Conversion & Lifecycle Marketing Lead

AI overview

This role focuses on optimizing the conversion process and building automated systems for customer retention and revenue generation in a fintech environment.

About Carry

Carry helps business owners and high earners build wealth through smarter tax optimization. We started with Solo 401(k)s for self-employed entrepreneurs and have expanded into financial education and tax-aware investment products.

We operate a education-first growth system that generates significant top-of-funnel attention. The challenge is conversion, activation, and monetization.

This role exists to turn attention into efficient, predictable, and scalable revenue.

About the role

The Conversion & Lifecycle Marketing Manager owns two things: getting visitors to convert on our website and building the automation system that turns signups into paying, retained customers.

This is not a paid media role — there's no ad buying, campaign management, or paid acquisition ownership. If that's primarily your background, this likely isn't the right fit.

This role requires a minimum of 2 years of hands-on experience in fintech or a regulated financial product. Candidates without this background will not be considered.

If you've spent your career running A/B tests on financial product pages, building onboarding and nurture flows for complex financial products, and obsessing over why qualified people don't convert, this role is for you!

What you’ll do

  • Own the conversion performance of carry.com end-to-end: homepage, product pages, pricing, trust signals, and CTAs

  • Build and maintain a continuous experimentation roadmap

  • Diagnose friction across the full customer journey

  • Write and iterate on conversion copy for landing pages, funnels, and key decision points

  • Partner with design and engineering to ship tests quickly and learn faster

  • Build and own the full lifecycle email system: onboarding, lead nurture, activation, upsells, renewals, and win-back flows

  • Turn email into a core revenue and retention channel, not a broadcast surface

  • Use behavioral triggers and segmentation to deliver the right message at the right moment

  • Own lifecycle metrics end-to-end and use data to prioritize what to build and optimize next

Who you are

  • 2+ years of experience in fintech or a regulated financial product

  • Proven experience running CRO experiments on a marketing or product website, not just familiarity with the concept

  • Proven experience building lifecycle email automations in a B2C or prosumer context

  • Deeply fluent in how trust, compliance, and financial education affect conversion

  • A strong conversion copywriter who can move from headline to automation to metric without losing context

  • Comfortable owning a system end-to-end. You diagnose, prioritize, build, ship, and measure yourself!

  • Obsessed with customer psychology, specifically why people hesitate, what questions block action, and how the right message at the right moment changes behavior

Compensation

  • Salary: $100,000 - $120,000

  • Equity: Generous equity package

  • Benefits: Competitive health, dental, and vision benefits, paid time off, 401(K) match, and other benefits

Carry empowers business owners and high earners to build wealth through savvy tax optimization strategies. Starting with Solo 401(k)s for self-employed entrepreneurs, we’re expanding our offerings in financial education and tax-aware investment products for a smarter financial future.

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Salary
$100,000 – $120,000 per year
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