Lifecycle & CRM Operations Specialist
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Job Description
Lifecycle CRM specialist building and QAing Braze campaigns for Dave’s financial app. Ensuring accurate, compliant communications for over 14 million members.
Responsibilities:
- Build and configure complex, multi-step Braze canvases with branching logic, audience entry, personalization, and trigger-based journeys
- Perform end-to-end quality assurance reviews for CRM campaigns, including email, SMS, push, in-app, customer journeys, triggered communications, and promotional campaigns
- Partner with Lifecycle Strategy, creative, and martech teams to implement campaign requirements correctly and align with approved specifications
- Investigate live campaign issues using Braze logs, segmentation reports, and performance data, partnering with Data and Engineering to fix them
- Collaborate with Data Analytics and martech to ensure lifecycle marketing experiments and metrics are accurate and consistently defined across dashboards
- Validate custom attributes, event schema, and catalog or Connected Content feeds behind campaign sends
- Build and maintain QA checklists and documentation; respond to live campaign issues by pausing or stopping sends, sizing member impact, escalating, and documenting preventive controls
- Route copy, disclosures, and campaign changes through Legal and Compliance review and maintain approval records
- Report to the Director, Lifecycle Marketing
Requirements:
- 3+ years of hands-on Braze experience, building and QAing complex canvases
- Experience with complex canvas or journey logic – branching, trigger-based sends, liquid personalization, multi-step audience entry
- Experience with HTML and demonstrated ability to build, understand, and triage HTML for email rendering issues
- Track record of catching errors before launch, from segmentation mismatches to broken triggers to bad personalization tokens
- Comfortable using AI, SQL, or other tools to verify segment, audience, or cohort logic across canvases and campaigns
- Strong documentation instincts, and experience working directly with Legal or Compliance teams on review and sign-off
- Experience in a regulated industry such as fintech, healthcare, or insurance is a plus
- Permanently authorized to work in the United States without visa sponsorship
Benefits:
- Equity
- Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals
- Flexible hours and virtual-first work culture with a home office stipend
- Premium Medical, Dental, and Vision Insurance plans
- Generous paid parental and caregiver leave
- 401(k) savings plan with matching contributions
- Financial advisor and financial wellness support
- Flexible PTO and generous company holidays, including Juneteenth and Winter Break
- All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team
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