CRM Executive

About Forbes Advisor

Forbes Advisor is dedicated to empowering readers to make well-informed decisions confidently, enabling them to achieve their personal goals. Our experienced team spans various disciplines including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology, and Sales, providing comprehensive global coverage of consumer finance sectors such as credit, debt, health, banking, investing, credit cards, small business, education, insurance, loans, real estate, and travel.

Role Overview

We are seeking a CRM Executive to execute and optimize lifecycle marketing campaigns, focusing on email, SMS, and other communication channels across one or two verticals. This role involves hands-on campaign building, testing, optimization, and collaboration with various teams to ensure timely delivery of high-quality marketing initiatives.

Key Responsibilities

• Develop, schedule, and deploy lifecycle marketing campaigns via email and SMS, ensuring accuracy and punctuality.
• Create customer journeys, audience segments, and messaging templates within the Braze platform.
• Manage campaign timelines and communicate progress to relevant stakeholders.
• Conduct thorough quality assurance checks before launching campaigns, including content, links, segmentation, and rendering.
• Collaborate with internal teams to produce and tailor campaign copy and visuals, maintaining creative consistency across campaigns.
• Support the CRM Manager in implementing lifecycle strategies and contribute recommendations to enhance customer lifetime value, upselling, and cross-selling opportunities.
• Assist in designing and executing test-and-learn initiatives to refine campaign effectiveness.
• Extract and analyze campaign performance data using the customer engagement platform and Tableau, reporting insights against key performance indicators.
• Provide regular updates on testing activities and performance trends.

Qualifications

• Minimum 2 years of direct experience in lifecycle or CRM marketing within a direct-to-consumer or comparison business environment.
• Exceptional organizational skills with strong attention to detail, consistently meeting deadlines and delivering precise work.
• Proactive self-starter with excellent communication skills and the ability to collaborate effectively across various teams.
• Adept at working with data and quick to master new technological tools.
• Experience with Braze or a similar customer engagement platform is advantageous.

Equal Employment Opportunity

Forbes Advisor is committed to creating a diverse and inclusive workplace by providing equal employment opportunities to all applicants and employees without regard to race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status. This commitment extends to all employment-related decisions including hiring, promotion, compensation, and training.