Lifecycle & CRM Operations Specialist

The role

This individual contributor role involves building, testing, and troubleshooting complex Braze canvases and campaigns. You will own the build and quality assurance for communications reaching over 14 million members.

What you will do

• Build and configure complex, multi-step Braze canvases
• Perform end-to-end quality assurance reviews for CRM campaigns
• Partner with Lifecycle Strategy, creative, and martech teams
• Investigate live campaign issues using Braze logs and performance data
• Collaborate with Data Analytics and martech to ensure accurate metrics
• Validate data including custom attributes, event schema, and feeds
• Build and maintain QA checklists and documentation
• Manage responses to live campaign errors
• Route copy and disclosures through Legal and Compliance review

Required qualifications

• 3+ years of hands-on Braze experience, building and QAing complex canvases
• Experience with complex canvas or journey logic
• Experience with HTML and ability to triage HTML for email rendering issues
• Track record of catching errors before launch
• Comfortable using AI, SQL, or other tools to verify segment, audience, or cohort logic

Nice to have

• Experience in a regulated industry such as fintech, healthcare, or insurance

Benefits

• Flexible hours and virtual-first work culture
• Home office stipend
• Premium Medical, Dental, and Vision Insurance plans
• Generous paid parental and caregiver leave
• 401(k) savings plan with matching contributions
• Financial advisor and financial wellness support
• Flexible PTO
• Generous company holidays, including Juneteenth and Winter Break
• All-company in-person events once or twice a year
• Virtual events

About the company

Dave is a financial app on a mission to build products that level the financial playing field. It is a profitable, publicly traded fintech serving more than 14 million members.