About the Role

We're looking for a CRM Strategist who knows how to turn messages into movements. This role is for someone who’s both creative and data-minded, someone who sees a lifecycle funnel and immediately thinks of 10 ways to improve it.

You’ll sit on the Growth team and own all things CRM. That includes crafting strategies, shipping campaigns, running A/B tests, and continuously improving how we engage, retain, and grow our users.

This role is about shaping user behavior, nudging smart actions, and driving real business impact.

If you love building experiments, know your way around user segments, and want to help people become confident investors - we’d love to meet you.

What You’ll Do

Design and execute CRM campaigns across email, push, in-app, and SMS
Own lifecycle strategy: onboarding, activation, retention, reactivation
Build and run experiments (A/B, multivariate) to optimize performance
Work closely with Product, Growth, and Content to align CRM with core initiatives
Analyze campaign performance and share clear, actionable insights
Continuously refine user segmentation and behavioral triggers
Stay close to product changes and customer needs to keep CRM relevant and impactful

Key Outcomes

Drive measurable lifts in activation, retention, and net deposits
Improve CRM channel efficiency (CTR, CVR, unsubscribe rates)
Increase engagement across the lifecycle funnel
Run and document 2–3 meaningful experiments per month
Build a CRM experimentation engine that’s repeatable and scalable
Improve segmentation and personalization logic to reflect user behavior and intent