Lifecycle & CRM Operations Specialist
Dave is a financial technology company.
Funding history
About Dave Operating LLC
Dave Operating LLC operates Dave, a consumer-focused financial technology app designed to make banking and cash management more accessible. Its products include ExtraCash, which provides eligible members up to $500 through an overdraft service; Dave Checking, with direct deposit, debit-card spending, early paycheck access, ATM access, and budgeting tools; and Goals accounts for organizing and tracking savings. Dave serves individual consumers, particularly people seeking help managing expenses between paychecks, and provides its services through a mobile application in partnership with FDIC-member banks.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will build, configure, and quality-assure complex Braze canvases and CRM campaigns. You will validate campaign logic, personalization, data, and trigger timing; investigate live issues; maintain QA controls and documentation; coordinate approvals; and help prevent recurring communication errors.
Requirements
- 3+ years of hands-on Braze experience building and QAing complex canvases
- Experience with complex canvas or journey logic, including branching, trigger-based sends, liquid personalization, and multi-step audience entry
- Experience with HTML and email rendering issue triage
- Experience identifying segmentation mismatches, broken triggers, and personalization token errors before launch
- Ability to use AI, SQL, or other tools to verify segment, audience, or cohort logic
- Experience documenting work and partnering with Legal or Compliance on review and sign-off
Responsibilities
- Build and configure multi-step Braze canvases with branching logic, audience entry, personalization, and trigger-based journeys
- Perform end-to-end quality assurance for email, SMS, push, in-app, triggered, and promotional campaigns
- Partner with Lifecycle Strategy, Creative, and Martech teams to implement approved campaign requirements
- Investigate live campaign issues using Braze logs, segmentation reports, and performance data
- Collaborate with Data Analytics and Martech to maintain accurate lifecycle experiment metrics and dashboards
- Validate custom attributes, event schemas, and catalog or Connected Content feeds before sends
- Maintain QA checklists and documentation
- Respond to live campaign issues by pausing sends, assessing member impact, escalating, and documenting preventive controls
- Route copy, disclosures, and campaign changes through Legal and Compliance review
Benefits
- Flexible hours
- Virtual-first work culture
- Home office stipend
- Medical insurance
- Dental insurance
- Vision insurance
- Paid parental and caregiver leave
- 401(k) plan with matching contributions
- Financial advisor and financial wellness support
- Flexible PTO
- Company holidays including Juneteenth and Winter Break
- All-company in-person events once or twice a year
- Virtual events