Lifecycle Marketing Manager, Customer Expansion & Monetization

As a Lifecycle Marketing Manager focused on Customer Expansion & Monetization, you will lead strategic programs that drive revenue from our existing customer base. You’ll own key upsell and cross-sell initiatives, leveraging data to craft targeted campaigns that increase product adoption, encourage plan upgrades, and promote add-ons like bookkeeping and lending. This role is ideal for a data-driven marketer who thrives on uncovering insights, running tests, and optimizing for measurable outcomes. You’ll collaborate cross-functionally with Product, Sales, and Data teams to ensure a seamless customer journey that delivers value and drives growth.

NOTE: This role can be worked remotely from one the above locations.

What You'll Do

• Design and execute lifecycle marketing campaigns that drive customer expansion through upsell, cross-sell, and product adoption
• Analyze customer behavior, campaign performance, and segmentation to inform strategy and uncover new opportunities
• Build and iterate on A/B and multivariate testing to improve campaign effectiveness and optimize performance
• Develop and maintain refined segmentation and personalization strategies across customer journeys
• Collaborate with Product, Sales, Business Development, and Data Science teams to align marketing efforts with business objectives
• Own reporting and insights for lifecycle performance, contributing to revenue forecasting and marketing planning
• Translate data into clear, actionable recommendations that drive results and align stakeholders

What You'll Bring

• 5+ years of experience in data-driven marketing roles, with a focus on lifecycle, CRM, or customer growth
• Proven ability to analyze complex data sets and extract actionable insights
• Hands-on experience designing and optimizing multi-channel lifecycle programs
• Strong knowledge of customer segmentation and personalization best practices
• Proficiency in Excel (advanced), and data visualization tools such as Looker
• Excellent communication skills to share findings and influence strategy across teams
• A growth mindset with a focus on measurable outcomes and experimentation

You'll Stand Out If You Have

• Experience in a B2B SaaS environment
• Familiarity with A/B testing methodology and interpreting statistical significance
• Experience with SQL, Python, R, or other statistical modeling languages
• Experience with Customer Data Platforms (CDPs) and complex buyer journeys

About FreshBooks

You've probably learned a bit about FreshBooks before making it to this point, but let us take a moment to introduce ourselves: FreshBooks is a leading cloud-based SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stress-free wherever possible, FreshBooks makes the hard parts of running a business a little bit easier. With FreshBooks, our customers can get paid faster and spend less time on admin and paperwork, so they can focus on what they do best—growing their businesses.

We believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments—remote, hybrid, and in-office—all based on what’s best for the team, collaboration, and mental well-being. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow, and make an impact on the lives of small business owners and accountants worldwide.

Perks & Benefits

We understand that you'll weigh many factors when deciding if FreshBooks is the right next step in your career. Here are some of our offerings for our employees (we call ourselves ✨ FreshBookers✨) to support their growth:

• 🩺 Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more.
• 📚 Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
• 🌱 Working environments to help you thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi. If you don't have access to a FreshBooks office, you receive a home office credit to set up your home office.
• 🤗 Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact. 
• 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.

Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.

FreshBooks is an equal-opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.

FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us by phone at 1-416-780-2700 and/or email at [email protected].