CRM Marketing Manager II

NerdWallet is looking for a CRM Manager to manage and drive email communications for our user base. As our program continues to grow, we are looking for someone to assist with the development, implementation, and optimization of our engagement campaigns. These emails target new and active audiences to drive engagement with multiple features, products, and verticals through onboarding, cross-sell, browse abandonment, and blast campaigns. You'll develop and execute operational plans to onboard new users and engage our broad audience, leveraging data-driven insights to drive revenue-generating campaigns.

The CRM Manager will be responsible for the day-to-day management and long-term operational strategy of our CRM platform, including designing, building, and launching automated email, SMS, and push notification campaigns. As the primary administrator of our CRM and marketing technology stack for User Engagement, you will lead the technical implementation of new campaigns and features within our CRM for User Engagement. Once launched, you will monitor campaign performance, analyze key metrics, and provide data-driven insights, identifying opportunities for A/B testing and optimization to improve engagement, conversion rates, and overall campaign effectiveness.

This role reports to the Director, CRM.

Where you can make an impact:

• Drive CRM strategy - Identify and translate business goals into an effective CRM marketing strategy and operational vision for all campaigns within your area of responsibility, mapping out the appropriate customer journey and build segmentation strategies from onboarding through churn mitigation and winback.

• Let data tell the story - drive campaign optimizations with a data-driven roadmap and clear metrics, sharing detailed performance, test results, and best practices.

• Drive operational excellence - d evelop and document best practices and workflows for our CRM operations. You'll be responsible for ensuring we are compliant with all relevant data privacy regulations and that our processes are scalable and efficient.

• Maintain alignment and prioritization - You thrive on efficiency and will effectively manage multiple priorities, implement complex and streamlined processes, and evaluate incoming requests for resourcing and effectiveness. You will work closely with fellow CRM marketing managers to provide prioritization guidance while managing multiple priorities. You will partner cross-functionally with Analytics, Product, Engineering, Program Management, and Creative teams to identify and act upon opportunities to create broad-reaching impact.

Your experience:

Technical Skills:

• Deep CRM Platform Expertise: Extensive hands-on experience with at least one major CRM/marketing automation platform (e.g., Salesforce Marketing Cloud, Iterable, Braze, HubSpot, Marketo, Klaviyo).

• Data & Analytics Proficiency: Strong understanding of data structures, segmentation logic, and data management principles.

• API Integration & Webhooks: Experience with API integrations and webhooks to connect and sync data between different marketing tools and data sources.

• HTML/CSS: Proficient in HTML/CSS for building and troubleshooting email templates.

• Scripting Languages: Familiarity with a scripting language like AMPscript, handlebars, or Liquid for advanced personalization and dynamic content.

Analytical & Strategic Skills:

• Analytical Mindset: Proven ability to analyze campaign performance, A/B test results, and customer data to identify trends and make data-driven recommendations.

• Problem-Solving: Excellent problem-solving skills to troubleshoot technical issues, data discrepancies, and campaign-related challenges.

• Process Optimization: A knack for identifying inefficiencies and developing new processes, workflows, and best practices to improve operational excellence.

• Strategic Thinking: Ability to see the big picture and understand how CRM operations impact the entire customer lifecycle and business goals.

Soft Skills:

• Attention to Detail: Meticulous attention to detail is crucial for ensuring campaign accuracy, data integrity, and regulatory compliance.

• Project Management: Strong project management skills to manage multiple campaigns and projects simultaneously, ensuring timely and flawless execution.

• Collaboration: Excellent communication and collaboration skills to work effectively with cross-functional teams, including engineering, product, and marketing.

Preferred Qualifications:

• Advanced Data & BI Tools: 3+ years experience with business intelligence and data visualization tools like Tableau , Power BI , or Looker . This indicates a candidate can not only pull data but also create compelling dashboards and reports to tell a story with that data.

• Customer Data Platforms (CDPs): General knowledge of or direct experience with CDPs (e.g., Segment, mParticle). This shows a deep understanding of data infrastructure and the ability to unify customer data from various sources to enable true cross-channel personalization.

• Web Development & Scripting: Intermediate or expert level skill in HTML, CSS, and scripting languages (like JavaScript or Python) for more complex custom development, advanced dynamic content, or custom API integrations.

• A/B Testing & Optimization Tools: Experience with dedicated A/B testing and experimentation platforms (e.g., Optimizely, VWO). This shows a commitment to a culture of testing and an ability to run sophisticated experiments to drive marginal gains.

• Cross-Functional Collaboration: Demonstrated ability to work effectively with non-marketing teams, particularly engineering, data, and product. This is crucial for a role that often requires implementing new technologies and ensuring seamless data flow across the organization.

• Knowledge of Data Privacy & Compliance: A solid understanding of data privacy regulations like GDPR and CCPA . This is increasingly important and shows the candidate is proactive about protecting the company from legal risk while building customer trust.

• Project Management Methodologies: Familiarity with project management methodologies like Agile or Scrum . While not a project manager, a candidate who understands these frameworks can help streamline the team's workflow and improve efficiency.

Where:

• This role will be remote (based in the U.S.).

• We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown

• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

• Mental health support

• Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests

• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)

• Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)

• Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

• Hackathons and team events across all teams and departments

• Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction

• Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with 4% company match

• Be the first to test and benefit from our new financial products and tools

• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar

• Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

• E-Verify Participation Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español)