[{"data":1,"prerenderedAt":116},["ShallowReactive",2],{"$fA789B037_OXdWgOn1QWALCKPsQVsa2cvZn6oOQ-3Rm0":3,"$fmJEyOxJx3rA2wmcyYrSo4tv7tyzxUFWBhKa8uo5IISw":26},{"job":4},{"id":5,"slug":6,"title":7,"companyname":8,"companylogo":9,"city":10,"country":11,"remote":12,"employmentType":13,"department":15,"content_html":16,"content_text":17,"years":18,"createdAt":19,"updatedAtISO":20,"postedAtISO":21,"hasSalary":12,"salaryMin":18,"salaryMax":18,"currency":22,"isPaid":12,"schema":23},"9763069cf2537d1843528e923a499fb1f6d2344e8ded11d58e13f8ff381e2223","senior-manager-mortgage-retention-and-heloc-strategy-at-equitable-bank-eqb-5b00a6b208","Senior Manager, Mortgage Retention and HELOC Strategy","equitable bank (eqb)","","Toronto","Canada",false,[14],"Full-time","Marketing","\u003Cp>\u003Cstrong>Join a Challenger\u003Cbr>\u003Cbr>\u003C/strong>At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. \u003Cbr>\u003Cbr>We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.\u003Cbr>\u003Cbr>\u003Cstrong>What's kept us moving?  \u003C/strong>The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.\u003Cbr>\u003Cbr>If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. \u003Cbr>\u003Cbr>We can’t wait to get to know you! \u003C/p>\u003Cbr>\u003Cp>\u003Cstrong>The Work\u003C/strong>\u003C/p>\n\n\u003Cp>Reporting to the Senior Director, Strategy and Operations, and working alongside senior management, the Senior Manager, Mortgage Retention and HELOC Strategy is responsible for devising strategies and launching initiatives to drive maximum customer retention and delightful customer experiences, as well as growth and profitability of our Home Equity Line of Credit (HELOC) product, while balancing return on equity requirements and risk reward trade-offs.\u003C/p>\n\u003Cp>This role is part of Residential Lending Strategy, working closely with the Product Team, and requires strong senior leadership communication and presentation skills. The incumbent is responsible for driving cross-functional initiatives with key stakeholders (e.g. Renewals, Credit, Sales, Operations, Finance, and Risk).\u003C/p>\n\u003Cbr>\u003Ch2>The Core Responsibilities\u003C/h2>\n\n\u003Cli>Recommends strategies and initiatives to senior leaders that will drive better retention and delightful customer experiences for our single-family residential mortgage business, and support the growth and profitability of the HELOC product.\u003C/li>\n\u003Cli>Participate in and influence the upgrade of new and existing strategies, programs, and initiatives by researching relevant data and developing proposals and recommendations.\u003C/li>\n\u003Cli>Ensure the insights of the Renewals leadership team are captured and operational readiness is clear prior to any launch.\u003C/li>\n\u003Cli>Engage with relevant internal stakeholders such as: Legal, Compliance, Risk, Credit, Mortgage Services, Technology, and other teams, to proactively ensure that new and existing initiatives are fully compliant with internal and external policies and regulations.\u003C/li>\n\u003Cli>Research market activities to (1) ensure timely and comprehensive knowledge of target market and key customers is reflected in engagement plans; (2) identify and construct detailed proposed revenues for new opportunities; and (3) conduct assessments of strategies of key competitors and market dynamics on an ongoing basis to maintain a robust market analysis framework is in place to inform key decisions of the unit.\u003C/li>\n\u003Cli>Act as subject matter expert on products and related policies and procedures\u003C/li>\n\u003Cli>Lead and support the execution of strategic initiatives.\u003C/li>\n\u003Cli>Evaluate the effectiveness of any implemented strategies, initiatives, or tactics, by interpreting results and research and make recommendations based on key learning.\u003C/li>\n\u003Cli>Lead the review and assessment of pricing strategies and impact of decisions on acquisition and retention of clients and HELOC accounts; lead future forecast and budget requirements as they pertain to retention rates, HELOC growth, and margins and liaise with business, finance, and treasury partners to align on budget projects.\u003C/li>\n\u003Cli>Own the ROE calculator as it pertains to the Renewals business, including ongoing review and assessment of key assumptions inherent in the calculator to ensure appropriateness.\u003C/li>\n\u003Cli>Drive the delivery of business value, communicate progress, elicit feedback, and enable stakeholder reviews for validation in the process.\u003C/li>\n\u003Cli>Manage and review competitive analysis on a quarterly basis or on ad hoc basis.\u003C/li>\n\u003Cli>Managing various vendor relationships.\u003C/li>\n\u003Cli>Identify and manage business activities (operating model, training, communications, etc.) required to support initiatives.\u003C/li>\n\u003Cli>Facilitate problem solving on a day-to-day basis as required, working closely with development on implementation challenges.\u003C/li>\n\u003Cli>Ensure the timely implementation of initiatives and programs by aligning approach, establishing goals & milestones, and effectively managing people to get to the finish line.\u003C/li>\n\n\u003Cbr>\u003Ch2>Let's Talk About You\u003C/h2>\n\u003Cp>\u003Cstrong>Knowledge\u003C/strong>\u003Cstrong>/Skill Requirements:\u003C/strong>\u003C/p>\n\n\u003Cli>Education: Post-Secondary Degree in Commerce, Management, Economics, Finance, Engineering, Computer Science, etc.\u003C/li>\n\u003Cli>MBA or other graduate degree a plus\u003C/li>\n\u003Cli>10+ years of Canadian Financial Institution experience in mortgage lending, product management, and/or mortgage sales, broker sales.\u003C/li>\n\u003Cli>Experience in working closely with technology teams in all aspects of SDLC (requirements, development, testing), including vendor teams\u003C/li>\n\u003Cli>Deep passion in first class customer experiences.\u003C/li>\n\u003Cli>Understanding of Canadian banking regulatory context.\u003C/li>\n\u003Cli>Proven ability to initiate and execute projects.\u003C/li>\n\u003Cli>Previous work experience with significant accountabilities relating but not limited to:\n\u003Cul>\n\u003Cli>Product management and product development.\u003C/li>\n\u003Cli>Influencing senior executive decisions.\u003C/li>\n\n\n\u003Cli>Enthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment.\u003C/li>\n\u003Cli>Excellent verbal and written communication skills, ability to communicate on a broad spectrum (from deep technical discussions to high level executive vision).\u003C/li>\n\u003Cli>Understanding of workplace collaboration tools (Microsoft Office, JIRA, and others) to achieve efficiency.\u003C/li>\n\u003Cli>Strong attention to detail.\u003C/li>\n\u003Cli>Work experience in facilitation and fact-based problem solving to resolve complex issues and drive actionable outcomes.\u003C/li>\n\n\u003Cp>\u003Cstrong>Job Complexities / Thinking Challenges:\u003C/strong>\u003C/p>\n\n\u003Cli>Mature, confident, personable, professional presence.\u003C/li>\n\u003Cli>Ability to work in ambiguously defined situations with minimal supervision.\u003C/li>\n\u003Cli>Strong organizational skills: demonstrated ability to manage time and adhere to tight deadlines.\u003C/li>\n\u003Cli>Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives.\u003C/li>\n\u003Cli>Ability to communicate technical, digital-focused, or conceptual information and ideas effectively to individuals unfamiliar with the subject material, including senior management, regulators, etc.    \u003C/li>\n\u003Cli>Ability to deliver creative & effective solutions to retain customers in a rapidly changing banking environment, against significant incumbent competition.\u003C/li>\n\u003Cli>Ability to understand, prioritize and sequence rapid change considering customer demand, business need, technical challenges and operational risk.\u003C/li>\n\u003Cli>Be a key contributor to the evolution of Equitable Bank’s product roadmap at an enterprise level.\u003C/li>\n\u003Cli>Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints.\u003C/li>\n\u003Cli>Problem solver with sound judgment who takes initiative, accepts ownership and accountability.\u003C/li>\n\u003Cli>Relentless focus on customer experience.\u003C/li>\n\u003Cli>Independent, self-motivated, and enthusiastic.\u003C/li>\n\n\u003C/ul>\u003C/li>\u003Cbr>\u003Ch2>Key Areas of Focus\u003C/h2>\n\u003Cp>\u003Cstrong>\u003Cem>Key Technical Accountabilities:\u003C/em>\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>Launch and see through to completion product initiatives that will deliver against the company’s strategic roadmap.\u003C/li>\n\u003Cli>Manage discrete budgets associated with individual initiatives.\u003C/li>\n\u003Cli>Provide subject matter expertise on products, solutions, partnerships, and tools to enable the Bank’s strategic objectives specifically as it pertains to renewals related initiatives.\u003C/li>\n\u003Cli>Maintaining awareness of industry developments, market conditions and competitor offerings to continue to build product features.\u003C/li>\n\u003Cli>Conduct vendor management activities with key external stakeholders such as Brokers or other service providers to the Bank\u003C/li>\n\u003Cli>Ensure compliance with regulatory and legal requirements.\u003C/li>\n\n\u003Cp>\u003Cstrong>\u003Cem>Leadership Accountabilities: \u003C/em>\u003C/strong>\u003C/p>\n\n\u003Cli>Lead the Senior Analyst and any rotational students\u003C/li>\n\u003Cli>Effective collaboration with other internal and external stakeholders will be critical to success in the role.\u003C/li>\n\u003Cli>Must be able to effectively lead and execute program initiatives through others.\u003C/li>\n\n\u003Cp>K\u003Cstrong>ey Internal and External Contacts:\u003C/strong>\u003C/p>\n\n\u003Cli>The incumbent will report to the Senior Director, Strategy and Operations\u003C/li>\n\u003Cli>The incumbent will often work closely with various internal departments (e.g. Credit, Sales, Marketing, Project Management, Legal & Compliance, Deposit Services, Finance, Technology, etc.) to gather information and interact with other business unit heads.\u003C/li>\n\u003Cli>The incumbent will need to interact with external stakeholders (e.g. technology vendors, research firms, consulting firms, etc.) to define solutions, optimize usability, or gather data/market intelligence\u003C/li>\n\n\u003Cp>\u003Cstrong>Physical Demands / Working Conditions:\u003C/strong>\u003C/p>\n\n\u003Cli>The incumbent works in a standard office environment, with in office collaboration being a key focus.\u003C/li>\n\u003Cli>The workload is demanding and subject to tight timeframes to produce results. There is frequently a need to re-prioritize activities.\u003C/li>\n\u003Cli>Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role.\u003C/li>\n\n\n\u003C/ul>\u003Cbr>\u003Cp>\u003Cstrong>What we offer [For full-time permanent roles]\u003C/strong>\u003C/p>\n\n\u003Cp>💰 Competitive discretionary bonus \u003C/p>\n\u003Cp>✨ Market leading RRSP match program\u003C/p>\n\u003Cp>🩺  Medical, dental, vision, life, and disability benefits\u003C/p>\n\u003Cp>📝  Employee Share Purchase Plan\u003C/p>\n\u003Cp>👶🏽 Maternity/Parental top-up while you care for your little one\u003C/p>\n\u003Cp>🏝 Generous vacation policy and personal days \u003C/p>\n\u003Cp>🖥  Virtual events to connect with your fellow colleagues\u003C/p>\n\u003Cp>🎓  Professional development and comprehensive Career Development program\u003C/p>\n\u003Cp>💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience\u003C/p>\n\n\u003Cp>The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at \u003Cstrong>2200-25 Ontario Street, Toronto, ON\u003C/strong>.\u003C/p>\n\n\u003Cp>\u003Cstrong>\u003Cbr>Equity, Diversity & Inclusion\u003C/strong>\u003C/p>\n\u003Cp>EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.\u003C/p>\n\u003Cp>We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.\u003C/p>\n\u003Cp>As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.\u003Cbr>\u003Cbr>\u003Cem>EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. \u003C/em>\u003Cbr>\u003Cbr>\u003Cem>To learn more, visit eqb.investorroom.com and eqbank.ca.\u003C/em>\u003C/p>","Join a ChallengerAt EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.What's kept us moving?  The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you! The Work\n\nReporting to the Senior Director, Strategy and Operations, and working alongside senior management, the Senior Manager, Mortgage Retention and HELOC Strategy is responsible for devising strategies and launching initiatives to drive maximum customer retention and delightful customer experiences, as well as growth and profitability of our Home Equity Line of Credit (HELOC) product, while balancing return on equity requirements and risk reward trade-offs.\nThis role is part of Residential Lending Strategy, working closely with the Product Team, and requires strong senior leadership communication and presentation skills. The incumbent is responsible for driving cross-functional initiatives with key stakeholders (e.g. Renewals, Credit, Sales, Operations, Finance, and Risk).\nThe Core Responsibilities\n\nRecommends strategies and initiatives to senior leaders that will drive better retention and delightful customer experiences for our single-family residential mortgage business, and support the growth and profitability of the HELOC product.\nParticipate in and influence the upgrade of new and existing strategies, programs, and initiatives by researching relevant data and developing proposals and recommendations.\nEnsure the insights of the Renewals leadership team are captured and operational readiness is clear prior to any launch.\nEngage with relevant internal stakeholders such as: Legal, Compliance, Risk, Credit, Mortgage Services, Technology, and other teams, to proactively ensure that new and existing initiatives are fully compliant with internal and external policies and regulations.\nResearch market activities to (1) ensure timely and comprehensive knowledge of target market and key customers is reflected in engagement plans; (2) identify and construct detailed proposed revenues for new opportunities; and (3) conduct assessments of strategies of key competitors and market dynamics on an ongoing basis to maintain a robust market analysis framework is in place to inform key decisions of the unit.\nAct as subject matter expert on products and related policies and procedures\nLead and support the execution of strategic initiatives.\nEvaluate the effectiveness of any implemented strategies, initiatives, or tactics, by interpreting results and research and make recommendations based on key learning.\nLead the review and assessment of pricing strategies and impact of decisions on acquisition and retention of clients and HELOC accounts; lead future forecast and budget requirements as they pertain to retention rates, HELOC growth, and margins and liaise with business, finance, and treasury partners to align on budget projects.\nOwn the ROE calculator as it pertains to the Renewals business, including ongoing review and assessment of key assumptions inherent in the calculator to ensure appropriateness.\nDrive the delivery of business value, communicate progress, elicit feedback, and enable stakeholder reviews for validation in the process.\nManage and review competitive analysis on a quarterly basis or on ad hoc basis.\nManaging various vendor relationships.\nIdentify and manage business activities (operating model, training, communications, etc.) required to support initiatives.\nFacilitate problem solving on a day-to-day basis as required, working closely with development on implementation challenges.\nEnsure the timely implementation of initiatives and programs by aligning approach, establishing goals & milestones, and effectively managing people to get to the finish line.\n\nLet's Talk About You\nKnowledge/Skill Requirements:\n\nEducation: Post-Secondary Degree in Commerce, Management, Economics, Finance, Engineering, Computer Science, etc.\nMBA or other graduate degree a plus\n10+ years of Canadian Financial Institution experience in mortgage lending, product management, and/or mortgage sales, broker sales.\nExperience in working closely with technology teams in all aspects of SDLC (requirements, development, testing), including vendor teams\nDeep passion in first class customer experiences.\nUnderstanding of Canadian banking regulatory context.\nProven ability to initiate and execute projects.\nPrevious work experience with significant accountabilities relating but not limited to:\n\nProduct management and product development.\nInfluencing senior executive decisions.\n\n\nEnthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment.\nExcellent verbal and written communication skills, ability to communicate on a broad spectrum (from deep technical discussions to high level executive vision).\nUnderstanding of workplace collaboration tools (Microsoft Office, JIRA, and others) to achieve efficiency.\nStrong attention to detail.\nWork experience in facilitation and fact-based problem solving to resolve complex issues and drive actionable outcomes.\n\nJob Complexities / Thinking Challenges:\n\nMature, confident, personable, professional presence.\nAbility to work in ambiguously defined situations with minimal supervision.\nStrong organizational skills: demonstrated ability to manage time and adhere to tight deadlines.\nExcellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives.\nAbility to communicate technical, digital-focused, or conceptual information and ideas effectively to individuals unfamiliar with the subject material, including senior management, regulators, etc.    \nAbility to deliver creative & effective solutions to retain customers in a rapidly changing banking environment, against significant incumbent competition.\nAbility to understand, prioritize and sequence rapid change considering customer demand, business need, technical challenges and operational risk.\nBe a key contributor to the evolution of Equitable Bank’s product roadmap at an enterprise level.\nAbility to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints.\nProblem solver with sound judgment who takes initiative, accepts ownership and accountability.\nRelentless focus on customer experience.\nIndependent, self-motivated, and enthusiastic.