Senior Manager, CRM & Lifecycle Marketing

About this role

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.

Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

Join the Movement

We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below.

Compensation— In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us

• Medical, Dental & Vision Insurance

• Health Savings Account (HSA)

• Free Telemedicine access via Teladoc

Financial Wellness & Wealth Building

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401(k) with 6% Employer Match — No Vesting Period.

• Employee Stock Options

• Exclusive Employee Banking Perks

• 0% Financing for Employee Solar Loans

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Employee Only Mortgage Product with exclusive interest rates and terms.

• 0% Financing for Eligible Electric Vehicles (EVs)

• Referral Incentives

Generous Paid Time Off

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2–4 Weeks of Vacation based on officer level plus additional tenure-based time.

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64 Hours of Paid Sick Time for all full-time employees.

Protection & Peace of Mind

• Company-Paid Life Insurance

• Short- & Long-Term Disability Insurance

• Voluntary Life, Accident & Critical Illness Coverage

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Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What to expect as a Senior Manager, CRM & Lifecycle Marketing
As Senior Manager, CRM & Lifecycle Marketing, you will build and run an always-on engine for lead conversion, cross-sell, retention, and relationship growth across Climate First Bancorp, Climate First Bank, OneEthos, and future portfolio companies. You will map prospect and customer journeys, identify the next best action or product, and turn customer signals into relevant email, SMS, nurture, onboarding, engagement, and retention programs. Working across Marketing, business lines, Operations, Data, Technology, and Compliance, you will help move customers from a single product into broader relationships - increasing products per customer, deposits, lending relationships, retention, and lifetime value.
What You’ll Contribute in This Role:

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CRM & Lifecycle Strategy - Develop the enterprise CRM and lifecycle roadmap across prospecting, lead nurture, onboarding, engagement, cross-sell, retention, reactivation, and advocacy. Define priority audiences, moments, channels, value exchanges, and KPIs based on customer needs and business opportunity.

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Journey Design & Lead Conversion - Map end-to-end prospect and customer journeys, identify friction and communication gaps, and build triggered programs that move people toward the next meaningful action. Improve lead conversion by aligning messages, timing, sales follow-up, and handoffs across Marketing and the business lines.

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Cross-Sell & Relationship Growth - Use product ownership, behavior, life stage, engagement, and eligibility signals to identify relevant next-best-product opportunities. Build coordinated cross-sell programs that deepen relationships without overwhelming customers or sacrificing trust, suitability, or customer experience.

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Campaign Build, Deployment & Channel Operations - Plan, build (in collaboration with Creative Director and Creative Designer), quality-check, deploy, and optimize email, SMS, nurture, onboarding, engagement, and retention campaigns. Own briefs, audience requirements, workflow logic, testing, approvals, scheduling, suppression rules, and deployment discipline while partnering with Creative on content and assets.

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Segmentation, Personalization & Data Stewardship - Develop actionable segments and personalization logic using customer, product, behavioral, and engagement data. Maintain strong audience, list, preference, consent, and suppression practices; partner with Data and Technology to improve data quality, availability, and responsible use.

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Testing, Measurement & Technology Partnership - Establish lifecycle KPIs and testing roadmaps; measure conversion, engagement, product penetration, cross-sell, retention,…