--- title: 'CRM Lead at Harper' canonical: 'https://feeny.ai/job/crm-lead-harper-san-francisco-qfngymh1bqx2' type: 'job' last_seen: '2026-09-12' --- # CRM Lead at Harper - **Company:** Harper - **Location:** San Francisco, CA - **Compensation:** $150k–$190k - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-06-22 - **Last confirmed live:** 2026-09-12 - **Apply:** https://jobs.ashbyhq.com/harperinsure/16879578-ac42-40d0-9577-4b0344d350c4 ## Job description CRM Lead Harper is an AI-native commercial insurance company in San Francisco. We're not bolting AI onto insurance — we're rebuilding the entire business as software, on a simple bet: turning expert human judgment into compute is one of the largest transitions left to make, and a trillion-dollar industry still run 90% by hand is the place to prove it. We've grown ~100x in the last year and we move at that speed — on-site, in person, long days, very high standards. Almost no one joins Harper for insurance; they join to build the company that replaces how it works. ## The role Acquisition gets a customer in the door; you own everything after. Harper has thousands of customers and adds ~1,000 more a month, and what happens after they sign matters as much as how they got here. Every gap in the lifecycle is a revenue leak: policies that lapse, referrals that never happen, customers who forget Harper exists until something breaks. You own the systems and campaigns that close those gaps and keep Harper indispensable — not just at renewal, but at every moment in between. You're a CRM and lifecycle marketer who thinks in revenue, not sends — equal parts strategist and executor, designing a segmentation model in the morning and QA'ing a drip sequence in the afternoon. You report to the Head of Marketing and work hand-in-hand with the growth and product teams. Winning in 6–12 months looks like a measurably healthier customer base, a repeatable lifecycle playbook, and a CRM that's a revenue driver — not a support function. ## What you'll do - Own the full CRM strategy. Design and run lifecycle programs that drive retention, upsell, cross-sell, and referrals across Harper's customer base. - Build and optimize automated sequences. Trigger-based, behavior-driven campaigns that reach customers at the right moment with the right message. - Find and close revenue leaks. Audit the journey for where policies lapse, engagement drops, or referrals stall — then build the programs that fix it. - Segment and personalize. Build audiences by industry, policy type, lifecycle stage, and engagement signal to drive relevance at scale. - Own referral and advocacy. Turn happy customers into a growth channel with structured referral and testimonial programs. - Drive measurable revenue. Tie every program to retention, LTV, and revenue impact — not vanity metrics. ## Who you are - You've owned CRM end-to-end for a company with a large, active customer base — not just managed a tool. - You think in revenue terms: retention, expansion, referral, and reactivation — and you report on LTV and revenue, not open rates. - You've built segmentation strategies from scratch and can explain the logic behind every audience you create. - You're as comfortable writing the brief for a drip sequence as you are pulling cohort data to evaluate it. - You've worked in a fast-moving environment where you had to prioritize ruthlessly and ship quickly. - You believe the best CRM is invisible to the customer — it just feels like the company knows them. - You're based in San Francisco or willing to relocate. The reality — read this before you apply This is a revenue seat, measured in retention, LTV, and lifecycle-driven revenue — not opens, clicks, or sends. It's on-site in San Francisco, in person, long days, high standards. The customer base is thousands of businesses and growing every month, which means the leaks are real and they're yours to find and fix — often before anyone else notices them. You'll calibrate lifecycle programs against what the business actually needs at each moment, so the job is as much operational discipline and data judgment as it is marketing instinct. This is explicitly not a batch-and-blast email role, and it isn't a place to manage a plan someone else owns. Almost no one takes it for insurance — they take it because owning the full post-acquisition relationship for a company growing ~100x, with a direct line to revenue, is a rare seat. If being measured that directly is the appeal, apply. If it's a deterrent, it won't get easier here. ## Compensation & logistics - Salary: $150,000–$190,000, plus performance bonus and equity. - Location: On-site, San Francisco. Based here or willing to relocate. - Schedule: Monday–Friday, long days, in the building with the team. ## Benefits - Uber commuter benefits - Meals provided — breakfast, lunch, and dinner - Snacks, drinks, and coffee stocked daily - Free gym membership - Health, dental, and vision insurance ## Requirements - 5+ years of CRM or lifecycle marketing experience, with direct ownership of retention and engagement outcomes - Hands-on experience building automated campaigns in at least one major CRM or marketing automation platform (HubSpot, Salesforce Marketing Cloud, Klaviyo, Iterable, Braze, or comparable) - Proven track record improving retention, reducing churn, or increasing LTV through lifecycle programs - Strong analytical skills — comfortable working