\n\nKey Areas of Focus\nKey Technical Accountabilities:\n\nLaunch and see through to completion product initiatives that will deliver against the company’s strategic roadmap.\nManage discrete budgets associated with individual initiatives.\nProvide subject matter expertise on products, solutions, partnerships, and tools to enable the Bank’s strategic objectives specifically as it pertains to renewals related initiatives.\nMaintaining awareness of industry developments, market conditions and competitor offerings to continue to build product features.\nConduct vendor management activities with key external stakeholders such as Brokers or other service providers to the Bank\nEnsure compliance with regulatory and legal requirements.\n\nLeadership Accountabilities: \n\nLead the Senior Analyst and any rotational students\nEffective collaboration with other internal and external stakeholders will be critical to success in the role.\nMust be able to effectively lead and execute program initiatives through others.\n\nKey Internal and External Contacts:\n\nThe incumbent will report to the Senior Director, Strategy and Operations\nThe incumbent will often work closely with various internal departments (e.g. Credit, Sales, Marketing, Project Management, Legal & Compliance, Deposit Services, Finance, Technology, etc.) to gather information and interact with other business unit heads.\nThe incumbent will need to interact with external stakeholders (e.g. technology vendors, research firms, consulting firms, etc.) to define solutions, optimize usability, or gather data/market intelligence\n\nPhysical Demands / Working Conditions:\n\nThe incumbent works in a standard office environment, with in office collaboration being a key focus.\nThe workload is demanding and subject to tight timeframes to produce results. There is frequently a need to re-prioritize activities.\nHybrid work is expected with 1-5 days in person depending on the level and seniority of the role.\n\n\nWhat we offer [For full-time permanent roles]\n\n💰 Competitive discretionary bonus \n✨ Market leading RRSP match program\n🩺  Medical, dental, vision, life, and disability benefits\n📝  Employee Share Purchase Plan\n👶🏽 Maternity/Parental top-up while you care for your little one\n🏝 Generous vacation policy and personal days \n🖥  Virtual events to connect with your fellow colleagues\n🎓  Professional development and comprehensive Career Development program\n💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience\n\nThe incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.\n\nEquity, Diversity & Inclusion\nEQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.\nWe provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.\nAs part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. To learn more, visit eqb.investorroom.com and eqbank.ca.",0,1784626164000,"2026-07-21 11:31:48","2026-07-20T19:39:39.396Z","CAD",{"jsonldValid":24,"jsonld":25},true,"{\"@context\":\"https://schema.org\",\"@type\":\"JobPosting\",\"title\":\"Senior Manager, Mortgage Retention and HELOC Strategy\",\"description\":\"\u003Cp>\u003Cstrong>Join a Challenger\u003Cbr>\u003Cbr>\u003C/strong>At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. \u003Cbr>\u003Cbr>We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.\u003Cbr>\u003Cbr>\u003Cstrong>What's kept us moving?  \u003C/strong>The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.\u003Cbr>\u003Cbr>If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. \u003Cbr>\u003Cbr>We can’t wait to get to know you! \u003C/p>\u003Cbr>\u003Cp>\u003Cstrong>The Work\u003C/strong>\u003C/p>\\n\\n\u003Cp>Reporting to the Senior Director, Strategy and Operations, and working alongside senior management, the Senior Manager, Mortgage Retention and HELOC Strategy is responsible for devising strategies and launching initiatives to drive maximum customer retention and delightful customer experiences, as well as growth and profitability of our Home Equity Line of Credit (HELOC) product, while balancing return on equity requirements and risk reward trade-offs.\u003C/p>\\n\u003Cp>This role is part of Residential Lending Strategy, working closely with the Product Team, and requires strong senior leadership communication and presentation skills. The incumbent is responsible for driving cross-functional initiatives with key stakeholders (e.g. Renewals, Credit, Sales, Operations, Finance, and Risk).\u003C/p>\\n\u003Cbr>\u003Ch2>The Core Responsibilities\u003C/h2>\\n\\n\u003Cli>Recommends strategies and initiatives to senior leaders that will drive better retention and delightful customer experiences for our single-family residential mortgage business, and support the growth and profitability of the HELOC product.\u003C/li>\\n\u003Cli>Participate in and influence the upgrade of new and existing strategies, programs, and initiatives by researching relevant data and developing proposals and recommendations.\u003C/li>\\n\u003Cli>Ensure the insights of the Renewals leadership team are captured and operational readiness is clear prior to any launch.\u003C/li>\\n\u003Cli>Engage with relevant internal stakeholders such as: Legal, Compliance, Risk, Credit, Mortgage Services, Technology, and other teams, to proactively ensure that new and existing initiatives are fully compliant with internal and external policies and regulations.\u003C/li>\\n\u003Cli>Research market activities to (1) ensure timely and comprehensive knowledge of target market and key customers is reflected in engagement plans; (2) identify and construct detailed proposed revenues for new opportunities; and (3) conduct assessments of strategies of key competitors and market dynamics on an ongoing basis to maintain a robust market analysis framework is in place to inform key decisions of the unit.\u003C/li>\\n\u003Cli>Act as subject matter expert on products and related policies and procedures\u003C/li>\\n\u003Cli>Lead and support the execution of strategic initiatives.\u003C/li>\\n\u003Cli>Evaluate the effectiveness of any implemented strategies, initiatives, or tactics, by interpreting results and research and make recommendations based on key learning.\u003C/li>\\n\u003Cli>Lead the review and assessment of pricing strategies and impact of decisions on acquisition and retention of clients and HELOC accounts; lead future forecast and budget requirements as they pertain to retention rates, HELOC growth, and margins and liaise with business, finance, and treasury partners to align on budget projects.\u003C/li>\\n\u003Cli>Own the ROE calculator as it pertains to the Renewals business, including ongoing review and assessment of key assumptions inherent in the calculator to ensure appropriateness.\u003C/li>\\n\u003Cli>Drive the delivery of business value, communicate progress, elicit feedback, and enable stakeholder reviews for validation in the process.\u003C/li>\\n\u003Cli>Manage and review competitive analysis on a quarterly basis or on ad hoc basis.\u003C/li>\\n\u003Cli>Managing various vendor relationships.\u003C/li>\\n\u003Cli>Identify and manage business activities (operating model, training, communications, etc.) required to support initiatives.\u003C/li>\\n\u003Cli>Facilitate problem solving on a day-to-day basis as required, working closely with development on implementation challenges.\u003C/li>\\n\u003Cli>Ensure the timely implementation of initiatives and programs by aligning approach, establishing goals & milestones, and effectively managing people to get to the finish line.\u003C/li>\\n\\n\u003Cbr>\u003Ch2>Let's Talk About You\u003C/h2>\\n\u003Cp>\u003Cstrong>Knowledge\u003C/strong>\u003Cstrong>/Skill Requirements:\u003C/strong>\u003C/p>\\n\\n\u003Cli>Education: Post-Secondary Degree in Commerce, Management, Economics, Finance, Engineering, Computer Science, etc.\u003C/li>\\n\u003Cli>MBA or other graduate degree a plus\u003C/li>\\n\u003Cli>10+ years of Canadian Financial Institution experience in mortgage lending, product management, and/or mortgage sales, broker sales.\u003C/li>\\n\u003Cli>Experience in working closely with technology teams in all aspects of SDLC (requirements, development, testing), including vendor teams\u003C/li>\\n\u003Cli>Deep passion in first class customer experiences.\u003C/li>\\n\u003Cli>Understanding of Canadian banking regulatory context.\u003C/li>\\n\u003Cli>Proven ability to initiate and execute projects.\u003C/li>\\n\u003Cli>Previous work experience with significant accountabilities relating but not limited to:\\n\u003Cul>\\n\u003Cli>Product management and product development.\u003C/li>\\n\u003Cli>Influencing senior executive decisions.\u003C/li>\\n\\n\\n\u003Cli>Enthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment.\u003C/li>\\n\u003Cli>Excellent verbal and written communication skills, ability to communicate on a broad spectrum (from deep technical discussions to high level executive vision).\u003C/li>\\n\u003Cli>Understanding of workplace collaboration tools (Microsoft Office, JIRA, and others) to achieve efficiency.\u003C/li>\\n\u003Cli>Strong attention to detail.\u003C/li>\\n\u003Cli>Work experience in facilitation and fact-based problem solving to resolve complex issues and drive actionable outcomes.\u003C/li>\\n\\n\u003Cp>\u003Cstrong>Job Complexities / Thinking Challenges:\u003C/strong>\u003C/p>\\n\\n\u003Cli>Mature, confident, personable, professional presence.\u003C/li>\\n\u003Cli>Ability to work in ambiguously defined situations with minimal supervision.\u003C/li>\\n\u003Cli>Strong organizational skills: demonstrated ability to manage time and adhere to tight deadlines.\u003C/li>\\n\u003Cli>Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives.\u003C/li>\\n\u003Cli>Ability to communicate technical, digital-focused, or conceptual information and ideas effectively to individuals unfamiliar with the subject material, including senior management, regulators, etc.    \u003C/li>\\n\u003Cli>Ability to deliver creative & effective solutions to retain customers in a rapidly changing banking environment, against significant incumbent competition.\u003C/li>\\n\u003Cli>Ability to understand, prioritize and sequence rapid change considering customer demand, business need, technical challenges and operational risk.\u003C/li>\\n\u003Cli>Be a key contributor to the evolution of Equitable Bank’s product roadmap at an enterprise level.\u003C/li>\\n\u003Cli>Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints.\u003C/li>\\n\u003Cli>Problem solver with sound judgment who takes initiative, accepts ownership and accountability.\u003C/li>\\n\u003Cli>Relentless focus on customer experience.\u003C/li>\\n\u003Cli>Independent, self-motivated, and enthusiastic.\u003C/li>\\n\\n\u003C/ul>\u003C/li>\u003Cbr>\u003Ch2>Key Areas of Focus\u003C/h2>\\n\u003Cp>\u003Cstrong>\u003Cem>Key Technical Accountabilities:\u003C/em>\u003C/strong>\u003C/p>\\n\u003Cul>\\n\u003Cli>Launch and see through to completion product initiatives that will deliver against the company’s strategic roadmap.\u003C/li>\\n\u003Cli>Manage discrete budgets associated with individual initiatives.\u003C/li>\\n\u003Cli>Provide subject matter expertise on products, solutions, partnerships, and tools to enable the Bank’s strategic objectives specifically as it pertains to renewals related initiatives.\u003C/li>\\n\u003Cli>Maintaining awareness of industry developments, market conditions and competitor offerings to continue to build product features.\u003C/li>\\n\u003Cli>Conduct vendor management activities with key external stakeholders such as Brokers or other service providers to the Bank\u003C/li>\\n\u003Cli>Ensure compliance with regulatory and legal requirements.\u003C/li>\\n\\n\u003Cp>\u003Cstrong>\u003Cem>Leadership Accountabilities: \u003C/em>\u003C/strong>\u003C/p>\\n\\n\u003Cli>Lead the Senior Analyst and any rotational students\u003C/li>\\n\u003Cli>Effective collaboration with other internal and external stakeholders will be critical to success in the role.\u003C/li>\\n\u003Cli>Must be able to effectively lead and execute program initiatives through others.\u003C/li>\\n\\n\u003Cp>K\u003Cstrong>ey Internal and External Contacts:\u003C/strong>\u003C/p>\\n\\n\u003Cli>The incumbent will report to the Senior Director, Strategy and Operations\u003C/li>\\n\u003Cli>The incumbent will often work closely with various internal departments (e.g. Credit, Sales, Marketing, Project Management, Legal & Compliance, Deposit Services, Finance, Technology, etc.) to gather information and interact with other business unit heads.\u003C/li>\\n\u003Cli>The incumbent will need to interact with external stakeholders (e.g. technology vendors, research firms, consulting firms, etc.) to define solutions, optimize usability, or gather data/market intelligence\u003C/li>\\n\\n\u003Cp>\u003Cstrong>Physical Demands / Working Conditions:\u003C/strong>\u003C/p>\\n\\n\u003Cli>The incumbent works in a standard office environment, with in office collaboration being a key focus.\u003C/li>\\n\u003Cli>The workload is demanding and subject to tight timeframes to produce results. There is frequently a need to re-prioritize activities.\u003C/li>\\n\u003Cli>Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role.\u003C/li>\\n\\n\\n\u003C/ul>\u003Cbr>\u003Cp>\u003Cstrong>What we offer [For full-time permanent roles]\u003C/strong>\u003C/p>\\n\\n\u003Cp>💰 Competitive discretionary bonus \u003C/p>\\n\u003Cp>✨ Market leading RRSP match program\u003C/p>\\n\u003Cp>🩺  Medical, dental, vision, life, and disability benefits\u003C/p>\\n\u003Cp>📝  Employee Share Purchase Plan\u003C/p>\\n\u003Cp>👶🏽 Maternity/Parental top-up while you care for your little one\u003C/p>\\n\u003Cp>🏝 Generous vacation policy and personal days \u003C/p>\\n\u003Cp>🖥  Virtual events to connect with your fellow colleagues\u003C/p>\\n\u003Cp>🎓  Professional development and comprehensive Career Development program\u003C/p>\\n\u003Cp>💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience\u003C/p>\\n\\n\u003Cp>The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at \u003Cstrong>2200-25 Ontario Street, Toronto, ON\u003C/strong>.\u003C/p>\\n\\n\u003Cp>\u003Cstrong>\u003Cbr>Equity, Diversity & Inclusion\u003C/strong>\u003C/p>\\n\u003Cp>EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.\u003C/p>\\n\u003Cp>We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.\u003C/p>\\n\u003Cp>As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.\u003Cbr>\u003Cbr>\u003Cem>EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. \u003C/em>\u003Cbr>\u003Cbr>\u003Cem>To learn more, visit eqb.investorroom.com and eqbank.ca.\u003C/em>\u003C/p>\",\"datePosted\":\"2026-07-20T19:39:39.396Z\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"equitable bank (eqb)\"},\"identifier\":{\"@type\":\"PropertyValue\",\"name\":\"equitable bank (eqb)\",\"value\":\"9763069cf2537d1843528e923a499fb1f6d2344e8ded11d58e13f8ff381e2223\"},\"employmentType\":\"FULL_TIME\",\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"@type\":\"PostalAddress\",\"addressLocality\":\"Toronto\",\"addressCountry\":\"CA\"}}}",{"jobs":27},[28,40,59,65,83,99],{"id":29,"slug":30,"title":31,"companyname":8,"companylogo":9,"city":10,"country":11,"remote":12,"employmentType":32,"department":15,"content_html":33,"content_text":34,"years":18,"createdAt":35,"updatedAtISO":36,"postedAtISO":37,"hasSalary":12,"salaryMin":18,"salaryMax":18,"currency":22,"isPaid":12,"schema":38},"c4613b00b7158706cd23e13162872d749621104b732862de07ded45866c64dbb","senior-crm-and-ai-solutions-developer-power-platform-at-equitable-bank-eqb-dab01305b4","Senior CRM & AI Solutions Developer (Power Platform)",[14],"\u003Cp>\u003Cstrong>Join a Challenger\u003Cbr>\u003Cbr>\u003C/strong>At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. \u003Cbr>\u003Cbr>We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.\u003Cbr>\u003Cbr>\u003Cstrong>What's kept us moving?  \u003C/strong>The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.\u003Cbr>\u003Cbr>If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. \u003Cbr>\u003Cbr>We can’t wait to get to know you! \u003C/p>\u003Cbr>\u003Cp>\u003Cem>\u003Cstrong>The Work\u003C/strong>\u003C/em>\u003C/p>\n\n\u003Cp>The Senior CRM & AI Solutions Developer is a hands-on engineering role accountable for the build and delivery of CRM and low-code solutions on the Microsoft Power Platform within Equitable Bank’s Commercial Lending Technology team, with a growing focus on AI-enabled capabilities such as Microsoft Copilot Studio agents and workflow automation. The role understands the business and its challenges, functionally outlines solutions to identified use cases, and designs and develops applications using Power Platform and Dynamics 365, working within a cross-functional Pod alongside Business Analysts, Delivery Leads, Product Owners, QA and external suppliers to deliver cohesive solutions that meet the intended business value while introducing no additional risk to projects. \u003C/p>\u003Cbr>\u003Ch2>The Core Responsibilities!\u003C/h2>\n\u003Cul>\n\u003Cli>\n\u003Cp>Design, develop, test and support applications using Microsoft Power Platform components – Power Apps, Power Automate, Power Pages, Power BI and Copilot Studio – along with Dataverse and SharePoint Online. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Build and maintain Microsoft Dynamics 365 CRM (Sales and Customer Service) solutions, including customizations, configurations, workflows, plugins, business rules and security roles. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Design and deliver AI-enabled solutions using Microsoft Copilot Studio, including conversational agents, prompt design, knowledge grounding and integration with Dataverse and enterprise data sources. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Assess suitability of solutions across Power Platform, Dataverse, Microsoft 365 and SharePoint, applying an in-depth understanding of customization, configuration, security, integration, extensibility, boundaries and constraints. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Develop Power BI dashboards and reports and optimize underlying data models for performance and scalability. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Create custom connectors and integrate with external systems and APIs; extend Power Platform capabilities using Azure Functions and Logic Apps where required. