Lifecycle & CRM Operations Specialist

Dave

. Build and configure complex, multi-step Braze canvases with branching logic, audience entry, personalization, and trigger-based journeys .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $83,000 - $104,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and configuring complex Braze canvases with a focus on audience personalization and trigger-based journeys. Proficient in quality assurance for CRM campaigns and collaboration with cross-functional teams to ensure compliance and accuracy in lifecycle marketing.

Highest-signal resume keywords

Braze ExperienceHTML ProficiencyCampaign Quality AssuranceSQL UsageRegulated Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Braze CanvasesCampaign LogicHTMLAI ToolsSQLQuality AssuranceSegmentationPersonalization TokensDocumentationCompliance Review

Soft Skills

Strong Documentation InstinctsProblem-Solving

Industry Keywords

FintechHealthcareInsurance

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Build and configure complex, multi-step Braze canvases with branching logic, audience entry, personalization, and trigger-based journeys
Perform end-to-end quality assurance reviews for CRM campaigns, including email, SMS, push, in-app, customer journeys, triggered communications, and promotional campaigns
Partner with Lifecycle Strategy, creative, and martech teams to implement campaign requirements correctly and align with approved specifications
Investigate live campaign issues using Braze logs, segmentation reports, and performance data, partnering with Data and Engineering to fix them
Collaborate with Data Analytics and martech to ensure lifecycle marketing experiments and metrics are accurate and consistently defined across dashboards
Validate custom attributes, event schema, and catalog or Connected Content feeds behind campaign sends
Build and maintain QA checklists and documentation; respond to live campaign issues by pausing or stopping sends, sizing member impact, escalating, and documenting preventive controls
Route copy, disclosures, and campaign changes through Legal and Compliance review and maintain approval records
Report to the Director, Lifecycle Marketing

Requirements

What you’ll need

3+ years of hands-on Braze experience, building and QAing complex canvases
Experience with complex canvas or journey logic – branching, trigger-based sends, liquid personalization, multi-step audience entry
Experience with HTML and demonstrated ability to build, understand, and triage HTML for email rendering issues
Track record of catching errors before launch, from segmentation mismatches to broken triggers to bad personalization tokens
Comfortable using AI, SQL, or other tools to verify segment, audience, or cohort logic across canvases and campaigns
Strong documentation instincts, and experience working directly with Legal or Compliance teams on review and sign-off
Experience in a regulated industry such as fintech, healthcare, or insurance is a plus
Permanently authorized to work in the United States without visa sponsorship

Benefits

Comp & perks

Equity
Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals
Flexible hours and virtual-first work culture with a home office stipend
Premium Medical, Dental, and Vision Insurance plans
Generous paid parental and caregiver leave
401(k) savings plan with matching contributions
Financial advisor and financial wellness support
Flexible PTO and generous company holidays, including Juneteenth and Winter Break
All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team