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CRM Marketing Manager

Tranzact Holdings, LLC, Raleigh, North Carolina, United States, 27601

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TRANZACT is a leading direct‑to‑consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best‑in‑class experience.

We work with some of America's largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data‑driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

Position Summary TRANZACT is seeking an enthusiastic and disciplined CRM Marketing Manager to own strategy and performance for all email and SMS engagement campaigns across the customer journey in our key lines of business: Medicare Advantage, Medicare Supplement, and Life & Supplemental insurance. This leadership role manages a team and drives cross‑functional collaboration across Marketing & Sales, serving as the key subject matter expert and primary point of contact for all CRM nurture and acquisition strategy.

The specific responsibilities of the CRM Marketing Manager:

Own all email marketing and SMS channel strategy across 20+ brands and 3M+ contacts, including the prioritization, execution, and monitoring of performance

Manage a team of CRM Specialists and Analysts to configure, schedule, project manage, and test multiple campaigns and journeys on a weekly/monthly basis.

Collaborate with Product Owners, Project Managers, and Integrated Marketing teams to prioritize communications from conception, brand approval and federal filing, to reporting results

Serve as Subject Matter Expert and voice of the consumer, navigating the needs of the customer through personalization and segmentation while staying up to date on industry changes (e.g. iOS privacy), competitor/market activity, and federal & carrier regulations

Establish standard operating procedures on deliverability, testing & QA, and approvals to ensure operational efficiency

Work with Business and Marketing leadership to innovate new tactics, e.g. cross‑sell campaigns and automations, to drive breakthrough growth for the business

Qualifications Include:

Bachelor’s degree or equivalent

5+ years’ experience managing email & lifecycle marketing campaigns with proven track record of performance

1+ years’ experience managing direct reports and/or external vendors

TRANZACT is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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