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Follow best practices for building, packaging and deploying Power Platform components through ALM pipelines (managed solutions, non-prod and prod pipelines, DevOps). \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Collaborate with QA to define test strategies, scenarios and user validation, and provide post-deployment support and troubleshooting. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Stay current on Microsoft Power Platform and AI capabilities (Copilot, Copilot Studio, Azure OpenAI) and provide actionable recommendations to business units. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Participate in daily stand-ups, story-point estimation, and clear communication of changes to delivery leads, project managers and stakeholders. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\n\n\n\u003Cbr>\u003Ch2>Let's Talk About You!\u003C/h2>\n\u003Cp>\u003Cstrong>Key requirements – Power Platform expertise is essential: \u003C/strong>\u003C/p>\n\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Bachelor’s or Master’s degree in Computer Science or a related technical field. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Minimum 5 years delivering technology projects in a hands-on technical role, participating in full-lifecycle implementations. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Extensive, demonstrable experience across the Microsoft Power Platform – Power Apps (canvas and model-driven), Power Automate, Power Pages and Power BI. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Strong hands-on expertise with Microsoft Dynamics 365 (Sales and Customer Service), including workflows, actions, customizations, configurations, security roles and scripting. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Solid understanding of the Dataverse security model (role levels, record ownership), data connectors, limits and the Power Platform licensing model. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Experience with solution ALM – managed solutions, environment strategy, and CI/CD pipelines (Azure DevOps / GitHub). \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Proficiency in JavaScript, JSON, HTML/CSS and REST API integration. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Solid understanding of the Agile Software Development Life Cycle (SDLC). \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Strong oral and written communication skills and fluency in English. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Legally able to work in Canada. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\n\n\n\u003Cp>\u003Cstrong>Preferred / strong assets – AI skills are highly desirable: \u003C/strong>\u003C/p>\n\n\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Hands-on experience building agents and automations in Microsoft Copilot Studio (topics, actions, generative answers, knowledge sources). \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Experience with AI / GenAI concepts – prompt design, retrieval-augmented generation (RAG), knowledge grounding, and awareness of model limitations such as hallucination and context constraints. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Familiarity with Azure OpenAI, Azure AI services and AI Builder. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Understanding of responsible AI practices, including data protection, human-in-the-loop safeguards and governance in a regulated environment. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Experience developing plugins and custom workflows, custom connectors, virtual tables and Power Pages. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Experience with data migration tools such as XrmToolBox and KingswaySoft. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cul>\n\u003Cli>\n\u003Cp>Experience with SQL and integrating custom / banking data sources. \u003C/p>\n\u003C/li>\n\n\u003C/ul>\n\n\u003Cbr>\u003Cp>\u003Cstrong>What we offer [For full-time permanent roles]\u003C/strong>\u003C/p>\n\n\u003Cp>💰 Competitive discretionary bonus \u003C/p>\n\u003Cp>✨ Market leading RRSP match program\u003C/p>\n\u003Cp>🩺  Medical, dental, vision, life, and disability benefits\u003C/p>\n\u003Cp>📝  Employee Share Purchase Plan\u003C/p>\n\u003Cp>👶🏽 Maternity/Parental top-up while you care for your little one\u003C/p>\n\u003Cp>🏝 Generous vacation policy and personal days \u003C/p>\n\u003Cp>🖥  Virtual events to connect with your fellow colleagues\u003C/p>\n\u003Cp>🎓  Professional development and comprehensive Career Development program\u003C/p>\n\u003Cp>💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience\u003C/p>\n\n\u003Cp>The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at \u003Cstrong>2200-25 Ontario Street, Toronto, ON\u003C/strong>.\u003C/p>\n\n\u003Cp>\u003Cstrong>\u003Cbr>Equity, Diversity & Inclusion\u003C/strong>\u003C/p>\n\u003Cp>EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.\u003C/p>\n\u003Cp>We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.\u003C/p>\n\u003Cp>As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.\u003Cbr>\u003Cbr>\u003Cem>EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. \u003C/em>\u003Cbr>\u003Cbr>\u003Cem>To learn more, visit eqb.investorroom.com and eqbank.ca.\u003C/em>\u003C/p>","Join a ChallengerAt EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.What's kept us moving?  The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you! The Work\n\nThe Senior CRM & AI Solutions Developer is a hands-on engineering role accountable for the build and delivery of CRM and low-code solutions on the Microsoft Power Platform within Equitable Bank’s Commercial Lending Technology team, with a growing focus on AI-enabled capabilities such as Microsoft Copilot Studio agents and workflow automation. The role understands the business and its challenges, functionally outlines solutions to identified use cases, and designs and develops applications using Power Platform and Dynamics 365, working within a cross-functional Pod alongside Business Analysts, Delivery Leads, Product Owners, QA and external suppliers to deliver cohesive solutions that meet the intended business value while introducing no additional risk to projects. The Core Responsibilities!\n\n\nDesign, develop, test and support applications using Microsoft Power Platform components – Power Apps, Power Automate, Power Pages, Power BI and Copilot Studio – along with Dataverse and SharePoint Online. \n\n\n\n\n\n\nBuild and maintain Microsoft Dynamics 365 CRM (Sales and Customer Service) solutions, including customizations, configurations, workflows, plugins, business rules and security roles. \n\n\n\n\n\n\nDesign and deliver AI-enabled solutions using Microsoft Copilot Studio, including conversational agents, prompt design, knowledge grounding and integration with Dataverse and enterprise data sources. \n\n\n\n\n\n\nAssess suitability of solutions across Power Platform, Dataverse, Microsoft 365 and SharePoint, applying an in-depth understanding of customization, configuration, security, integration, extensibility, boundaries and constraints. \n\n\n\n\n\n\nDevelop Power BI dashboards and reports and optimize underlying data models for performance and scalability. \n\n\n\n\n\n\nCreate custom connectors and integrate with external systems and APIs; extend Power Platform capabilities using Azure Functions and Logic Apps where required. \n\n\n\n\n\n\nFollow best practices for building, packaging and deploying Power Platform components through ALM pipelines (managed solutions, non-prod and prod pipelines, DevOps). \n\n\n\n\n\n\n\nCollaborate with QA to define test strategies, scenarios and user validation, and provide post-deployment support and troubleshooting. \n\n\n\n\n\n\nStay current on Microsoft Power Platform and AI capabilities (Copilot, Copilot Studio, Azure OpenAI) and provide actionable recommendations to business units. \n\n\n\n\n\n\nParticipate in daily stand-ups, story-point estimation, and clear communication of changes to delivery leads, project managers and stakeholders. \n\n\n\n\n\n\n\nLet's Talk About You!\nKey requirements – Power Platform expertise is essential: \n\n\n\n\nBachelor’s or Master’s degree in Computer Science or a related technical field. \n\n\n\n\n\n\nMinimum 5 years delivering technology projects in a hands-on technical role, participating in full-lifecycle implementations. \n\n\n\n\n\n\nExtensive, demonstrable experience across the Microsoft Power Platform – Power Apps (canvas and model-driven), Power Automate, Power Pages and Power BI. \n\n\n\n\n\n\nStrong hands-on expertise with Microsoft Dynamics 365 (Sales and Customer Service), including workflows, actions, customizations, configurations, security roles and scripting. \n\n\n\n\n\n\nSolid understanding of the Dataverse security model (role levels, record ownership), data connectors, limits and the Power Platform licensing model. \n\n\n\n\n\n\nExperience with solution ALM – managed solutions, environment strategy, and CI/CD pipelines (Azure DevOps / GitHub). \n\n\n\n\n\n\nProficiency in JavaScript, JSON, HTML/CSS and REST API integration. \n\n\n\n\n\n\nSolid understanding of the Agile Software Development Life Cycle (SDLC). \n\n\n\n\n\n\nStrong oral and written communication skills and fluency in English. \n\n\n\n\n\n\nLegally able to work in Canada. \n\n\n\n\n\n\n\nPreferred / strong assets – AI skills are highly desirable: \n\n\n\n\n\nHands-on experience building agents and automations in Microsoft Copilot Studio (topics, actions, generative answers, knowledge sources). \n\n\n\n\n\n\nExperience with AI / GenAI concepts – prompt design, retrieval-augmented generation (RAG), knowledge grounding, and awareness of model limitations such as hallucination and context constraints. \n\n\n\n\n\n\nFamiliarity with Azure OpenAI, Azure AI services and AI Builder. \n\n\n\n\n\n\nUnderstanding of responsible AI practices, including data protection, human-in-the-loop safeguards and governance in a regulated environment. \n\n\n\n\n\n\nExperience developing plugins and custom workflows, custom connectors, virtual tables and Power Pages. \n\n\n\n\n\n\nExperience with data migration tools such as XrmToolBox and KingswaySoft. \n\n\n\n\n\n\nExperience with SQL and integrating custom / banking data sources. \n\n\n\n\nWhat we offer [For full-time permanent roles]\n\n💰 Competitive discretionary bonus \n✨ Market leading RRSP match program\n🩺  Medical, dental, vision, life, and disability benefits\n📝  Employee Share Purchase Plan\n👶🏽 Maternity/Parental top-up while you care for your little one\n🏝 Generous vacation policy and personal days \n🖥  Virtual events to connect with your fellow colleagues\n🎓  Professional development and comprehensive Career Development program\n💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience\n\nThe incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.\n\nEquity, Diversity & Inclusion\nEQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.\nWe provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.\nAs part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. To learn more, visit eqb.investorroom.com and eqbank.ca.",1787765489000,"2026-08-26 19:31:47","2026-08-26T13:44:36.320Z",{"jsonldValid":24,"jsonld":39},"{\"@context\":\"https://schema.org\",\"@type\":\"JobPosting\",\"title\":\"Senior CRM & AI Solutions Developer (Power Platform)\",\"description\":\"\u003Cp>\u003Cstrong>Join a Challenger\u003Cbr>\u003Cbr>\u003C/strong>At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. \u003Cbr>\u003Cbr>We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.\u003Cbr>\u003Cbr>\u003Cstrong>What's kept us moving?  \u003C/strong>The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.\u003Cbr>\u003Cbr>If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. \u003Cbr>\u003Cbr>We can’t wait to get to know you! \u003C/p>\u003Cbr>\u003Cp>\u003Cem>\u003Cstrong>The Work\u003C/strong>\u003C/em>\u003C/p>\\n\\n\u003Cp>The Senior CRM & AI Solutions Developer is a hands-on engineering role accountable for the build and delivery of CRM and low-code solutions on the Microsoft Power Platform within Equitable Bank’s Commercial Lending Technology team, with a growing focus on AI-enabled capabilities such as Microsoft Copilot Studio agents and workflow automation. The role understands the business and its challenges, functionally outlines solutions to identified use cases, and designs and develops applications using Power Platform and Dynamics 365, working within a cross-functional Pod alongside Business Analysts, Delivery Leads, Product Owners, QA and external suppliers to deliver cohesive solutions that meet the intended business value while introducing no additional risk to projects. \u003C/p>\u003Cbr>\u003Ch2>The Core Responsibilities!\u003C/h2>\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Design, develop, test and support applications using Microsoft Power Platform components – Power Apps, Power Automate, Power Pages, Power BI and Copilot Studio – along with Dataverse and SharePoint Online. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Build and maintain Microsoft Dynamics 365 CRM (Sales and Customer Service) solutions, including customizations, configurations, workflows, plugins, business rules and security roles. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Design and deliver AI-enabled solutions using Microsoft Copilot Studio, including conversational agents, prompt design, knowledge grounding and integration with Dataverse and enterprise data sources. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Assess suitability of solutions across Power Platform, Dataverse, Microsoft 365 and SharePoint, applying an in-depth understanding of customization, configuration, security, integration, extensibility, boundaries and constraints. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Develop Power BI dashboards and reports and optimize underlying data models for performance and scalability. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Create custom connectors and integrate with external systems and APIs; extend Power Platform capabilities using Azure Functions and Logic Apps where required. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Follow best practices for building, packaging and deploying Power Platform components through ALM pipelines (managed solutions, non-prod and prod pipelines, DevOps). \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Collaborate with QA to define test strategies, scenarios and user validation, and provide post-deployment support and troubleshooting. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Stay current on Microsoft Power Platform and AI capabilities (Copilot, Copilot Studio, Azure OpenAI) and provide actionable recommendations to business units. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Participate in daily stand-ups, story-point estimation, and clear communication of changes to delivery leads, project managers and stakeholders. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\\n\\n\\n\u003Cbr>\u003Ch2>Let's Talk About You!\u003C/h2>\\n\u003Cp>\u003Cstrong>Key requirements – Power Platform expertise is essential: \u003C/strong>\u003C/p>\\n\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Bachelor’s or Master’s degree in Computer Science or a related technical field. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Minimum 5 years delivering technology projects in a hands-on technical role, participating in full-lifecycle implementations. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Extensive, demonstrable experience across the Microsoft Power Platform – Power Apps (canvas and model-driven), Power Automate, Power Pages and Power BI. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Strong hands-on expertise with Microsoft Dynamics 365 (Sales and Customer Service), including workflows, actions, customizations, configurations, security roles and scripting. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Solid understanding of the Dataverse security model (role levels, record ownership), data connectors, limits and the Power Platform licensing model. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Experience with solution ALM – managed solutions, environment strategy, and CI/CD pipelines (Azure DevOps / GitHub). \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Proficiency in JavaScript, JSON, HTML/CSS and REST API integration. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Solid understanding of the Agile Software Development Life Cycle (SDLC). \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Strong oral and written communication skills and fluency in English. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Legally able to work in Canada. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\\n\\n\\n\u003Cp>\u003Cstrong>Preferred / strong assets – AI skills are highly desirable: \u003C/strong>\u003C/p>\\n\\n\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Hands-on experience building agents and automations in Microsoft Copilot Studio (topics, actions, generative answers, knowledge sources). \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Experience with AI / GenAI concepts – prompt design, retrieval-augmented generation (RAG), knowledge grounding, and awareness of model limitations such as hallucination and context constraints. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Familiarity with Azure OpenAI, Azure AI services and AI Builder. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Understanding of responsible AI practices, including data protection, human-in-the-loop safeguards and governance in a regulated environment. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Experience developing plugins and custom workflows, custom connectors, virtual tables and Power Pages. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Experience with data migration tools such as XrmToolBox and KingswaySoft. