Sr. CRM Associate

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).

 

About the role

You’re excited about a career in data-driven marketing with a fast-growing company. You have a passion for creating a great customer experience through email, push notifications, and other marketing channels.  You have a tendency to sign up for email subscriptions despite your overflowing inbox simply because you don’t want to miss a great email campaign.  You love to learn, are curious about new tools and technology, and have an extreme eye for detail.  You are resourceful and have a track record of getting stuff done. 

As part of a team, you’ll work with the highest engagement marketing channel.  You will build email and push marketing campaigns and product communications across our retail and 401(k) business. You will work closely with various teams to set up and monitor segmented and personalized email communication with our 900,000+ customers.

This role is based out of our NYC office. Below, we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and interview performance. The range listed is just one component of Betterment’s total compensation package for employees. 

• New York City: $90,000 - $105,000

We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus.  For jobs based out of our NYC HQ, we require in-office attendance Tuesday through Thursday, weekly.

A day in the life

• Support and maintain customer-centric campaigns across the entire customer lifecycle, including lead nurture, onboarding, and retention
• Execute campaigns across various channels (email, push notification, in-app messaging) 
• Collaborate with marketing managers, copywriters, designers, and compliance to create new campaigns
• Set up A/B tests for new email & push campaigns to determine incremental lift
• Build targeted, personalized drip campaigns on our CRM platforms
• Perform rigorous quality assurance testing and proofing to ensure there are no errors
• Monitor the system daily and fix problems as they crop up, occasionally working with engineering teams to solve these problems

What we’re looking for

• A minimum of 2-4 years of experience in a marketing role (preferably in retention)
• Extraordinary attention to detail
• An ability to think creatively about how to approach problems
• An understanding of the customer voice and customer needs
• Experience collaborating well with other teams, including internal departments and third-party vendors
• Willingness to learn how to use new tools and develop new skills as needed
• Prior experience working with an ESP (e.g. Braze, Hubspot, Salesforce Marketing Cloud, Iterable, or other)
• Experience working with HTML and CSS in email

Bonus points if you have:

• SQL skills
• Microsoft Excel/Google Sheets skills (vlookup and pivot tables)

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

 We invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. 
• Flexible paid time off (and encouragement to use it!)
• Meaningfu