Lifecycle Marketing Operations Specialist

The Role

We're looking for a Lifecycle Marketing Operations Specialist to join our Lifecycle and Engagement team. In this role, you'll execute data-driven communication strategies that enhance engagement and retention across our customer base. You'll manage marketing workflows, build and monitor automated campaigns, and collaborate with cross-functional teams to ensure flawless execution and data integrity.

This is a great opportunity for someone who's passionate about marketing technology, enjoys optimizing processes, and thrives in a fast-paced, high-growth environment.

What you'll be doing:

• Execute and optimize lifecycle communication strategies through automation workflows in Iterable (or similar platforms).
• Implement and monitor A/B tests, documenting learnings to inform content and channel performance.
• Build and manage automated workflows following strategic direction from Senior Marketing Analysts.
• Ensure quality and accuracy through daily QA of all communications, data flows, and campaign triggers.
• Track performance by creating campaign codes and detailed experiment reports on open rates, click rates, and engagement metrics.
• Collaborate with Marketing and Creative teams to QA email templates, ensuring messaging aligns with audience goals and brand standards.
• Audit and organize list management, nomenclature, and version control across workflows.
• Manage deep links and conduct QA testing for push, email, SMS, and in-app notifications.
• Contribute to campaign strategy development, providing insights and recommendations to improve lifecycle performance.
• Document and scope technical requirements for CRM and attribution tracking of new initiatives.
• Identify and implement process optimizations to enhance efficiency, scalability, and campaign consistency.
• Collaborate cross-functionally with lifecycle, loyalty, and creative teams to align marketing execution with business objectives.

Who we are looking for:

• Bachelor's degree in Marketing, Business, Statistics, or a related field.
• Proficiency in Excel or Google Sheets.
• Hands-on experience with marketing automation platforms (e.g., Iterable, Marketo, Hubspot, Salesforce Marketing Cloud, Eloqua).
• Experience working with CRM systems (e.g., Salesforce, Microsoft Dynamics, Hubspot, Iterable).
• Solid understanding of data and analytics in a marketing context; intermediate or advanced knowledge is a plus.
• Strong organizational skills and the ability to manage multiple projects under tight deadlines.
• A logical and analytical mindset, with a keen eye for detail.
• A genuine passion for marketing, personalization, and customer engagement.
• A growth mindset and desire to learn quickly in a fast-paced, high-output environment.
• Ability to grasp technical concepts and apply them to marketing workflows.
• Knowledge of SQL or Python for data querying and analysis.
• Familiarity with HTML, CSS, or Handlebars for building and customizing dynamic campaign templates.
• Experience developing dashboards using Power BI, Hex, Lightdash, or Looker.

Working at Neo:

The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we're on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.

We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You'll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we're looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.

All team members have a stake in Neo's success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you've heard that Neo employees work hard, it's true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company's success. 

Apply with us:

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

By continuing with your application, you agree to the Candidate Privacy Notice which guides how we process your personal information for the purpose of your application.