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cul>\\n\u003Cli>\\n\u003Cp>Experience with SQL and integrating custom / banking data sources. \u003C/p>\\n\u003C/li>\\n\\n\u003C/ul>\\n\\n\u003Cbr>\u003Cp>\u003Cstrong>What we offer [For full-time permanent roles]\u003C/strong>\u003C/p>\\n\\n\u003Cp>💰 Competitive discretionary bonus \u003C/p>\\n\u003Cp>✨ Market leading RRSP match program\u003C/p>\\n\u003Cp>🩺  Medical, dental, vision, life, and disability benefits\u003C/p>\\n\u003Cp>📝  Employee Share Purchase Plan\u003C/p>\\n\u003Cp>👶🏽 Maternity/Parental top-up while you care for your little one\u003C/p>\\n\u003Cp>🏝 Generous vacation policy and personal days \u003C/p>\\n\u003Cp>🖥  Virtual events to connect with your fellow colleagues\u003C/p>\\n\u003Cp>🎓  Professional development and comprehensive Career Development program\u003C/p>\\n\u003Cp>💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience\u003C/p>\\n\\n\u003Cp>The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at \u003Cstrong>2200-25 Ontario Street, Toronto, ON\u003C/strong>.\u003C/p>\\n\\n\u003Cp>\u003Cstrong>\u003Cbr>Equity, Diversity & Inclusion\u003C/strong>\u003C/p>\\n\u003Cp>EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.\u003C/p>\\n\u003Cp>We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.\u003C/p>\\n\u003Cp>As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.\u003Cbr>\u003Cbr>\u003Cem>EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. \u003C/em>\u003Cbr>\u003Cbr>\u003Cem>To learn more, visit eqb.investorroom.com and eqbank.ca.\u003C/em>\u003C/p>\",\"datePosted\":\"2026-08-26T13:44:36.320Z\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"equitable bank (eqb)\"},\"identifier\":{\"@type\":\"PropertyValue\",\"name\":\"equitable bank (eqb)\",\"value\":\"c4613b00b7158706cd23e13162872d749621104b732862de07ded45866c64dbb\"},\"employmentType\":\"FULL_TIME\",\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"@type\":\"PostalAddress\",\"addressLocality\":\"Toronto\",\"addressCountry\":\"CA\"}}}",{"id":41,"slug":42,"title":43,"companyname":44,"companylogo":45,"companyTagline":46,"companyIndustry":47,"city":48,"country":9,"remote":12,"employmentType":49,"department":15,"content_html":50,"content_text":51,"years":18,"createdAt":52,"updatedAtISO":53,"postedAtISO":54,"hasSalary":12,"salaryMin":55,"salaryMax":56,"currency":57,"isPaid":12,"schema":58},"15bd39d76841da71414f05ce7c027353a622552a1d26515df5848e10377b3b00","clinical-retention-specialist-south-fl-tn-ga-sc-at-insulet-corporation-0b898356b3","Clinical Retention Specialist (South - FL, TN, GA, SC)","Insulet Corporation","https://logo.clearbit.com/insulet.com","Creating a better world through innovative technology that improves the lives of people with diabetes. #Podders","Medical Equipment Manufacturing","2 Locations",[14],"\u003Cp>Job Summary\u003C/p>Clinical Retention Specialist\u003Cbr>Overview\u003Cbr>The Clinical Retention Specialist is a clinically driven retention role focused on strengthening long term adoption of Omnipod® products and improving health and quality of life outcomes for people living with diabetes. This position blends deep clinical expertise, consultative selling, and relationship management to retain customers through high impact education, proactive issue resolution, and personalized clinical support.\u003Cbr>The ideal candidate is a dynamic, results oriented clinical educator who thrives in a fast paced, high volume phone/virtual environment and partners closely with internal teams and healthcare providers. Through value driven clinical conversations, this role reinforces confidence in Omnipod therapy and proactively addresses barriers to long term use. Operates as an individual contributor without formal people management responsibility. Requires independent judgment in managing day to day customer interactions, prioritizing outreach, and delivering clinical education within defined parameters.\u003Cbr>________________________________________\u003Cbr>Key Responsibilities\u003Cbr>Clinical Expertise & Education\u003Cbr>•\tApplies foundational, evidence‑based diabetes management knowledge to support patient interactions and contribute to successful use of Omnipod therapy, following established guidelines and with appropriate guidance.\u003Cbr>•\tDeliver personalized education and training to new and existing patients, and healthcare providers within the assigned region—via phone and virtual platforms.\u003Cbr>•\tProvide proactive follow up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.\u003Cbr>•\tEducate customers and HCPs on Omnipod data and reporting tools to promote informed clinical conversations and therapy optimization.\u003Cbr>•\tDetermines appropriate actions for routine and moderately complex scenarios and escalates issues that fall outside established guidelines\u003Cbr>•\tDirectly impacts customer satisfaction, therapy continuity, and retention outcomes within an assigned geographic territory.\u003Cbr>•\tMaintain current clinical licensure, CDCES certification, and Omnipod product credentials to ensure compliant, accurate guidance.\u003Cbr>Customer & Healthcare Provider Engagement / Retention (Sales Based)\u003Cbr>•\tServes as a clinical retention contact for an assigned geographic territory, supporting customer retention efforts and contributing to sustained adoption of Omnipod therapy through consistent engagement and use of established processes and guidance\u003Cbr>\u003Cbr>•\tSupports delivery of business results across the assigned region by executing plans, engaging stakeholders, and monitoring performance using established processes and guidance.\u003Cbr>\u003Cbr>•\tConduct proactive outreach to assess satisfaction, reinforce product value, and resolve concerns, aligning outreach timing with regional time zones and access considerations.\u003Cbr>\u003Cbr>•\tUtilize clinical retention selling techniques to influence continued Omnipod use through education, confidence building, and outcome focused discussions.\u003Cbr>\u003Cbr>•\tIdentify early indicators of disengagement or churn through data assessment and analytics in partnership with the data science teams and collaborate with Customer Success teams to deploy targeted, regionally informed save strategies. \u003Cbr>\u003Cbr>•\tIdentifies and assesses common barriers to therapy continuation (clinical, behavioral, logistical, and access‑related), including geographic differences, and applies standard approaches to support practical, patient‑centered solutions with moderate guidance.\u003Cbr>\u003Cbr>•\tDevelop a working knowledge of the regional healthcare landscape, including key health systems, diabetes centers, referral patterns, and payer considerations that may impact therapy continuation.\u003Cbr>\u003Cbr>•\tPartner with healthcare providers within the assigned geography to align education with treatment plans and reinforce long term therapy adoption\u003Cbr>\u003Cbr>•\tShare compelling patient success stories and regional clinical insights during retention conversations to reinforce the value of Omnipod solutions.\u003Cbr>________________________________________\u003Cbr>Cross Functional Collaboration\u003Cbr>•\tCollaborate closely with Clinical Services Managers, regional field teams, and sales leadership to coordinate territory based retention efforts and ensure a seamless, unified customer experience.\u003Cbr>\u003Cbr>•\tPartner with Customer Success, Customer Care Retention, Commercial, Marketing, Data Insights, and Voice of the Customer teams to enhance regional engagement strategies and workflows.\u003Cbr>\u003Cbr>•\tIdentify and communicate regional trends, risks, and opportunities related to customer engagement, access, and outcomes to inform cross functional strategy.\u003Cbr>\u003Cbr>•\tContribute to the development of educational tools, customer journeys, and targeted retention campaigns informed by geographic and population specific insights.\u003Cbr>\u003Cbr>•\tSupport clinicians and customers with clinical software and digital diabetes management tools, providing guidance on workflow efficiency and best practices appropriate to local practice environments.________________________________________\u003Cbr>Data Analysis & Documentation\u003Cbr>•\tAccurately document all customer interactions, outcomes, and next steps in Salesforce activities and campaigns.\u003Cbr>•\tReviews engagement data, usage patterns, and retention metrics at individual and regional levels to identify trends and potential risks, and supports identification of improvement opportunities using standard tools and guidance.\u003Cbr>\u003Cbr>•\tParticipate in data driven initiatives designed to improve regional retention performance and overall program effectiveness.\u003Cbr>\u003Cbr>•\tShares insights that contribute to incremental improvements in retention programs and customer workflows, leveraging standard tools and established processes.________________________________________\u003Cbr>Education & Experience\u003Cbr>•\tBachelor’s degree required.\u003Cbr>•\tActive, professional clinical credentials required, such as: \u003Cbr>o\tRegistered Nurse (RN)\u003Cbr>o\tRegistered Dietitian (RD)\u003Cbr>•\t3+ years of experience training and/or supporting insulin pump patients.\u003Cbr>•\tDirect experience working with healthcare providers in a diabetes care setting.\u003Cbr>•\tCurrent Certified Diabetes Care and Education Specialist (CDCES) credential required.\u003Cbr>•\tAbility to maintain all required professional licensure and Omnipod product certifications.\u003Cbr>•\tDemonstrated ability to communicate effectively and persuasively with diverse audiences via phone and virtual platforms.\u003Cbr>________________________________________\u003Cbr>Skills & Competencies\u003Cbr>•\tStrong clinical acumen with expertise in diabetes technology and data interpretation.\u003Cbr>•\tExcellent phone presence with exceptional interpersonal, customer service, and communication skills.\u003Cbr>•\tConsultative, influence based approach to customer engagement and retention.\u003Cbr>•\tProven ability to build trust and long term relationships in a remote, phone based environment.\u003Cbr>•\tStrong problem solving, workflow optimization, and objection handling skills.\u003Cbr>•\tSelf directed, process oriented, and adaptable in a fast paced retention focused setting.\u003Cbr>•\tProficiency in Microsoft Office and Salesforce.\u003Cbr>•\tPrior industry, commercial, or sales adjacent clinical experience strongly preferred.\u003Cbr>________________________________________\u003Cbr>Physical & Work Requirements\u003Cbr>•\tRemote position – must live in assigned geographic region \u003Cbr>•\tHome workspace must meet company security and productivity standards.\u003Cbr>•\tAbility to sit and speak on the phone for extended periods during scheduled shifts.\u003Cbr>•\tManual dexterity required for computer and headset use.\u003Cbr>•\tAvailability for occasional evenings, weekends, holidays, and limited travel as needed

Clinical Retention Specialist\nOverview\nThe Clinical Retention Specialist is a clinically driven retention role focused on strengthening long term adoption of Omnipod® products and improving health and quality of life outcomes for people living with diabetes. This position blends deep clinical expertise, consultative selling, and relationship management to retain customers through high impact education, proactive issue resolution, and personalized clinical support.\nThe ideal candidate is a dynamic, results oriented clinical educator who thrives in a fast paced, high volume phone/virtual environment and partners closely with internal teams and healthcare providers. Through value driven clinical conversations, this role reinforces confidence in Omnipod therapy and proactively addresses barriers to long term use. Operates as an individual contributor without formal people management responsibility. Requires independent judgment in managing day to day customer interactions, prioritizing outreach, and delivering clinical education within defined parameters.\n________________________________________\nKey Responsibilities\nClinical Expertise & Education\n•\tApplies foundational, evidence‑based diabetes management knowledge to support patient interactions and contribute to successful use of Omnipod therapy, following established guidelines and with appropriate guidance.\n•\tDeliver personalized education and training to new and existing patients, and healthcare providers within the assigned region—via phone and virtual platforms.\n•\tProvide proactive follow up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.\n•\tEducate customers and HCPs on Omnipod data and reporting tools to promote informed clinical conversations and therapy optimization.\n•\tDetermines appropriate actions for routine and moderately complex scenarios and escalates issues that fall outside established guidelines\n•\tDirectly impacts customer satisfaction, therapy continuity, and retention outcomes within an assigned geographic territory.\n•\tMaintain current clinical licensure, CDCES certification, and Omnipod product credentials to ensure compliant, accurate guidance.\nCustomer & Healthcare Provider Engagement / Retention (Sales Based)\n•\tServes as a clinical retention contact for an assigned geographic territory, supporting customer retention efforts and contributing to sustained adoption of Omnipod therapy through consistent engagement and use of established processes and guidance\n\n•\tSupports delivery of business results across the assigned region by executing plans, engaging stakeholders, and monitoring performance using established processes and guidance.\n\n•\tConduct proactive outreach to assess satisfaction, reinforce product value, and resolve concerns, aligning outreach timing with regional time zones and access considerations.\n\n•\tUtilize clinical retention selling techniques to influence continued Omnipod use through education, confidence building, and outcome focused discussions.\n\n•\tIdentify early indicators of disengagement or churn through data assessment and analytics in partnership with the data science teams and collaborate with Customer Success teams to deploy targeted, regionally informed save strategies. \n\n•\tIdentifies and assesses common barriers to therapy continuation (clinical, behavioral, logistical, and access‑related), including geographic differences, and applies standard approaches to support practical, patient‑centered solutions with moderate guidance.\n\n•\tDevelop a working knowledge of the regional healthcare landscape, including key health systems, diabetes centers, referral patterns, and payer considerations that may impact therapy continuation.\n\n•\tPartner with healthcare providers within the assigned geography to align education with treatment plans and reinforce long term therapy adoption\n\n•\tShare compelling patient success stories and regional clinical insights during retention conversations to reinforce the value of Omnipod solutions.\n________________________________________\nCross Functional Collaboration\n•\tCollaborate closely with Clinical Services Managers, regional field teams, and sales leadership to coordinate territory based retention efforts and ensure a seamless, unified customer experience.\n\n•\tPartner with Customer Success, Customer Care Retention, Commercial, Marketing, Data Insights, and Voice of the Customer teams to enhance regional engagement strategies and workflows.\n\n•\tIdentify and communicate regional trends, risks, and opportunities related to customer engagement, access, and outcomes to inform cross functional strategy.\n\n•\tContribute to the development of educational tools, customer journeys, and targeted retention campaigns informed by geographic and population specific insights.\n\n•\tSupport clinicians and customers with clinical software and digital diabetes management tools, providing guidance on workflow efficiency and best practices appropriate to local practice environments.________________________________________\nData Analysis & Documentation\n•\tAccurately document all customer interactions, outcomes, and next steps in Salesforce activities and campaigns.\n•\tReviews engagement data, usage patterns, and retention metrics at individual and regional levels to identify trends and potential risks, and supports identification of improvement opportunities using standard tools and guidance.\n\n•\tParticipate in data driven initiatives designed to improve regional retention performance and overall program effectiveness.\n\n•\tShares insights that contribute to incremental improvements in retention programs and customer workflows, leveraging standard tools and established processes.________________________________________\nEducation & Experience\n•\tBachelor’s degree required.\n•\tActive, professional clinical credentials required, such as: \no\tRegistered Nurse (RN)\no\tRegistered Dietitian (RD)\n•\t3+ years of experience training and/or supporting insulin pump patients.\n•\tDirect experience working with healthcare providers in a diabetes care setting.\n•\tCurrent Certified Diabetes Care and Education Specialist (CDCES) credential required.\n•\tAbility to maintain all required professional licensure and Omnipod product certifications.\n•\tDemonstrated ability to communicate effectively and persuasively with diverse audiences via phone and virtual platforms.\n________________________________________\nSkills & Competencies\n•\tStrong clinical acumen with expertise in diabetes technology and data interpretation.\n•\tExcellent phone presence with exceptional interpersonal, customer service, and communication skills.\n•\tConsultative, influence based approach to customer engagement and retention.\n•\tProven ability to build trust and long term relationships in a remote, phone based environment.\n•\tStrong problem solving, workflow optimization, and objection handling skills.\n•\tSelf directed, process oriented, and adaptable in a fast paced retention focused setting.\n•\tProficiency in Microsoft Office and Salesforce.\n•\tPrior industry, commercial, or sales adjacent clinical experience strongly preferred.\n________________________________________\nPhysical & Work Requirements\n•\tRemote position – must live in assigned geographic region \n•\tHome workspace must meet company security and productivity standards.\n•\tAbility to sit and speak on the phone for extended periods during scheduled shifts.\n•\tManual dexterity required for computer and headset use.\n•\tAvailability for occasional evenings, weekends, holidays, and limited travel as needed\u003Cp>Additional Information:\u003C/p>

Compensation & Benefits:

For U.S.-based positions only, the annual base salary range for this role is $79,300.00 - $118,900.00

This position may also be eligible for incentive compensation.

