CRM Manager

CRM Manager

*Based in New York, NY or Remote (Based in the U.S.)*

NerdWallet is looking for a CRM Manager to support our Small Business vertical.

We’re strategically scaling our B2B CRM initiatives and team, and we’re seeking a CRM Marketer to join our CRM and help us do it! In this role, you’ll work on full-cycle engagement efforts for customer relationship management programs that utilize dynamic content and event triggers to onboard, activate, and retain customers. Ultimately, you’ll be responsible for driving daily, as well as long-term, program results.

This role will report to the Organic Growth leader of our Small Business vertical.

Where you can make an impact:

  • Develop and launch programs: You’ll lead CRM marketing programs across email, push, and SMS.
  • Customer user-journeys: You’ll build and refine audience/event-based communication triggers across the customer user-journey.
  • Audience segmentation: You’ll partner with team members and cross-functional partners to implement audience segmentation strategies.
  • Work cross-functionally: You’ll work regularly with internal cross-functional and external solution partners including Sales, Product, Engineering, Program Management, and Creative teams.
  • Drive campaign optimization: You’ll do this via A/B and other testing methodologies; you’ll also monitor and report-out results on program and campaign analysis.

You are:

  • Deeply experienced with email marketing and ESPs. You’ve worked in numerous systems and know the ins and outs of what makes a great email. You have knowledge of HTML and CSS for email design and manipulation. 
  • A pro at getting the right message to the right customer at the right time, with great results. You know how to launch audience-specific dynamic content lifecycle and event-triggered CRM programs. You’ve owned lead and/or revenue goals from CRM programs.
  • Able to balance strategy and execution. You can move seamlessly between both the high-level strategy and more tactical, execution-oriented parts of your roles.
  • A natural leader, who’s also passionate about effective collaboration. You’re an experienced project manager with an ability to work under the pressure of multiple projects; you always hit your deadlines, by prioritizing workload and managing frequent changes. And you’ve got excellent interpersonal skills that you utilize to drive cross-functional collaboration.
  • Data and results-driven. You’re analytical, making confident decisions based on actual results. You leave no stone unturned! 

Your experience:

This is our ideal wishlist, but most people don’t check every box on every job description. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.

  • 4+ years of experience in lifecycle marketing
  • 4+ years of experience developing email campaigns with an email campaign management system (e.g. Pardot, Iterable, Marketo, Responsys, ExactTarget/SalesForce Marketing Cloud, etc.)
  • Experience collaborating with multiple stakeholders in a matrixed organization
  • Previous experience with Pardot and/or ESP migrations is a plus (but not required)

What we offer:

Work hard, stay balanced (Life’s a series of balancing acts, eh?)

  • 100% paid premiums for medical, dental and vision for employees and their dependents
  • Rejuvenation Policy – Flexible Time Off + 12 holidays
  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
  • Mental health support through 
  • Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
  • Health and Dependent Care FSA and HSA with monthly NerdWallet contribution
  • Weekly Virtual Bootcamp, Yoga and Mindfulness Meditation sessions
  • Monthly Wellness Stipend and Cell Phone Stipend

Have some fun! (Nerds are fun, too)

  • Nerd-led group initiatives – Intramural Sports, Employee Resource Groups for Parents, Diversity, Equity, and Inclusion, Womxn, LGBTQIA, and other communities
  • Hackathons, Happy Hours and team bonding across all teams and departments
  • Company-wide events like Little Nerds Day (aka bring your kids to work day, even if you're remote!) and our annual Charity Auction 

Lifestyle (Be your best self - we’ll take care of the details)

  • Our Nerds love to make an impact by paying it forward – Donate to your favorite causes with a company match
  • Work from home equipment stipend and co-working space subsidy 
  • Commuting stipend and catered breakfast, lunch and onsite barista for SF based Nerds
  • Anniversary recognition program – choose from different items and experiences

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

  • 401K with company match
  • Annual Enrichment Stipend for learning and development
  • Be the first to test and benefit from our new financial products and tools
  • Access to Rocket Lawyer for online legal support and resources 

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any characteristic protected by applicable federal, state or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


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