NerdWallet

CRM Manager

Los Angeles, California, United States

$90,000 – $162,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, BiotechnologyIndustries

Requirements

Candidates should have over 5 years of relevant professional marketing experience, with lifecycle marketing experience being a plus. They must possess at least 2 years of hands-on experience with a major CRM/marketing automation platform like Salesforce Marketing Cloud, Iterable, Braze, HubSpot, Marketo, or Klaviyo. A strong understanding of data structures, segmentation logic, and data management principles is required, along with experience in API integrations and webhooks. Proficiency in HTML and CSS for email templates, familiarity with scripting languages like AMPscript, Handlebars, or Liquid for personalization, and project management experience are also necessary. The ability to analyze campaign performance and a strategic perspective on CRM's impact on the customer lifecycle and business goals are essential. This role is remote and based in the U.S.

Responsibilities

The CRM Manager will be responsible for shaping the development, implementation, and optimization of user email engagement campaigns, including onboarding, cross-sell, browse abandonment, and promotional journeys. They will build operational plans to welcome new users and deepen relationships with existing ones, using data-driven insights to create revenue-generating campaigns. This role involves leading the day-to-day management and long-term operational strategy of the CRM platform, designing, building, and launching automated email, SMS, and push notification campaigns. The manager will serve as a primary user of the CRM and marketing technology stack, guide the technical implementation of new campaigns and features, and measure success by monitoring campaign performance, analyzing key metrics, and sharing insights for optimization. Key responsibilities include translating business goals into actionable CRM marketing strategies, building customer journeys and segmentation strategies, leveraging data to optimize CRM efforts, sharing learnings, championing operational excellence by documenting best practices and ensuring compliance, and managing multiple priorities while partnering with various teams to maximize business impact.

Skills

CRM
Email Marketing
SMS Marketing
Push Notifications
Customer Journeys
Segmentation
A/B Testing
Data Analysis
Marketing Technology
Campaign Management
Optimization

NerdWallet

Financial guidance platform for personal finance

About NerdWallet

NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.

San Francisco, CaliforniaHeadquarters
2009Year Founded
$67.1MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health and wellness
Retirement support
True work-life balance
Career development
Employee resource groups
Employee engagement

Risks

Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.
Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.
Intensifying competition in personal finance could erode NerdWallet's market share.

Differentiation

NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.
The platform integrates financial tools and expert content for comprehensive financial guidance.
NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.

Upsides

Growing demand for financial literacy tools boosts NerdWallet's user engagement.
Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.
Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.

Land your dream remote job 3x faster with AI