We offer a comprehensive benefits package, including:
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off (PTO)
• And additional employee wellness programs

Application Details:
This job posting will remain open until the position is filled.
To apply, please visit the Insulet Careers site and submit your application online.

Actual pay depends on skills, experience, and education.\u003Cp>Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, please visit insulet.com and omnipod.com.\u003Cbr>\u003Cbr>We are looking for highly motivated, performance-driven individuals to be a part of our expanding team. We do this by hiring amazing people guided by shared values who exceed customer expectations. Our continued success depends on it!\u003C/p>\u003Cp>At Insulet Corporation all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.\u003C/p>\u003Cp>(Know Your Rights)\u003C/p>","Job SummaryClinical Retention SpecialistOverviewThe Clinical Retention Specialist is a clinically driven retention role focused on strengthening long term adoption of Omnipod® products and improving health and quality of life outcomes for people living with diabetes. This position blends deep clinical expertise, consultative selling, and relationship management to retain customers through high impact education, proactive issue resolution, and personalized clinical support.The ideal candidate is a dynamic, results oriented clinical educator who thrives in a fast paced, high volume phone/virtual environment and partners closely with internal teams and healthcare providers. Through value driven clinical conversations, this role reinforces confidence in Omnipod therapy and proactively addresses barriers to long term use. Operates as an individual contributor without formal people management responsibility. Requires independent judgment in managing day to day customer interactions, prioritizing outreach, and delivering clinical education within defined parameters.________________________________________Key ResponsibilitiesClinical Expertise & Education•\tApplies foundational, evidence‑based diabetes management knowledge to support patient interactions and contribute to successful use of Omnipod therapy, following established guidelines and with appropriate guidance.•\tDeliver personalized education and training to new and existing patients, and healthcare providers within the assigned region—via phone and virtual platforms.•\tProvide proactive follow up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.•\tEducate customers and HCPs on Omnipod data and reporting tools to promote informed clinical conversations and therapy optimization.•\tDetermines appropriate actions for routine and moderately complex scenarios and escalates issues that fall outside established guidelines•\tDirectly impacts customer satisfaction, therapy continuity, and retention outcomes within an assigned geographic territory.•\tMaintain current clinical licensure, CDCES certification, and Omnipod product credentials to ensure compliant, accurate guidance.Customer & Healthcare Provider Engagement / Retention (Sales Based)•\tServes as a clinical retention contact for an assigned geographic territory, supporting customer retention efforts and contributing to sustained adoption of Omnipod therapy through consistent engagement and use of established processes and guidance•\tSupports delivery of business results across the assigned region by executing plans, engaging stakeholders, and monitoring performance using established processes and guidance.•\tConduct proactive outreach to assess satisfaction, reinforce product value, and resolve concerns, aligning outreach timing with regional time zones and access considerations.•\tUtilize clinical retention selling techniques to influence continued Omnipod use through education, confidence building, and outcome focused discussions.•\tIdentify early indicators of disengagement or churn through data assessment and analytics in partnership with the data science teams and collaborate with Customer Success teams to deploy targeted, regionally informed save strategies. •\tIdentifies and assesses common barriers to therapy continuation (clinical, behavioral, logistical, and access‑related), including geographic differences, and applies standard approaches to support practical, patient‑centered solutions with moderate guidance.•\tDevelop a working knowledge of the regional healthcare landscape, including key health systems, diabetes centers, referral patterns, and payer considerations that may impact therapy continuation.•\tPartner with healthcare providers within the assigned geography to align education with treatment plans and reinforce long term therapy adoption•\tShare compelling patient success stories and regional clinical insights during retention conversations to reinforce the value of Omnipod solutions.________________________________________Cross Functional Collaboration•\tCollaborate closely with Clinical Services Managers, regional field teams, and sales leadership to coordinate territory based retention efforts and ensure a seamless, unified customer experience.•\tPartner with Customer Success, Customer Care Retention, Commercial, Marketing, Data Insights, and Voice of the Customer teams to enhance regional engagement strategies and workflows.•\tIdentify and communicate regional trends, risks, and opportunities related to customer engagement, access, and outcomes to inform cross functional strategy.•\tContribute to the development of educational tools, customer journeys, and targeted retention campaigns informed by geographic and population specific insights.•\tSupport clinicians and customers with clinical software and digital diabetes management tools, providing guidance on workflow efficiency and best practices appropriate to local practice environments.________________________________________Data Analysis & Documentation•\tAccurately document all customer interactions, outcomes, and next steps in Salesforce activities and campaigns.•\tReviews engagement data, usage patterns, and retention metrics at individual and regional levels to identify trends and potential risks, and supports identification of improvement opportunities using standard tools and guidance.•\tParticipate in data driven initiatives designed to improve regional retention performance and overall program effectiveness.•\tShares insights that contribute to incremental improvements in retention programs and customer workflows, leveraging standard tools and established processes.________________________________________Education & Experience•\tBachelor’s degree required.•\tActive, professional clinical credentials required, such as: o\tRegistered Nurse (RN)o\tRegistered Dietitian (RD)•\t3+ years of experience training and/or supporting insulin pump patients.•\tDirect experience working with healthcare providers in a diabetes care setting.•\tCurrent Certified Diabetes Care and Education Specialist (CDCES) credential required.•\tAbility to maintain all required professional licensure and Omnipod product certifications.•\tDemonstrated ability to communicate effectively and persuasively with diverse audiences via phone and virtual platforms.________________________________________Skills & Competencies•\tStrong clinical acumen with expertise in diabetes technology and data interpretation.•\tExcellent phone presence with exceptional interpersonal, customer service, and communication skills.•\tConsultative, influence based approach to customer engagement and retention.•\tProven ability to build trust and long term relationships in a remote, phone based environment.•\tStrong problem solving, workflow optimization, and objection handling skills.•\tSelf directed, process oriented, and adaptable in a fast paced retention focused setting.•\tProficiency in Microsoft Office and Salesforce.•\tPrior industry, commercial, or sales adjacent clinical experience strongly preferred.________________________________________Physical & Work Requirements•\tRemote position – must live in assigned geographic region •\tHome workspace must meet company security and productivity standards.•\tAbility to sit and speak on the phone for extended periods during scheduled shifts.•\tManual dexterity required for computer and headset use.•\tAvailability for occasional evenings, weekends, holidays, and limited travel as needed

Clinical Retention Specialist\nOverview\nThe Clinical Retention Specialist is a clinically driven retention role focused on strengthening long term adoption of Omnipod® products and improving health and quality of life outcomes for people living with diabetes. This position blends deep clinical expertise, consultative selling, and relationship management to retain customers through high impact education, proactive issue resolution, and personalized clinical support.\nThe ideal candidate is a dynamic, results oriented clinical educator who thrives in a fast paced, high volume phone/virtual environment and partners closely with internal teams and healthcare providers. Through value driven clinical conversations, this role reinforces confidence in Omnipod therapy and proactively addresses barriers to long term use. Operates as an individual contributor without formal people management responsibility. Requires independent judgment in managing day to day customer interactions, prioritizing outreach, and delivering clinical education within defined parameters.\n________________________________________\nKey Responsibilities\nClinical Expertise & Education\n•\tApplies foundational, evidence‑based diabetes management knowledge to support patient interactions and contribute to successful use of Omnipod therapy, following established guidelines and with appropriate guidance.\n•\tDeliver personalized education and training to new and existing patients, and healthcare providers within the assigned region—via phone and virtual platforms.\n•\tProvide proactive follow up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.\n•\tEducate customers and HCPs on Omnipod data and reporting tools to promote informed clinical conversations and therapy optimization.\n•\tDetermines appropriate actions for routine and moderately complex scenarios and escalates issues that fall outside established guidelines\n•\tDirectly impacts customer satisfaction, therapy continuity, and retention outcomes within an assigned geographic territory.\n•\tMaintain current clinical licensure, CDCES certification, and Omnipod product credentials to ensure compliant, accurate guidance.\nCustomer & Healthcare Provider Engagement / Retention (Sales Based)\n•\tServes as a clinical retention contact for an assigned geographic territory, supporting customer retention efforts and contributing to sustained adoption of Omnipod therapy through consistent engagement and use of established processes and guidance\n\n•\tSupports delivery of business results across the assigned region by executing plans, engaging stakeholders, and monitoring performance using established processes and guidance.\n\n•\tConduct proactive outreach to assess satisfaction, reinforce product value, and resolve concerns, aligning outreach timing with regional time zones and access considerations.\n\n•\tUtilize clinical retention selling techniques to influence continued Omnipod use through education, confidence building, and outcome focused discussions.\n\n•\tIdentify early indicators of disengagement or churn through data assessment and analytics in partnership with the data science teams and collaborate with Customer Success teams to deploy targeted, regionally informed save strategies. \n\n•\tIdentifies and assesses common barriers to therapy continuation (clinical, behavioral, logistical, and access‑related), including geographic differences, and applies standard approaches to support practical, patient‑centered solutions with moderate guidance.\n\n•\tDevelop a working knowledge of the regional healthcare landscape, including key health systems, diabetes centers, referral patterns, and payer considerations that may impact therapy continuation.\n\n•\tPartner with healthcare providers within the assigned geography to align education with treatment plans and reinforce long term therapy adoption\n\n•\tShare compelling patient success stories and regional clinical insights during retention conversations to reinforce the value of Omnipod solutions.\n________________________________________\nCross Functional Collaboration\n•\tCollaborate closely with Clinical Services Managers, regional field teams, and sales leadership to coordinate territory based retention efforts and ensure a seamless, unified customer experience.\n\n•\tPartner with Customer Success, Customer Care Retention, Commercial, Marketing, Data Insights, and Voice of the Customer teams to enhance regional engagement strategies and workflows.\n\n•\tIdentify and communicate regional trends, risks, and opportunities related to customer engagement, access, and outcomes to inform cross functional strategy.\n\n•\tContribute to the development of educational tools, customer journeys, and targeted retention campaigns informed by geographic and population specific insights.\n\n•\tSupport clinicians and customers with clinical software and digital diabetes management tools, providing guidance on workflow efficiency and best practices appropriate to local practice environments.________________________________________\nData Analysis & Documentation\n•\tAccurately document all customer interactions, outcomes, and next steps in Salesforce activities and campaigns.\n•\tReviews engagement data, usage patterns, and retention metrics at individual and regional levels to identify trends and potential risks, and supports identification of improvement opportunities using standard tools and guidance.\n\n•\tParticipate in data driven initiatives designed to improve regional retention performance and overall program effectiveness.\n\n•\tShares insights that contribute to incremental improvements in retention programs and customer workflows, leveraging standard tools and established processes.________________________________________\nEducation & Experience\n•\tBachelor’s degree required.\n•\tActive, professional clinical credentials required, such as: \no\tRegistered Nurse (RN)\no\tRegistered Dietitian (RD)\n•\t3+ years of experience training and/or supporting insulin pump patients.\n•\tDirect experience working with healthcare providers in a diabetes care setting.\n•\tCurrent Certified Diabetes Care and Education Specialist (CDCES) credential required.\n•\tAbility to maintain all required professional licensure and Omnipod product certifications.\n•\tDemonstrated ability to communicate effectively and persuasively with diverse audiences via phone and virtual platforms.\n________________________________________\nSkills & Competencies\n•\tStrong clinical acumen with expertise in diabetes technology and data interpretation.\n•\tExcellent phone presence with exceptional interpersonal, customer service, and communication skills.\n•\tConsultative, influence based approach to customer engagement and retention.\n•\tProven ability to build trust and long term relationships in a remote, phone based environment.\n•\tStrong problem solving, workflow optimization, and objection handling skills.\n•\tSelf directed, process oriented, and adaptable in a fast paced retention focused setting.\n•\tProficiency in Microsoft Office and Salesforce.\n•\tPrior industry, commercial, or sales adjacent clinical experience strongly preferred.\n________________________________________\nPhysical & Work Requirements\n•\tRemote position – must live in assigned geographic region \n•\tHome workspace must meet company security and productivity standards.\n•\tAbility to sit and speak on the phone for extended periods during scheduled shifts.\n•\tManual dexterity required for computer and headset use.\n•\tAvailability for occasional evenings, weekends, holidays, and limited travel as neededAdditional Information:

Compensation & Benefits:

For U.S.-based positions only, the annual base salary range for this role is $79,300.00 - $118,900.00

This position may also be eligible for incentive compensation.

We offer a comprehensive benefits package, including:
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off (PTO)
• And additional employee wellness programs

Application Details:
This job posting will remain open until the position is filled.
To apply, please visit the Insulet Careers site and submit your application online.

