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CRM Operations Specialist Inactive job
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United States
San Francisco
2 years of experience
Bachelor education
40 hours per week
Financial Services
501-1000 employees
Unlimited holidays
Dental Insurance
Medical Insurance
Vision Insurance
Pension Plan
Paid maternity/paternity leave
Development budget

Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times). In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit. Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received awards for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 900 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.


This role will play an integral role in executing our Lifecycle strategies with highly personalized, automated, and impactful messaging across email and other direct channels. Reporting to the Director of Lifecycle Marketing, this CRM Specialist, you will be an integral part of projects large and small, ranging from ad-hoc campaigns to messaging platform migration and expansion.

You’ll work cross functionally - product, engineers, operations, and compliance - improving our engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in-app messages that drive our business forward.

What you'll do

  • Drive execution of our Lifecycle programs, including HTML/scripting, campaign/journey setup, review + approvals, and scheduling/go-live
  • Support the build process including planning, ideating, HTML/scripting, campaign/journey setup, testing and deployment
  • Support the QA process, including proofreading, link checking, email rendering and dynamic content validation
  • Support segmentation needs and translate targeting criteria into rules based on customer behavioral and profile data
  • Scope and execute A/B tests across lifecycle channels
  • Regularly report campaign/program performance, helping identify key learnings and opportunities

What we look for

  • 2+ years of CRM, lifecycle or email channel experience
  • Proficient and efficient builder of complex customer journeys/campaigns that incorporate dynamic content using advanced scripting
  • Technical competence around data and code, including HTML, scripting languages, SQL, or JSON, with a desire to stay abreast of new technical capabilities of our messaging platform
  • Experience working with large datasets to target segmented audiences, SQL experience a plus
  • Outstanding analytical skills, data-driven mindset
  • Superior attention to detail and track record of flawless execution
  • Stellar time management skills with the ability to manage multiple projects in a fast paced atmosphere


  • Experience using Braze


  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • 401K match
  • Unlimited vacation
  • Learning stipend for personal growth and development
  • Paid parental leave
  • Health & wellness initiatives


We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

California Employee Privacy Notice

Effective Date: 1/1/2020

Notice to Applicants for Employment, Employees, and Contractors:

This California Employee Privacy Notice is intended to provide California consumers who are employed or apply for employment or a contractor position with Upgrade information about the categories of personal information Upgrade collects and how the company uses this information. For any questions about this notice, please contact [email protected].

Personal Information Upgrade Collects:

Identifying information: including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Information you provide as a part of a job application or from a background check performed after a job offered is extended, including employment, education, credit, and criminal history. Data on work productivity and performance, including hours worked, electronic network activity, and tasks performed.

Purposes for Collecting Personal Information:

To consider applications for employment. To complete payments, including payroll, expense reimbursement, other compensation-related payments, and the administration of stock options. To administer benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations.

275 Battery St
CA 94111
San Francisco
United States