Senior Specialist, CRM Onboarding & Engagement

San Jose, CA (Hybrid)

Salary Not AvailableSenior Level5+ years expFull time

Posted 4 weeks ago

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Job Summary

Own lifecycle CRM to drive activation and retention by building onboarding journeys, testing roadmaps, and aligning with product data.

  • Lifecycle Strategy: Own onboarding and engagement journeys across email and CRM channels.
  • Experimentation & Optimization: Define test-and-learn roadmaps, run A/B tests, and optimize activation/retention KPIs.
  • Cross-functional Alignment: Partner with Product and Data & Analytics to align journeys with product behavior and insights.

Job Description

Responsibilities

  • Supporting onboarding and engagement lifecycle strategies across email, push, PC notifications, and other CRM channels
  • Designing journey logic, messaging frameworks, and personalization strategies for early-stage customers
  • Partnering with Marketing Operations to ensure accurate execution of journeys and campaigns
  • Defining test-and-learn roadmaps, including A/B and multivariate testing strategies
  • Analyzing performance to optimize activation, engagement, and retention KPIs
  • Collaborating with Product and Data & Analytics teams to align journeys with product behavior and insights
  • Contributing to lifecycle playbooks and best practices

Requirements

  • 5+ years of experience in CRM, lifecycle marketing, or customer engagement roles
  • Strong experience designing onboarding or engagement journeys within a CRM platform
  • Comfort working with performance metrics, funnels, and experimentation frameworks
  • Experience partnering with execution teams while owning strategy and optimization
  • Excellent storytelling and communication skills
  • A test-and-learn mindset with attention to detail

    Benefits

    • Bonus Program
    • 401k Retirement
    • Medical, Dental, Vision, Basic Life, Short Term Disability and Long-Term Disability Coverage
    • Paid Parental Leave
    • Support and Community Involvement
    • 14 Paid Company Holidays
    • Unlimited Paid Time Off for Exempt Employees
    • 96 Hours of Sick Time and 120 Hours of Vacation for Non-Exempt Employees Accrued Each Year

    Marketing Team

    Marketing Roles Posted (Last 30 Days)
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