Lifecycle Automation Specialist
Native Teams
/job-details/336
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Native Teams is a global platform for work payments and employment. Beyond managing payroll, compliance, and taxes, we integrate financial tools to maximise the value of every work payment, worldwide.
We are expanding our global team and looking for a
**Lifecycle Automation Specialist**
to bring their wider knowledge and help us get our product and service more widely known and used.
Would you like to take on a new challenge in the field of
**revenue operations**
in a successful, fast-growing global start-up?
**Location:**
Remote
**Salary range:**
Flexible
The
**Lifecycle Automation Specialist**
is a critical technical role embedded within the Systems & Automation pillar of Revenue Operations. This individual is primarily responsible for designing, building, and maintaining automated workflows and campaigns that support the
**post-sale customer lifecycle**
—focusing on
**adoption, retention, and expansion**
processes.
This role ensures that our Customer Success and Expansion teams are supported by reliable, scalable automation within
**HubSpot**
and other systems, allowing for efficient customer engagement and proactive risk mitigation, thereby maximizing Customer Lifetime Value (LTV).
**Key Responsibilities**
**1. Lifecycle Workflow Design & Execution**
- **Customer Journey Mapping:**
Design, build, and maintain complex, multi-stage automation workflows and sequences focused exclusively on the
**post-sale customer journey**
(e.g., onboarding, adoption tracking, feature utilization alerts).
- **Retention & Risk:**
Implement automation for
**churn risk detection**
(e.g., triggering alerts based on low usage, negative sentiment, or contract milestones) and automate corresponding mitigation actions for the CX team.
- **Expansion & Upsell:**
Create and maintain automated nurture campaigns designed to identify and surface
**Expansion (upsell/cross-sell)**
opportunities to the appropriate GTM team members.
- **System Integration:**
Work closely with the
**RevOps Systems Specialists**
(the systems architects) to ensure seamless data flow between HubSpot, dedicated CS platforms, and the financial/product systems necessary to power lifecycle automation.
**2. Data Rigor & Compliance**
- **Data Integrity:**
Ensure the data used for lifecycle segmentation (e.g., product usage, health score components, contract terms) is accurate and reliable within HubSpot.
- **Compliance:**
Ensure all customer communications comply with data privacy policies and company standards.
**3. Reporting & Collaboration**
- **Stakeholder Partnership:**
Act as the primary technical point of contact for the
**Manager, Customer Lifecycle Execution**
(CX Ops) and the
**Revenue Performance Partner (CX)**
, translating their process/training needs into functional automation.
- **Testing & Optimization:**
Implement rigorous A/B testing and quality assurance (QA) protocols for all deployed workflows and communications to maximize engagement and operational reliability.
**Requirements**
- **2+ years of hands-on experience**
specifically designing, building, and managing complex automation workflows within
**HubSpot Marketing/Service Hubs**
.
- Deep functional understanding of the
**Customer Success / Post-Sale lifecycle**
(onboarding, adoption, renewal/expansion).
- Proficiency with sales/automation tools; specific experience with
**HubSpot CRM, workflows, custom objects, and scoring models is required.**
- Strong technical aptitude with experience in integrating marketing automation tools with other systems (APIs, Webhooks, or tools like Zapier/Make).
- Demonstrated ability to write clear, concise, and compelling instructional or engagement copy for automated customer communication.
- Strong attention to detail and excellent documentation skills.
- Previous experience in B2B SaaS or fintech is a strong plus.
**Benefits**
- Remote-first team culture.
- Dynamic and interesting work in an early-stage, funded startup.
- Ability to influence the next stages of our growth.
- Experience working in the ever-changing world of fintech.
- Work with modern sales and marketing tools.
- Supportive, international team.
- Opportunities for professional and personal growth.
Join our team at Native Teams, a fast-growing global start-up. We're looking for driven, passionate individuals to join us as we continue to expand our reach and impact.
At Native Teams, we pride ourselves on our dynamic and supportive work environment, where we encourage personal and professional growth. We believe in hiring talented individuals from diverse backgrounds, not only because we should do it but because fresh perspectives improve our team and our decisions. Our multicultural team is made up of young, energetic, and positive people who are passionate about what they do.
As part of our team, you’ll reflect the people we serve and will have the opportunity to work with thousands and impact millions of lives around the world.
If you're looking for a challenging and rewarding career and the chance to be part of a team that's making a real difference in the world, then we want to hear from you.
