Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.
Our impact so far:
🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth
🥇 Recognized by users as a top-rated investment solution on G2
🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry
About the role
Koyfin has achieved strong product-market fit and profitable growth. The next phase is about turning more of our top-of-funnel into activated, paying users and engaging the base we already have.
As a Lifecycle Marketing Manager reporting to the CEO, you will own some of the highest leverage parts of the business: free user activation, lifecycle email marketing, in-app messaging, onboarding flows, expansion identification, and the experiments and lead scoring systems that power all of it.
This role is for a product manager who thrives on ownership and execution in messy, data-driven problems. You will take ambiguous funnels, dig into the data, run experiments, make judgment calls, and work closely with executives and team leads to turn real user behavior into shipped product and shipped communications.
What you’ll be doing?
Map the full customer journey end to end, from signup to the moments that predict paid conversion, and then to the behaviors that signal long-term engagement
Quantify the breakages: where does the funnel leak, by how much, and against which user segments
Design and run experiments to address the largest breakages using the tools best suited to each opportunity, including in-app prompts, email, onboarding redesign, pricing prompts, and feature surfacing
Own the full lifecycle communication stack: email, in-app messages, push, tooltips, empty states, upgrade prompts, and win-back campaigns
Define success with clear KPIs, track them on a regular cadence, and keep the team aligned around them
Use AI aggressively for lifecycle copy, segmentation, lead scoring, alerts, and personalization
What we’re looking for
You've done growth, lifecycle, or customer marketing PM work at a high-volume business, ideally Prosumer SaaS or Consumer
You've created and shipped lifecycle email programs and in-app messaging campaigns
You're analytical first. You think in funnels, cohorts, and decile scoring
You want to do the work, not manage a team doing it
You have experience automating parts of your own job
You're curious and ask "why is this number what it is" before anyone tells you to
Bonus: experience in fintech, wealthtech, or a product with both free and paid tiers
What we offer
Work on a real problem with meaningful leverage, in partnership with Koyfin’s leadership team
A fully remote, results-driven team that ships real product and learns directly from users
Competitive compensation, including stock options
Full benefits package including medical, dental, and 401(k) contributions
A product-led company that values craftsmanship, accountability, and getting things done
At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.
Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.
is an equal opportunity employer committed to building a diverse and inclusive team.
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