Senior Specialist, Lifecycle Marketing

Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

The role

Senior Specialist, Lifecycle Marketing – 18‑month contract. This role designs, builds, and optimizes targeted, automated journeys for members and prospects across the full lifecycle. The role translates strategy into scalable, always‑on experiences delivering timely, relevant, and personalized advice supporting growth and member experience goals. Key behaviors include engagement, retention, financial plan adoption, and cross‑sell.

Key Responsibilities

CRM Marketing Journey Development

• Automate – fully automate personalized Member journeys in Dynamics 365 for Marketing, building communication workflows, program logic, and triggers, and testing with c...