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Lifecycle Marketing Specialist

Irvine, CA

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE
 We’re looking for a Lifecycle Marketing Specialist to own the customer journey from lead capture to retention. You’ll design and optimize data-driven programs that boost engagement, conversion, and revenue, managing SMS and email campaigns while working cross-functionally to deliver seamless, personalized experiences. This role offers the opportunity to shape lifecycle strategy, drive measurable impact, and grow your career in a fast-growing, high-energy company.

This is a high-impact role where you’ll collaborate closely with Sales, Marketing, Creative, Performance, and Data teams to ensure journeys are cohesive, optimized, and performance-driven. This role is 100% on-site in Irvine, CA. If you enjoy building systems from scratch while executing campaigns, you’ll be a perfect fit.

HOW YOU’LL BE REWARDED
 At TaxRise, we value strategy, innovation, and results! We offer a competitive salary, career growth opportunities, and the chance to directly impact customer experience and revenue.

  • Base salary: $85,000 – $100,000 annually

WHAT YOU’LL DO

  • Design, implement, and optimize lifecycle programs guiding prospects and clients from lead capture through closed sales and beyond.
  • Build and refine client journeys, identifying drop-off points and opportunities to increase conversion, engagement, and retention.
  • Leverage CRM data, behavioral signals, and automation tools to create precise, actionable lifecycle segments.
  • Manage SMS and email campaigns across the full customer lifecycle, ensuring messaging is timely, personalized, and performance-driven.
  • Partner with Sales leadership to deliver content, tools, and automated workflows that increase rep effectiveness and shorten sales cycles.
  • Analyze campaign performance, report on KPIs, and translate insights into actionable improvements.
  • Develop processes, workflows, and frameworks that structure lifecycle marketing operations.
  • Collaborate across teams to ensure messaging and campaigns are aligned and measurable.

WHY YOU’LL NEED TO HAVE

  • 4–7 years of experience in lifecycle marketing, CRM, marketing automation, or retention-focused roles.
  • Proven experience building journeys from scratch, not just managing existing programs.
  • Hands-on expertise with marketing automation platforms (HubSpot, Salesforce Marketing Cloud, Klaviyo, Iterable, or similar).
  • Strong understanding of CRM architecture, data flows, and integrations to support lifecycle campaigns.
  • Advanced knowledge of SMS and email marketing, including deliverability, segmentation, personalization, A/B testing, and compliance.
  • Experience partnering with sales teams to design nurture sequences, create enablement content, and optimize hand-offs.
  • Strong analytical skills; able to interpret data, uncover insights, and recommend strategies to improve performance.
  • Builder mentality; thrives in environments where processes are not fully defined.
  • Strategic yet hands-on mindset with strong communication and collaboration skills.

NICE TO HAVE

  • Bachelor’s degree in marketing, communications, or a related field.
  • Experience in high-growth or performance-driven marketing environments.
  • Familiarity with journey mapping, lifecycle reporting, and marketing analytics platforms.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

 

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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