Email Marketing Specialist

San Francisco /
Marketing /
Upgrade is a fintech unicorn backed by a top 10 global bank and other leading fintech investors. Founded in 2017, Upgrade has already delivered $3.5 billion in consumer credit and achieved $125 million in annual revenue run rate and cash profitability.

Upgrade is building a neobank offering exceptional value to mainstream consumers, including affordable and responsible credit through cards and loans. In 3 short years 10 million people have already applied for an Upgrade Card or loan.

Upgrade has been named a “Best Place to Work in the Bay Area” by the San Francisco Business Times and Silicon Valley Business Journal 3 years in a row, and received “Best Company for Women” and “Best Company for Diversity” awards from Comparably.

We are looking for new team members who get excited about designing and implementing new and better products and join a team of 350 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.


    • Support day-to-day email operations – including all transactional and marketing programs
    • Execute on every aspect of email initiatives, including building email templates, creating customer targeting and automations, testing, and reporting
    • Partner with cross functional teams in Marketing, Product, and more to build standalone and automated email campaigns, as well as SMS and push notification communications
    • Build and design HTML templates according to design standards and implement dynamic personalization elements
    • Ensure high quality and error free emails by testing all emails for compatibility with web browsers and email clients; ensuring links, images, subject lines and list segments are correct
    • Implement and monitor email link tracking to ensure proper tracking for business goals and campaign KPI’s
    • Track performance of email campaigns through measurement and analysis, providing regular reporting of results
    • Analyze data to identify new opportunities and optimize segmentation based on customer attributes, behavior, and more
    • Ensure compliance around permission-based marketing and privacy, including GDPR, CASL, and CAN SPAM regulations.
    • Assist with compliance requests and monitoring


    • 2-3 years working email experience
    • Critical-thinker and problem-solver with exceptional attention to detail and desire to learn
    • Exhibits a high degree of ownership and accountability
    • Strong ability to prioritize and pivot priorities based on organizational needs
    • Maintains a flexible and collaborative work ethic
    • Excellent decision-making, communication, and organizational skills
    • Working knowledge of email best practices
    • Ability to work with data to segment large data sets and problem solve
    • Strong knowledge of marketing automation constructs
    • Experience with customer lifecycle best practices
    • Demonstrated track record in developing and executing A/B tests, analyzing and translating data into business and consumer insights
    • Experience with digital marketing tools and techniques
    • Intermediate Excel user
    • Comfortable with HTML
    • Bonus: Salesforce experience, working SQL knowledge, familiar with AMPscript 

Benefits / Perks:

    • Designer office with amazing views of the bay
    • Comprehensive benefit package: medical, dental, and vision
    • Unlimited vacation policy
    • Flexible working environment
    • Conveniently located in San Francisco Financial District
    • Close to BART and public transportation
    • Kitchen stocked with beverages, snacks and treats
    • In office game rooms, yoga room, and abundance of lounge space
    • Monthly social gatherings
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Candidate Privacy Notice
Effective Date: 1/1/2020

This California Candidate Privacy Notice is intended to provide California consumers who are employed or apply for employment or a contractor position with Upgrade information about the categories of personal information Upgrade collects and how the company uses this information. For any questions about this notice, please contact
1. Personal Information Upgrade Collects
a. Identifying information: including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information.
b. Information you provide as a part of a job application or from a background check performed after a job offered is extended, including employment, education, credit, and criminal history.
c. Data on work productivity and performance, including hours worked, electronic network activity, and tasks performed.
2. Purposes for Collecting Personal Information
a. To consider applications for employment.
b. To complete payments, including payroll, expense reimbursement, other compensation-related payments, and the administration of stock options.
c. To administer benefits, including medical, dental, vision, commuter, and retirement benefits.
d. To provide human resources services and conduct performance evaluations.
e. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States.
f. To ensure a safe and efficient working environment.
g. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations.