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.
About the job
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
HubSpot, Salesforce Marketing Cloud, Klaviyo, Iterable, Braze, SQL, Looker, Mixpanel, Crm Strategy, Lifecycle Marketing
Similar jobs
Revenue Operations jobs
Ashby
United StatesOwn the technical and analytical foundation for marketing operations across a multi-product portfolio, including campaign tracking, automation, dashboards, attribution, data governance, and compliance. Requires 7+ years of marketing strategy or operations experience, SQL, advanced marketing automation expertise, and strong analytical skills.
Ashby
United StatesOwn the technical and analytical foundation for Marketing operations across campaign tracking, automation, attribution, reporting, data governance, and marketing technology. The hands-on role requires 7+ years of experience, SQL proficiency, strong analytical skills, and advanced marketing automation expertise.
Baseten
San Francisco, CA
Supports GTM planning, revenue operations, forecasting, segmentation, pipeline analytics, and experimentation for a rapidly scaling AI infrastructure company. The role requires 3–5 years of strategy or operations experience, strong analytical judgment, and hands-on proficiency with SQL, BI, spreadsheets, and CRM systems.
Ramp
New York, NYOwn the architecture, automation, and operational health of Ramp’s top-of-funnel GTM systems across HubSpot and Salesforce. The role requires 5+ years in business, marketing, or revenue operations plus deep CRM automation, funnel management, and cross-functional delivery experience.
Ramp
New York, NYOwns partner go-to-market business systems, Salesforce automation, integrations, and attribution workflows across sales and partnership teams. Requires 5+ years in business systems, strong Salesforce and HubSpot expertise, and the ability to prioritize and deliver cross-functional systems projects independently.