Lifecycle Marketing Manager

Lifecycle Marketing Manager

Counterpart is a management liability insurance platform for the 21st century workplace. We offer products and services to help companies align the risks and incentives of creating great organizations. Our platform is designed to measure risk more efficiently using the most advanced rating system in the industry, while also proactively mitigating the risks of our insureds. Ultimately, we provide businesses with frameworks to be the best versions of themselves. That's where you come in.

As an early member of the team, the Lifecycle Marketing Manager will design and run email and system communications across the customer journey. You will publish and maintain the lifecycle automation roadmap, improve renewals and transactional communications, connect lifecycle triggers to the right Salesforce and HubSpot events, and make performance visible through email-to-submissions reporting. You will work closely with Field, Insurance Product, Claims, Data, and Business Services to turn insights into timely messages that move prospects from onboarding to submission and from quote-to-bind.

You Will

• Set the lifecycle marketing strategy under the direction of the Marketing Lead, defining segments, journey stages, and contact guidelines that shape how we engage brokers, agents, and insureds across their relationship with Counterpart.
• Publish and maintain the email automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives.
• Design and oversee lifecycle programs that move contacts from onboarding to first submission, re-engage inactive brokers, support quote-to-bind, and deliver product education, driving stronger engagement, higher submission rates, and premium growth.
• Oversee renewal and transactional communications, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention.
• Ensure Salesforce and HubSpot capture the lifecycle events and fields needed for targeting and triggers, partnering with Data and system owners to establish the right architecture and governance.
• Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire.
• Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for our customers.
• Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs.
• Uphold brand guardrails and Agentic Insurance messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.

You Have

Who You Will Work With :

What We Offer

Counterpart's Values

Our estimated pay range for this role is $130,000 to $155,000. Base salary is determined by a variety of factors, including but not limited to, market data, location, internal equity, and experience.

We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at workregardless of who you are or where you come from. We value and celebrate our differences and