Customer Lifecycle Manager

About the Company

RedBlack is a leading provider of wealth technology and managed services, empowering financial advisors to scale with confidence and deliver superior outcomes for clients. Trusted by the wealth management industry for over 15 years, RedBlack supports more than $900 billion in assets across its platforms.

Responsibilities

• Own and execute the proactive customer communication cadence, including lifecycle campaigns, product updates, and expansion outreach
• Translate product releases and updates into customer-friendly communications and release notes
• Segment audiences by product version, feature access, and role to ensure targeted communications
• Produce customer case studies and success stories across migration and expansion motions
• Deliver webinars and enablement sessions to drive product awareness and adoption
• Monitor product usage signals and surface expansion opportunities to Customer Success and Account Executives
• Coordinate client transitions between Sales, Support, and Professional Services
• Ensure Customer Success and Sales teams have current FAQs, talk tracks, and enablement materials

Requirements

• 5+ years in customer success, customer marketing, or lifecycle marketing in a SaaS company
• Deep product curiosity and ability to develop strong product knowledge
• Strong understanding of the full customer journey including onboarding, adoption, expansion, and renewal
• Proven ability to build proactive outreach programs from scratch
• Comfortable working with health metrics, usage data, and success metrics
• Excellent written communication skills with the ability to translate technical details into compelling language

Preferred Qualifications

• Experience in fintech, wealth tech, or portfolio management software