Back to jobs

Senior Manager, CRM and Operations

Remote within US

Who We Are

Settle is on a mission to make buying inventory super easy. Since the company’s inception in 2019, we’ve been building a cashflow management platform that allows founders and small business owners to more easily manage their company’s financial health with a mix of accounts payable and flexible financing tools. We already work with some amazing brands that you probably know and love, like Branch Furniture, Olipop, Truvani, Starface, and Ghia.

Check us out in On Deck's Top Companies of 2023, Forbes' Next Billion-Dollar Startups, Techcrunch and this Kleiner blog post.

About the role:

We’re looking for a data-driven Senior Manager to lead CRM marketing and drive customer conversion through optimized funnel management. This role focuses on maximizing acquisition and conversion using CRM, owned channels, and marketing automation. 

The ideal candidate excels in strategy, execution, and reporting, with expertise in email, landing pages, and lifecycle campaigns. You will bridge marketing efforts to sales pipelines and customer behavior with data-driven insights, ensuring impactful, scalable processes.

What you'll do:

  • CRM Strategy & Customer Journey Mapping: Develop and implement a data-informed CRM marketing strategy aligned with overall business objectives, with a specific focus on optimizing the customer journey and maximizing conversion rates at each stage of the funnel. This includes detailed customer journey mapping and identification of key touchpoints.
  • Conversion Optimization: Design and execute CRM programs and automated workflows specifically aimed at improving conversion rates across all stages of the funnel, from lead capture working with Growth and Demand Gen lead to customer onboarding and beyond. This will involve implementing segmented email and nurture campaigns, personalized messaging, and A/B testing.
  • Email and Web Campaign Development: Build workflows, email, and owned property campaigns against segmentation with relevant messaging and engagement data, targeting to drive conversion optimization and funnel management.
  • Funnel Analysis & Reporting: Establish and maintain robust reporting frameworks to track key performance indicators (KPIs) across the entire marketing and sales funnel to show impact on growth. Clearly demonstrating the impact of growth and CRM initiatives on pipeline generation, conversion rates, and revenue. Connect all paid and owned marketing activities directly to revenue and activation outcomes.
  • Data Analysis & Insights: Leverage data analytics to understand customer behavior, identify trends, and uncover opportunities for optimization. Utilize data to inform strategic decisions and drive continuous improvement in CRM performance.
  • Operational Process Development: Build and refine operational processes for CRM marketing activities, ensuring efficiency, scalability, and data integrity.
  • Collaboration: Ability to closely collaborate with Sales, Product Marketing, RevOps and Analytics
  • CRM & Marketing Automation Optimization: Own the ongoing optimization of our CRM (e.g., Salesforce, HubSpot) and marketing automation platforms to ensure seamless data flow, efficient workflows, and effective campaign execution with data, sales, and revenue operations partners. Advise on new tools and trends to pilot. 

 What you’ll need:

  • 8+ years of experience in b2b SaaS marketing, with a strong focus on CRM marketing, email, lifecycle, conversion optimization, and funnel management.
  • Experience in building and optimizing operational processes within a marketing organization.
  • Success in designing and executing data-driven CRM programs that boost conversion rates, revenue, and customer lifetime value.
  • Deep understanding of GTM platforms (e.g., Salesforce, HubSpot, Apollo, Koala) and marketing automation tools.
  • Has an analytical mindset and proficiency with data analysis tools (e.g., Amplitude, Tableau).
  • Strong communication, interpersonal, and presentation skills with the ability to convey complex data insights clearly.
  • Excellent project management skills and the ability to manage multiple projects simultaneously.
  • Attention to detail and a commitment to data accuracy and integrity.
  • Experience in linking marketing activities to sales outcomes through robust reporting and analysis.

Attributes for Success:

  • Innovative, adaptable, and resourceful, with a proactive approach to problem-solving, a team-oriented mindset, and strong attention to detail.

Compensation:

This role has an annual starting salary range of $144,000 - $181,000 + equity + benefits. Actual compensation is influenced by a wide array of factors including but not limited to your individual skills and experience.

Benefits & perks that we offer:

  • Unlimited PTO
  • Flexible and remote work culture
  • Competitive compensation and equity
  • Health, dental, and vision coverage for you and your dependents
  • Lunch & commute reimbursement when working in the NYC office located near Union Square
  • $500 home office set up reimbursement
  • $2500 annual growth and development stipend
  • $50 monthly food delivery gift card
  • 401k
  • Brex company card
  • HSA/FSA
  • WeWork membership
  • ERG groups e.g. LGBTQIA+, Women @ Settle, and more!
  • Employee Referral Program
  • Team building events


Our Commitment to You

At Settle we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

With a commitment to maintaining a bias-free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Settle’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.