WM Partners, LP · 4 months ago
Director of CRM & Retention (Primal Harvest)
United States
Full-time
Remote
Lead/StaffWM Partners, LP is the parent company of Primal Harvest, a leading holistic wellness brand. They are seeking a strategic yet hands-on Director of CRM & Retention to own lifecycle marketing and customer loyalty across multiple channels, focusing on enhancing customer engagement and retention strategies.
Financial Services
Responsibilities
Lead the planning, development, and execution of CRM campaigns in partnership with the brand team
Manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging to engage and retain customers
Collaborate cross-functionally to design and implement a comprehensive post-purchase experience that adds value and enhances customer retention, offering more than just the core product
Manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription) to drive meaningful customer interactions and results
Develop and implement a thoughtful segmentation strategy by identifying key data points and deepening the understanding of customer behavior
Conduct tests and analyze the performance of CRM campaigns to continuously optimize tactics
Own the performance and operational success of CRM channels by managing their execution, optimization, scalability, testing, and reporting
Develop and implement tactical CRM initiatives to enhance customer experience across key touchpoints—including email, SMS, Subscription, and e-commerce interactions
Leverage customer data and insights to identify opportunities for segmentation, personalization, and targeted interventions
Own and optimize the CRM tech stack, touchpoints, and e-commerce customer interactions by managing relationships with tech partners
Monitor, analyze, and report on CRM performance metrics, including testing results, to refine channel operations
Qualification
Required
Deep expertise in CRM, customer engagement, and retention strategies
Proven success in managing tools and leading teams
Ability to leverage analytics to drive measurable business growth
Experience in planning, developing, and executing CRM campaigns
Ability to manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging
Experience in designing and implementing a comprehensive post-purchase experience
Ability to manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription)
Experience in developing and implementing a segmentation strategy
Ability to conduct tests and analyze the performance of CRM campaigns
Experience in managing the execution, optimization, scalability, testing, and reporting of CRM channels
Ability to develop and implement tactical CRM initiatives to enhance customer experience
Experience in leveraging customer data and insights for segmentation and personalization
Ability to manage relationships with tech partners and lead the discovery and implementation of new tools
Experience in monitoring, analyzing, and reporting on CRM performance metrics
Preferred
Preference for candidates based in New York
Experience in Direct-to-Consumer brand marketing
Company
WM Partners, LP
WM Partners is a private equity firm specializing in buyout investments in lower-middle-market wellness and other better-for-you brands.
Founded in 2015
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ernesto Carrizosa
Managing Director & Chief Investment Officer
Guido Panzera
General Counsel and Chief Compliance Officer
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