Senior CRM and Operations Manager

Sorry, this job was removed at 11:01 p.m. (CST) on Wednesday, Jan 08, 2025
Hiring Remotely in United States
Remote
Financial Services
The Role
Who We Are

Settle is on a mission to make buying inventory super easy. Since the company’s inception in 2019, we’ve been building a cashflow management platform that allows founders and small business owners to more easily manage their company’s financial health with a mix of accounts payable and flexible financing tools. We already work with some amazing brands that you probably know and love, like Branch Furniture, Olipop, Truvani, Starface, and Ghia.

Check us out in On Deck's Top Companies of 2023, Forbes' Next Billion-Dollar Startups, Techcrunch and this Kleiner blog post.

About the role:

We’re looking for a data-driven Senior Manager to lead CRM marketing and drive customer conversion through optimized funnel management. This role focuses on maximizing acquisition and conversion using CRM, owned channels, and marketing automation. 

The ideal candidate excels in strategy, execution, and reporting, with expertise in email, landing pages, and lifecycle campaigns. You will bridge marketing efforts to sales pipelines and customer behavior with data-driven insights, ensuring impactful, scalable processes.

What you'll do:

  • CRM Strategy & Customer Journey Mapping: Develop and implement a data-informed CRM marketing strategy aligned with overall business objectives, with a specific focus on optimizing the customer journey and maximizing conversion rates at each stage of the funnel. This includes detailed customer journey mapping and identification of key touchpoints.
  • Conversion Optimization: Design and execute CRM programs and automated workflows specifically aimed at improving conversion rates across all stages of the funnel, from lead capture working with Growth and Demand Gen lead to customer onboarding and beyond. This will involve implementing segmented email and nurture campaigns, personalized messaging, and A/B testing.
  • Email and Web Campaign Development: Build workflows, email, and owned property campaigns against segmentation with relevant messaging and engagement data, targeting to drive conversion optimization and funnel management.
  • Funnel Analysis & Reporting: Establish and maintain robust reporting frameworks to track key performance indicators (KPIs) across the entire marketing and sales funnel to show impact on growth. Clearly demonstrating the impact of growth and CRM initiatives on pipeline generation, conversion rates, and revenue. Connect all paid and owned marketing activities directly to revenue and activation outcomes.
  • Data Analysis & Insights: Leverage data analytics to understand customer behavior, identify trends, and uncover opportunities for optimization. Utilize data to inform strategic decisions and drive continuous improvement in CRM performance.
  • Operational Process Development: Build and refine operational processes for CRM marketing activities, ensuring efficiency, scalability, and data integrity.
  • Collaboration: Ability to closely collaborate with Sales, Product Marketing, RevOps and Analytics
  • CRM & Marketing Automation Optimization: Own the ongoing optimization of our CRM (e.g., Salesforce, HubSpot) and marketing automation platforms to ensure seamless data flow, efficient workflows, and effective campaign execution with data, sales, and revenue operations partners. Advise on new tools and trends to pilot. 

 What you’ll need:

  • 8+ years of experience in b2b SaaS marketing, with a strong focus on CRM marketing, email, lifecycle, conversion optimization, and funnel management.
  • Experience in building and optimizing operational processes within a marketing organization.
  • Success in designing and executing data-driven CRM programs that boost conversion rates, revenue, and customer lifetime value.
  • Deep understanding of GTM platforms (e.g., Salesforce, HubSpot, Apollo, Koala) and marketing automation tools.
  • Has an analytical mindset and proficiency with data analysis tools (e.g., Amplitude, Tableau).
  • Strong communication, interpersonal, and presentation skills with the ability to convey complex data insights clearly.
  • Excellent project management skills and the ability to manage multiple projects simultaneously.
  • Attention to detail and a commitment to data accuracy and integrity.
  • Experience in linking marketing activities to sales outcomes through robust reporting and analysis.

Attributes for Success:

  • Innovative, adaptable, and resourceful, with a proactive approach to problem-solving, a team-oriented mindset, and strong attention to detail.

Compensation:

This role has an annual starting salary range of $144,000 - $181,000 + equity + benefits. Actual compensation is influenced by a wide array of factors including but not limited to your individual skills and experience.

Benefits & perks that we offer:
  • 🏝️ Unlimited PTO
  • 🏡 Flexible and remote work culture
  • 💸 Generous salary and equity for all staff
  • 🩺 Health, dental, and vision coverage for you and your dependents
  • 🚌 Lunch & commute reimbursement when working in the NYC office located near Union Square
  • 💻 $500 home office set up reimbursement
  • 📚 $2500 annual growth and development stipend
  • 🥗$50 monthly food delivery gift card
  • 🪜 401k
  • 💳Brex company card
  • 🩺 HSA/FSA
  • 🏢 WeWork membership
  • 💕 ERG groups e.g. LGBTQIA+, Women @ Settle, and more!
  • 🚀 Employee Referral Program
  • 🎉 Team building events

Our Commitment to You

At Settle we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

With a commitment to maintaining a bias-free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.

The Company
HQ: San Francisco, CA
100 Employees
On-site Workplace
Year Founded: 2019

What We Do

Settle is an all-in-one payments solution tailored to the needs of growing e-commerce brands. By providing a single platform to pay bills, manage invoices, and apply for flexible financing solutions, we make it easier for founders and small business owners to spend time on building incredible businesses.

Ditch the spreadsheets, back-and-forth emails, and stress. Join Settle instead.

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