• Audit existing loyalty or rewards programs, including mechanics, redemption structures, and unit economics.

• Evaluate whether a loyalty program is the right growth lever for a given business, product, or customer segment, and make the case either way.

• Design loyalty program strategy and mechanics tailored to B2B, B2C, and marketplace business models.

• Build the business case connecting loyalty investment to retention, repeat behavior, and revenue growth.

• Assess customer behavior, segmentation, and what motivates a given audience to take action.

• Benchmark against competitors and comparable loyalty programs, and know when a comparison does or doesn’t translate.

• Partner closely with product, marketing, and finance stakeholders to align on scope, priorities, and tradeoffs.

• Translate strategy into a clear, execution-ready framework or proposal that product and engineering teams can build against.

• Define success metrics and measurement frameworks for new or evolved loyalty programs.

• Advise on program structure, including tiering, earn/burn mechanics, and personalization.

• Present findings and recommendations to senior stakeholders, including executive teams.

• Stay current on loyalty and retention best practices across industries and business models.

• 8+ years designing and building loyalty programs, ideally across B2B, B2C, and/or marketplace businesses.

• Track record evaluating the unit economics and business case behind loyalty investments, not just program design.

• Strong blend of product and marketing instincts, with a clear read on what motivates people to take action.

• Comfortable operating cross-functionally with product, engineering, and finance stakeholders.

• Experience translating strategy into frameworks that product and engineering teams can execute against.

• Hands-on operator who has shipped loyalty programs, not just advised on them.

• Comfortable in open-ended, evaluative engagements, structuring ambiguity into a clear deliverable.

• Familiarity with loyalty and rewards platforms such as Yotpo, Smile.io, Annex Cloud, Bond, or custom-built systems.

• CRM and lifecycle marketing tools.

• Analytics platforms for cohort, retention, and unit economics analysis.

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