Actual pay depends on skills, experience, and education.Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, please visit insulet.com and omnipod.com.We are looking for highly motivated, performance-driven individuals to be a part of our expanding team. We do this by hiring amazing people guided by shared values who exceed customer expectations. Our continued success depends on it!At Insulet Corporation all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.(Know Your Rights)",1787823022000,"2026-08-27 11:32:12","2026-08-27T09:32:12.000Z",79300,118900,"USD",{"jsonldValid":12,"jsonld":9},{"id":60,"slug":61,"title":62,"companyname":44,"companylogo":45,"companyTagline":46,"companyIndustry":47,"city":48,"country":9,"remote":12,"employmentType":63,"department":15,"content_html":50,"content_text":51,"years":18,"createdAt":52,"updatedAtISO":53,"postedAtISO":54,"hasSalary":12,"salaryMin":55,"salaryMax":56,"currency":57,"isPaid":12,"schema":64},"427b8ad89688fcc98e385f28ca0ea8d14d168b75b305a371c6f0a025388b9031","clinical-retention-specialist-west-ca-az-co-hi-id-ks-at-insulet-corporation-e5613b37c8","Clinical Retention Specialist (West-CA, AZ, CO, HI, ID, KS)",[14],{"jsonldValid":12,"jsonld":9},{"id":66,"slug":67,"title":68,"companyname":69,"companylogo":70,"companyTagline":71,"companyIndustry":72,"city":73,"country":74,"remote":12,"employmentType":75,"department":15,"content_html":76,"content_text":77,"years":18,"createdAt":52,"updatedAtISO":78,"postedAtISO":79,"hasSalary":12,"salaryMin":18,"salaryMax":18,"currency":80,"isPaid":12,"schema":81},"280220021cffc2107c8f395488ff25dcb4a8d03591f48bb8690663c5fc3ae97a","crm-digital-product-manager-castrol-at-bp-c80d063eb5","CRM Digital Product Manager - Castrol","bp","https://logo.clearbit.com/bp.com","Reimagining energy for people and our planet #bpNetZero","Oil and Gas","India - Pune","India",[14],"\u003Cp>\u003Cb>Job Family Group: \u003C/b>\u003C/p>IT&S Group\u003Cp>\u003Cbr>\u003Cb>Job Description: \u003C/b>\u003C/p>\u003Ch1>\u003C/h1>\u003Ch1>Castrol is a global leader in lubricants and part of the bp Group, one of the world’s largest energy companies. In India, Castrol is a publicly listed company, leading in the Automotive, Industrial, and Marine lubricant sectors. With iconic brands, steadfast innovation, strong customer relationships, and a team of highly motivated employees, we have maintained our market leadership in India for over a century. Our robust manufacturing and distribution network in India helps us reach consumers through more than 135,000 outlets.\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>At Castrol, success knows no bounds. We offer a fast-paced learning environment where you can develop your career, whether in niche functions or on a general management track. Castrol India has a proud legacy of championing top talent for leadership roles, both locally and globally !!\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cb>This is a role within the Castrol organization, and the successful candidate will become part of the Castrol ring-fence.  If you are part of the ring-fence, it is expected that your employment will move with Castrol to new ownership!\u003C/b>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cb>Shift timing : UK shift \u003C/b>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>About the role:\u003C/b>\u003C/u>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>This role will handle and develop digital products at a global Castrol level, focused on the CRM and overall customer experience realm. It will identify innovative digital approaches and tools for meeting customer needs within offers and journeys. The Digital Product Manager will work in partnership with Technology and Business teams, co-develop and deploy digital products for market rollout. The Digital Product Manager acts as an interface with development team to ensure Castrol leverages existing capabilities and best practice to drive transformational change, as well as work with other Castrol global teams to integrate digital touchpoints into seamless customer journeys.\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Key Accountabilities:\u003C/b>\u003C/u>\u003C/h1>\u003Ch1>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Understand external digital world - specifically new technologies, trends and applications\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Identify best practice, benchmarking and potential partners and collaborators for developing and implementing digital solutions\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Support the integration of joined-up digital touchpoints, E2E journeys and data management into the CRM Strategy\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Develop a Castrol digital roadmap for CRM within sales and service areas\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work in partnership with development team to prioritise, co-develop and deploy digital products for market rollout\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Understand bp guidelines (I&E, Digital Security, GDPR), financial frameworks and processes to recommend the right approach for delivering the required solution\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work with PU teams to activate, scale and manage digital touchpoints\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Identify the right KPIs and track delivery for MVP and for transfer to BAU organisation\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work within relevant teams to ensure digital technologies are used and applied as required\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Act as an interface with wider technology team to ensure Castrol leverages existing capabilities and standard process and for driving transformational change\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work with PU business customers across Automotive, Industrial and GME teams to integrate digital touchpoints into seamless customer journeys\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Hold customers accountable for aligning with digital Rules of the Game\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Identify opportunities to scale / consolidate / stop digital platforms within Castrol to ensure focus on fewer / better and to exploit global alignments within Castrol\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>Note: Incumbent may be required to support multiple projects\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>You will work with :\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Work with PU/Market to deploy the CRM(Salesforce) solutions and IT tools\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Education\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Degree or equivalent experience or equivalent business qualification(s) is desirable\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Exp\u003C/b>\u003C/u>\u003Cu>\u003Cb>erience\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Shown capability in digital product management or digital product ownership\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>E2E customer experience design / management experience\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Offer development & Innovation experience – in particular where enabled through digital touchpoints\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Digital marketing/CRM experience\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Experience in Agile (e.g. Scrum) techniques desirable\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Skills & Proficiencies\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Development of Digital Marketing Activities: Mastery\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Project and Relationship Management: Mastery\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Generating and applying insights – Skillful\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Customer experience metrics – Skillful\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Customer journey mapping – Mastery\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Loyalty management – Skillful\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cb>Why join our team?\u003C/b>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>We support our people to learn and grow in a diverse and exciting environment. We believe that our team is strengthened by diversity. We are committed to crafting an inclusive environment in which everyone is respected and treated fairly.\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation!\u003C/h1>\u003Cp>\u003Cbr>\u003Cb>Travel Requirement:\u003C/b>\u003C/p>Negligible travel should be expected with this role\u003Cp>\u003Cbr>\u003Cb>Relocation Assistance:\u003C/b>\u003C/p>This role is eligible for relocation within country\u003Cp>\u003Cbr>\u003Cb>Remote Type:\u003C/b>\u003C/p>This position is not available for remote working\u003Cp>\u003Cbr>\u003Cb>Skills:\u003C/b>\u003C/p>\u003Cp>.\u003C/p>
\u003Cp>​\u003Cbr>\u003Cb>Legal Disclaimer:\u003C/b>\u003C/p>\u003Cp>We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp’s recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us.\u003Cbr>\u003Cbr>If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.\u003C/p>","Job Family Group: IT&S GroupJob Description: Castrol is a global leader in lubricants and part of the bp Group, one of the world’s largest energy companies. In India, Castrol is a publicly listed company, leading in the Automotive, Industrial, and Marine lubricant sectors. With iconic brands, steadfast innovation, strong customer relationships, and a team of highly motivated employees, we have maintained our market leadership in India for over a century. Our robust manufacturing and distribution network in India helps us reach consumers through more than 135,000 outlets.At Castrol, success knows no bounds. We offer a fast-paced learning environment where you can develop your career, whether in niche functions or on a general management track. Castrol India has a proud legacy of championing top talent for leadership roles, both locally and globally !!This is a role within the Castrol organization, and the successful candidate will become part of the Castrol ring-fence.  If you are part of the ring-fence, it is expected that your employment will move with Castrol to new ownership!Shift timing : UK shift About the role:This role will handle and develop digital products at a global Castrol level, focused on the CRM and overall customer experience realm. It will identify innovative digital approaches and tools for meeting customer needs within offers and journeys. The Digital Product Manager will work in partnership with Technology and Business teams, co-develop and deploy digital products for market rollout. The Digital Product Manager acts as an interface with development team to ensure Castrol leverages existing capabilities and best practice to drive transformational change, as well as work with other Castrol global teams to integrate digital touchpoints into seamless customer journeys.Key Accountabilities:Understand external digital world - specifically new technologies, trends and applicationsIdentify best practice, benchmarking and potential partners and collaborators for developing and implementing digital solutionsSupport the integration of joined-up digital touchpoints, E2E journeys and data management into the CRM StrategyDevelop a Castrol digital roadmap for CRM within sales and service areasWork in partnership with development team to prioritise, co-develop and deploy digital products for market rolloutUnderstand bp guidelines (I&E, Digital Security, GDPR), financial frameworks and processes to recommend the right approach for delivering the required solutionWork with PU teams to activate, scale and manage digital touchpointsIdentify the right KPIs and track delivery for MVP and for transfer to BAU organisationWork within relevant teams to ensure digital technologies are used and applied as requiredAct as an interface with wider technology team to ensure Castrol leverages existing capabilities and standard process and for driving transformational changeWork with PU business customers across Automotive, Industrial and GME teams to integrate digital touchpoints into seamless customer journeysHold customers accountable for aligning with digital Rules of the GameIdentify opportunities to scale / consolidate / stop digital platforms within Castrol to ensure focus on fewer / better and to exploit global alignments within CastrolNote: Incumbent may be required to support multiple projectsYou will work with :Work with PU/Market to deploy the CRM(Salesforce) solutions and IT toolsEducationDegree or equivalent experience or equivalent business qualification(s) is desirableExperienceShown capability in digital product management or digital product ownershipE2E customer experience design / management experienceOffer development & Innovation experience – in particular where enabled through digital touchpointsDigital marketing/CRM experienceExperience in Agile (e.g. Scrum) techniques desirableSkills & ProficienciesDevelopment of Digital Marketing Activities: MasteryProject and Relationship Management: MasteryGenerating and applying insights – SkillfulCustomer experience metrics – SkillfulCustomer journey mapping – MasteryLoyalty management – SkillfulWhy join our team?We support our people to learn and grow in a diverse and exciting environment. We believe that our team is strengthened by diversity. We are committed to crafting an inclusive environment in which everyone is respected and treated fairly.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation!Travel Requirement:Negligible travel should be expected with this roleRelocation Assistance:This role is eligible for relocation within countryRemote Type:This position is not available for remote workingSkills:.
​Legal Disclaimer:We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp’s recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us.If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.","2026-08-27 11:32:13","2026-08-27T09:32:13.000Z","INR",{"jsonldValid":24,"jsonld":82},"{\"@context\":\"https://schema.org\",\"@type\":\"JobPosting\",\"title\":\"CRM Digital Product Manager - Castrol\",\"description\":\"\u003Cp>\u003Cb>Job Family Group: \u003C/b>\u003C/p>IT&S Group\u003Cp>\u003Cbr>\u003Cb>Job Description: \u003C/b>\u003C/p>\u003Ch1>\u003C/h1>\u003Ch1>Castrol is a global leader in lubricants and part of the bp Group, one of the world’s largest energy companies. In India, Castrol is a publicly listed company, leading in the Automotive, Industrial, and Marine lubricant sectors. With iconic brands, steadfast innovation, strong customer relationships, and a team of highly motivated employees, we have maintained our market leadership in India for over a century. Our robust manufacturing and distribution network in India helps us reach consumers through more than 135,000 outlets.\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>At Castrol, success knows no bounds. We offer a fast-paced learning environment where you can develop your career, whether in niche functions or on a general management track. Castrol India has a proud legacy of championing top talent for leadership roles, both locally and globally !!\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cb>This is a role within the Castrol organization, and the successful candidate will become part of the Castrol ring-fence.  If you are part of the ring-fence, it is expected that your employment will move with Castrol to new ownership!\u003C/b>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cb>Shift timing : UK shift \u003C/b>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>About the role:\u003C/b>\u003C/u>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>This role will handle and develop digital products at a global Castrol level, focused on the CRM and overall customer experience realm. It will identify innovative digital approaches and tools for meeting customer needs within offers and journeys. The Digital Product Manager will work in partnership with Technology and Business teams, co-develop and deploy digital products for market rollout. The Digital Product Manager acts as an interface with development team to ensure Castrol leverages existing capabilities and best practice to drive transformational change, as well as work with other Castrol global teams to integrate digital touchpoints into seamless customer journeys.\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Key Accountabilities:\u003C/b>\u003C/u>\u003C/h1>\u003Ch1>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Understand external digital world - specifically new technologies, trends and applications\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Identify best practice, benchmarking and potential partners and collaborators for developing and implementing digital solutions\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Support the integration of joined-up digital touchpoints, E2E journeys and data management into the CRM Strategy\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Develop a Castrol digital roadmap for CRM within sales and service areas\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work in partnership with development team to prioritise, co-develop and deploy digital products for market rollout\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Understand bp guidelines (I&E, Digital Security, GDPR), financial frameworks and processes to recommend the right approach for delivering the required solution\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work with PU teams to activate, scale and manage digital touchpoints\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Identify the right KPIs and track delivery for MVP and for transfer to BAU organisation\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work within relevant teams to ensure digital technologies are used and applied as required\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Act as an interface with wider technology team to ensure Castrol leverages existing capabilities and standard process and for driving transformational change\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Work with PU business customers across Automotive, Industrial and GME teams to integrate digital touchpoints into seamless customer journeys\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Hold customers accountable for aligning with digital Rules of the Game\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Identify opportunities to scale / consolidate / stop digital platforms within Castrol to ensure focus on fewer / better and to exploit global alignments within Castrol\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>Note: Incumbent may be required to support multiple projects\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>You will work with :\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Work with PU/Market to deploy the CRM(Salesforce) solutions and IT tools\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Education\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Degree or equivalent experience or equivalent business qualification(s) is desirable\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Exp\u003C/b>\u003C/u>\u003Cu>\u003Cb>erience\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Shown capability in digital product management or digital product ownership\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>E2E customer experience design / management experience\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Offer development & Innovation experience – in particular where enabled through digital touchpoints\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Digital marketing/CRM experience\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Experience in Agile (e.g. Scrum) techniques desirable\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cu>\u003Cb>Skills & Proficiencies\u003C/b>\u003C/u>\u003C/h1>\u003Cul>\u003Cli>\u003Ch1>Development of Digital Marketing Activities: Mastery\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Project and Relationship Management: Mastery\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Generating and applying insights – Skillful\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Customer experience metrics – Skillful\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Customer journey mapping – Mastery\u003C/h1>\u003C/li>\u003Cli>\u003Ch1>Loyalty management – Skillful\u003C/h1>\u003C/li>\u003C/ul>\u003Ch1>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>\u003Cb>Why join our team?\u003C/b>\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>We support our people to learn and grow in a diverse and exciting environment. We believe that our team is strengthened by diversity. We are committed to crafting an inclusive environment in which everyone is respected and treated fairly.\u003C/h1>\u003Ch1>\u003C/h1>\u003Ch1>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation!\u003C/h1>\u003Cp>\u003Cbr>\u003Cb>Travel Requirement:\u003C/b>\u003C/p>Negligible travel should be expected with this role\u003Cp>\u003Cbr>\u003Cb>Relocation Assistance:\u003C/b>\u003C/p>This role is eligible for relocation within country\u003Cp>\u003Cbr>\u003Cb>Remote Type:\u003C/b>\u003C/p>This position is not available for remote working\u003Cp>\u003Cbr>\u003Cb>Skills:\u003C/b>\u003C/p>\u003Cp>.\u003C/p>
