidays, and 4 early-release half days 
  • Flexible work arrangements  
  • Work-from-home expense reimbursement  
  • Tuition Reimbursement Program  
  • Company orientation and 30/60/90 Day Onboarding 

Salary: $60,000-$70,000 per year

Who is Riverside Insights? Riverside Insights is a growth-focused business on a mission to elevate one billion lives globally by 2030 through research-based assessments and technology for educational professionals, students, clinical and behavioral health clients, and workforce talent.  

Why Join Our Team?  
At Riverside Insights, achieving real results for students and educators is more than talk – it’s what we do. As we grow, so will you, offering the chance to expand your skills on an ambitious, solution-focused team. Join us in making great work possible, where your well-being and dedication to making an impact go hand in hand. If you’re ready for an ambitious, collaborative environment, Riverside is the place for you. 

Riverside Insights is an Equal-opportunity Employer: 
Riverside Insights provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

Our Commitment to Diversity & Inclusion: 
At Riverside Insights, every employee has the right to a welcoming and inclusive workplace where their diverse backgrounds, experiences, and perspectives are valued and celebrated. 

 Thank you for considering joining our growing team and our mission to help elevate potential globally! Please check out to learn more about our work.