CareerPlan

Sr. CRM Operations Manager

San Francisco OfficeFull-time$145k–$200k2026-10-28 → 2026-11-10
Hybrid

Core

Lead cross-functional CRM initiatives to transform Lifecycle Marketing operations, connecting Marketing, MarTech, Engineering, and partners to build scalable, automated member experiences.

Role type

Senior strategic individual contributor (CRM Operations Manager)

Builds

Scalable CRM systems, automated member journeys, and operational frameworks for Lifecycle Marketing

Domain

Financial Technology (FinTech) / Marketing Technology (MarTech)

Required skills

CRM operations, cross-functional program management, business-to-technical translation, enterprise CRM platforms (Braze, Iterable, Salesforce Marketing Cloud), scalable operating frameworks, stakeholder management, process improvement

Preferred skills

Experience in complex marketing environments, data infrastructure knowledge, governance and QA standards

Technologies

Braze, Iterable, Salesforce Marketing Cloud

Responsibilities

Lead high-impact CRM initiatives including platform migrations and automation transformations; Translate lifecycle marketing goals into technical requirements for Product and Engineering; Improve campaign intake, QA standards, and governance processes; Partner with Legal and Compliance to strengthen channel health and deliverability; Drive the evolution from manual workflows to intelligent automation; Influence senior stakeholders to resolve dependencies and drive decisions without direct authority; Establish success metrics to measure operational impact

Seniority

Senior, hands-on IC