
Harper
CRM Lead
San Francisco
Sponsorship not specified$150k-$190kDetected 29 days ago
SQLData VisualizationHubSpotSalesforceCRMLogisticsCustomer SuccessCommunication
About the role
- Harper has thousands of customers and adds ~1,000 more a month, and what happens after they sign matters as much as how they got here.
- Every gap in the lifecycle is a revenue leak: policies that lapse, referrals that never happen, customers who forget Harper exists until something breaks.
- You're a CRM and lifecycle marketer who thinks in revenue, not sends - equal parts strategist and executor, designing a segmentation model in the morning and QA'ing a drip sequence in the afternoon.
Responsibilities
- Own the full CRM strategy. Design and run lifecycle programs that drive retention, upsell, cross-sell, and referrals across Harper's customer base.
- Find and close revenue leaks. Audit the journey for where policies lapse, engagement drops, or referrals stall - then build the programs that fix it.
- Segment and personalize. Build audiences by industry, policy type, lifecycle stage, and engagement signal to drive relevance at scale.
- Drive measurable revenue. Tie every program to retention, LTV, and revenue impact - not vanity metrics.
- You've built segmentation strategies from scratch and can explain the logic behind every audience you create.
- Own the full CRM strategy.
- Hands-on experience building automated campaigns in at least one major CRM or marketing automation platform (HubSpot, Salesforce Marketing Cloud, Klaviyo, Iterable, Braze, or comparable)
Requirements
- 5+ years of CRM or lifecycle marketing experience, with direct ownership of retention and engagement outcomes
- Proven track record improving retention, reducing churn, or increasing LTV through lifecycle programs
- Experience collaborating with product, sales, or customer success teams to align on lifecycle moments and messaging
- You're as comfortable writing the brief for a drip sequence as you are pulling cohort data to evaluate it.
Nice to have
- Experience in insurance, fintech, or another regulated industry with complex customer relationships
- Familiarity with SMB customer bases and the triggers and behaviors unique to small business owners
- Experience designing referral or advocacy programs
- Working knowledge of data tools and CRM analytics (SQL, Looker, Mixpanel, or similar)
- Background scaling CRM in a high-growth startup environment
- People screen - fit and alignment
- Super day - how you operate in real time
- Send your resume and one lifecycle program you built that moved retention or revenue - what you built, and what it did.
Compensation
- $150,000-$190,000, plus performance bonus and equity.
Benefits
- Uber commuter benefits
- Free gym membership
- Health, dental, and vision insurance
Company info
- Build and optimize automated sequences. Trigger-based, behavior-driven campaigns that reach customers at the right moment with the right message.
- Own referral and advocacy. Turn happy customers into a growth channel with structured referral and testimonial programs.
This listing is sourced directly from Harper's careers page and normalized into a canonical job model.