
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.
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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.
• Own, develop, and implement comprehensive lifecycle strategies for one or two verticals • Share campaign recommendations across lifecycle channels to grow lifetime value, upsell existing customers, and cross-sell products and services • Validate and prioritize campaign ideas before investment • Manage, coach, and develop one CRM Executive • Model best-in-class lifecycle marketing and elevate wider CRM team standards • Communicate plans, progress, and results to business stakeholders • Set creative direction for acquisition and retention communications • Develop innovation and testing roadmaps and turn ideas into experiments • Shape and brief campaign concepts with internal teams • Direct campaign visuals and uphold creative and brand standards with Design • Identify trends, new channels, and competitor moves for testing • Adopt and iterate with AI tools for ideation, personalization, and campaign production • Develop project timelines and deliver campaigns to committed deadlines • Build customer journeys, audience segments, and messaging templates in Braze • Work with Product and Engineering on data schema needs • Achieve vertical-specific revenue and performance goals • Optimize campaigns against KPIs and benchmark expectations • Pull campaign reporting using the customer engagement platform and Tableau • Share campaign insights and performance trends regularly
• 5+ years of lifecycle/CRM experience, ideally gained in a D2C or comparison business • Strong creative background with a track record of designing high-performing campaigns • Strategic thinking • Experience collaborating across departments and building relationships with key stakeholders • Experience managing, mentoring, or elevating more junior team members • Self-starter with excellent communication and stakeholder management skills • Track record of delivering to committed timescales • Nice to have: experience with Braze or an equivalent platform • Nice to have: experience working across multiple verticals or product categories • Commitment to responsible customer-data use, security, privacy, and relevance
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