CRM Associate

📋 Description

• This position is a hands-on contributor responsible for building and optimizing lifecycle marketing campaigns across one vertical pod (Insurance, SMB, Home, Personal Finance, or Growth) at Forbes Advisor. • This role combines technical execution, A/B testing, and data analysis with a strategic lens toward monetization and user experience. • The ideal candidate brings a strong understanding of HTML email structure, JSON formatting, CRM campaign tools, and end-to-end QA processes. • This is an opportunity for someone who can operate both tactically in campaign systems and strategically in aligning messaging to monetization outcomes. • Journey & Campaign Execution: Build and deploy email and SMS campaigns using HTML templates, WYSIWYG editors, and JSON-based dynamic content structures. • Manage campaign QA end-to-end: verify content, segmentation, dynamic logic, event triggers, and link tracking. • Troubleshoot rendering issues across devices and inboxes; partner with Design or Engineering as needed. • Use event logs and platform tools to debug audience or event-based logic issues. • Maintain QA documentation and tagging standards to ensure clean and auditable campaign records. • A/B Testing & Performance Optimization: Design and execute A/B tests on subject lines, layouts, content blocks, segmentation, and send times. • Set hypotheses and determine testable variables that align with CRM objectives. • Track and report campaign performance using dashboards and spreadsheets. • Extract insights from test results and recommend actions for journey-level optimization. • Data Handling & Audience Management: Build and manage audience segments based on behavioral, demographic, and transactional data. • Collaborate with Product and Data stakeholders to ensure events and attributes are flowing correctly into CRM. • Use event-based logic to control journey flows, message timing, and dynamic personalization. • Understand the structure of event schema and how to translate business logic into CRM campaigns. • Cross-Functional Support & Collaboration: Partner with Editorial, Design, and Product to bring CRM journeys to life with cohesive copy, creative, and CTA strategies. • Represent CRM perspective during cross-functional reviews and QA sessions. • Provide insight into campaign performance and CRM engagement metrics in team or stakeholder meetings.

🎯 Requirements

• Detail-oriented with high standards for QA and campaign polish. • Technically curious: excited to learn how events, attributes, and schema impact execution. • Excellent time management and the ability to juggle competing deadlines. • Strong written and verbal communication for cross-functional work. • Growth mindset and openness to feedback and new learning. • Experience with scripting languages or templating logic (e.g., Handlebars). • Exposure to schema debugging tools, API documentation, or basic SQL. • Experience integrating CRM with 1st-party data platforms or analytics tools.

🏖️ Benefits

• Competitive compensation package • Ability to work remotely • Unlimited PTO • Every third Friday of the month off • Winter break closure; the week between Christmas and New Years • Home office setup • Wellness reimbursement