CRM Marketing Manager

About NerdWallet

At NerdWallet, our mission is to bring clarity to all of life’s financial decisions. We foster an inclusive, flexible, and candid culture that empowers our “Nerds” to grow, take smart risks, and be authentically themselves. We invest in your well-being, development, and ability to make an impact, ensuring that as one Nerd levels up, we all advance.

The Opportunity: CRM Marketing Manager

We are seeking a CRM Marketing Manager to manage and drive email communications for our user base. As our program expands, you will be instrumental in developing, implementing, and optimizing engagement campaigns. These campaigns target new and active audiences to drive engagement across various features, products, and verticals through onboarding, cross-sell, browse abandonment, and blast initiatives. You will 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 Marketing Manager will oversee the day-to-day management and long-term operational strategy of our CRM platform. This includes designing, building, and launching automated email, SMS, and push notification campaigns. Acting 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. Post-launch, you will monitor campaign performance, analyze key metrics, and provide data-driven insights, identifying opportunities for A/B testing and optimization to enhance engagement, conversion rates, and overall campaign effectiveness.

This role reports directly to the Director, CRM.

Where You Can Make An Impact

• Drive CRM strategy: Translate business goals into an effective CRM marketing strategy and operational vision for all campaigns. Map customer journeys and build segmentation strategies from onboarding to 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: Develop and document best practices and workflows for CRM operations. Ensure compliance with data privacy regulations and maintain scalable, efficient processes.
• Maintain alignment and prioritization: Efficiently manage multiple priorities, implement complex processes, and evaluate incoming requests. Collaborate closely with fellow CRM marketing managers, Analytics, Product, Engineering, Program Management, and Creative teams to maximize 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, for creating compelling dashboards and reports.
• Customer Data Platforms (CDPs): General knowledge of or direct experience with CDPs (e.g., Segment, mParticle) for unifying customer data and enabling cross-channel personalization.
• Web Development & Scripting: Intermediate or expert skill in HTML, CSS, and scripting languages (like JavaScript or Python) for 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) for running sophisticated experiments.
• Cross-Functional Collaboration: Demonstrated ability to work effectively with non-marketing teams, particularly engineering, data, and product, to implement new technologies and ensure seamless data flow.
• Knowledge of Data Privacy & Compliance: Solid understanding of data privacy regulations like GDPR and CCPA.
• Project Management Methodologies: Familiarity with methodologies like Agile or Scrum to streamline workflows and improve efficiency.

Where This Role Is Located

This role will be remote, based in the U.S. NerdWallet provides benefits and perks to support the physical, financial, and emotional well-being of you and your family, regardless of your location.

What We Offer

Work Hard, Stay Balanced

• Industry-leading medical, dental, and vision health care plans.
• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + company shutdown.
• New Parent Leave.
• Mental health support.
• Paid sabbatical after 5 years.
• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution.
• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (for remote Nerds).
• Work from home equipment stipend and co-working space subsidy (for remote Nerds).

Have Some Fun!

• Nerd-led group initiatives – Employee Resource Groups.
• Hackathons and team events.
• Company-wide events like NerdLove and our annual Charity Auction.
• 8 hours of volunteer time off per quarter with company match.

Plan for your future

• 401K with 4% company match.
• First access to test and benefit from 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.

Legal & Compliance

NerdWallet is committed to diversity and is an equal opportunity employer. We prohibit discrimination and harassment based on any protected characteristic. We consider qualified applicants with criminal histories per applicable Fair Chance Acts and participate in the E-Verify program for all US locations.

Key skills/competency

• CRM Strategy
• Email Marketing
• User Engagement
• Campaign Optimization
• Data Analysis
• Marketing Automation
• Segmentation
• A/B Testing
• Cross-functional Collaboration
• Regulatory Compliance