Manager, CRM Data

Manager, CRM Data

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

Position Summary

Taxwell is seeking a Manager, CRM Data to lead our data strategy and execution efforts powering personalized, scalable, and measurable customer engagement across marketing channels. This role bridges marketing strategy and technical execution, ensuring precise, efficient, and data-driven communication with current and prospective customers through the deployment of email and lifecycle campaigns.

Working closely with partners across Marketing, Technology, Product, and Project Management, this leader will oversee the integrity, structure, and accessibility of marketing data while driving automation, scalability, and campaign optimization. The ideal candidate is both technically adept and strategically mindedable to translate complex data into insights that drive customer engagement, retention, and growth in a fast-paced, tax-focused environment.

Essential Duties & Responsibilities

• Lead a team of data analysts to proactively identify and prepare data needs for defined marketing strategies.
• Partner with Data Platform, Advanced Analytics, and Product teams to ensure data availability, cleanliness, and alignment with marketing requirements.
• Design and implement internal process improvements for scalability, data delivery, data retention and automation.
• Build and manage data pipelines for optimal extraction, transformation, and loading (ETL) across AWS, SQL, and related technologies.
• Represent Marketing's data needs in cross-functional planning and sprint sessions.
• Redesign and optimize the CRM data request and intake process.
• Collaborate with CRM Strategy and Operations teams to develop and execute targeted, automated campaigns.

Build and maintain dynamic segmentation within Salesforce Marketing Cloud (SFMC) Automation Studio for improved efficiency and personalization.

Education & Experience

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.