Full-Time

Lifecycle Marketing Specialist

Updated on 3/14/2025

Relay Financial

Relay Financial

201-500 employees

Online banking platform for small businesses

No salary listed

Junior, Mid

Toronto, ON, Canada

Hybrid work environment: requires in-office presence twice a week.

Category
Growth Marketing
Growth & Marketing
Required Skills
Hubspot
Requirements
  • 2+ years of experience in lifecycle marketing or CRM
  • Strong understanding of customer segmentation, behavioral analytics, and predictive modeling
  • Ability to write email copy and tweak existing email designs
  • Proficiency in marketing automation platforms like Iterable, HubSpot, Braze, or similar platforms
  • Excellent organizational skills and highly detail-oriented
  • Ability to gather, analyze and report on campaign data
Responsibilities
  • Developing and executing email marketing campaigns, push notifications, and SMS messages in Iterable
  • Creating automated marketing workflows and nurture sequences
  • A/B testing different messages, mediums, and timing to optimize performance
  • Creating personalized experiences based on customer behaviour and segments
  • Collaborating across the company on campaigns
  • Tracking key metrics like customer lifetime value, churn rate, and engagement rates
  • Analyzing customer behaviour patterns and purchase history
  • Identifying key customer touchpoints and ensuring consistent communications throughout the lifecycle
  • Making data-driven recommendations to improve conversion and retention
Desired Qualifications
  • Leveraged AI tools to scale lifecycle programs more efficiently
  • Technical proficiency in SQL, HTML, and marketing automation languages
  • Experience marketing financial technology products to SMB customers
  • Track record of scaling yourself and your team while amidst a scaling high-growth technology company

Relay Financial offers an online banking platform tailored for small businesses, consolidating various financial transactions like ACH transfers and payouts from services such as PayPal and Stripe into one easy-to-use interface. By partnering with Thread Bank, Relay Financial ensures secure deposits with FDIC insurance coverage up to $3,000,000 and provides competitive annual percentage yields (APYs). The platform operates on a subscription model, offering features like income tracking and automated bookkeeping to simplify financial management for business owners. Relay Financial's goal is to become an essential tool for small businesses, helping them optimize their financial operations.

Company Size

201-500

Company Stage

Series B

Total Funding

$50.2M

Headquarters

Toronto, Canada

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Relay secured $32.2 million in Series B funding for product development and expansion.
  • The rise of embedded finance allows Relay to enhance its platform's value proposition.
  • Relay's focus on cash flow clarity aligns with the growing demand for data-driven decisions.

What critics are saying

  • Increased competition from fintech startups could erode Relay's market share.
  • Economic downturns could decrease small business formation, impacting Relay's customer base.
  • Potential regulatory changes could increase compliance costs for Relay.

What makes Relay Financial unique

  • Relay offers up to 20 individual accounts for detailed income and expense organization.
  • Relay provides FDIC insurance coverage up to $3,000,000 through a deposit sweep program.
  • Relay integrates with accounting software like QuickBooks Online and Xero for seamless bookkeeping.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Company Equity

Paid Vacation

Paid Sick Leave

Parental Leave

Hybrid Work Options

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

2%

2 year growth

5%
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