CRM Executive

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Forbes Advisor

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1917

🛡️ Insurance

💼 Consulting

✈️ Travel

Insurance • Consulting • Travel

Forbes Advisor is an online consumer finance and product advice platform operated by Forbes Media. It provides independent news, reviews, comparisons, guides and calculators across personal finance topics — including credit cards, banking, mortgages, loans, insurance, investing, taxes and cryptocurrency — to help consumers make informed financial decisions. The site monetizes through advertising, sponsored placements and affiliate partnerships while maintaining an editorial team that produces analysis, rankings and how-to content.

📋 Description

• Build, schedule, and send lifecycle campaigns across email, SMS, and other channels • Set up customer journeys, audience segments, and messaging templates in Braze • Manage campaign timelines and keep stakeholders updated • QA campaigns end-to-end, checking content, links, segments, and rendering • Produce and adapt campaign copy with internal teams • Build campaign visuals in the customer engagement platform with the Design team • Maintain consistent, high-quality creative across campaigns • Support the CRM Manager in executing lifecycle strategy for assigned verticals • Contribute campaign recommendations to grow lifetime value, upsell, and cross-sell • Help build and run the test-and-learn roadmap • Pull campaign reporting from the customer engagement platform and Tableau • Track campaign performance against KPIs and share results, learnings, and performance updates

🎯 Requirements

• 2+ years of hands-on experience working directly in lifecycle/CRM in a D2C or comparison business • Highly organized and detail-oriented, with a track record of delivering accurate work to deadlines • Self-starter and clear communicator who enjoys collaborating across teams • Comfortable working with data and quick to learn new tools • Nice to have: hands-on experience with Braze or an equivalent customer engagement platform