CRM Marketing Manager

📌 Core Information

🔹 Job Title: CRM Marketing Manager

🔹 Company: Pontera

🔹 Location: New York, United States

🔹 Job Type: Full-Time, Hybrid (In-Office Tues/Weds/Thurs, WFH Mon/Fri)

🔹 Category: Marketing

🔹 Date Posted: April 23, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site (Hybrid)

🚀 Job Overview

Key aspects of this role include:

• Developing and optimizing lifecycle marketing programs to engage leads, onboard new customers, and drive retention.
• Leveraging marketing automation, AI, and CRM tools to create tailored messaging sequences and workflows.
• Collaborating cross-functionally with business intelligence, rev ops, marketing, content, sales, and customer success teams.
• Analyzing campaign performance and providing insights to refine lifecycle strategies.

ASSUMPTION: This role requires a strategic and analytical mindset, with a focus on data-driven decision-making and continuous optimization.

📋 Key Responsibilities

✅ Develop and optimize lifecycle marketing programs to engage leads, onboard new customers, and drive retention.

✅ Leverage marketing automation, AI, and CRM tools to create tailored messaging sequences and workflows across email, in-product, SMS, and other digital touchpoints.

✅ Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways customers use the platform.

✅ Partner with cross-functional teams to align lifecycle marketing initiatives with business goals and broader marketing initiatives.

✅ Monitor key performance metrics to assess campaign effectiveness and conduct A/B testing to improve engagement and conversion rates.

✅ Manage marketing automation tools and AI BDR to build and refine customer journeys leveraging data from Salesforce and 6sense.

✅ Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution.

ASSUMPTION: This role requires a strong understanding of customer journey mapping, behavioral marketing strategies, and a proven track record of building and optimizing multi-channel customer journeys.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)

Experience: 6+ years of experience in lifecycle marketing, CRM, or marketing automation

Required Skills:

• Proven track record of building and optimizing multi-channel customer journeys
• Hands-on experience with marketing automation tools, CRM platforms, AI BDR, and measurement tools (HubSpot, Salesforce, Pendo, 6sense, Dreamdata)
• Strong understanding of segmentation, personalization, and behavioral marketing strategies
• Data-driven decision-making skills with experience analyzing marketing performance metrics and connecting them back to business growth
• Familiar with customer journey mapping and ability to translate insights into actionable improvements
• Experience with A/B testing and experimentation frameworks

Preferred Skills:

• Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry
• Strong project management skills, with the ability to prioritize multiple initiatives
• Excellent written and verbal communication skills
• Accustomed to working within nimble, flexible environments, with an appetite to fail fast and pivot when necessary
• Thrives in cultures where no one says, “That’s not my job.”

ASSUMPTION: This role requires a technical expert with a deep understanding of marketing automation tools and CRM platforms, as well as strong analytical and strategic thinking skills.

💰 Compensation & Benefits

Salary Range: $125,000 annually (based on provided information)

Benefits:

• Equity
• Healthcare
• Retirement (401(k) with employer match and access to a retirement advisor)
• Family Benefits (paid parental leave and reimbursement program for family planning services)
• Professional Development (sponsored learning and development program)
• Food Perks (fully stocked kitchen and lunch reimbursement program)
• Work Flexibility (hybrid office work model and generous PTO)

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The provided salary range is based on the company's stated compensation for this role. Benefits are based on the information provided in the job description.

📌 Applicant Insights

🔍 Company Context

Industry: Pontera is a fintech company specializing in software for retirement savings management, operating within the competitive and rapidly evolving fintech landscape.

Company Size: Pontera is a mid-sized company with 201-500 employees, providing a supportive and collaborative work environment with opportunities for growth and impact.

Founded: Pontera was founded in 2012, with a mission to help millions of Americans retire better by enabling financial advisors to manage their clients' retirement accounts more effectively.

Company Description:

• Pontera is a fintech company on a mission to help people retire better.
• Their software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
• Pontera is used by financial advisors across the nation, from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Company Specialties:

• Personal Finance
• Held Away Accounts
• 401(k)
• Asset Management
• Order Management System
• Financial Advisory
• Financial Wellness
• Retirement
• Wealth Tech
• Wealth Management
• FinTech
• Advisor Tech
• Financial Planning
• defined contribution
• asset location
• nyc
• and startup

Company Website: www.pontera.com

ASSUMPTION: Pontera's focus on retirement savings management and its use by various financial advisors indicate a need for a marketing manager with experience in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry.

📊 Role Analysis

Career Level: This role is at the manager level, requiring strategic decision-making, team leadership, and cross-functional collaboration.

Reporting Structure: The CRM Marketing Manager will report directly to the Senior Director of Partnership Marketing and work closely with various cross-functional teams.

Work Arrangement: This is a hybrid role, with employees working on-site three days a week (Tues/Weds/Thurs) and remotely two days a week (Mon/Fri).

Growth Opportunities:

• As Pontera continues to grow, there may be opportunities for the CRM Marketing Manager to expand their team or take on additional responsibilities.
• The company's focus on innovation and continuous improvement may present opportunities for professional development and skill-building.

ASSUMPTION: This role offers growth opportunities as Pontera expands its user base and enters new markets, requiring the CRM Marketing Manager to scale their strategies and teams accordingly.

🌍 Location & Work Environment

Office Type: Pontera's headquarters is located in New York City, with a modern and collaborative work environment.

