CRM Marketing Manager II

Nerd Wallet is looking for a CRM Manager to manage and drive email communications for our user base. As our program continues to grow, we are looking for someone to assist with the development, implementation, and optimization of our engagement campaigns. These emails target new and active audiences to drive engagement with multiple features, products, and verticals through onboarding, cross-sell, browse abandonment, and blast campaigns.

You'll develop and execute operational plans to onboard new users and engage our broad audience, leveraging data-driven insights to drive revenue-generating campaigns.

The CRM Manager will be responsible for the day-to-day management and long-term operational strategy of our CRM platform, including designing, building, and launching automated email, SMS, and push notification campaigns. As the primary administrator of our CRM and marketing technology stack for User Engagement, you will lead the technical implementation of new campaigns and features within our CRM for User Engagement.

Once launched, you will monitor campaign performance, analyze key metrics, and provide data-driven insights, identifying opportunities for A/B testing and optimization to improve engagement, conversion rates, and overall campaign effectiveness.

This role reports to the Director, CRM.

• Drive CRM strategy - Identify and translate business goals into an effective CRM marketing strategy and operational vision for all campaigns within your area of responsibility, mapping out the appropriate customer journey and build segmentation strategies from onboarding through churn mitigation and winback.

• Let data tell the story - drive campaign optimizations with a data-driven roadmap and clear metrics, sharing detailed performance, test results, and best practices.

• Drive operational excellence - develop and document best practices and workflows for our CRM operations. You'll be responsible for ensuring we are compliant with all relevant data privacy regulations and that our processes are scalable and efficient.

• Maintain alignment and prioritization - You thrive on efficiency and will effectively manage multiple priorities, implement complex and streamlined processes, and evaluate incoming requests for resourcing and effectiveness. You will work closely with fellow CRM marketing managers to provide prioritization guidance while managing multiple priorities. You will partner cross-functionally with Analytics, Product, Engineering, Program Management, and Creative teams to identify and act upon opportunities to create broad-reaching impact.

Technical

Skills:

• Deep CRM Platform Expertise: Extensive hands-on experience with at least one major CRM/marketing automation platform (e.g., Salesforce Marketing Cloud, Iterable, Braze, Hub Spot, Marketo, Klaviyo).

• Data & Analytics Proficiency: Strong understanding of data structures, segmentation logic, and data management principles.

• API Integration & Webhooks: Experience with API integrations and webhooks to connect and sync data between different marketing tools and data sources.

• HTML/CSS: Proficient in HTML/CSS for building and troubleshooting email templates.

• Scripting
  
  Languages:
  
  Familiarity with a scripting language like AMPscript, handlebars, or Liquid for advanced personalization and dynamic content.

Analytical & Strategic

Skills:

• Analytical Mindset: Proven ability to analyze campaign performance, A/B test results, and customer data to identify trends and make data-driven recommendations.

• Problem-Solving: Excellent problem-solving skills to troubleshoot technical issues, data discrepancies, and campaign-related challenges.

• Process Optimization: A knack for identifying inefficiencies and developing new processes, workflows, and best practices to improve operational excellence.

• Strategic Thinking: Ability to see the big picture and understand how CRM operations impact the entire customer lifecycle and business goals.

Soft Skills:

• Attention to Detail: Meticulous attention to detail is crucial for ensuring campaign accuracy, data integrity, and regulatory compliance.

• Project Management: Strong project management skills to manage multiple campaigns and projects simultaneously, ensuring timely and flawless execution.

• Collaboration: Excellent communication and collaboration skills to work effectively with cross-functional teams, including engineering, product, and marketing.

Preferred Qualifications:

• Advanced Data & BI Tools: 3+ years experience with business intelligence and data visualization tools like Tableau
  , Power BI
  , or Looker
  . This indicates a candidate can not only pull data but also create compelling dashboards and reports to tell a story with that data.

• Customer Data Platforms (CDPs): General knowledge of or direct experience with CDPs (e.g., Segment, mParticle). This shows a deep understanding of data infrastructure and the ability to unify customer data from various sources to enable true cross-channel personalization.

• Web Development &…