Lifecycle and CRM leader who turns email, SMS and push into revenue engines for FinTech and healthcare brands. Beat revenue goals by 200% at Snap Finance and built NerdWallet's CRM function from scratch. Sets the strategy and runs the programs.
Kim Yeoman is a seasoned Lifecycle Marketing Strategist with over 15 years of experience designing and executing multi-channel engagement strategies across email, SMS, push, and retargeting. She specializes in building integrated lifecycle programs that deepen relationships, increase retention, and maximize revenue for fintech, digital platform, and e-commerce brands. Throughout her career, Kim has led lifecycle transformations at Snap Finance, GoodLeap, NerdWallet, LendingTree, and Vistaprint, modernizing tech stacks, implementing advanced automation, and orchestrating marketing and transactional communications across channels. While at NerdWallet, she established a Communications Center of Excellence to standardize workflows, improve collaboration between Product and Marketing, and enable scalable, high-quality communications across the organization. Her expertise in segmentation, testing, and analytics enables companies to evolve from campaign-based operations to personalized, data-driven systems that deliver consistent performance. Kim’s superpower is her ability to empathize with customers and understand their journey, crafting lifecycle programs that are both human-centered and operationally precise. Backed by deep technical proficiency across the marketing ecosystem - including leading automation platforms such as Braze, Salesforce Marketing Cloud, Klaviyo, HubSpot, and Insider, as well as expertise in data architecture, integrations, and analytics - she easily adapts to any system or tech stack. Kim ensures every communication, whether promotional, behavioral, transactional, or retargeted, works in harmony to drive sustained engagement and long-term growth.
The roles Kim steps into. Select one to see how they work in it.
Kim Yeoman is a Lifecycle Marketing Strategist with over 15 years of experience designing and executing multi-channel engagement strategies across email, SMS, push, and retargeting. She builds integrated lifecycle programs that deepen relationships, increase retention, and maximize revenue for fintech, digital platform, and e-commerce brands. Kim has led lifecycle transformations at Snap Finance, GoodLeap, NerdWallet, LendingTree, and Vistaprint, modernizing tech stacks, implementing advanced automation, and orchestrating marketing and transactional communications across channels. At NerdWallet, she established a Communications Center of Excellence to standardize workflows, improve collaboration between Product and Marketing, and enable scalable, high-quality communications. Her work in segmentation, testing, and analytics moves companies from campaign-based operations to personalized, data-driven systems. With deep technical proficiency across Braze, Salesforce Marketing Cloud, Klaviyo, HubSpot, and Insider, plus data architecture, integrations, and analytics, Kim adapts to any stack and ensures every promotional, behavioral, transactional, and retargeted message works in harmony.
Selected work in this role
Senior Director, Lifecycle Marketing at Snap Finance
Kim built and led Lifecycle Marketing, exceeding revenue goals by 200%, modernizing the tech stack, and scaling data-driven engagement programs.
Head of CRM at NerdWallet
Built NerdWallet's CRM function and Center of Excellence from scratch, launching lifecycle programs that lifted engagement and retention.
Senior Manager, CRM at LendingTree
Scaled CRM into a key growth driver through testing, personalization, and automation, leading a team that delivered multimillion-dollar revenue gains.
Focus areas
Marketing Consultant | CRM & Lifecycle Leader | Fractional Team Lead at Independent Consultant
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Lifecycle Marketing Strategist at Designer Drugs Pharmacy
Snap Finance
Director of Lifecycle and Database Marketing at GoodLeap
Personal Sabbatical at n/a
NerdWallet
LendingTree
Marketing Specialist, Targeted Email Marketing, CRM at Vista
VistaPrint
Special Events Intern, Deutsche Bank Championship at IMG
Marketing Consultant at Numark International, Inc.
Marketing Intern, Emerging Businesses Group at BuyerZone
Interested in bringing Kim onto your transformation? Let’s start the conversation.