O

Overflow

Donations platform for stocks and crypto

Lifecycle Marketing Manager

Full-TimePosted on 10/21/2026
No salary listed
Mid
Bachelor's
United States
HybridHybrid: Monday and Wednesday collaboration days at the Los Gatos, CA or Birmingham, AL office.
Growth & MarketingGrowth Marketing

About the job

Requirements
  • 3–5 years of experience in lifecycle, email, or demand generation marketing, ideally in B2B SaaS, fintech, or the nonprofit and faith space.
  • Hands-on experience building automated campaigns in HubSpot or a comparable marketing automation platform.
  • A track record of growing MQL volume and lead-to-MQL conversion through automated sequences.
  • Strong written communication skills to make automated email feel personal, warm, and human.
  • Strong analytical skills, including campaign reporting, A/B testing, and segmentation.
  • Alignment with Overflow's mission and values, including its commitment to serving the evangelical Christian church space alongside the wider nonprofit sector.
  • Commitment to hybrid work, including in-person collaboration days currently on Monday and Wednesday.
  • A bachelor's degree in marketing, business, or communications, or equivalent practical experience.
Responsibilities
  • Own the prospect journey from first touch to marketing qualified lead, and design the handoff that sets BDRs up to convert MQLs to SQLs.
  • Map prospect journeys for church leaders, operators, and nonprofit decision makers, and identify the moments that matter most.
  • Define lead scoring and MQL criteria in partnership with Sales, and own handoff mechanics, including routing, timing, and suppression rules during active sales cycles.
  • Partner with the Head of Brand & Marketing to keep lifecycle messaging aligned with Overflow's voice and mission.
  • Build, launch, and maintain automated sequences in HubSpot across email, SMS, and in-app touchpoints, including nurture flows and re-engagement programs.
  • Write and edit clear, warm, on-brand copy for automated outreach.
  • Own the lifecycle send calendar across seasonal giving moments, including year-end giving, and product launches.
  • Maintain list health, deliverability, and compliance across channels, including CAN-SPAM and TCPA for SMS.
  • Design and launch upsell, cross-sell, and renewal campaigns that support Sales and Customer Success.
  • Develop audience segments based on funnel stage, behavior, and organization type.
  • Personalize campaigns for churches, nonprofits, and purpose-driven companies at different stages of adoption.
  • Define and track funnel KPIs, including MQL volume, MQL-to-SQL conversion, and campaign-sourced pipeline.
  • Run A/B tests across subject lines, content, timing, and journeys, and implement what works.
  • Report performance and insights to marketing and company leadership, translating data into clear next steps.
Desired Qualifications
  • Experience with SMS marketing and TCPA compliance.
  • A track record of partnering closely with Sales and Customer Success in a B2B SaaS environment.
  • Familiarity with the nonprofit, philanthropy, or faith-based technology space.
  • Comfort managing many campaigns, calendars, and stakeholders at once.

About the company

Overflow helps churches and nonprofits accept and manage donations of non-cash assets like stocks and cryptocurrency, alongside cash gifts, through a subscription-based financial technology platform. Donors can give via multiple channels (card, ACH, stock, crypto, and donor-advised funds), and Overflow processes these gifts while providing automated giving statements, live dashboards, and detailed donor and gift-status tracking. The platform focuses on reducing barriers to giving and offering low processing fees, aiming to stand out with a comprehensive, end-to-end solution for charitable fundraising. Overflow’s goal is to make generosity frictionless and to significantly increase charitable contributions by unlocking and simplifying the use of non-cash wealth, which makes up a large portion of global assets.

Company Size

51-200

Company Stage

Series B

Total Funding

$30M

Headquarters

Los Gatos, California

Founded

2019

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Simplify's Take

What believers are saying

  • Series B closed February 2024 raised $20 million, totaling $33.5 million.
  • Overflow AI launched in May 2025, adding a new upsell for finance teams.
  • Overflow says churches average 12% higher giving after migration, strengthening sales claims.

What critics are saying

  • The Giving Block and other donor-management platforms can copy non-cash giving features quickly.
  • Overflow still depends on church adoption, and migration friction slows switching.
  • If stock and crypto donation volumes stall, fee revenue and platform expansion weaken.

What makes Overflow unique

  • Overflow bundles cash, stock, crypto, and DAF giving for churches.
  • Overflow AI, launched May 2025, gives church finance teams natural-language reporting.
  • Overflow counts 450-plus organizations, including Church of the Highlands and Warriors Foundation.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Vacation
  • Paid Holidays
  • Parental Leave
  • 401(k) Retirement Plan
  • Mental Health Support
  • Company Social Events
  • Hybrid Work Options
  • Remote Work Options
  • Stock Options

Growth & Insights and Company News

6 month growth

0%

1 year growth

0%

2 year growth

0%
Business Wire
Feb 8th, 2024
Overflow Announces $20M Series B Led by Wesleyan Investment Foundation to Become the Comprehensive Financial Partner within the Faith Space

Overflow, a trailblazer in redefining generosity through innovative financial solutions, proudly announces the successful closure of its $20 million S

Finextra
Feb 7th, 2024
Charitable giving fintech Overflow raises $20m

Charitable giving fintech Overflow raises $20m.

Overflow
Oct 12th, 2021
Overflow receives financing of $10M in Series A

Overflow is excited to announce that Overflow has raised a $10 million Series A from a diverse group of investors to support Overflow as it continues to grow.

Natural Resources
Oct 8th, 2021
Naturalresources Shop partners with Overflow

Natural Resources has partnered with Overflow to make donating stock online quick, easy, and secure.