Email Marketing Manager

Summary

Join Settle, a fast-growing fintech company, as a data-driven Senior Manager to lead CRM marketing and drive customer conversion. You will develop and implement a CRM marketing strategy, optimize conversion rates, build email and web campaigns, and analyze funnel performance. This role requires strong analytical skills, experience with CRM and marketing automation platforms, and the ability to collaborate with various teams. The ideal candidate has 8+ years of B2B SaaS marketing experience and a proven track record of success in boosting conversion rates and revenue. Settle offers a competitive salary, equity, and a comprehensive benefits package including unlimited PTO, flexible work arrangements, and professional development opportunities.

Requirements

• 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 processes within a marketing organization
• Success in designing and executing data-driven CRM programs that boost conversion rates, revenue, and customer lifetime value
• Deep understanding of GTM platforms (e.g., Salesforce, HubSpot, Apollo, Koala) and marketing automation tools
• Has an analytical mindset and proficiency with data analysis tools (e.g., Amplitude, Tableau)
• Strong communication, interpersonal, and presentation skills with the ability to convey complex data insights clearly
• Excellent project management skills and the ability to manage multiple projects simultaneously
• Attention to detail and a commitment to data accuracy and integrity
• Experience in linking marketing activities to sales outcomes through robust reporting and analysis

Responsibilities

• 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
• 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
• Build workflows, email, and owned property campaigns against segmentation with relevant messaging and engagement data, targeting to drive conversion optimization and funnel management
• 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
• 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
• Build and refine operational processes for CRM marketing activities, ensuring efficiency, scalability, and data integrity
• Ability to closely collaborate with Sales, Product Marketing, RevOps and Analytics
• 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

Preferred Qualifications

Innovative, adaptable, and resourceful, with a proactive approach to problem-solving, a team-oriented mindset, and strong attention to detail

Benefits

• Unlimited PTO
• Flexible and remote work culture
• Generous salary and equity for all staff
• Health, dental, and vision coverage for you and your dependents
• Lunch & commute reimbursement when working in the NYC office located near Union Square
• $500 home office set up reimbursement
• $2500 annual growth and development stipend
• $50 monthly food delivery gift card
• 401k
• Brex company card
• HSA/FSA
• WeWork membership
• ERG groups e.g. LGBTQIA+, Women @ Settle, and more!
• Employee Referral Program
• Team building events