Populus Financial Group

The safety and wellbeing of our customers and employees is our top priority. Most of our Corporate office operates remotely as we continue to closely monitor COVID-19 updates at the national and local levels (some positions may operate on-site).

Populus is an amazing company where our employees stay because they love their teams and the growth opportunities. Additionally, we offer a competitive 401K match, a generous paid time off package, and Health Benefits.

Our mission is to provide a broad range of quality financial products and services delivered with best-in-class customer service. We work and lead with integrity, and we celebrate employees who exemplify our values. Come join our team!

The CRM Manager is responsible for the creation, execution, and analysis of multi-channel, customer lifecycle programs. The CRM Manager will actively participate and support the strategy and development of CRM programs. The CRM Manager will work across the marketing and product teams to develop and implement strategies to improve CRM program performance. The CRM Manager will be responsible for managing CRM platforms, maintaining calendars, and prioritizing initiatives.

Populus Financial Group is a results-oriented, fast-paced, and growing organization, in the middle of a digital transformation. This role will support Populus’ CRM strategy and execution and will report directly to the Senior Manager, CRM.

Major Responsibilities

• Manage all aspects of email, SMS, and push campaign production under tight deadlines with accuracy, including:
• Content creation and copywriting
• Segmentation and targeting
• Scheduling, setup, testing, and deployment
• Deliverability, monitoring, and campaign reporting
• Be the subject matter expert for our CRM platform and tools: Marigold Engage+, Stensul, Google Analytics, and Litmus.
• Compile, track, and analyze campaign performance, as well as subscriber growth and CRM health metrics.
• Manage the email marketing calendar to ensure organizational alignment and timely email deployments.
• Assist with list management: importing, exporting, segmenting, and setting up recurring jobs.
• Collaborate with marketing team to develop, implement, manage, and optimize consumer messaging for all products.
• Work cross-functionally with Product Managers, IT, Channel Managers, Operations, analytics, and external partners to execute projects.
• Analyze messaging performance and make improvements to lifecycle communications.
• Drive revenue and improve ROI on marketing email and transactional email campaigns.
• Support the marketing team in the development of new business materials, presentations, and proposals.
• Serve as a subject matter expert on digital marketing trends, technologies, and compliance (including CAN-SPAM and TCPA).

Key Competencies

• Strategic and creative thinker with proven analytical and problem-solving capabilities.
• Willing to question status quo to improve marketing program and results.
• Exceptional interpersonal skills: ability to interact and communicate with all levels of the organization.
• Detail and results-oriented with excellent execution.
• Accountability of actions and ownership of tasks and duties.
• Passion for efficiency and seeks opportunities for improvement.
• Desire to take initiative.
• Thrives in a fast-paced, collaborative environment.
• Shares feedback in a positive manner.
• Strong organizational skills and attention to detail
• Effective project management skills and ability to manage multiple projects simultaneously.
• Manage shifting priorities with hard deadlines and multiple tasks with limited supervision.

Minimum Qualifications

• Bachelor’s degree in marketing, communications, or business preferred.
• 3+ years of experience managing email and SMS marketing programs
• Experience with several email service providers and/or cross-channel campaign management platforms (Marigold Engage+ preferred)
• Experience customizing standard reports and creating new explorations in Google Analytics and Looker Studio, required.
• Working knowledge of HTML and email coding best practices, preferred
• Proficiency in Microsoft Office Suite, required
• Word: Edit text documents and create templates
• Excel: Run and create functions, pivot tables, and charts
• PowerPoint: Create presentations and slideshows
• Experience crafting high-quality campaign copy and managing all aspects of copy development: sourcing, writing, editing, and proofing, required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities.

While performing the duties of this job, the employee is regularly required to sit, stand, or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs. Must have appropriate vision to see up close, and at a distance with ability to adjust vision and focus.

Position Type/Expected Hours of Work

This is a full-time position, days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. CT. This position might require after-hours and weekend work.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate.

Disclaimer

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job.

EEO Statement

Populus Financial Group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.

Populus Financial Group