Responsibilities

• Campaign Setup & Execution - Build, configure, launch, and manage customer campaigns in Instantly and SmartReach. - Manage multiple customer campaigns, sending accounts, inboxes, and sequences simultaneously. - Upload, map, validate, and QA prospect lists before campaigns go live. - Configure sending schedules, daily limits, inbox rotation, reply routing, sequences, and campaign settings. - Manage campaigns targeting both existing customer relationships for reactivation and newly sourced prospects. - Perform thorough pre-launch QA to ensure the correct audience, messaging, sending accounts, exclusions, and settings are in place. - Maintain campaign calendars and keep launches moving against committed timelines.
• Email Infrastructure & Deliverability - Manage lookalike sending accounts and domains used to protect customers' primary email domains. - Coordinate and monitor inbox warm-up before campaign launch. - Manage appropriate sending ramp-up and daily sending volumes. - Monitor sender reputation, bounce rates, spam signals, unsubscribes, and other deliverability indicators. - Troubleshoot sending-account connections, reply routing, campaign configuration, and other platform issues. - Work comfortably with Microsoft 365 and Google Workspace sending environments. - Identify potential deliverability problems early and take or recommend corrective action.
• Contact & Data Management - Work with Plum's Data Science and Account Management teams to prepare campaign audiences. - Validate contact files and identify duplicates, missing information, malformed records, or other data-quality issues. - Properly manage existing contacts, newly sourced prospects, exclusion lists, blacklists, and suppression lists. - Ensure contacts are assigned to the appropriate loan originator, salesperson, territory, sending account, and campaign. - Coordinate contact enrichment and data corrections as needed. - Maintain strong data hygiene throughout campaign execution.
• Personalization & Messaging QA - Translate approved customer messaging into executable campaign sequences. - QA AI-generated and personalized outreach to ensure messages sound natural and appropriate for the individual recipient. - Validate personalization fields, variables, and prospect-specific content before launch. - Recognize messaging that could appear generic, automated, repetitive, or inappropriate given an existing customer relationship. - Ensure follow-up sequences maintain the feel of genuine one-to-one communication.
• Campaign Monitoring & Optimization - Monitor active campaigns daily. - Track sending activity, delivery, replies, meaningful responses, positive responses, bounces, unsubscribes, and other campaign indicators. - Identify abnormal campaign behavior or performance trends and escalate issues quickly. - Pause or adjust campaigns when deliverability, data quality, messaging, or customer concerns require intervention. - Optimize sending volumes, sequencing, timing, and configuration based on campaign performance. - Ensure customer replies are routed correctly to the appropriate real inbox or team member. - Help distinguish meaningful business responses from automated replies, out-of-office messages, unsubscribes, and other non-actionable responses.
• Reporting & Customer Success Support - Provide Account Managers with accurate, timely campaign status and performance information. - Maintain clear reporting on contacts loaded, contacts reached, sending volume, replies, meaningful responses, and other agreed-upon KPIs. - Proactively surface campaign risks, delays, dependencies, and blockers. - Document campaign setup, changes, issues, and resolutions. - Support campaign performance reviews and identify opportunities for improvement. - Partner closely with Account Management to ensure execution aligns with customer expectations and commitments.

Requirements

• - Hands-on experience managing outbound email campaigns.
• - Direct experience with Instantly and SmartReach required.
• - Strong understanding of email deliverability, domain reputation, inbox warm-up, sending limits, bounce management, and sender health.
• - Experience managing multiple sending accounts and inboxes.
• - Experience importing and managing large prospect/contact lists.
• - Strong Excel/CSV skills, including filtering, validation, deduplication, and field mapping.
• - Ability to troubleshoot campaign-platform and email-account configuration issues independently.
• - Exceptional attention to detail and strong QA habits.
• - Ability to manage multiple customers, campaigns, and deadlines simultaneously.
• - Strong written communication skills and good judgment around outbound messaging.

Preferred

• - Experience in financial services, commercial lending, commercial real estate, mortgage, banking, or B2B fintech.
• - Experience with Salesforce, HubSpot, or Microsoft Dynamics 365.
• - Experience with CRM-integrated outreach.
• - Experience with AI-generated or highly personalized outbound messaging.
• - Experience working in a managed-service environment.
• - Understanding of contact enrichment, segmentation, suppression lists, and CRM data hygiene.

Benefits

• What We Offer: - A fast-paced, collaborative startup culture with high visibility. - Autonomy, flexibility, and a flat corporate structure that gives you the opportunity for your direct input to be realized and put into action. - Opportunity to make a meaningful impact in building a company and culture. - Equity in a financial technology startup. - Generous health, dental, and vision coverage for employees and family members + 401K. - Eleven paid holidays and unlimited discretionary vacation days. - Competitive compensation and bonus potential.