Marketing And CRM Manager H/F
Willful makes estate planning simple, affordable, and accessible for Canadians. Since 2017, more than 400,000 people have trusted us with their estate planning journey.
Estate planning involves important, often emotional decisions, which means how and when we communicate with customers really matters. Lifecycle marketing at Willful supports customers through complex moments with clear, relevant, and thoughtful communication.
We're looking for a Senior CRM & Lifecycle Marketing Manager who cares deeply about judgment, ownership, and outcomes.
You'll set the strategic direction for CRM and lifecycle marketing, own lifecycle performance across email and SMS, and manage one CRM Specialist, while working cross-functionally to improve the end-to-end customer experience.
This is a newly created role designed to blend responsibilities that are often split across CRM, lifecycle, growth, CX, and product marketing . You'll be expected to recognize opportunities across the full customer lifecycle and work cross-functionally to turn them into results, even when you don't own every lever directly.
This is a senior, hands-on role with clear ownership. You'll set direction, make trade-offs, and remain close to execution. This role reports to the Head of Marketing and is best suited to someone who has operated in an agency, startup or high-growth environment , is comfortable with ambiguity, and prefers building and fixing over managing at a distance.
CRM strategy and leadership: Define the lifecycle vision, priorities, and roadmap across email and SMS, aligned to business goals and customer needs.
Own lifecycle performance across onboarding, conversion, and referral, with accountability for efficiency, effectiveness, and ROI.
Coaching with accountability: Manage and mentor a CRM Specialist with clear expectations, direct feedback, and follow-through.
Partner with Product, CX, Ops, and Marketing to unlock improvements.
Make progress with imperfect data, limited time, or constrained resources. CRM tooling ownership: Own the CRM tech stack and roadmap. Manage vendors and ensure tools support execution.
High-impact improvements are shipped quickly.
Lifecycle performance is clearly owned, measured, and improving.
CRM execution quality is high, with minimal gaps between strategy and reality.
You bring 6–8 years of experience in CRM or lifecycle marketing, ideally in consumer tech or direct-to-consumer (DTC) brands.
You're comfortable with data and analytics, with hands-on experience pulling reports, interpreting performance data, and using insights to drive strategy.
You have experience operating in an agency environment, startup or high-growth companies and are comfortable with ambiguity, shifting priorities, and limited resources.
You use AI as a tool to support judgment and efficiency, not replace it.
Bonus experience
Experience in regulated or trust-based consumer industries (financial, legal, health).
SQL or advanced data access skills.
Comprehensive benefits plan, including health, dental, and vision
• Flexible perks including the choice of a health spending account (HSA) or RRSP matching
• A $500 wellness budget to support your physical, mental and emotional health
• 4.5 day work week year-round, and flexible work hours
• Company-wide paid “recharge” days off in December, in addition to your vacation time
• Competitive parental leave policy
• Fun and inclusive virtual team events
• We're building a diverse team
Willful is committed to building a diverse team and encourages applications from individuals from underrepresented groups, including but not limited to women, racialized individuals, Indigenous people, LGBTQ+ individuals, and persons with disabilities. We are also committed to providing reasonable accommodations to applicants with disabilities during the recruitment process. If you require an accommodation at any stage of the application or interview process, please let us know and we'll work with you to ensure a fair and accessible experience.
We're looking for the right person to join our team so this role isn't limited by geography and will be 100% remote . You'll attend in-person company retreats and strategic planning sessions a few times a year.
ASAP
If you're excited to own lifecycle outcomes and help Canadians navigate important decisions with clarity and trust, we'd love to hear from you. Interview with Head of Marketing (45 min)
• At-home assignment (compensated)
• Final interview with Head of Marketing and CRO (60 min)
• Willful uses artificial intelligence tools for internal note-taking purposes only. These tools do not influence candidate screening, evaluation or hiring decisions and are used solely to support accurate documentation and efficient internal communication.
Apply Now
Apply Now
Estate planning involves important, often emotional decisions, which means how and when we communicate with customers really matters. Lifecycle marketing at Willful supports customers through complex moments with clear, relevant, and thoughtful communication.
We're looking for a Senior CRM & Lifecycle Marketing Manager who cares deeply about judgment, ownership, and outcomes.
You'll set the strategic direction for CRM and lifecycle marketing, own lifecycle performance across email and SMS, and manage one CRM Specialist, while working cross-functionally to improve the end-to-end customer experience.
This is a newly created role designed to blend responsibilities that are often split across CRM, lifecycle, growth, CX, and product marketing . You'll be expected to recognize opportunities across the full customer lifecycle and work cross-functionally to turn them into results, even when you don't own every lever directly.
This is a senior, hands-on role with clear ownership. You'll set direction, make trade-offs, and remain close to execution. This role reports to the Head of Marketing and is best suited to someone who has operated in an agency, startup or high-growth environment , is comfortable with ambiguity, and prefers building and fixing over managing at a distance.
CRM strategy and leadership: Define the lifecycle vision, priorities, and roadmap across email and SMS, aligned to business goals and customer needs.
Own lifecycle performance across onboarding, conversion, and referral, with accountability for efficiency, effectiveness, and ROI.
Coaching with accountability: Manage and mentor a CRM Specialist with clear expectations, direct feedback, and follow-through.
Partner with Product, CX, Ops, and Marketing to unlock improvements.
Make progress with imperfect data, limited time, or constrained resources. CRM tooling ownership: Own the CRM tech stack and roadmap. Manage vendors and ensure tools support execution.
High-impact improvements are shipped quickly.
Lifecycle performance is clearly owned, measured, and improving.
CRM execution quality is high, with minimal gaps between strategy and reality.
You bring 6–8 years of experience in CRM or lifecycle marketing, ideally in consumer tech or direct-to-consumer (DTC) brands.
You're comfortable with data and analytics, with hands-on experience pulling reports, interpreting performance data, and using insights to drive strategy.
You have experience operating in an agency environment, startup or high-growth companies and are comfortable with ambiguity, shifting priorities, and limited resources.
You use AI as a tool to support judgment and efficiency, not replace it.
Bonus experience
Experience in regulated or trust-based consumer industries (financial, legal, health).
SQL or advanced data access skills.
Comprehensive benefits plan, including health, dental, and vision
• Flexible perks including the choice of a health spending account (HSA) or RRSP matching
• A $500 wellness budget to support your physical, mental and emotional health
• 4.5 day work week year-round, and flexible work hours
• Company-wide paid “recharge” days off in December, in addition to your vacation time
• Competitive parental leave policy
• Fun and inclusive virtual team events
• We're building a diverse team
Willful is committed to building a diverse team and encourages applications from individuals from underrepresented groups, including but not limited to women, racialized individuals, Indigenous people, LGBTQ+ individuals, and persons with disabilities. We are also committed to providing reasonable accommodations to applicants with disabilities during the recruitment process. If you require an accommodation at any stage of the application or interview process, please let us know and we'll work with you to ensure a fair and accessible experience.
We're looking for the right person to join our team so this role isn't limited by geography and will be 100% remote . You'll attend in-person company retreats and strategic planning sessions a few times a year.
ASAP
If you're excited to own lifecycle outcomes and help Canadians navigate important decisions with clarity and trust, we'd love to hear from you. Interview with Head of Marketing (45 min)
• At-home assignment (compensated)
• Final interview with Head of Marketing and CRO (60 min)
• Willful uses artificial intelligence tools for internal note-taking purposes only. These tools do not influence candidate screening, evaluation or hiring decisions and are used solely to support accurate documentation and efficient internal communication.
Apply Now
Apply Now