\u003Cp>​\u003Cbr>\u003Cb>Legal Disclaimer:\u003C/b>\u003C/p>\u003Cp>We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp’s recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us.\u003Cbr>\u003Cbr>If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.\u003C/p>\",\"datePosted\":\"2026-08-27T09:32:13.000Z\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"bp\",\"sameAs\":\"http://www.bp.com\",\"logo\":\"https://logo.clearbit.com/bp.com\"},\"identifier\":{\"@type\":\"PropertyValue\",\"name\":\"bp\",\"value\":\"280220021cffc2107c8f395488ff25dcb4a8d03591f48bb8690663c5fc3ae97a\"},\"employmentType\":\"FULL_TIME\",\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"@type\":\"PostalAddress\",\"addressLocality\":\"India - Pune\",\"addressCountry\":\"IN\"}}}",{"id":84,"slug":85,"title":86,"companyname":87,"companylogo":88,"companyIndustry":89,"city":90,"country":91,"remote":24,"employmentType":92,"department":15,"content_html":93,"content_text":94,"years":18,"createdAt":52,"updatedAtISO":53,"postedAtISO":54,"hasSalary":12,"salaryMin":95,"salaryMax":96,"currency":57,"isPaid":12,"schema":97},"a6add66c7ad358baad471257fb6c948e9182fa94b401f3741b0691a63029d75a","group-retention-executive-at-humana-2997338692","Group Retention Executive","Humana","https://logo.clearbit.com/careers.humana.com","Insurance","Remote Nationwide","Nationwide",[14],"\u003Ch1>\u003Cb>Become a part of our caring community\u003C/b>\u003Cbr> \u003C/h1>The Group Retention Executive grows membership within existing accounts and for directly managing business relationships with client accounts. The Group Retention Executive work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.\u003Cp>Humana is looking for a dedicated, detail-oriented, and responsible \u003Cb>Group Retention Executive \u003C/b>who is looking for an opportunity for growth in a progressive organization.\u003C/p>\u003Cp>The Group Retention Executive retains and grows membership within existing 2 – 99 Specialty accounts and for partnering with brokers and agents to manage business relationships with client accounts. The Specialty Retention Executive work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.\u003C/p>\u003Cp>\u003Cb>\u003Ci>Responsibilities Include:\u003C/i>\u003C/b>\u003C/p>\u003Cul>\u003Cli>Oversee customer account management for existing 2 – 99 ancillary accounts, including negotiating contracts and agreements.\u003C/li>\u003Cli>Build relationships with brokers and agents.\u003C/li>\u003Cli>Achieve retention sales goals and add on sales goals for defined book of business.\u003C/li>\u003Cli>Develop and oversee customer retention campaigns.\u003C/li>\u003Cli>Product Lines: Dental, Vision, Life, Disability, and EAP\u003C/li>\u003Cli>Liaison between assigned clients and Humana internal areas for escalated issues.\u003C/li>\u003Cli>May represent Humana at community events, associations and industry organizations.\u003C/li>\u003Cli>Understand department, segment, and organizational strategy and operating objectives, including their linkages to related areas.\u003C/li>\u003Cli>Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed. Follow established guidelines/procedures.\u003C/li>\u003C/ul>\u003Ch1>\u003Cbr>\u003Cb>Use your skills to make an impact \u003C/b>\u003Cbr> \u003C/h1>\u003Cp>\u003Cb>\u003Ci>Required Qualifications:\u003C/i>\u003C/b>\u003C/p>\u003Cul>\u003Cli>2+ years' experience selling or retaining within the employer group insurance environment.\u003C/li>\u003Cli>Understanding of employer procurement process\u003C/li>\u003Cli>Client management experience\u003C/li>\u003Cli>Business and Financial Acumen\u003C/li>\u003Cli>Develop positive, collaborative client relationships.\u003C/li>\u003Cli>Active life and health license\u003C/li>\u003C/ul>\u003Cp>\u003Cb>\u003Ci>Preferred Qualifications:\u003C/i>\u003C/b>\u003C/p>\u003Cul>\u003Cli>Strong communicator- written, verbal and presentation skills\u003C/li>\u003Cli>Bi-lingual (English/Spanish)\u003C/li>\u003C/ul>Work at Home Requirements: To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. In certain roles, the minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.\u003Cp>\u003Cb>Scheduled Weekly Hours\u003C/b>\u003C/p>40\u003Cp>\u003Cb>Pay Range\u003C/b>\u003C/p>The range below reflects a good faith estimate of total compensation for full time (40 hours per week) employment at the time of posting. This compensation package includes both base pay and targeted commission pay. The pay range may be higher or lower based on geographic location. Actual earnings will vary based on individual performance, with the base salary and commission structure aligned with company policies and applicable pay transparency requirements.\u003Cp>\u003Cbr> \u003C/p>$48,800 - $115,900 per year\u003Cp>\u003Cbr> \u003C/p>\u003Cp>\u003Cb>Description of Benefits\u003C/b>\u003C/p>Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.Application Deadline: 09-03-2026\u003Ch1>\u003Cbr>\u003Cb>About us\u003C/b>\u003Cbr> \u003C/h1>About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com.\u003Cp>​\u003Cbr>\u003Cb>Equal Opportunity Employer\u003C/b>\u003C/p>\u003Cp>It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.\u003C/p>","Become a part of our caring community The Group Retention Executive grows membership within existing accounts and for directly managing business relationships with client accounts. The Group Retention Executive work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.Humana is looking for a dedicated, detail-oriented, and responsible Group Retention Executive who is looking for an opportunity for growth in a progressive organization.The Group Retention Executive retains and grows membership within existing 2 – 99 Specialty accounts and for partnering with brokers and agents to manage business relationships with client accounts. The Specialty Retention Executive work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.Responsibilities Include:Oversee customer account management for existing 2 – 99 ancillary accounts, including negotiating contracts and agreements.Build relationships with brokers and agents.Achieve retention sales goals and add on sales goals for defined book of business.Develop and oversee customer retention campaigns.Product Lines: Dental, Vision, Life, Disability, and EAPLiaison between assigned clients and Humana internal areas for escalated issues.May represent Humana at community events, associations and industry organizations.Understand department, segment, and organizational strategy and operating objectives, including their linkages to related areas.Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed. Follow established guidelines/procedures.Use your skills to make an impact  Required Qualifications:2+ years' experience selling or retaining within the employer group insurance environment.Understanding of employer procurement processClient management experienceBusiness and Financial AcumenDevelop positive, collaborative client relationships.Active life and health licensePreferred Qualifications:Strong communicator- written, verbal and presentation skillsBi-lingual (English/Spanish)Work at Home Requirements: To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. In certain roles, the minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.Scheduled Weekly Hours40Pay RangeThe range below reflects a good faith estimate of total compensation for full time (40 hours per week) employment at the time of posting. This compensation package includes both base pay and targeted commission pay. The pay range may be higher or lower based on geographic location. Actual earnings will vary based on individual performance, with the base salary and commission structure aligned with company policies and applicable pay transparency requirements. $48,800 - $115,900 per year Description of BenefitsHumana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.Application Deadline: 09-03-2026About us About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com.​Equal Opportunity EmployerIt is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.",48800,115900,{"jsonldValid":24,"jsonld":98},"{\"@context\":\"https://schema.org\",\"@type\":\"JobPosting\",\"title\":\"Group Retention Executive\",\"description\":\"\u003Ch1>\u003Cb>Become a part of our caring community\u003C/b>\u003Cbr> \u003C/h1>The Group Retention Executive grows membership within existing accounts and for directly managing business relationships with client accounts. The Group Retention Executive work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.\u003Cp>Humana is looking for a dedicated, detail-oriented, and responsible \u003Cb>Group Retention Executive \u003C/b>who is looking for an opportunity for growth in a progressive organization.\u003C/p>\u003Cp>The Group Retention Executive retains and grows membership within existing 2 – 99 Specialty accounts and for partnering with brokers and agents to manage business relationships with client accounts. The Specialty Retention Executive work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.\u003C/p>\u003Cp>\u003Cb>\u003Ci>Responsibilities Include:\u003C/i>\u003C/b>\u003C/p>\u003Cul>\u003Cli>Oversee customer account management for existing 2 – 99 ancillary accounts, including negotiating contracts and agreements.\u003C/li>\u003Cli>Build relationships with brokers and agents.\u003C/li>\u003Cli>Achieve retention sales goals and add on sales goals for defined book of business.\u003C/li>\u003Cli>Develop and oversee customer retention campaigns.\u003C/li>\u003Cli>Product Lines: Dental, Vision, Life, Disability, and EAP\u003C/li>\u003Cli>Liaison between assigned clients and Humana internal areas for escalated issues.\u003C/li>\u003Cli>May represent Humana at community events, associations and industry organizations.\u003C/li>\u003Cli>Understand department, segment, and organizational strategy and operating objectives, including their linkages to related areas.\u003C/li>\u003Cli>Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed. Follow established guidelines/procedures.\u003C/li>\u003C/ul>\u003Ch1>\u003Cbr>\u003Cb>Use your skills to make an impact \u003C/b>\u003Cbr> \u003C/h1>\u003Cp>\u003Cb>\u003Ci>Required Qualifications:\u003C/i>\u003C/b>\u003C/p>\u003Cul>\u003Cli>2+ years' experience selling or retaining within the employer group insurance environment.\u003C/li>\u003Cli>Understanding of employer procurement process\u003C/li>\u003Cli>Client management experience\u003C/li>\u003Cli>Business and Financial Acumen\u003C/li>\u003Cli>Develop positive, collaborative client relationships.\u003C/li>\u003Cli>Active life and health license\u003C/li>\u003C/ul>\u003Cp>\u003Cb>\u003Ci>Preferred Qualifications:\u003C/i>\u003C/b>\u003C/p>\u003Cul>\u003Cli>Strong communicator- written, verbal and presentation skills\u003C/li>\u003Cli>Bi-lingual (English/Spanish)\u003C/li>\u003C/ul>Work at Home Requirements: To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. In certain roles, the minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.\u003Cp>\u003Cb>Scheduled Weekly Hours\u003C/b>\u003C/p>40\u003Cp>\u003Cb>Pay Range\u003C/b>\u003C/p>The range below reflects a good faith estimate of total compensation for full time (40 hours per week) employment at the time of posting. This compensation package includes both base pay and targeted commission pay. The pay range may be higher or lower based on geographic location. Actual earnings will vary based on individual performance, with the base salary and commission structure aligned with company policies and applicable pay transparency requirements.\u003Cp>\u003Cbr> \u003C/p>$48,800 - $115,900 per year\u003Cp>\u003Cbr> \u003C/p>\u003Cp>\u003Cb>Description of Benefits\u003C/b>\u003C/p>Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.Application Deadline: 09-03-2026\u003Ch1>\u003Cbr>\u003Cb>About us\u003C/b>\u003Cbr> \u003C/h1>About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com.\u003Cp>​\u003Cbr>\u003Cb>Equal Opportunity Employer\u003C/b>\u003C/p>\u003Cp>It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.\u003C/p>\",\"datePosted\":\"2026-08-27T09:32:12.000Z\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"Humana\",\"sameAs\":\"https://careers.humana.com/\",\"logo\":\"https://logo.clearbit.com/careers.humana.com\"},\"identifier\":{\"@type\":\"PropertyValue\",\"name\":\"Humana\",\"value\":\"a6add66c7ad358baad471257fb6c948e9182fa94b401f3741b0691a63029d75a\"},\"employmentType\":\"FULL_TIME\",\"jobLocationType\":\"TELECOMMUTE\",\"applicantLocationRequirements\":{\"@type\":\"Country\",\"name\":\"Nationwide\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"@type\":\"PostalAddress\",\"addressCountry\":\"Nationwide\"}}}",{"id":100,"slug":101,"title":102,"companyname":103,"companylogo":104,"companyTagline":105,"companyIndustry":106,"city":107,"country":107,"remote":12,"employmentType":108,"department":15,"content_html":109,"content_text":110,"years":18,"createdAt":52,"updatedAtISO":53,"postedAtISO":111,"hasSalary":12,"salaryMin":112,"salaryMax":113,"currency":57,"isPaid":12,"schema":114},"833adf6da63da1b7c20ad053d1aa94bd69e59a4632c5804c838bcb1f702cdc93","senior-lifecycle-marketing-manager-enterprise-partnerships-b-at-red-ventures-58724f65f7","Senior Lifecycle Marketing Manager, Enterprise Partnerships | Bankrate","Red Ventures","https://logo.clearbit.com/redventures.com","We help people discover and decide.","Technology, Information and Internet","United States",[14],"\u003Cp>\u003Cstrong>\u003Cem>*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. \u003C/em>\u003C/strong>\u003C/p>\n\u003Cp>For the Bankrate website click here. Curious how Bankrate fits into Red Ventures? Click here.\u003C/p>\n\u003Cp>We're looking for a Senior Lifecycle Marketing Manager to own the lifecycle work behind these partnerships, from journey architecture and segmentation through creative strategy and reporting. You'll report to the Director of Lifecycle Marketing and work closely with a fellow Senior Lifecycle Marketing Manager also focused on enterprise, each of you owning distinct partner relationships with shared ownership on our highest-priority account. This isn't a one-size-fits-all role. Some partnerships call for full journey builds, others call for strategic recommendations, creative direction, or mocks that the partner's own team executes, but in every case, you're the lifecycle expert in the room, and for some partnerships, that means being client-facing. Because this work is new, there's no existing playbook or reporting baseline yet, you'll help write it.\u003C/p>\n\u003Cp>\u003Cstrong>What You’ll Do:\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>Own the work, whatever form it takes:\u003C/strong> Some partnerships need full journey builds in Iterable, others need lifecycle strategy, recommendations, and creative mocks the partner's team executes. Either way, the goal is the same: real value for the consumer on the other end, not just another email.\u003C/li>\n\u003Cli>\u003Cstrong>Build the playbook as you go:\u003C/strong> Create repeatable journey templates, creative frameworks, and QA checklists that let new and existing partnerships scale without starting from scratch each time.\u003C/li>\n\u003Cli>\u003Cstrong>Be the Customer Success point of contact:\u003C/strong> Partner with CS (and Business Intelligence, as needed) to set up KPI reporting, translate partner commitments into executable recommendations, and flag risks before they become partner-facing problems.\u003C/li>\n\u003Cli>\u003Cstrong>Design experiments and diagnose performance:\u003C/strong> Run multi-variable tests with proper holdout groups where you own execution, and when something breaks (a deliverability issue, sudden CVR drop, unexplained churn), form a hypothesis and test a fix fast.\u003C/li>\n\u003Cli>\u003Cstrong>Build reporting that holds up:\u003C/strong> Create KPI dashboards and tracking accurate enough that stakeholders trust them at a glance, not just ones that exist.\u003C/li>\n\u003Cli>\u003Cstrong>Run projects without needing to be chased:\u003C/strong> Lead workstreams for partner launches, journey builds, and creative refreshes with clear milestones and ownership.\u003C/li>\n\u003Cli>\u003Cstrong>Communicate up and across:\u003C/strong> Present partner insights and recommendations to the Director, Customer Success, and cross-functional partners, connecting performance to business outcomes, not just metrics.\u003C/li>\n\u003Cli>\u003Cstrong>Use AI as a real part of your workflow:\u003C/strong> Drafting, reporting, hypothesis generation, briefs, whatever accelerates the work, and know where it doesn't replace judgment\u003C/li>\n\u003C/ul>\n\u003Cp>\u003Cstrong>What We’re Looking For:\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>Lifecycle channel expertise:\u003C/strong> 4–7 years owning lifecycle marketing campaigns with direct accountability for performance across email, push, or SMS.\u003C/li>\n\u003Cli>\u003Cstrong>Enterprise-level ESP experience:\u003C/strong> Hands-on in a major enterprise-grade ESP (Iterable, Braze, Salesforce Marketing Cloud, Responsys, or similar), comfortable in complex, high-stakes sending environments without engineering support.\u003C/li>\n\u003Cli>\u003Cstrong>Builder mentality:\u003C/strong> You enjoy creating net-new systems from scratch. There's no playbook or reporting baseline here yet, and you'll help define both.\u003C/li>\n\u003Cli>\u003Cstrong>Analytical and creative range:\u003C/strong> You design sound experiments, catch discrepancies in platform data, write strong briefs, and know what's driving a performance change at the copy or format level.\u003C/li>\n\u003Cli>\u003Cstrong>Structured and clear:\u003C/strong> You manage multiple partner workstreams without dropping details, and you can distill a complex performance story into a crisp recommendation for a senior leader or a partner team.\u003C/li>\n\u003Cli>\u003Cstrong>High ownership:\u003C/strong> You hold yourself accountable to outcomes, follow through, and don't wait to be asked.