Lifecycle Engagement Strategist

Job Summary:

As a  Lifecycle Engagement Strategist at Medefy Health on our Experience Team, you’ll turn complex health benefits into clear, actionable communication that drives real behavior change. You’ll build and execute multi-channel engagement plans that increase adoption, improve member decision-making, and deliver measurable ROI for employer groups. Your work will power the entire member’s experience, from push notifications and in-app journeys to email sequences and targeted SMS, ensuring every message moves someone closer to better care at a better price.

This is a high-impact role that sits at the intersection of content strategy, behavioral psychology, lifecycle marketing, and healthcare navigation.

About our awesome company, Medefy Health...

Medefy Health (www.Medefy.com) is a leading SaaS benefits navigation company, dedicated to simplifying the way employees’ access and utilize their benefits. Our mission is to drive better health and financial outcomes for our users while supporting HR teams and broker partners with seamless, data-driven solutions. 

Our company is headquartered in Tulsa, OK. We’re proud to be Oklahoma’s #1 fastest-growing company and rated by Inc. Magazine as the 37th fastest-growing tech company and the 288th fastest-growing company overall in the USA, and our story is still being written!

Healthcare is only getting more complicated, and more expensive, for employers and their employees. This is where Medefy Health comes in. We’re on a mission to eliminate the stress on hard-working families caused by an impossible to navigate healthcare system. All while saving them, and their employers, a significant amount of time and money. We demolish barriers between healthcare and the people who need it, and we need your help to further our mission!

Job Duties & Responsibilities:

• Engagement Strategy & Execution
  • Build and execute comprehensive engagement plans for employer groups that accelerate onboarding, improve retention, and deliver measurable ROI.
  • Own multi-channel lifecycle journeys (email, SMS, push, in-app messaging, onsite assets) ensuring each message is simple, actionable, and behavior-changing.
  • Design engagement paths that bridge outside-the-app communication with in-app actions to drive meaningful usage of Medefy’s core features.
• Content Development & Behavioral Messaging
  • Write clear, human, member-first content that simplifies complex benefits and nudges users toward next steps.
  • Apply behavioral science frameworks to increase motivation, reduce friction, and improve completion rates.
  • Maintain consistent voice and tone across all channels, aligned with Medefy’s Care Guide–style communication.
• Performance Optimization
  • Monitor, measure, and iterate on all engagement campaigns — improving open rates, activation, and downstream savings impact.
  • Conduct continuous A/B testing to optimize creative, cadence, segmentation, and timing.
  • Build clear reporting and post-campaign summaries highlighting performance, insights, and recommended changes.
• Cross-Functional Collaboration
  • Partner with Client Success to align engagement strategy with client needs and ROI goals.
  • Work with Implementation to ensure new groups launch with strong, personalized communication plans.
  • Collaborate with Product to integrate lifecycle marketing into new feature rollouts and in-app experiences.
  • Support the Experience Unit’s broader intelligence work by feeding insights into segmentation, health scoring, and the automated reporting engine.
• Performs other duties as assigned.

You must have at least the following: 

• 5+ years in lifecycle marketing, CRM, content strategy, or behavioral communications — ideally in fast-paced, data-driven environments.

• Experience using marketing automation tools (ActiveCampaign, Braze, Iterable, Customer.io, HubSpot, etc.).

• Strong copywriting and content creation skills across email, SMS, and app-based channels.

• Skilled in Figma, Adobe Creative Suite, and modern content production tools.

• Data-driven decision-maker with proven A/B testing and iteration experience.

• Excellent organization, attention to detail, and ability to manage multiple priorities.

• Comfortable navigating ambiguity, problem-solving independently, and moving quickly.

It would be great if you have:

• Experience in healthtech, healthcare, benefits, or wellness communications.

• Lifecycle journey design for mobile apps (activation, onboarding, retention).

• Experience applying AI tools to content creation, campaign optimization, or analytics.

• Understanding of behavioral science and consumer decision-making frameworks.

• Passion for helping people navigate healthcare with clarity and confidence.

Supervisory Duties: No supervisory duties

Travel Requirements Percentage:  0% travel

Physical and Mental Requirements:

• Remote Work Environment:
  • This position is performed remotely in a home-office setting.
  • The employee must ensure a quiet, private workspace free from distractions and suitable for video conferencing and focused work.
  • A reliable high-speed internet connection is required.
• Physical Demands:
  • Prolonged periods of sitting at a desk and working on a computer (up to 8+ hours per day).
  • Frequent use of a computer keyboard, mouse, and screen; ability to type at least 55 WPM.
  • Occasional movement within the home office environment (e.g., retrieving office supplies or documents).
  • Vision abilities required include close vision for computer use and reading documentation, with or without corrective lenses.
• Communication Requirements:
  • Must be able to communicate effectively in English using written and verbal channels (email, chat, video conferencing, phone).
  • Must be able to read and interpret complex written information such as healthcare documentation, performance reports, and company procedures.
  • Must be responsive and present during scheduled working hours and team communications, including virtual meetings and collaboration platforms.
• Cognitive and Emotional Demands:
  • Ability to manage multiple complex tasks and competing priorities in a high-paced environment.
  • Strong critical thinking and decision-making skills with attention to detail.
  • Ability to exercise independent judgment and problem-solving under time constraints.
  • Must be able to adapt quickly to changing workflows, operational needs, and team dynamics.
  • Must maintain a high level of confidentiality and discretion in handling sensitive information.
  • Requires emotional resilience, especially when assisting users in distress or resolving escalated member concerns.
  • Must be able to maintain composure and a professional demeanor under pressure.
• Work Schedule & Attendance:
  • Must be punctual and dependable.
  • Must maintain regular attendance and meet performance expectations without direct on-site supervision.

**Job description is not a comprehensive listing of all the activities, duties or responsibilities that are required of the employee.  Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.