Lifecycle Automation Marketing Lead

Part-Time (15–20 hours/week) | Contract

About bolt

bolt is a leading insurtech platform helping agencies and partners grow by enabling faster, smarter insurance placement. We combine digital storefronts, embedded workflows, and AI-driven engagement to improve how insurance is bought and sold.

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Role Overview

We are looking for a senior, hands-on consultant to design and implement the systems that convert digital interest into bound policies.

This is not a traditional lifecycle marketing role. You will act as a growth systems architect and builder, owning how prospects and customers move from inquiry → quote → bind → renew across digital, agent, and partner-driven experiences.

A critical part of this role is defining and operationalizing the data layer that powers these journeys—working closely with Engineering to ensure the right events, signals, and integrations are in place to trigger intelligent, automated workflows. In addition to working closely with the Engineering team, on occasion, you will be required to interface with end customers.

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Key Responsibilities

Audit Journeys & Data Readiness

• Assess current prospect and customer journeys across digital, agent-led, and referral flows
• Evaluate the underlying data layer and event tracking that support lifecycle automation
• Identify gaps in:
• Event capture (e.g., quote started, quote abandoned, high-intent signals)
• Data availability and structure
• Triggering logic for workflows
• Define requirements for what data needs to be exposed and where

Define & Build the Data-Driven Journey Architecture

• Partner with Engineering to:
• Define key events, triggers, and data schemas
• Ensure behavioral and intent data is accessible in HubSpot (or equivalent)
• Enable real-time or near-real-time workflow triggering
• Translate business needs into clear technical requirements for tracking and integrations
• Ensure seamless data flow across systems (CRM, quoting platform, product)

Build & Optimize Growth Journeys (Hands-On)

• Design and implement automated workflows directly in HubSpot, including:
• Lead intake, scoring, and routing
• Behavioral and event-triggered nurture, and follow-up
• Abandonment recovery (e.g., quote started, not bound)
• Create multi-channel engagement (email, SMS, alerts) driven by user behavior and intent
• Ensure no loss of context across stages (no re-keying, full visibility into user actions)

Drive Conversion & Efficiency

• Improve key funnel metrics:
• Lead → quote
• Quote → bind
• Referral → conversion
• Implement lightweight experimentation frameworks to optimize timing, messaging, and workflows
• Reduce manual effort and improve agent productivity (“protect licensed time”)

Establish Scalable Foundations

• Define lifecycle stages, segmentation logic, and governance for workflows
• Improve CRM structure, data hygiene, and automation best practices
• Create a foundation for ongoing optimization and scale

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What You Bring

• 7–10+ years in Growth, Lifecycle Marketing, Marketing Automation, or Product-Led Growth roles
• Deep, hands-on expertise in HubSpot (required) — including complex workflows, custom properties, and integrations
• Proven experience building event-driven, automated journeys tied to behavioral data
• Experience working closely with Engineering teams on data tracking, APIs, and integrations
• Ability to translate between:
• Business needs (conversion, lifecycle)
• Technical requirements (events, schemas, data flows)
• Experience in B2B or B2B2C environments with complex, multi-step journeys
• Strong bias for execution — able to diagnose and implement quickly

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What Success Looks Like (First 90 Days)

• Clear definition of required event tracking and data layer improvements
• Key behavioral triggers (e.g., quote started, abandoned, high intent) successfully exposed and usable in HubSpot
• Launch of core automated journeys (lead follow-up, abandonment recovery, referral tracking)
• Measurable lift in conversion and engagement
• Reduced manual effort for agents
• Regular cadence of reporting/analytics that drive data-based decisions
• A prioritized roadmap for continued optimization

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Engagement Details

• 15–20 hours per week to start
• Initial focus on execution and quick wins
• Opportunity to expand scope based on impact
• Reports into CMO; works cross-functionally with Product, Engineering, Sales, and RevOps

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Who This Role Is For

Someone who has built growth systems powered by real data—not just campaigns. You’re comfortable working in HubSpot, defining event tracking with engineers, and shipping workflows that drive real business outcomes

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How to Apply

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