Betterment
Sr. CRM Associate
Betterment, New York, New York, us, 10261
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people's lives better. We're headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
About the role
You're excited about a career in data-driven marketing with a fast-growing company. You have a passion for creating a great customer experience through email, push notifications, and other marketing channels. You have a tendency to sign up for email subscriptions despite your overflowing inbox simply because you don't want to miss a great email campaign. You love to learn, are curious about new tools and technology, and have an extreme eye for detail. You are resourceful and have a track record of getting stuff done.
As part of a team, you'll work with the highest engagement marketing channel. You will build email and push marketing campaigns and product communications across our retail and 401(k) business. You will work closely with various teams to set up and monitor segmented and personalized email communication with our 900,000+ customers.
This role is based out of our NYC office. Below, we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and interview performance. The range listed is just one component of Betterment's total compensation package for employees.New York City: $90,000 - $105,000We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus. For jobs based out of our NYC HQ, we require in-office attendance Tuesday through Thursday, weekly.A day in the life
Support and maintain customer-centric campaigns across the entire customer lifecycle, including lead nurture, onboarding, and retentionExecute campaigns across various channels (email, push notification, in-app messaging)Collaborate with marketing managers, copywriters, designers, and compliance to create new campaignsSet up A/B tests for new email & push campaigns to determine incremental liftBuild targeted, personalized drip campaigns on our CRM platformsPerform rigorous quality assurance testing and proofing to ensure there are no errorsMonitor the system daily and fix problems as they crop up, occasionally working with engineering teams to solve these problemsWhat we're looking forA minimum of 2-4 years of experience in a marketing role (preferably in retention)Extraordinary attention to detailAn ability to think creatively about how to approach problemsAn understanding of the customer voice and customer needsExperience collaborating well with other teams, including internal departments and third-party vendorsWillingness to learn how to use new tools and develop new skills as neededPrior experience working with an ESP (e.g. Braze, Hubspot, Salesforce Marketing Cloud, Iterable, or other)Experience working with HTML and CSS in emailBonus points if you have:SQL skillsMicrosoft Excel/Google Sheets skills (vlookup and pivot tables)What being at Betterment means for you
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.
We set audacious goals
We set them for the company, our customers, and ourselves-and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins.
We value all perspectives
When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We invest in you with:
A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.Flexible paid time off (and encouragement to use it!)Meaningful opportunity for community building through our 7 Employee Resource GroupsEmpowerment to own and lead change and affect the businessDedicated professional development opportunitiesLunch from our in-house chef three days a week at our NYC headquartersWhat happens next
We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Come join us!
We're an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.E-Verify NoticeE-Verify Notice (Spanish)Right to Work NoticeRight to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email team.hire@betterment.com.
Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people's lives better. We're headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
About the role
You're excited about a career in data-driven marketing with a fast-growing company. You have a passion for creating a great customer experience through email, push notifications, and other marketing channels. You have a tendency to sign up for email subscriptions despite your overflowing inbox simply because you don't want to miss a great email campaign. You love to learn, are curious about new tools and technology, and have an extreme eye for detail. You are resourceful and have a track record of getting stuff done.
As part of a team, you'll work with the highest engagement marketing channel. You will build email and push marketing campaigns and product communications across our retail and 401(k) business. You will work closely with various teams to set up and monitor segmented and personalized email communication with our 900,000+ customers.
This role is based out of our NYC office. Below, we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and interview performance. The range listed is just one component of Betterment's total compensation package for employees.New York City: $90,000 - $105,000We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus. For jobs based out of our NYC HQ, we require in-office attendance Tuesday through Thursday, weekly.A day in the life
Support and maintain customer-centric campaigns across the entire customer lifecycle, including lead nurture, onboarding, and retentionExecute campaigns across various channels (email, push notification, in-app messaging)Collaborate with marketing managers, copywriters, designers, and compliance to create new campaignsSet up A/B tests for new email & push campaigns to determine incremental liftBuild targeted, personalized drip campaigns on our CRM platformsPerform rigorous quality assurance testing and proofing to ensure there are no errorsMonitor the system daily and fix problems as they crop up, occasionally working with engineering teams to solve these problemsWhat we're looking forA minimum of 2-4 years of experience in a marketing role (preferably in retention)Extraordinary attention to detailAn ability to think creatively about how to approach problemsAn understanding of the customer voice and customer needsExperience collaborating well with other teams, including internal departments and third-party vendorsWillingness to learn how to use new tools and develop new skills as neededPrior experience working with an ESP (e.g. Braze, Hubspot, Salesforce Marketing Cloud, Iterable, or other)Experience working with HTML and CSS in emailBonus points if you have:SQL skillsMicrosoft Excel/Google Sheets skills (vlookup and pivot tables)What being at Betterment means for you
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.
We set audacious goals
We set them for the company, our customers, and ourselves-and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins.
We value all perspectives
When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We invest in you with:
A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.Flexible paid time off (and encouragement to use it!)Meaningful opportunity for community building through our 7 Employee Resource GroupsEmpowerment to own and lead change and affect the businessDedicated professional development opportunitiesLunch from our in-house chef three days a week at our NYC headquartersWhat happens next
We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Come join us!
We're an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.E-Verify NoticeE-Verify Notice (Spanish)Right to Work NoticeRight to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email team.hire@betterment.com.