Manager, CRM Operations

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 Operations to lead email and CRM campaign operations across TaxAct Consumer, SMB, Drake, TAP, and 1040.com. This role combines people leadership, hands-on campaign execution, and CRM platform expertise to ensure high-quality, timely, and effective customer communications. The ideal candidate has deep experience with Salesforce Marketing Cloud (SFMC), Pardot/Account Engagement, email marketing operations, customer journeys, deliverability, and data management. This individual will lead the CRM Operations team while remaining hands-on when needed, particularly during high-volume periods, complex deployments, and critical business initiatives. The Manager will also serve as a key CRM technology resource, helping optimize our existing capabilities, establish SMS functionality, improve operational processes, and identify opportunities to increase efficiency and scalability. Essential Duties & Responsibilities Lead and develop the CRM Operations team, ensuring strong execution, accountability, knowledge sharing, and continued team growth. Oversee end-to-end email campaign execution, including builds, QA, testing, final deployments, and post-launch validation. Remain hands‑on with email development, QA, deployments, and troubleshooting, particularly during high-volume periods and critical initiatives. Serve as a key administrator and subject matter expert for Salesforce Marketing Cloud (SFMC) and Pardot/Account Engagement, providing technical guidance and troubleshooting across the CRM technology stack. Architect, build, and optimize customer journeys and automated programs, including dynamic and personalized communications using HTML, AMPscript, SQL, segmentation, and automation. Lead the setup and enablement of SMS capabilities, including platform configuration, data and audience requirements, testing, QA, and operational readiness. Monitor and optimize deliverability (IP reputation and warming, SPF/DKIM/DMAR authentication, and seed‑list inbox testing), subscriber health, audience quality, data integrity, and campaign performance, proactively addressing risks and issues. Establish and maintain strong QA standards, workflows, documentation, and operational best practices to ensure accurate and timely campaign execution. Identify and implement opportunities for process improvement, automation, and AI‑assisted solutions that reduce manual effort and improve scalability. Provide CRM platform expertise and recommendations for broader business and technology initiatives, partnering with key stakeholders to solve technical and operational challenges. Education & Experience Bachelor’s degree in Marketing, Communications, Technology, or related field, or equivalent relevant experience. 7+ years of experience in CRM, email marketing, or marketing operations, with significant hands‑on experience in email campaign execution and development. 3+ years of experience leading and developing teams, preferably within CRM, lifecycle marketing, or marketing operations. Strong hands‑on experience with Salesforce Marketing Cloud (SFMC), including Email Studio, Journey Builder, Automation Studio, Contact Builder, and related capabilities. Experience with Pardot/Account Engagement, particularly supporting B2B campaign execution and automation. Hands‑on experience architecting and implementing complex customer journeys and automated programs. Experience with or knowledge of SMS implementation and execution, preferably within the Salesforce ecosystem. Proficiency in HTML, AMPscript, SQL, personalization, data extensions, and automated workflows. Strong understanding of email deliverability, segmentation, subscriber management, QA, testing, and data quality best practices. Demonstrated ability to balance people leadership, hands‑on execution, and technical problem‑solving in a fast‑paced environment. Strong organizational and analytical skills with the ability to manage multiple priorities and translate insights into actionable recommendations. Salesforce Marketing Cloud and/or Account Engagement certifications are a plus. Key Competencies People Leadership — Builds and develops a high‑performing team through clear expectations, coaching, accountability, and hands‑on support when needed. Execution Excellence — Maintains a high standard for campaign accuracy, QA timeliness, and reliability while effectively managing competing priorities. Technical & Operational Expertise — Brings strong knowledge of SFMC, Pardot/Account Engagement, email operations, customer journeys, data, and CRM technology to both day‑to‑day execution and broader initiatives. Problem Solving — Proactively identifies and resolves campaign, platform, data, and process issues while considering both immediate needs and longer‑term solutions. Continuous Improvement — Identifies practical opportunities to improve workflows, automation, scalability, and team effectiveness, including appropriate use of AI‑assisted solutions. Communication & Collaboration — Communicates effectively across marketing, technology, analytics, and business teams and can translate technical concepts and requirements for different audiences. Ownership & Adaptability — Demonstrates accountability, sound judgment, and the ability to shift between leadership, strategic priorities, and hands‑on execution as business needs evolve. 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 View email address on click.appcast.io or by calling View phone number on click.appcast.io to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do‑it‑self digital and downloadable products that are easy‑to‑use, best‑in‑class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top‑tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e‑file individual and business returns, so they can focus on serving their clients. #J-18808-Ljbffr TaxAct, Inc.