Director of CRM

Marketing at Policygenius...

At Policygenius, we prioritize consumer needs above all else—and it starts with our marketing. As a startup disrupting centuries-old behemoths, we’re taking a completely different approach to help consumers understand financial protection. Through our educational content, comprehensive price comparison products, and hands-on customer service, we empower consumers to make good financial decisions for themselves and their families.

As the Director of CRM, you’ll lead a best-in-class team to drive customer relationships and lifetime value through all available communication channels. More broadly, you’ll deepen our overall engagement with customers, keeping Policygenius top of mind for financial protection and advice. This is a high-visibility leadership role, with a focus on creating exceptional customer experiences, influencing key business decisions, driving some of our most important business metrics, and leading a talented team. 

This is a unique opportunity to scale a successful program and a superior user experience through a vital company communication channel. Reporting to the Head of Marketing, this position will work cross-functionally across the full Marketing team and have high-impact touch points with Operations, Product, Data, Legal, and Engineering.

In this role, you will...

• Create strategic vision, KPIs, and testing roadmap across multiple insurance product lines, CRM communication channels, and lifecycle touch points
• Shape and support broader strategic priorities around lead nurturing/conversion, increasing revenue/customer, and driving cross-sell 
• Lead our CRM team to optimize our communication content and cadence through rigorous A/B testing and experimentation
• Maintain an up-to-date hub of current programs, performance, and insights 
• Collaborate with our Data team to develop segmentation and personalization strategies that deliver the right message at the right time to the right customer
• Serve as the subject matter expert on email and SMS marketing trends, best practices, technologies, CAN-SPAM laws, and privacy-regulation
• Grow our Policygenius community and email database through a variety of on-site, content, and partnership opportunities
• Measure, monitor, and analyze CRM’s overall business impact and progress toward KPIs
• Collaborate with our Operations, Acquisition, Content, Brand, and Product teams to ensure consistency across the full customer journey

We’d love to hear from you if...

• You have 7+ years of experience leading CRM and/or email marketing, company scaling experience preferred
• 4+ years of people management and hiring experience 
• You have hands-on experience with:
• email/SMS marketing and tech platforms (e.g. Iterable, Litmus, Segment)
• marketing analytics platforms (e.g. Google Analytics/BigQuery, Tableau, SAS) 
• You have basic technical skills, including HTML, CSS, and SQL
• You have a proven track record of working collaboratively with Product, Engineering, Customer Service and/or Sales teams
• You have superior written and verbal communication skills for customer-facing and internal audiences

You can expect…

• Company-paid health, dental, vision, life, and disability insurance
• 401(k) plan, FSA, and commuter benefits
• Generous PTO
• A flexible-first workplace with the freedom to work in our beautiful offices or remotely as needed based on the needs of your role, your team, and the business
• The opportunity to grow alongside a company shaking up a big, old-fashioned industry, including training, mentorship, and coaching from leadership
• An inclusive community of fun, diverse, and open-minded coworkers committed to our mission of helping people get financial protection right

About Policygenius

Policygenius is the online insurance marketplace combining cutting-edge technology with the expertise of real licensed agents to help people get the coverage they need to protect their family, property, and finances with confidence. Since 2014, we've served as a resource for millions of people on their insurance journeys, and we've placed more than $160 billion in coverage. Our $125 million Series E in early 2022 brought our fundraising total to over $250 million.

At Policygenius, we've worked hard to maintain an inclusive culture amid our rapid growth. We’re proud of building an environment that encourages our teammates to bring their authentic selves to work, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" four years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated, and we're committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements, and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status, or any other status protected by law.

Come join the team!