CRM Manager

Forbes Advisor

CRM Manager owning lifecycle marketing strategy and revenue campaigns for Forbes Advisor, which helps consumers make informed financial and lifestyle decisions. Building and optimizing email, SMS, and customer journeys across verticals.

Posted 8/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing lifecycle strategies that align with business objectives, while optimizing campaigns to meet KPIs and enhance customer experiences. Proficient in utilizing customer engagement platforms like Braze to build customer journeys and audience segments.

Highest-signal resume keywords

Lifecycle Marketing ExperienceCampaign OptimizationBraze ProficiencyStakeholder ManagementCreative Campaign Design

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lifecycle Strategy DevelopmentCampaign Performance AnalysisCustomer Journey MappingAudience SegmentationData Security and PrivacyKPI AchievementProject Timeline ManagementCross-Channel Communication

Soft Skills

Excellent CommunicationCollaboration Across DepartmentsSelf-Starter AttitudeStakeholder Relationship Building

Tools & Technologies

BrazeTableauCustomer Engagement Platform

Industry Keywords

D2C EnvironmentCampaign Copy and DesignLifecycle ChannelsCustomer Experience

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Develop and implement comprehensive lifecycle strategies for one or two verticals aligned with business objectives
Share campaign recommendations across lifecycle channels to grow lifetime value, upsell existing customers, and cross-sell products and services
Validate and prioritize campaign ideas and collaborate on the test-and-learn roadmap
Own segmentation and the end-to-end customer experience across channels
Champion responsible use of customer data, data security, privacy, and relevance
Drive high standards in campaign copy, creative, and design with internal and Design teams
Own lifecycle communication planning and ensure a joined-up customer experience
Monitor lifecycle marketing trends and competitor activity
Develop project timelines, communicate them to stakeholders, and deliver to deadlines
Work with CRM, Product, and Engineering teams on data schema requirements
Build customer journeys, audience segments, and messaging templates in Braze
Achieve vertical-specific revenue and performance goals
Optimize campaigns to meet KPIs and exceed benchmarks
Pull reporting from the customer engagement platform and Tableau
Share campaign insights and performance trends regularly

Requirements

What you’ll need

3–5+ years of lifecycle/CRM experience, ideally in a D2C or comparison environment
Strong creative background with a track record of designing and delivering high-performing campaigns
Experience collaborating across departments and building stakeholder relationships
Self-starter with excellent communication and stakeholder management skills
Track record of delivering to committed timescales
Experience with Braze or an equivalent customer engagement platform is nice to have
Experience across multiple verticals or product categories is nice to have

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Forbes Advisor Website LinkedIn All Job Openings 201 - 500 employees Founded 1917 🛡️ Insurance 💼 Consulting ✈️ Travel Insurance
Consulting
Travel Forbes Advisor is an online consumer finance and product advice platform operated by Forbes Media. It provides independent news, reviews, comparisons, guides and calculators across personal finance topics — including credit cards, banking, mortgages, loans, insurance, investing, taxes and cryptocurrency — to help consumers make informed financial decisions. The site monetizes through advertising, sponsored placements and affiliate partnerships while maintaining an editorial team that produces analysis, rankings and how-to content. CRM Manager 🔥 15 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Develop and implement comprehensive lifecycle strategies for one or two verticals aligned with business objectives
Share campaign recommendations across lifecycle channels to grow lifetime value, upsell existing customers, and cross-sell products and services
Validate and prioritize campaign ideas and collaborate on the test-and-learn roadmap
Own segmentation and the end-to-end customer experience across channels
Champion responsible use of customer data, data security, privacy, and relevance
Drive high standards in campaign copy, creative, and design with internal and Design teams
Own lifecycle communication planning and ensure a joined-up customer experience
Monitor lifecycle marketing trends and competitor activity
Develop project timelines, communicate them to stakeholders, and deliver to deadlines
Work with CRM, Product, and Engineering teams on data schema requirements
Build customer journeys, audience segments, and messaging templates in Braze
Achieve vertical-specific revenue and performance goals
Optimize campaigns to meet KPIs and exceed benchmarks
Pull reporting from the customer engagement platform and Tableau
Share campaign insights and performance trends regularly 🎯 Requirements
3–5+ years of lifecycle/CRM experience, ideally in a D2C or comparison environment
Strong creative background with a track record of designing and delivering high-performing campaigns
Experience collaborating across departments and building stakeholder relationships
Self-starter with excellent communication and stakeholder management skills
Track record of delivering to committed timescales
Experience with Braze or an equivalent customer engagement platform is nice to have
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