• Overseeing the planning, development, and execution of strategic customer marketing initiatives • Generating profitable growth through successful marketing strategies for key customers • Analyzing customer trends and understanding consumer paths to purchase • Partnering with strategic customers to drive value propositions • Collaborating with sales leadership to evaluate sales strategies • Identifying potential threats to growth goals • Recommending improved strategies for market reach • Partnering with cross-functional leaders to maximize operational efficiency

• Own field events end-to-end, from developing the event concept and managing budgets, vendors, and logistics, to aligning with Sales, executing on-site, and tracking post-event ROI and pipeline impact • Partner closely with Sales to plan and execute owned events across multiple U.S. cities • Manage all event logistics including venues, vendors, catering, AV, signage, shipping, and on-site execution • Coordinate with internal teams including RevOps, Design, Product Marketing, and Customer Marketing to ensure alignment and strong execution • Track and report on event performance, including registrations, attendance, meetings, pipeline influenced, and revenue impact • Maintain organized event trackers, timelines, and post-event recaps • Support additional field marketing programs as needed, including sponsored events, trade shows, partner events, and larger regional or national initiatives

• Drive conversion from interest to enrollment completion: Develop and execute targeted retargeting and nurture campaigns that move members from starting enrollment to completion. • Partner with analytics and marketing operations to define conversion triggers and build automated journeys across email, SMS, and push. • Test and optimize messaging, timing, and creative to reduce drop-off and improve conversion rates across employer populations. • Lead post-enrollment lifecycle strategy: Own the member journey from enrollment confirmation through activation, engagement, and progression. • Develop multi-channel lifecycle programs (email, SMS, push) that educate members, drive first use, and sustain participation. • Segment audiences by personas, utilization, and engagement level to deliver personalized experiences that resonate. • Analyze, optimize, and collaborate: Define lifecycle KPIs—conversion, activation, engagement, repeat utilization—and report on campaign performance. • Partner closely with the product, legal, and analytics teams to align on messaging, triggers, and compliance requirements. • Use insights from member behavior and feedback to continuously refine content, creative, and targeting strategies.

• Design and optimize automated lifecycle campaigns across Email, SMS, WhatsApp, and Push. • Build and maintain automated customer journeys such as welcome flows, cart abandonment, and win-back campaigns. • Develop a scalable automation framework that can be reused across brands and programs. • Map and standardize existing email templates and HTML structures. • Build new HTML email templates and optimize current ones. • Ensure templates are responsive, scalable, and aligned with performance best practices. • Work with Data, BI, and Engineering teams to ensure accurate data integrations. • Identify and leverage customer attributes and segmentation data to improve targeting and personalization. • Implement dynamic content and personalization strategies. • Lead A/B testing initiatives across lifecycle campaigns. • Monitor performance metrics and continuously improve deliverability, engagement, and conversion rates. • Document automation processes and campaign frameworks. • Train and enable the team to independently build and manage automation flows. • Create internal best practices for lifecycle marketing automation.