Office Location(s): 111 W 33rd St, New York, NY 10120, US

Geographic Context:

• New York City offers a vibrant and diverse cultural scene, with numerous entertainment, dining, and recreational options.
• The city's competitive job market and thriving fintech industry provide ample opportunities for professional growth and networking.
• New York City's cost of living is higher than the national average, with median housing costs being particularly expensive.

Work Schedule: The hybrid work arrangement allows for flexibility, with employees working on-site three days a week and remotely two days a week.

ASSUMPTION: The hybrid work arrangement offers a balance between in-office collaboration and remote flexibility, catering to different work preferences and needs.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the HR team
• Technical assessment or case study
• On-site or video interview with the hiring manager and cross-functional team members
• Final round with senior leadership

Key Assessment Areas:

• Marketing strategy and campaign development
• Data analysis and interpretation
• Cross-functional collaboration and communication
• Problem-solving and adaptability

Application Tips:

• Tailor your resume and cover letter to highlight your experience with lifecycle marketing, CRM, and marketing automation tools.
• Prepare examples of successful lifecycle marketing campaigns you've developed and executed in the past.
• Demonstrate your understanding of Pontera's mission and how your skills and experience align with the role's requirements.

ATS Keywords: Lifecycle Marketing, CRM, Marketing Automation, Segmentation, Personalization, Data Analysis, A/B Testing, Project Management, Collaboration, Customer Journey Mapping, Behavioral Marketing, Technical Expertise, Cross-Functional Collaboration, Engagement Strategies, Performance Optimization

ASSUMPTION: Pontera's ATS may prioritize candidates with relevant experience in lifecycle marketing, CRM, and marketing automation, as well as strong analytical and strategic thinking skills.

🛠️ Tools & Technologies

• HubSpot (marketing automation)
• Salesforce (CRM)
• Pendo (customer journey building within the platform)
• 6sense (AI BDR)
• Dreamdata (measurement tools)

ASSUMPTION: Familiarity with these tools and technologies is essential for the CRM Marketing Manager to effectively execute their role and collaborate with cross-functional teams.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric
• Collaborative
• Innovative
• Data-driven
• Accountable

Work Style:

• Fast-paced and dynamic
• Data-driven and analytical
• Collaborative and cross-functional
• Adaptable and open to feedback

Self-Assessment Questions:

• How do you ensure that your marketing strategies align with Pontera's customer-centric values?
• Describe a time when you had to pivot your marketing strategy based on data insights. How did you approach this, and what was the outcome?
• How do you balance working independently on projects with collaborating with cross-functional teams?

ASSUMPTION: Pontera values candidates who are customer-focused, data-driven, and able to thrive in a fast-paced, collaborative environment.

⚠️ Potential Challenges

• Managing multiple marketing automation tools and ensuring seamless integration between them.
• Balancing the need for personalized customer experiences with the scalability required for a growing user base.
• Keeping up with the rapidly evolving fintech landscape and adapting marketing strategies accordingly.
• Collaborating effectively with cross-functional teams, each with their own priorities and goals.

ASSUMPTION: These challenges require a strong technical skill set, strategic thinking, and excellent communication and collaboration skills.

📈 Similar Roles Comparison

• Unlike traditional marketing roles, the CRM Marketing Manager role at Pontera focuses heavily on lifecycle engagement and retention, rather than just acquisition.
• Pontera's focus on the fintech industry and its highly regulated environment may present unique challenges and opportunities compared to other SaaS or B2B marketing roles.
• Career progression in this role may involve expanding the team, taking on additional responsibilities, or transitioning into a more senior marketing leadership position as Pontera grows.

ASSUMPTION: This role offers a unique blend of marketing strategy, data analysis, and cross-functional collaboration, with a focus on customer engagement and retention within the fintech industry.

📝 Sample Projects

• Developing and executing a multi-channel onboarding campaign for new customers, leveraging email, in-product messaging, and SMS to drive engagement and reduce churn.
• Implementing a data-driven segmentation strategy to tailor messaging and offers to different customer personas, based on their behavior, demographics, and account activity.
• Conducting A/B testing to optimize email open rates, click-through rates, and conversion rates, and iterating on campaigns based on performance data.

ASSUMPTION: These sample projects illustrate the CRM Marketing Manager's responsibility for developing and optimizing lifecycle marketing programs, leveraging data-driven insights, and collaborating with cross-functional teams to drive customer engagement and retention.

❓ Key Questions to Ask During Interview

• Can you describe the current lifecycle marketing strategy and how my role would contribute to its evolution?
• How does the marketing team collaborate with the product and customer success teams to ensure seamless customer experiences across the customer journey?
• What are the most significant challenges facing the lifecycle marketing team, and how can this role address them?
• How does Pontera support the professional development and growth of its marketing team members?
• What is the company's approach to work-life balance, and how does the hybrid work arrangement support this?

ASSUMPTION: These questions demonstrate the candidate's interest in understanding the role's strategic impact, cross-functional collaboration, and growth opportunities, as well as their commitment to work-life balance and professional development.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your experience with lifecycle marketing, CRM, and marketing automation tools.
• Prepare examples of successful lifecycle marketing campaigns you've developed and executed in the past.
• Demonstrate your understanding of Pontera's mission and how your skills and experience align with the role's requirements.
• Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.