CRM Lead

About the Company

Harper is an AI-native commercial insurance company in San Francisco rebuilding the entire business as software. We've grown ~100x in the last year and move at high speed with very high standards.

Responsibilities

• Own the full CRM strategy, designing lifecycle programs that drive retention, upsell, and referrals
• Build and optimize automated, trigger-based, and behavior-driven campaigns
• Identify and close revenue leaks by auditing the customer journey for lapses or engagement drops
• Segment audiences by industry and lifecycle stage to drive relevance at scale
• Drive measurable revenue by tying every program to LTV and retention impact

Requirements

• 5+ years of CRM or lifecycle marketing experience with ownership of retention outcomes
• Hands-on experience with major CRM or marketing automation platforms
• Proven track record of improving retention or increasing LTV through lifecycle programs

Preferred Qualifications

• Experience in insurance, fintech, or other regulated industries
• Familiarity with SMB customer bases and behaviors
• Working knowledge of data tools like SQL, Looker, or Mixpanel