Lifecycle & CRM Operations Specialist

Responsibilities

• Build and configure complex, multi-step Braze canvases – 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 teams, creative teams, and martech teams to ensure campaign requirements are implemented correctly and align with approved business 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, consistently defined, and updated across relevant dashboards.
• Validate the data behind the send: custom attributes, event schema, and catalog or Connected Content feeds, so a correct canvas doesn't ship against stale or mismatched source data.
• Build and maintain the QA checklists and documentation that keep the system auditable as campaign volume grows. Run the response when a live campaign goes wrong: pause or stop the send, size member impact, escalate, and write up the control that prevents a repeat.
• Route copy, disclosures, and campaign changes through Legal and Compliance review, and keep a clear record of what’s approved.

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
• A 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

Benefits

• 💚 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