How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Description: CRM Manager at Forbes Advisor
At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance so they can make informed decisions they feel confident in and get back to doing the things they care about most.
We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Forbes Advisor boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology, and Sales. The team brings rich industry knowledge to Forbes Advisor's global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate, and travel.
We want to raise the bar for CRM at Forbes Advisor, and we’re looking for a best-in-class CRM Manager to own lifecycle marketing across one or two of our verticals. This is a hands-on role for a strong lifecycle marketer who develops the strategy for their vertical(s), builds high-performing campaigns, and grows and optimizes performance across email, SMS, and beyond.
You’ll be a strong communicator and collaborator, working alongside Product, Data, Design, Commercial, and the General Managers of your verticals. You’ll bring your strategy to life through campaigns that hit specific revenue goals for your vertical(s) – building and launching a suite of new campaigns as well as optimizing existing ones.
The person we’re looking for is a self-starter who generates, critically assesses, and prioritizes new ideas based on their value. You’ll build test plans and roadmaps independently and aren’t afraid to test and learn (even when that means test and fail). You take ownership of your vertical(s) and hold yourself accountable to results, trusting your judgement to make decisions and keep momentum. You’re highly organized, and you consistently deliver to committed timescales while prioritizing the most impactful work.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
This role reports to the Senior Director, CRM.
Key Responsibilities
Strategy & Planning
- Develop and implement comprehensive lifecycle strategies for your vertical(s), ensuring alignment with business objectives
- Proactively share new ideas and campaign recommendations across lifecycle channels, focusing on growing lifetime value, upselling to existing customers, or cross-selling new products and services
- Validate ideas before investing in them, pressure-testing whether a campaign is viable before starting work, and prioritizing accordingly
- Collaborate with the wider CRM team to bring the test-and-learn roadmap to life
- Segmentation and strategy expert who knows the end-to-end customer experience for your vertical(s) across all channels
- Champion responsible use of customer data — asking not just whether we can use the data, but whether we should — with a firm commitment to data security, privacy, and relevance
Creativity
- Drive best-in-class standards in copy, partnering with our internals teams to raise the quality and consistency of campaign messaging
- Drive best-in-class standards in creative and design, partnering with our Design team to bring campaigns to life
- Own lifecycle communication planning for your vertical(s), ensuring a joined-up, well-sequenced customer experience
- Stay ahead of lifecycle marketing trends and competitor activity, and bring fresh thinking into our campaigns
Execution & Delivery
- Develop realistic project timelines with a bias for action, communicate them clearly to stakeholders, and consistently deliver to committed deadlines
- Work with the wider CRM team and Product/Engineering on requirements for new data schema needs to bring campaigns to life
- Build customer journeys, audience segments, and messaging templates within our customer engagement platform, Braze
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Analysis
- Responsible for achieving vertical-specific revenue and performance goals, outlined with CRM leadership
- Optimize existing campaigns to hit goal KPIs and exceed benchmark expectations
- Independently pull your reporting from our customer engagement platform and Tableau
- Share campaign-specific insights and trends regularly (tests performed, weekly/monthly changes in performance)
Qualifications
- 3-5+ years of lifecycle/CRM experience, ideally gained in a D2C or comparison environment
- Strong creative background with a track record of designing and delivering high-performing campaigns
- Thrives collaborating across other departments and building relationships with key stakeholders
- A self-starter and excellent communicator, with strong stakeholder management and a track record of delivering to committed timescales
- Nice to have: experience with Braze, or equivalent platform
- Nice to have: experience working across multiple verticals or product categories
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location