CRM Lead

Who You Are

You've owned CRM end-to-end for a company with a large, active customer base — not just managed a tool.

You think in revenue terms: retention, expansion, referral, and reactivation — and you report on LTV and revenue, not open rates.

You've built segmentation strategies from scratch and can explain the logic behind every audience you create.

You're as comfortable writing the brief for a drip sequence as you are pulling cohort data to evaluate it.

You've worked in a fast-moving environment where you had to prioritize ruthlessly and ship quickly.

You believe the best CRM is invisible to the customer — it just feels like the company knows them.

You're based in San Francisco or willing to relocate.

What You'll Do

• Own the full CRM strategy.
• Design and run lifecycle programs that drive retention, upsell, cross-sell, and referrals across Harper's customer base.
• Build and optimize automated sequences. Trigger-based, behavior-driven campaigns that reach customers at the right moment with the right message.
• 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.
• Own referral and advocacy. Turn happy customers into a growth channel with structured referral and testimonial programs.
• Drive measurable revenue. Tie every program to retention, LTV, and revenue impact — not vanity metrics.