Lifecycle & CRM Operations Specialist

Dave

7d•$83,000 - $104,000•Remote

About The Position

Dave is seeking a Lifecycle & CRM Operations Specialist to build, test, and troubleshoot Braze canvases and campaigns that communicate with its members. This individual contributor role within Lifecycle Marketing owns campaign builds and quality assurance, including branching logic, personalization, trigger timing, and checks designed to catch errors before communications reach members. The role supports communications across email, SMS, push, and in-app channels and helps ensure campaign data, measurement, and approvals are accurate and documented. The specialist partners with Lifecycle Strategy, Creative, Martech, Data Analytics, Data, Engineering, Legal, and Compliance teams. They investigate live campaign issues, coordinate responses when sends go wrong, and develop QA processes and documentation as campaign volume grows. Dave describes the impact of the role as protecting member trust by ensuring important transactions, alerts, and offers reach members correctly. Dave is a virtual-first company. Team members may live and work anywhere in the United States except Hawaii. The role offers ownership in shaping the QA and build process for Dave’s lifecycle program.

Requirements

At least 3 years of hands-on Braze experience building and quality-assuring complex canvases.
Experience with complex canvas or customer journey logic, including branching, trigger-based sends, Liquid personalization, and multi-step audience entry.
Experience with HTML and demonstrated ability to build, understand, and troubleshoot HTML for email rendering issues.
A track record of identifying errors before launch, including segmentation mismatches, broken triggers, and incorrect personalization tokens.
Comfort 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.

Nice To Haves

Experience in a regulated industry such as fintech, healthcare, or insurance.

Responsibilities

Build and configure complex, multi-step Braze canvases, including branching logic, audience entry, personalization, and trigger-based journeys.
Perform end-to-end quality assurance reviews for CRM campaigns, customer journeys, triggered communications, and promotional campaigns across email, SMS, push, and in-app channels.
Partner with Lifecycle Strategy, Creative, and Martech teams to implement campaign requirements correctly and align them with approved business specifications.
Investigate live campaign issues using Braze logs, segmentation reports, and performance data, partnering with Data and Engineering to resolve them.
Collaborate with Data Analytics and Martech to ensure lifecycle experiments and metrics are accurate, consistently defined, and updated across relevant dashboards.
Validate campaign data, including custom attributes, event schemas, and catalog or Connected Content feeds, to ensure source data is current and correctly matched.
Build and maintain QA checklists and documentation that support an auditable campaign system as volume grows.
Coordinate the response to live campaign issues by pausing or stopping sends, assessing member impact, escalating issues, and documenting controls to prevent recurrence.
Route copy, disclosures, and campaign changes through Legal and Compliance review and maintain clear approval records.