Senior CRM and Operations Manager

Who We Are

Settle is on a mission to make buying inventory super easy. Since the company’s inception in 2019, we’ve been building a cashflow management platform that allows founders and small business owners to more easily manage their company’s financial health with a mix of accounts payable and flexible financing tools. We already work with some amazing brands that you probably know and love, like Branch Furniture, Olipop, Truvani, Starface, and Ghia.

Check us out in On Deck's Top Companies of 2023, Forbes' Next Billion-Dollar Startups, Techcrunch and this Kleiner blog post.

About the role:

We’re looking for a data-driven Senior Manager to lead CRM marketing and drive customer conversion through optimized funnel management. This role focuses on maximizing acquisition and conversion using CRM, owned channels, and marketing automation. 

The ideal candidate excels in strategy, execution, and reporting, with expertise in email, landing pages, and lifecycle campaigns. You will bridge marketing efforts to sales pipelines and customer behavior with data-driven insights, ensuring impactful, scalable processes.

What you'll do:

• CRM Strategy & Customer Journey Mapping: Develop and implement a data-informed CRM marketing strategy aligned with overall business objectives, with a specific focus on optimizing the customer journey and maximizing conversion rates at each stage of the funnel. This includes detailed customer journey mapping and identification of key touchpoints.
• Conversion Optimization: Design and execute CRM programs and automated workflows specifically aimed at improving conversion rates across all stages of the funnel, from lead capture working with Growth and Demand Gen lead to customer onboarding and beyond. This will involve implementing segmented email and nurture campaigns, personalized messaging, and A/B testing.
• Email and Web Campaign Development: Build workflows, email, and owned property campaigns against segmentation with relevant messaging and engagement data, targeting to drive conversion optimization and funnel management.
• Funnel Analysis & Reporting: Establish and maintain robust reporting frameworks to track key performance indicators (KPIs) across the entire marketing and sales funnel to show impact on growth. Clearly demonstrating the impact of growth and CRM initiatives on pipeline generation, conversion rates, and revenue. Connect all paid and owned marketing activities directly to revenue and activation outcomes.
• Data Analysis & Insights: Leverage data analytics to understand customer behavior, identify trends, and uncover opportunities for optimization. Utilize data to inform strategic decisions and drive continuous improvement in CRM performance.
• Operational Process Development: Build and refine operational processes for CRM marketing activities, ensuring efficiency, scalability, and data integrity.
• Collaboration: Ability to closely collaborate with Sales, Product Marketing, RevOps and Analytics
• CRM & Marketing Automation Optimization: Own the ongoing optimization of our CRM (e.g., Salesforce, HubSpot) and marketing automation platforms to ensure seamless data flow, efficient workflows, and effective campaign execution with data, sales, and revenue operations partners. Advise on new tools and trends to pilot. 

 What you’ll need:

• 8+ years of experience in b2b SaaS marketing, with a strong focus on CRM marketing, email, lifecycle, conversion optimization, and funnel management.
• Experience in building and optimizing operational pr