Role Description

Forbes Advisor is looking for a Sr. CRM Associate to help build and deliver brilliant lifecycle marketing campaigns. This is a hands-on execution role for someone who loves getting campaigns live – building, testing, and optimizing email, SMS, and other lifecycle communications across one or two of our verticals.

You’ll work closely with your CRM Manager to bring the lifecycle strategy to life, collaborating with teams across Product, Data, Design, and Commercial. Day to day, you’ll build and schedule campaigns, set up audience segments, and help make sure everything ships on time and to a high standard.

The person we’re looking for is well-organized, detail-oriented, and takes real pride in getting things done accurately and on time. You’re a self-starter who’s adaptable, comfortable juggling several campaigns at once, and happy to test and learn (even when that means test and fail).

This role reports to the Senior CRM Manager.

Key Responsibilities

• Execution & Delivery:
  • Working with the wider CRM team, build, schedule, and send lifecycle campaigns across email, SMS, and beyond – making sure every send is accurate and goes out on time.
  • Set up customer journeys, audience segments, and messaging templates within our customer engagement platform, Braze.
  • Manage campaign timelines and keep stakeholders updated on progress.
  • QA campaigns end-to-end before launch, checking content, links, segments, and rendering.
• Creative & Content:
  • Produce and adapt campaign copy in partnership with our internal teams.
  • Build campaign visuals using our customer engagement platform, in partnership with our Design team.
  • Help keep creative consistent and high-quality across campaigns.
• Strategy & Support:
  • Support your CRM Manager in bringing the lifecycle strategy for your vertical(s) to life.
  • Contribute ideas and campaign recommendations to grow lifetime value, upsell, and cross-sell.
  • Help build and run the test-and-learn roadmap.
• Reporting & Analysis:
  • Pull campaign reporting from our customer engagement platform and Tableau.
  • Track campaign performance against KPIs and flag results and learnings to the team.
  • Share regular updates on tests performed and week-on-week / month-on-month performance changes.

Qualifications

• 2+ years of hands-on experience working directly in lifecycle/CRM in a D2C or comparison business.
• Highly organized and detail-oriented, with a track record of delivering accurate work to deadlines.
• A self-starter and clear communicator who enjoys collaborating across teams.
• Comfortable working with data and quick to learn new tools.
• Nice to have: hands-on experience with Braze, or an equivalent customer engagement platform.

Company Description

Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.