CRM Associate (Remote)

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most.

We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Marketplace boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Advisor’s global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel.

This position is a hands-on contributor responsible for building and optimizing lifecycle marketing campaigns across one vertical pod (Insurance, SMB, Home, Personal Finance, or Growth) at Forbes Advisor. This role combines technical execution, A/B testing, and data analysis with a strategic lens toward monetization and user experience.

The ideal candidate brings a strong understanding of HTML email structure, JSON formatting, CRM campaign tools, and end-to-end QA processes. This is an opportunity for someone who can operate both tactically in campaign systems and strategically in aligning messaging to monetization outcomes.

Key Focus Areas

Journey & Campaign Execution:

• Build and deploy email and SMS campaigns using HTML templates, WYSIWYG editors, and JSON-based dynamic content structures.
• Manage campaign QA end-to-end: verify content, segmentation, dynamic logic, event triggers, and link tracking.
• Troubleshoot rendering issues across devices and inboxes; partner with Design or Engineering as needed.
• Use event logs and platform tools to debug audience or event-based logic issues.
• Maintain QA documentation and tagging standards to ensure clean and auditable campaign records.
  

A/B Testing & Performance Optimization

• Design and execute A/B tests on subject lines, layouts, content blocks, segmentation, and send times.
• Set hypotheses and determine testable variables that align with CRM objectives.
• Track and report campaign performance using dashboards and spreadsheets.
• Extract insights from test results and recommend actions for journey-level optimization.
  

Data Handling & Audience Management

• Build and manage audience segments based on behavioral, demographic, and transactional data.
• Collaborate with Product and Data stakeholders to ensure events and attributes are flowing correctly into CRM.
• Use event-based logic to control journey flows, message timing, and dynamic personalization.
• Understand the structure of event schema and how to translate business logic into CRM campaigns.
  

Cross-Functional Support & Collaboration

• Partner with Editorial, Design, and Product to bring CRM journeys to life with cohesive copy, creative, and CTA strategies.
• Represent CRM perspective during cross-functional reviews and QA sessions.
• Provide insight into campaign performance and CRM engagement metrics in team or stakeholder meetings.
  

Tools & Technical Requirements

• CRM Platform: Iterable (or equivalent: Braze, Salesforce Marketing Cloud, Klaviyo)
• Languages: HTML (email-focused), JSON (for dynamic content and event schema)
• Tools: Postmaster, Everest (email deliverability), Google Sheets, Google Analytics
• Other: Familiarity with email accessibility best practices, responsive design concepts, and email rendering tools.
  
  

Candidate Attributes For Success

• Detail-oriented with high standards for QA and campaign polish.
• Technically curious: excited to learn how events, attributes, and schema impact execution.
• Excellent time management and the ability to juggle competing deadlines.
• Strong written and verbal communication for cross-functional work.
• Growth mindset and openness to feedback and new learning.
  
  

Bonus Qualifications

• Experience with scripting languages or templating logic (e.g., Handlebars).
• Exposure to schema debugging tools, API documentation, or basic SQL.
• Experience integrating CRM with 1st-party data platforms or analytics tools.
  
  

Benefits

• Competitive compensation package
• Ability to work remotely
• Unlimited PTO
• Every third Friday of the month off
• Winter break closure; the week between Christmas and New Years
• Home office setup
• Wellness reimbursement