Lifecycle & CRM Operations Specialist

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $83k - $104k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Dave

WebsiteLinkedInAll Job Openings

201 - 500 employees

💳 Fintech

🏦 Banking

👥 B2C

Fintech • Banking • B2C

Dave is a financial services company that aims to provide a fair and affordable banking experience for individuals who feel overlooked by traditional banks. The company was founded on the belief that banks have built products that are often predatory, exemplified by high overdraft fees. In an effort to combat this, Dave offers features like $500 advances, fee-free goal tracking, and support for individuals seeking side hustles to improve their financial situations. Their mission revolves around leveling the financial playing field and making financial solutions accessible to everyone.

📋 Description

• Build and configure complex, multi-step Braze canvases with branching logic, audience entry, personalization, and trigger-based journeys • Perform end-to-end quality assurance reviews for CRM campaigns, including email, SMS, push, in-app, customer journeys, triggered communications, and promotional campaigns • Partner with Lifecycle Strategy, creative, and martech teams to implement campaign requirements correctly and align with approved specifications • Investigate live campaign issues using Braze logs, segmentation reports, and performance data, partnering with Data and Engineering to fix them • Collaborate with Data Analytics and martech to ensure lifecycle marketing experiments and metrics are accurate and consistently defined across dashboards • Validate custom attributes, event schema, and catalog or Connected Content feeds behind campaign sends • Build and maintain QA checklists and documentation; respond to live campaign issues by pausing or stopping sends, sizing member impact, escalating, and documenting preventive controls • Route copy, disclosures, and campaign changes through Legal and Compliance review and maintain approval records • Report to the Director, Lifecycle Marketing

🎯 Requirements

• 3+ years of hands-on Braze experience, building and QAing complex canvases • Experience with complex canvas or journey logic – branching, trigger-based sends, liquid personalization, multi-step audience entry • Experience with HTML and demonstrated ability to build, understand, and triage HTML for email rendering issues • Track record of catching errors before launch, from segmentation mismatches to broken triggers to bad personalization tokens • Comfortable using AI, SQL, or other tools to verify segment, audience, or cohort logic across canvases and campaigns • Strong documentation instincts, and experience working directly with Legal or Compliance teams on review and sign-off • Experience in a regulated industry such as fintech, healthcare, or insurance is a plus • Permanently authorized to work in the United States without visa sponsorship

🏖️ Benefits

• Equity • Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals • Flexible hours and virtual-first work culture with a home office stipend • Premium Medical, Dental, and Vision Insurance plans • Generous paid parental and caregiver leave • 401(k) savings plan with matching contributions • Financial advisor and financial wellness support • Flexible PTO and generous company holidays, including Juneteenth and Winter Break • All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team

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