CRM Marketing Manager, Upgrade
$125-170k
+ Stock option plan + Equity
Offering responsible credit to mainstream consumers
Job no longer available
Offering responsible credit to mainstream consumers
1001+ employees
Job no longer available
$125-170k
+ Stock option plan + Equity
1001+ employees
Company mission
To help our customers move in the right direction with responsible financial products that put more money in their pocket.
Role
Who you are
- 5+ years experience in Lifecycle Marketing, Email Marketing or CRM Operations
- Proven success in in creating omni-channel lifecycle strategies and executing journeys/campaigns end-to-end, centered around improving key metrics through an empathetic, customer-centric lens
- Proficiency in managing/scaling messaging/CRM/marketing automation platforms, including complex workflows and audience targeting
- Expertise in lifecycle channel best practices, including segmentation, deliverability, and copy and design approaches with email, push, and SMS
- Strong email-specific subject matter expertise, including ISP feedback loops, whitelists, and IP reputation, opt-in rules and CAN-SPAM law
- High technical competence around data, including SQL, HTML, event schemas (e.g. JSON), etc is required, scripting experience nice to have
- Robust analytical skills w/ fluency in tools like Excel, Tableau, and Heap - quickly digesting large amounts of data, identifying trends, and pursuing the right questions to take action
- Bias toward action and entrepreneurial, with ability to form hypotheses and test quickly, synthesize learnings, productionalize wins, and pivot strategies when called for
- Ability to work independently with minimal guidance, while also able to build strong internal relationships and consensus on initiatives
- Stellar project and time management skills with the ability to manage multiple projects in a fast paced atmosphere
- Strong copywriting and editing experience with the ability to adapt to different tones of voice
What the job involves
- As a member of the Lifecycle Marketing team, this role will own and strategically guide lifecycle marketing programs to deliver long-term growth through high impact campaigns and journeys spanning the entire lifecycle across email, push notifications, SMS and in-app messaging.
- You’ll plan, build, and implement scalable, predictable, and repeatable lifecycle programs that achieve growth targets while improving customer engagement. You’ll work cross-functionally - along with product, engineers, operations, and compliance - to improve engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in-app messages that drive our business forward. This is a hybrid role based in our San Francisco office two days per week
- Develop and launch new lifecycle programs, optimize existing programs, and continuously iterate on our channel and testing strategies: creative, offer, cadence, audience, et al
- Manage end-to-end development and execution of data-driven initiatives, partnering with stakeholders throughout the process, including initial planning, creative development and approvals, audience development, and testing strategy
- Create and manage highly-segmented customer journey flows with actionable trigger points with both static and dynamic content to drive conversion and engagement
- Sizing, projecting, and analyzing the impact of initiatives on conversion and engagement metrics, working with analytics to establish measurement frameworks that show impact of our programs
- Leverage platform capabilities, APIs, machine-learning models, and behavioral data to drive more personalized automated experiences that deliver business results and improve relevance
- Identify and implement new tests and tactics, continually seeking to innovate to drive improved results
- Analyze campaign results, develop benchmarks, and create and share performance updates and learnings
- Establish a strong working relationship with cross-functional stakeholders in our Product, Analytics, Design, and Marketing teams
Our take
Most credit cards don't encourage the owner to pay down their debt. The longer it takes to pay off the balance, the more money lenders are set to make. Upgrade is an online lender and card issuer doing things differently. The company offers personal loans and credit cards but with a fixed instalment structure and a set number of equal payments. This ensures the balance reduces every month.
The company believes this model reduces default rates, as borrowers are forced to pay down rather than maintain their debt, and it encourages a greater commitment to repay the balance. Further, by combining the ease of a Visa card with the fixed payments and decreased rates of a personal loan, Upgrade sets itself apart from competitors.
In 2021, Upgrade launched its mobile banking and debit card as a strategy to onboard new customers and increase loyalty. The fixed-rate nature of the company's cards is expected to be of use to customers in future years in an environment of rising rates. Upgrade also plans to expand beyond the U.S. in the future, which will represent new challenges for the business as it adapts to alternative regulations.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
18% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Nov 2021
$280m
SERIES F
Aug 2021
$105m
SERIES E
Total funding: $547m
Company benefits
- Stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
Company HQ
Financial District, San Francisco, CA
Leadership
Renaud Laplanche
(Co-Founder & CEO)After an MBA at London Business School, Renaud spent 5 years as an Associate at Clearly Gottlieb Steen & Hamilton and co-founded MatchPoint. They then left Oracle after a year to co-found Lending Club in 2006 and co-founded Upgrade in August 2016.
Adelina Grozdanova
(Co-Founder & Head of Investor Group)Adelina started their career with 6 years at Morgan Stanley after a degree at Princeton. They left banking in 2012 to join Lending Club as VP, and after 3 years co-founded Upgrade, serving as Head of Investor Group since 2016.
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