The Challenge
TRANZACT is a 3,000+ person D2C insurance powerhouse moving 3M+ contacts through Medicare and Life insurance journeys. You'll own the entire CRM strategy across 20+ brands—building the email and SMS engine that drives customer acquisition and retention at scale.
Your Mission
Audit current email/SMS performance across all 20+ brands; identify top 3 quick wins and implement testing framework
Establish clear deliverability, QA, and approval SOPs; document and train your CRM team on new standards
Map full customer journey for Medicare Advantage line; design 2-3 new automation sequences for nurture and cross-sell
Align with Product, Marketing, and Sales leadership on Q2 CRM roadmap; secure sign-off on resource plan
Launch 5+ new cross-sell campaign automations; measure lift in secondary product adoption by 15%+
Reduce campaign time-to-launch by 25% through process optimization and team scaling
Achieve industry-benchmark email open rates (6%+) and SMS conversion rates (3%+) across key segments
Build predictive segmentation model for personalization; test dynamic content on 3 high-volume journeys
KPIs You'll Own
Email Open Rate
Target 6%+ open rates; signals list health, subject line effectiveness, and send-time optimization.
SMS Conversion Rate
Track clicks and policy submissions; SMS typically converts 3-5x higher than email in insurance.
Cost Per Acquisition (CPA) by Channel
Monitor email and SMS CPA vs. paid channels; prove organic CRM ROI to leadership.
Unsubscribe/Complaint Rate
Keep complaint rate <0.1%; rising complaints signal poor segmentation or regulatory compliance risk.
Campaign Velocity (Time-to-Launch)
Measure days from brief to send; improvements free up team capacity for strategic work.
Tools & Stack
Your Team
Your Manager
VP or Director of Marketing (implied)
Current Team
Team of CRM Specialists and Analysts (size TBD; you'll be managing direct reports)
New manager role or backfill for growth; likely supporting 3-5 person team initially
The Package
Salary
$120K-$150K base
Remote
On-site, Raleigh-Durham-Chapel Hill Area
Benefits & Perks
Company Intelligence
TRANZACT is a 3,000+ person D2C insurance services business specializing in Medicare Advantage, Medicare Supplement, and Life & Supplemental insurance. They partner with major insurance carriers to attract and convert consumers through data-driven marketing and sales strategies. Known for operational excellence and a 'Be Real' culture emphasizing genuine leadership and accountability.
Team Size
3000
Customers
America's largest insurance carriers and 3M+ consumers annually
Culture
Entrepreneurial, fast-paced, empowered teams. 'Be Real' values: genuine, keep your word, courageous decision-making.
Is This Role For You?
- You've managed 5+ years of email and SMS campaigns with hard metrics (open rates, conversions, ROI) to show for it
- You've led a small team (2-5 people) and enjoy coaching, delegation, and building systems that scale
- You thrive in regulated industries (healthcare, finance, insurance) and understand compliance constraints as creative challenges
- You're analytical but not paralyzed; you ship experiments quickly, measure ruthlessly, and iterate based on data
- You want full remote work; this is on-site in Raleigh-Durham
- You lack direct people management experience or are uncomfortable coaching and holding a team accountable
- You've only worked in consumer-friendly verticals; insurance regulations and carrier approval cycles will feel slow
Interview Process
Initial Screen (30 min)
Hiring manager covers background, CRM experience, and team management philosophy.
Deep Dive Case Study (60 min)
Walk through a past campaign you owned: brief, audience, strategy, results, learnings. Be ready to defend metrics.
Stakeholder Round (45 min each x2)
Conversation with cross-functional peers (Product, Sales, or Compliance) to assess collaboration and regulatory awareness.
Final: Leadership Panel (60 min)
Meet with VP/Director-level; discuss vision for CRM roadmap and how you'd scale the team.
Interested in this role?
Apply now and hear back within days, not weeks.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.