NerdWallet · 4 hours ago
CRM Marketing Manager II
United States
Full-time
Remote
Mid Level
3+ years expNerdWallet is on a mission to bring clarity to all of life's financial decisions, and they are seeking a CRM Marketing Manager II to manage and drive email communications for their user base. The role involves developing, implementing, and optimizing engagement campaigns, managing the CRM platform, and leveraging data-driven insights to enhance user engagement and campaign effectiveness.
ConsumerFinancial ServicesInternetPersonal Finance
Responsibilities
Drive CRM strategy - Identify and translate business goals into an effective CRM marketing strategy and operational vision for all campaigns within your area of responsibility, mapping out the appropriate customer journey and build segmentation strategies from onboarding through churn mitigation and winback
Let data tell the story - drive campaign optimizations with a data-driven roadmap and clear metrics, sharing detailed performance, test results, and best practices
Drive operational excellence - develop and document best practices and workflows for our CRM operations. You'll be responsible for ensuring we are compliant with all relevant data privacy regulations and that our processes are scalable and efficient
Maintain alignment and prioritization - You thrive on efficiency and will effectively manage multiple priorities, implement complex and streamlined processes, and evaluate incoming requests for resourcing and effectiveness. You will work closely with fellow CRM marketing managers to provide prioritization guidance while managing multiple priorities. You will partner cross-functionally with Analytics, Product, Engineering, Program Management, and Creative teams to identify and act upon opportunities to create broad-reaching impact
Qualification
Required
Extensive hands-on experience with at least one major CRM/marketing automation platform (e.g., Salesforce Marketing Cloud, Iterable, Braze, HubSpot, Marketo, Klaviyo)
Strong understanding of data structures, segmentation logic, and data management principles
Experience with API integrations and webhooks to connect and sync data between different marketing tools and data sources
Proficient in HTML/CSS for building and troubleshooting email templates
Familiarity with a scripting language like AMPscript, handlebars, or Liquid for advanced personalization and dynamic content
Proven ability to analyze campaign performance, A/B test results, and customer data to identify trends and make data-driven recommendations
Excellent problem-solving skills to troubleshoot technical issues, data discrepancies, and campaign-related challenges
A knack for identifying inefficiencies and developing new processes, workflows, and best practices to improve operational excellence
Ability to see the big picture and understand how CRM operations impact the entire customer lifecycle and business goals
Meticulous attention to detail is crucial for ensuring campaign accuracy, data integrity, and regulatory compliance
Strong project management skills to manage multiple campaigns and projects simultaneously, ensuring timely and flawless execution
Excellent communication and collaboration skills to work effectively with cross-functional teams, including engineering, product, and marketing
Preferred
3+ years experience with business intelligence and data visualization tools like Tableau, Power BI, or Looker
General knowledge of or direct experience with CDPs (e.g., Segment, mParticle)
Intermediate or expert level skill in HTML, CSS, and scripting languages (like JavaScript or Python) for more complex custom development, advanced dynamic content, or custom API integrations
Experience with dedicated A/B testing and experimentation platforms (e.g., Optimizely, VWO)
Demonstrated ability to work effectively with non-marketing teams, particularly engineering, data, and product
A solid understanding of data privacy regulations like GDPR and CCPA
Familiarity with project management methodologies like Agile or Scrum
Benefits
Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
Hackathons and team events across all teams and departments
Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
401K with 4% company match
Be the first to test and benefit from our new financial products and tools
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums
Company
NerdWallet
NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.
501-1000 employees
H1B Sponsorship
NerdWallet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (12)
2024 (20)
2023 (24)
2022 (29)
2021 (22)
2020 (24)
Funding
Current Stage
Public CompanyTotal Funding
$105MKey Investors
Camelot Financial Capital ManagementIVPSilicon Valley Bank
2021-11-04IPO
2021-05-21Secondary Market
2021-05-07Secondary Market
Leadership Team
Tim Chen
CEO
Hanah Cho
Vice President, Content
Recent News
Business – Baltimore Sun
2025-12-21
2025-12-17
2025-12-17
Company data provided by crunchbase