About The Position

Plum AI is seeking an experienced Campaign Operations Manager to join their team in a temporary role with the potential to transition into a full-time position. This role requires someone who can quickly take hands-on ownership of campaign execution, focusing on setting up campaigns, managing sending accounts, loading and validating contact data, monitoring deliverability, troubleshooting issues, and ensuring campaigns launch and run successfully. Prior hands-on experience with Instantly and SmartReach is required, as is an understanding of outbound campaign operations. The temporary assignment has the potential to develop into a permanent role as Plum continues to scale its campaign operations.

Requirements

  • Hands-on experience managing outbound email campaigns.
  • Direct experience with Instantly and SmartReach required.
  • Strong understanding of email deliverability, domain reputation, inbox warm-up, sending limits, bounce management, and sender health.
  • Experience managing multiple sending accounts and inboxes.
  • Experience importing and managing large prospect/contact lists.
  • Strong Excel/CSV skills, including filtering, validation, deduplication, and field mapping.
  • Ability to troubleshoot campaign-platform and email-account configuration issues independently.
  • Exceptional attention to detail and strong QA habits.
  • Ability to manage multiple customers, campaigns, and deadlines simultaneously.
  • Strong written communication skills and good judgment around outbound messaging.

Nice To Haves

  • Experience in financial services, commercial lending, commercial real estate, mortgage, banking, or B2B fintech.
  • Experience with Salesforce, HubSpot, or Microsoft Dynamics 365.
  • Experience with CRM-integrated outreach.
  • Experience with AI-generated or highly personalized outbound messaging.
  • Experience working in a managed-service environment.
  • Understanding of contact enrichment, segmentation, suppression lists, and CRM data hygiene.

Responsibilities

  • Build, configure, launch, and manage customer campaigns in Instantly and SmartReach.
  • Manage multiple customer campaigns, sending accounts, inboxes, and sequences simultaneously.
  • Upload, map, validate, and QA prospect lists before campaigns go live.
  • Configure sending schedules, daily limits, inbox rotation, reply routing, sequences, and campaign settings.
  • Manage campaigns targeting both existing customer relationships for reactivation and newly sourced prospects.
  • Perform thorough pre-launch QA to ensure the correct audience, messaging, sending accounts, exclusions, and settings are in place.
  • Maintain campaign calendars and keep launches moving against committed timelines.
  • Manage lookalike sending accounts and domains used to protect customers' primary email domains.
  • Coordinate and monitor inbox warm-up before campaign launch.
  • Manage appropriate sending ramp-up and daily sending volumes.
  • Monitor sender reputation, bounce rates, spam signals, unsubscribes, and other deliverability indicators.
  • Troubleshoot sending-account connections, reply routing, campaign configuration, and other platform issues.
  • Work comfortably with Microsoft 365 and Google Workspace sending environments.
  • Identify potential deliverability problems early and take or recommend corrective action.
  • Work with Plum's Data Science and Account Management teams to prepare campaign audiences.
  • Validate contact files and identify duplicates, missing information, malformed records, or other data-quality issues.
  • Properly manage existing contacts, newly sourced prospects, exclusion lists, blacklists, and suppression lists.
  • Ensure contacts are assigned to the appropriate loan originator, salesperson, territory, sending account, and campaign.
  • Coordinate contact enrichment and data corrections as needed.
  • Maintain strong data hygiene throughout campaign execution.
  • Translate approved customer messaging into executable campaign sequences.
  • QA AI-generated and personalized outreach to ensure messages sound natural and appropriate for the individual recipient.
  • Validate personalization fields, variables, and prospect-specific content before launch.
  • Recognize messaging that could appear generic, automated, repetitive, or inappropriate given an existing customer relationship.
  • Ensure follow-up sequences maintain the feel of genuine one-to-one communication.
  • Monitor active campaigns daily.
  • Track sending activity, delivery, replies, meaningful responses, positive responses, bounces, unsubscribes, and other campaign indicators.
  • Identify abnormal campaign behavior or performance trends and escalate issues quickly.
  • Pause or adjust campaigns when deliverability, data quality, messaging, or customer concerns require intervention.
  • Optimize sending volumes, sequencing, timing, and configuration based on campaign performance.
  • Ensure customer replies are routed correctly to the appropriate real inbox or team member.
  • Help distinguish meaningful business responses from automated replies, out-of-office messages, unsubscribes, and other non-actionable responses.
  • Provide Account Managers with accurate, timely campaign status and performance information.
  • Maintain clear reporting on contacts loaded, contacts reached, sending volume, replies, meaningful responses, and other agreed-upon KPIs.
  • Proactively surface campaign risks, delays, dependencies, and blockers.
  • Document campaign setup, changes, issues, and resolutions.
  • Support campaign performance reviews and identify opportunities for improvement.
  • Partner closely with Account Management to ensure execution aligns with customer expectations and commitments.

Benefits

  • Generous health, dental, and vision coverage for employees and family members
  • 401K
  • Eleven paid holidays
  • Unlimited discretionary vacation days
  • Competitive compensation
  • Bonus potential
  • Equity in a financial technology startup
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