Revenue Operations Manager
Optimize pipeline management, data analytics, and revenue operations for B2B SaaS sales teams. Partner with Sales and Marketing to drive growth through AI-native workflows, Salesforce ownership, and scalable GTM processes.
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 – 190kSan Francisco, CARevenue OperationsOnsite5+ YOE
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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