CRM Manager

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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

• Develop and implement comprehensive lifecycle strategies for one or two verticals aligned with business objectives • Share campaign recommendations across lifecycle channels to grow lifetime value, upsell existing customers, and cross-sell products and services • Validate and prioritize campaign ideas and collaborate on the test-and-learn roadmap • Own segmentation and the end-to-end customer experience across channels • Champion responsible use of customer data, data security, privacy, and relevance • Drive high standards in campaign copy, creative, and design with internal and Design teams • Own lifecycle communication planning and ensure a joined-up customer experience • Monitor lifecycle marketing trends and competitor activity • Develop project timelines, communicate them to stakeholders, and deliver to deadlines • Work with CRM, Product, and Engineering teams on data schema requirements • Build customer journeys, audience segments, and messaging templates in Braze • Achieve vertical-specific revenue and performance goals • Optimize campaigns to meet KPIs and exceed benchmarks • Pull reporting from the customer engagement platform and Tableau • Share campaign insights and performance trends regularly

🎯 Requirements

• 3–5+ years of lifecycle/CRM experience, ideally in a D2C or comparison environment • Strong creative background with a track record of designing and delivering high-performing campaigns • Experience collaborating across departments and building stakeholder relationships • Self-starter with excellent communication and stakeholder management skills • Track record of delivering to committed timescales • Experience with Braze or an equivalent customer engagement platform is nice to have • Experience across multiple verticals or product categories is nice to have