Apply now to join the Native Teams family and take the first step toward a brighter future!
We are expanding our global team and looking for a
**Lifecycle Automation Specialist**
to bring their wider knowledge and help us get our product and service more widely known and used.
Would you like to take on a new challenge in the field of
**revenue operations**
in a successful, fast-growing global start-up?
**Location:**
Remote
**Salary range:**
Flexible
The
**Lifecycle Automation Specialist**
is a critical technical role embedded within the Systems & Automation pillar of Revenue Operations. This individual is primarily responsible for designing, building, and maintaining automated workflows and campaigns that support the
**post-sale customer lifecycle**
—focusing on
**adoption, retention, and expansion**
processes.
This role ensures that our Customer Success and Expansion teams are supported by reliable, scalable automation within
**HubSpot**
and other systems, allowing for efficient customer engagement and proactive risk mitigation, thereby maximizing Customer Lifetime Value (LTV).
**Key Responsibilities**
**1. Lifecycle Workflow Design & Execution**
- **Customer Journey Mapping:**
Design, build, and maintain complex, multi-stage automation workflows and sequences focused exclusively on the
**post-sale customer journey**
(e.g., onboarding, adoption tracking, feature utilization alerts).
- **Retention & Risk:**
Implement automation for
**churn risk detection**
(e.g., triggering alerts based on low usage, negative sentiment, or contract milestones) and automate corresponding mitigation actions for the CX team.
- **Expansion & Upsell:**
Create and maintain automated nurture campaigns designed to identify and surface
**Expansion (upsell/cross-sell)**
opportunities to the appropriate GTM team members.
- **System Integration:**
Work closely with the
**RevOps Systems Specialists**
(the systems architects) to ensure seamless data flow between HubSpot, dedicated CS platforms, and the financial/product systems necessary to power lifecycle automation.
**2. Data Rigor & Compliance**
- **Data Integrity:**
Ensure the data used for lifecycle segmentation (e.g., product usage, health score components, contract terms) is accurate and reliable within HubSpot.
- **Compliance:**
Ensure all customer communications comply with data privacy policies and company standards.
**3. Reporting & Collaboration**
- **Stakeholder Partnership:**
Act as the primary technical point of contact for the
**Manager, Customer Lifecycle Execution**
(CX Ops) and the
**Revenue Performance Partner (CX)**
, translating their process/training needs into functional automation.
- **Testing & Optimization:**
Implement rigorous A/B testing and quality assurance (QA) protocols for all deployed workflows and communications to maximize engagement and operational reliability.
**Requirements**
- **2+ years of hands-on experience**
specifically designing, building, and managing complex automation workflows within
**HubSpot Marketing/Service Hubs**
.
- Deep functional understanding of the
**Customer Success / Post-Sale lifecycle**
(onboarding, adoption, renewal/expansion).
- Proficiency with sales/automation tools; specific experience with
**HubSpot CRM, workflows, custom objects, and scoring models is required.**
- Strong technical aptitude with experience in integrating marketing automation tools with other systems (APIs, Webhooks, or tools like Zapier/Make).
- Demonstrated ability to write clear, concise, and compelling instructional or engagement copy for automated customer communication.
- Strong attention to detail and excellent documentation skills.
- Previous experience in B2B SaaS or fintech is a strong plus.
**Benefits**
- Remote-first team culture.
- Dynamic and interesting work in an early-stage, funded startup.
- Ability to influence the next stages of our growth.
- Experience working in the ever-changing world of fintech.
- Work with modern sales and marketing tools.
- Supportive, international team.
- Opportunities for professional and personal growth.
Join our team at Native Teams, a fast-growing global start-up. We're looking for driven, passionate individuals to join us as we continue to expand our reach and impact.
At Native Teams, we pride ourselves on our dynamic and supportive work environment, where we encourage personal and professional growth. We believe in hiring talented individuals from diverse backgrounds, not only because we should do it but because fresh perspectives improve our team and our decisions. Our multicultural team is made up of young, energetic, and positive people who are passionate about what they do.
As part of our team, you’ll reflect the people we serve and will have the opportunity to work with thousands and impact millions of lives around the world.
If you're looking for a challenging and rewarding career and the chance to be part of a team that's making a real difference in the world, then we want to hear from you.
Apply now to join the Native Teams family and take the first step toward a brighter future!
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