\u003C/li>\n\u003C/ul>\n\u003Cp>\u003Cstrong>Compensation:\u003C/strong>\u003C/p>\n\u003Cp>Total Cash Compensation Range: $100,000 – $140,000 per year\u003C/p>\n\u003Cp>\u003Cem>This role is eligible for a target bonus, which is included in the Total Cash Compensation Range above. This role is also eligible for Equity, which is offered separately from the Total Cash Compensation Range listed above. Actual compensation varies based on location, experience, and qualifications.\u003C/em>\u003C/p>\n\u003Cp>Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.\u003C/p>\n\u003Cul>\n\u003Cli>Health Insurance Coverage (medical, dental, and vision)\u003C/li>\n\u003Cli>Life Insurance\u003C/li>\n\u003Cli>Short and Long-Term Disability Insurance\u003C/li>\n\u003Cli>Flexible Spending Accounts\u003C/li>\n\u003Cli>Holiday Pay\u003C/li>\n\u003Cli>401(k) with match\u003C/li>\n\u003Cli>Employee Assistance Program\u003C/li>\n\u003Cli>Paid Parental Bonding Benefit Program\u003C/li>\n\u003Cli>Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential.  That’s why we offer a generous and flexible PTO policy.  Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.\u003C/li>\n\u003C/ul>\n\u003Cp>\u003Cstrong>Who We Are:\u003C/strong>\u003C/p>\n\u003Cp>Bankrate is where Americans go to get the best price on life's most important financial decisions. By combining proprietary data, advanced technology, and deep market coverage, Bankrate helps consumers compare options and make confident financial choices across mortgages, credit cards, savings, and more. As a rate provider to the Federal Reserve and the benchmark relied upon by major publishers and policymakers nationwide, Bankrate's rate data is the national standard. This commitment to precision is reflected across all its products. In mortgages, proprietary auction technology puts lenders in real-time competition on price alone, consistently delivering rates in the lowest 10% in the country. For deposits, the platform features exclusively top-tier rates in the top 10% nationally, while its credit card coverage encompasses more than 90% of the market by volume. Founded by a journalist, Bankrate remains dedicated to its founding mission of transparency, honest information, and real competition — helping to make the American dream more affordable for everyone.\u003C/p>\n\u003Cp>Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. \u003C/p>\n\u003Cp>We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. \u003C/p>\n\u003Cp>If you are based in California, we encourage you to read this important information for California residents linked here.\u003C/p>\n\u003Cp>#br\u003Cbr>#li-sf1\u003C/p>\n\u003Cp>At Red Ventures, we believe in real human connection. That’s why we do not hire someone through text, social media, or email only. As part of the hiring process, you should expect live conversations with RV teammates before any offer is made. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.” We will never ask candidates to send money, buy equipment, or share financial account info during your journey with us. You can always find our open roles on redventures.com— if you receive a message that seems suspicious, please use redventures.com to verify the opportunity.\u003C/p>\n\u003Cp>For more, the U.S. Federal Trade Commission has published helpful articles to help individuals learn more about protecting themselves from recruiter scams. If you think you’ve been targeted, feel free to report it to your local authorities. Stay safe out there!\u003C/p>\u003Cp>Click here for more details regarding the employee privacy policy: https://www.redventures.com/legal/us-emp-privacy-notice \u003C/p>\n\u003Cp>Questions about this Privacy Notice can be directed to employeerights@redventures.com. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.\u003C/p>","*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. \nFor the Bankrate website click here. Curious how Bankrate fits into Red Ventures? Click here.\nWe're looking for a Senior Lifecycle Marketing Manager to own the lifecycle work behind these partnerships, from journey architecture and segmentation through creative strategy and reporting. You'll report to the Director of Lifecycle Marketing and work closely with a fellow Senior Lifecycle Marketing Manager also focused on enterprise, each of you owning distinct partner relationships with shared ownership on our highest-priority account. This isn't a one-size-fits-all role. Some partnerships call for full journey builds, others call for strategic recommendations, creative direction, or mocks that the partner's own team executes, but in every case, you're the lifecycle expert in the room, and for some partnerships, that means being client-facing. Because this work is new, there's no existing playbook or reporting baseline yet, you'll help write it.\nWhat You’ll Do:\n\nOwn the work, whatever form it takes: Some partnerships need full journey builds in Iterable, others need lifecycle strategy, recommendations, and creative mocks the partner's team executes. Either way, the goal is the same: real value for the consumer on the other end, not just another email.\nBuild the playbook as you go: Create repeatable journey templates, creative frameworks, and QA checklists that let new and existing partnerships scale without starting from scratch each time.\nBe the Customer Success point of contact: Partner with CS (and Business Intelligence, as needed) to set up KPI reporting, translate partner commitments into executable recommendations, and flag risks before they become partner-facing problems.\nDesign experiments and diagnose performance: Run multi-variable tests with proper holdout groups where you own execution, and when something breaks (a deliverability issue, sudden CVR drop, unexplained churn), form a hypothesis and test a fix fast.\nBuild reporting that holds up: Create KPI dashboards and tracking accurate enough that stakeholders trust them at a glance, not just ones that exist.\nRun projects without needing to be chased: Lead workstreams for partner launches, journey builds, and creative refreshes with clear milestones and ownership.\nCommunicate up and across: Present partner insights and recommendations to the Director, Customer Success, and cross-functional partners, connecting performance to business outcomes, not just metrics.\nUse AI as a real part of your workflow: Drafting, reporting, hypothesis generation, briefs, whatever accelerates the work, and know where it doesn't replace judgment\n\nWhat We’re Looking For:\n\nLifecycle channel expertise: 4–7 years owning lifecycle marketing campaigns with direct accountability for performance across email, push, or SMS.\nEnterprise-level ESP experience: Hands-on in a major enterprise-grade ESP (Iterable, Braze, Salesforce Marketing Cloud, Responsys, or similar), comfortable in complex, high-stakes sending environments without engineering support.\nBuilder mentality: You enjoy creating net-new systems from scratch. There's no playbook or reporting baseline here yet, and you'll help define both.\nAnalytical and creative range: You design sound experiments, catch discrepancies in platform data, write strong briefs, and know what's driving a performance change at the copy or format level.\nStructured and clear: You manage multiple partner workstreams without dropping details, and you can distill a complex performance story into a crisp recommendation for a senior leader or a partner team.\nHigh ownership: You hold yourself accountable to outcomes, follow through, and don't wait to be asked.\n\nCompensation:\nTotal Cash Compensation Range: $100,000 – $140,000 per year\nThis role is eligible for a target bonus, which is included in the Total Cash Compensation Range above. This role is also eligible for Equity, which is offered separately from the Total Cash Compensation Range listed above. Actual compensation varies based on location, experience, and qualifications.\nAdditionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.\n\nHealth Insurance Coverage (medical, dental, and vision)\nLife Insurance\nShort and Long-Term Disability Insurance\nFlexible Spending Accounts\nHoliday Pay\n401(k) with match\nEmployee Assistance Program\nPaid Parental Bonding Benefit Program\nFlexible Paid Time Off (PTO): We believe time to rest and recharge is essential.  That’s why we offer a generous and flexible PTO policy.  Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.\n\nWho We Are:\nBankrate is where Americans go to get the best price on life's most important financial decisions. By combining proprietary data, advanced technology, and deep market coverage, Bankrate helps consumers compare options and make confident financial choices across mortgages, credit cards, savings, and more. As a rate provider to the Federal Reserve and the benchmark relied upon by major publishers and policymakers nationwide, Bankrate's rate data is the national standard. This commitment to precision is reflected across all its products. In mortgages, proprietary auction technology puts lenders in real-time competition on price alone, consistently delivering rates in the lowest 10% in the country. For deposits, the platform features exclusively top-tier rates in the top 10% nationally, while its credit card coverage encompasses more than 90% of the market by volume. Founded by a journalist, Bankrate remains dedicated to its founding mission of transparency, honest information, and real competition — helping to make the American dream more affordable for everyone.\nRed Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. \nWe are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. \nIf you are based in California, we encourage you to read this important information for California residents linked here.\n#br#li-sf1\nAt Red Ventures, we believe in real human connection. That’s why we do not hire someone through text, social media, or email only. As part of the hiring process, you should expect live conversations with RV teammates before any offer is made. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.” We will never ask candidates to send money, buy equipment, or share financial account info during your journey with us. You can always find our open roles on redventures.com— if you receive a message that seems suspicious, please use redventures.com to verify the opportunity.\nFor more, the U.S. Federal Trade Commission has published helpful articles to help individuals learn more about protecting themselves from recruiter scams. If you think you’ve been targeted, feel free to report it to your local authorities. Stay safe out there!Click here for more details regarding the employee privacy policy: https://www.redventures.com/legal/us-emp-privacy-notice \nQuestions about this Privacy Notice can be directed to employeerights@redventures.com. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.","2026-08-26T15:36:02.000Z",100000,140000,{"jsonldValid":24,"jsonld":115},"{\"@context\":\"https://schema.org\",\"@type\":\"JobPosting\",\"title\":\"Senior Lifecycle Marketing Manager, Enterprise Partnerships | Bankrate\",\"description\":\"\u003Cp>\u003Cstrong>\u003Cem>*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. \u003C/em>\u003C/strong>\u003C/p>\\n\u003Cp>For the Bankrate website click here. Curious how Bankrate fits into Red Ventures? Click here.\u003C/p>\\n\u003Cp>We're looking for a Senior Lifecycle Marketing Manager to own the lifecycle work behind these partnerships, from journey architecture and segmentation through creative strategy and reporting. You'll report to the Director of Lifecycle Marketing and work closely with a fellow Senior Lifecycle Marketing Manager also focused on enterprise, each of you owning distinct partner relationships with shared ownership on our highest-priority account. This isn't a one-size-fits-all role. Some partnerships call for full journey builds, others call for strategic recommendations, creative direction, or mocks that the partner's own team executes, but in every case, you're the lifecycle expert in the room, and for some partnerships, that means being client-facing. Because this work is new, there's no existing playbook or reporting baseline yet, you'll help write it.\u003C/p>\\n\u003Cp>\u003Cstrong>What You’ll Do:\u003C/strong>\u003C/p>\\n\u003Cul>\\n\u003Cli>\u003Cstrong>Own the work, whatever form it takes:\u003C/strong> Some partnerships need full journey builds in Iterable, others need lifecycle strategy, recommendations, and creative mocks the partner's team executes. Either way, the goal is the same: real value for the consumer on the other end, not just another email.\u003C/li>\\n\u003Cli>\u003Cstrong>Build the playbook as you go:\u003C/strong> Create repeatable journey templates, creative frameworks, and QA checklists that let new and existing partnerships scale without starting from scratch each time.\u003C/li>\\n\u003Cli>\u003Cstrong>Be the Customer Success point of contact:\u003C/strong> Partner with CS (and Business Intelligence, as needed) to set up KPI reporting, translate partner commitments into executable recommendations, and flag risks before they become partner-facing problems.\u003C/li>\\n\u003Cli>\u003Cstrong>Design experiments and diagnose performance:\u003C/strong> Run multi-variable tests with proper holdout groups where you own execution, and when something breaks (a deliverability issue, sudden CVR drop, unexplained churn), form a hypothesis and test a fix fast.\u003C/li>\\n\u003Cli>\u003Cstrong>Build reporting that holds up:\u003C/strong> Create KPI dashboards and tracking accurate enough that stakeholders trust them at a glance, not just ones that exist.\u003C/li>\\n\u003Cli>\u003Cstrong>Run projects without needing to be chased:\u003C/strong> Lead workstreams for partner launches, journey builds, and creative refreshes with clear milestones and ownership.\u003C/li>\\n\u003Cli>\u003Cstrong>Communicate up and across:\u003C/strong> Present partner insights and recommendations to the Director, Customer Success, and cross-functional partners, connecting performance to business outcomes, not just metrics.\u003C/li>\\n\u003Cli>\u003Cstrong>Use AI as a real part of your workflow:\u003C/strong> Drafting, reporting, hypothesis generation, briefs, whatever accelerates the work, and know where it doesn't replace judgment\u003C/li>\\n\u003C/ul>\\n\u003Cp>\u003Cstrong>What We’re Looking For:\u003C/strong>\u003C/p>\\n\u003Cul>\\n\u003Cli>\u003Cstrong>Lifecycle channel expertise:\u003C/strong> 4–7 years owning lifecycle marketing campaigns with direct accountability for performance across email, push, or SMS.\u003C/li>\\n\u003Cli>\u003Cstrong>Enterprise-level ESP experience:\u003C/strong> Hands-on in a major enterprise-grade ESP (Iterable, Braze, Salesforce Marketing Cloud, Responsys, or similar), comfortable in complex, high-stakes sending environments without engineering support.\u003C/li>\\n\u003Cli>\u003Cstrong>Builder mentality:\u003C/strong> You enjoy creating net-new systems from scratch. There's no playbook or reporting baseline here yet, and you'll help define both.\u003C/li>\\n\u003Cli>\u003Cstrong>Analytical and creative range:\u003C/strong> You design sound experiments, catch discrepancies in platform data, write strong briefs, and know what's driving a performance change at the copy or format level.\u003C/li>\\n\u003Cli>\u003Cstrong>Structured and clear:\u003C/strong> You manage multiple partner workstreams without dropping details, and you can distill a complex performance story into a crisp recommendation for a senior leader or a partner team.\u003C/li>\\n\u003Cli>\u003Cstrong>High ownership:\u003C/strong> You hold yourself accountable to outcomes, follow through, and don't wait to be asked.\u003C/li>\\n\u003C/ul>\\n\u003Cp>\u003Cstrong>Compensation:\u003C/strong>\u003C/p>\\n\u003Cp>Total Cash Compensation Range: $100,000 – $140,000 per year\u003C/p>\\n\u003Cp>\u003Cem>This role is eligible for a target bonus, which is included in the Total Cash Compensation Range above. This role is also eligible for Equity, which is offered separately from the Total Cash Compensation Range listed above. Actual compensation varies based on location, experience, and qualifications.\u003C/em>\u003C/p>\\n\u003Cp>Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.\u003C/p>\\n\u003Cul>\\n\u003Cli>Health Insurance Coverage (medical, dental, and vision)\u003C/li>\\n\u003Cli>Life Insurance\u003C/li>\\n\u003Cli>Short and Long-Term Disability Insurance\u003C/li>\\n\u003Cli>Flexible Spending Accounts\u003C/li>\\n\u003Cli>Holiday Pay\u003C/li>\\n\u003Cli>401(k) with match\u003C/li>\\n\u003Cli>Employee Assistance Program\u003C/li>\\n\u003Cli>Paid Parental Bonding Benefit Program\u003C/li>\\n\u003Cli>Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential.  That’s why we offer a generous and flexible PTO policy.  Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.\u003C/li>\\n\u003C/ul>\\n\u003Cp>\u003Cstrong>Who We Are:\u003C/strong>\u003C/p>\\n\u003Cp>Bankrate is where Americans go to get the best price on life's most important financial decisions. By combining proprietary data, advanced technology, and deep market coverage, Bankrate helps consumers compare options and make confident financial choices across mortgages, credit cards, savings, and more. As a rate provider to the Federal Reserve and the benchmark relied upon by major publishers and policymakers nationwide, Bankrate's rate data is the national standard. This commitment to precision is reflected across all its products. In mortgages, proprietary auction technology puts lenders in real-time competition on price alone, consistently delivering rates in the lowest 10% in the country. For deposits, the platform features exclusively top-tier rates in the top 10% nationally, while its credit card coverage encompasses more than 90% of the market by volume. Founded by a journalist, Bankrate remains dedicated to its founding mission of transparency, honest information, and real competition — helping to make the American dream more affordable for everyone.\u003C/p>\\n\u003Cp>Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. \u003C/p>\\n\u003Cp>We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. \u003C/p>\\n\u003Cp>If you are based in California, we encourage you to read this important information for California residents linked here.\u003C/p>\\n\u003Cp>#br\u003Cbr>#li-sf1\u003C/p>\\n\u003Cp>At Red Ventures, we believe in real human connection. That’s why we do not hire someone through text, social media, or email only. As part of the hiring process, you should expect live conversations with RV teammates before any offer is made. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.” We will never ask candidates to send money, buy equipment, or share financial account info during your journey with us. You can always find our open roles on redventures.com— if you receive a message that seems suspicious, please use redventures.com to verify the opportunity.\u003C/p>\\n\u003Cp>For more, the U.S. Federal Trade Commission has published helpful articles to help individuals learn more about protecting themselves from recruiter scams. If you think you’ve been targeted, feel free to report it to your local authorities. Stay safe out there!\u003C/p>\u003Cp>Click here for more details regarding the employee privacy policy: https://www.redventures.com/legal/us-emp-privacy-notice \u003C/p>\\n\u003Cp>Questions about this Privacy Notice can be directed to employeerights@redventures.com. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.\u003C/p>\",\"datePosted\":\"2026-08-26T15:36:02.000Z\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"Red Ventures\",\"sameAs\":\"http://www.redventures.com\",\"logo\":\"https://logo.clearbit.com/redventures.com\"},\"identifier\":{\"@type\":\"PropertyValue\",\"name\":\"Red Ventures\",\"value\":\"833adf6da63da1b7c20ad053d1aa94bd69e59a4632c5804c838bcb1f702cdc93\"},\"employmentType\":\"FULL_TIME\",\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"@type\":\"PostalAddress\",\"addressLocality\":\"United States\",\"addressCountry\":\"US\"}}}",1787839252202]