CRM Associate, Rocket Money

$70-100k

Amplitude
Braze
Junior and Mid level
Remote in US
New York
San Francisco Bay Area
Rocket Money

Smart financial management and spending analysis app

Open for applications

Rocket Money

Smart financial management and spending analysis app

201-500 employees

FintechB2CLifestylePersonal financeFinancial ServicesSaaS

Open for applications

$70-100k

Amplitude
Braze
Junior and Mid level
Remote in US
New York
San Francisco Bay Area

201-500 employees

FintechB2CLifestylePersonal financeFinancial ServicesSaaS

Company mission

To empower people to live their best financial lives.

Role

Who you are

  • You have 2+ years of experience in email marketing, CRM, or a related field, and experience with Braze or Iterable is a plus
  • You are skilled in running A/B tests and analyzing performance metrics
  • You possess strong analytical skills and exceptional attention to detail. In fact, you noticed the typo in this job spec and it stood out to you
  • You are an excellent communicator with exceptional project management skills. You have the ability to synthesize data into shareable nuggets and are a natural storyteller
  • You thrive in a collaborative environment and have the ability to work effectively with cross-functional teams
  • You are passionate and driven, with a hunger to learn. Our promise to you is that the more you put into the role, the more you will get out of it. We care about your personal development and intend on challenging you in a fun way
  • You are a doer. You take initiative and are always ready to both get the job done and find additional areas of providing value

What the job involves

  • Within Rocket Money, we see our CRM program as an extension of our product. With over 200 triggered campaigns geared towards activating, engaging, and retaining members, our small albeit mighty CRM team is looking for a CRM associate/manager to help us further accelerate
  • With a focus on activation, engagement, and retention, you will be responsible for both setting up campaigns, measuring results, and socializing learnings to both senior leaders and cross department
  • Our CRM program comprises of push, email, content card (native cards in our mobile app that we can personalize) and in-app pop-ups (full screen takeovers in our mobile app that we can personalize). We also use our CRM program to vapor test concepts (validate demand by assessing interest
  • You will work with multiple members of the larger product team to set-up experiments so we can together learn where to focus our energies
  • Support CRM leadership increase throughput by executing campaigns (in Braze) and measuring results (in Amplitude)
  • Within Braze, you will manage audience segments, set triggered campaigns that are cross platform, and set up customer journeys
  • Ingest learnings from campaigns to provide recommendations on iterative tests, by providing hypothesis and how we plan to measure / validate success
  • Partner with design team to share direction for campaigns and work through iterations to create assets
  • Stay up-to-date with industry trends and best practices in email marketing and CRM

Our take

Managing finances has become increasingly difficult in the last couple of decades, despite access to online banking and other financial apps. The mass of subscriptions, standing orders and utility bills the average American is subject to ultimately makes it difficult to assess and manage their finances within one place.

Rocket Money (formerly Truebill) provides a mobile application that includes a variety of tools that aim to simplify financial management. Tools include an automatic subscription tracker which aims to increase transparency and simplicity for canceling unwanted subscriptions, in addition to monthly spending analytics and budgeting plans.

Whilst there seems to be an app for just about every form of financial management, Rocket Money has taken much-needed action by unifying everything into a single app. Whilst the company initially focused on financial management tools, it's now branched out to more direct financial tools such as utility bill comparison services, autopilot saving and paycheque advance loans.

Kirsty headshot

Kirsty

Company Specialist

Insights

Top investors

Few candidates hear
back within 2 weeks

17% employee growth in 12 months

Company

Funding (last 2 of 6 rounds)

Jun 2021

$45m

SERIES D

Nov 2020

$17m

SERIES C

Total funding: $84m

Company benefits

  • Health, Dental & Vision Plans
  • Competitive Pay
  • Matching 401k
  • Unlimited PTO
  • Lunch daily
  • Snacks & Coffee
  • Commuter benefits

Company values

  • Focus on members - We are in this to delight our members. We maintain constant communication to understand their needs and wants
  • Take ownership - We are passionate and proactive. We take ownership and prioritize the long term, not just our team or task
  • Get stuff done - Time and resources are a constraint. We can only win if we are faster, more effective, and more agile than others
  • Prioritize data - We are humble about our opinions and use data across our teams to make better decisions. We have deep respect for the security & privacy of members
  • Enjoy the journey - We believe we can do our best work by supporting each other and seeking together to make our work engaging, fun, and enjoyable
  • Support personal growth - We are committed to using our experience at work to support our own and each other’s personal growth journeys

Company HQ

Downtown Silver Spring, Silver Spring, MD

Leadership

Haroon Mokhtarzada

(CEO & Chairman)

They worked as CEO of Webs for 10 years, while studying at Harvard Law School, before working as VP at Vistaprint. They left this role in 2016 having co-founded Truebill (which later became Rocket Money) in November 2015.

Having studied at the University of Maryland, they worked in Business Development for Webs.com, SGN, appssavvy, and Nanigans for a combined 9 years. In November 2015 they co-founded Truebill.

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