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ERGO NEXT is a technology-led, full-stack provider of small business insurance, transforming how entrepreneurs access fast, customized, and affordable coverage. Since 2016, the company has served hundreds of thousands of small business customers across the United States and is backed by industry leaders in insurance and tech.
You will own the complete lifecycle journey for express agents—from initial activation through long-term retention and advocacy. This high-impact role sits at the intersection of marketing, product, data, and engineering, requiring deep collaboration across functions.
Key responsibilities include:
**Conversion and Activation:** Design and launch onboarding journeys that educate and motivate newly appointed agents to activate quickly (first portal visit, first quote, first purchase). Collaborate with product, data, territory managers, and marketing teams to drive conversion velocity.
**Retention:** Build trust and celebrate milestones to foster loyalty. Leverage incentives to increase agent production and prevent churn. Design winback programs to re-activate lapsed agents.
**Execution and Analytics:** Build and deploy automated programs, triggered engagements, and campaigns across email, SMS, and direct mail channels. Design and run experiments to drive incremental lifts and gain insights. Analyze engagement and performance metrics using Bloomreach and Tableau to measure success, identify trends, and uncover opportunities.
You'll combine deep customer knowledge with rigorous data analysis to design communications and experiences that move agents through key milestones, reduce churn, and grow lifetime value.
Required qualifications: 7+ years of lifecycle marketing experience (lead conversion, retention, winback); 3+ years hands-on execution with marketing platforms (Iterable, Braze, Bloomreach, SFMC, etc.); strong analytical skills; experience designing and running experiments; excellent project management and organizational abilities. You're an audacious thinker, self-starter who moves with velocity, comfortable in dynamic fast-paced environments wearing multiple hats. Ideal candidates demonstrate extreme ownership, proactive independent thinking, and strong communication skills.
