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HarperHarperSan Francisco, CA

CRM Lead

Own end-to-end CRM and lifecycle marketing for a fast-growing AI insurance startup. Design segmentation, automated campaigns, and referral programs that drive retention, LTV, and revenue.

150k – 190k
On-site5+ YOERevenue Operations

About the role

Responsibilities

  • Own the full CRM strategy and design/run lifecycle programs that drive retention, upsell, cross-sell, and referrals
  • Build and optimize automated, trigger-based, behavior-driven campaigns
  • Audit the customer journey to find and close revenue leaks (lapses, engagement drops, stalled referrals)
  • Build segmentation and personalization by industry, policy type, lifecycle stage, and engagement signals
  • Own referral and advocacy programs to turn happy customers into a growth channel
  • Tie every program to retention, LTV, and revenue impact with measurable outcomes

Requirements

  • 5+ years of CRM or lifecycle marketing experience with direct ownership of retention and engagement outcomes
  • Hands-on experience building automated campaigns in HubSpot, Salesforce Marketing Cloud, Klaviyo, Iterable, Braze, or comparable platforms
  • Proven track record improving retention, reducing churn, or increasing LTV through lifecycle programs
  • Strong analytical skills working with customer data to segment audiences and measure campaign impact
  • Experience collaborating with product, sales, or customer success teams
  • Excellent written communication for briefing and evaluating copy

Nice-to-Haves

  • Experience in insurance, fintech, or regulated industries
  • Familiarity with SMB customer bases
  • Experience designing referral or advocacy programs
  • Working knowledge of SQL, Looker, Mixpanel, or similar data/CRM analytics tools
  • Background scaling CRM in a high-growth startup environment

Skills

HubSpotSalesforce Marketing CloudKlaviyoIterableBrazeSQLLookerMixpanelCrm StrategyLifecycle Marketing

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