with customer data to segment audiences and measure campaign impact - Experience collaborating with product, sales, or customer success teams to align on lifecycle moments and messaging - Excellent written communication — able to brief and evaluate copy across a range of tones and formats - This is not a brand, content, or comms role ## Nice to have - Experience in insurance, fintech, or another regulated industry with complex customer relationships - Familiarity with SMB customer bases and the triggers and behaviors unique to small business owners - Experience designing referral or advocacy programs - Working knowledge of data tools and CRM analytics (SQL, Looker, Mixpanel, or similar) - Background scaling CRM in a high-growth startup environment Process - People screen — fit and alignment - Lead screen — skills and judgment - Super day — how you operate in real time To apply Send your resume and one lifecycle program you built that moved retention or revenue — what you built, and what it did. ## About Harper ## Company Overview - **One-liner**: Harper is an AI-native commercial insurance brokerage that uses data and automation to help mid-sized businesses secure optimal coverage faster and at lower cost. - **Entity Type**: Private startup (Y Combinator Winter 2025, raised $47 million) - **Headquarters**: San Francisco, California, United States - **Founded**: 2024 - **Founders**: Dakotah Rice (CEO) and Tushar Nair (CTO) ## Core Business - Primary industry: Commercial insurance (Excess & Surplus lines brokerage) - Target customers: Mid-sized businesses with complex insurance needs, spanning technology, life sciences, aerospace, construction, and consulting - Mission: "We want to become the largest insurance brokerage in the world with the best NPS." (Source: [Y Combinator](https://www.ycombinator.com/companies/harper)) ## Products & Services - **Harper Hub**: Proprietary AI-native platform that automates form filling, carrier matching, and client communications, cutting weeks from the traditional quoting timeline. - **Brokerage Services**: Comprehensive commercial insurance products including General Liability, Professional Liability (tech E&O with no AI exclusions), Cyber Insurance, Commercial Auto, Commercial Property, Umbrella, and Bonds – all placed through an AI-enhanced workflow. - **Specialty Expertise**: Deep coverage for regulated industries such as FDA‑regulated labs, aerospace contractors, and security guard firms. ## Market Standing - **Valuation / Market Cap**: Not publicly disclosed - **Key Metric**: Total funding of **$47 million** (confirmed on company website and Y Combinator profile; some third‑party sources list a lower figure but official sources indicate $47M) - **Notable Investors**: Y Combinator (pre‑seed lead); other investors not publicly detailed - **Growth Signals**: Writing over **$6 million in annualized premiums** across 35 states (as of early 2025); **6,000+ clients** with **98.78% client retention**; headcount of 39 employees growing **353% year‑over‑year**; **19 open positions**; 100% success placing tech E&O without AI exclusions. ## Competitive Advantages - **AI‑native infrastructure**: Proprietary technology automates quoting, binding, and service, enabling faster turnaround and lower overhead compared to traditional brokers. - **Deep niche expertise**: Focus on complex, regulated industries (tech, life sciences, aerospace) where incumbents often struggle. - **High retention**: 98.78% client retention rate and proven ability to place hard‑to‑cover policies (e.g., tech E&O with AI exclusions) signal strong customer trust. - **Data‑driven underwriting**: Real‑time analysis of prior interactions and quote intelligence to match businesses with the best carrier. ## Strategic Focus - Scaling the AI‑native brokerage to serve the mid‑market today and eventually all businesses (commercial insurance commissions represent a $100B+ market). - Aggressively hiring across engineering, sales, operations, and partnerships to support rapid growth. - Expanding carrier partnerships and geographic reach (currently licensed in 35 states). ## Why Work Here - **Early‑stage impact**: Join a Y Combinator‑backed startup at its inflection point, building the AI‑native future of insurance. - **High‑leverage roles**: Engineers and GTM professionals work directly on systems (LLMs, automation) that drive measurable business outcomes. - **Culture**: "Human expertise amplified by AI" – domain knowledge meets cutting‑edge technology; teammates from Goldman Sachs, Coinbase, and other top firms. - **Work environment**: San Francisco headquarters with both in‑office and remote roles available depending on the position. - **Compensation**: Competitive startup salaries (e.g., $160K–$230K for engineering roles per job listings). - **Career growth**: Fast‑growing company (353% headcount growth) with opportunities to shape processes and take on ownership early. ## Sources 1. [harperinsure.com](https://harperinsure.com/) – Company website (home page) 2. [jobs.ashbyhq.com/harperinsure](https://jobs.ashbyhq.com/harperinsure) – Careers page 3. [ycombinator.com/companies/harper](https://www.ycombinator.com/companies/harper) – Y Combinator company profile 4. [linkedin.com/company/harperinsure](https://www.linkedin.com/company/harperinsure) – LinkedIn company page 5. [builtin.com/company/harper-harperinsurecom](https://builtin.com/company/harper-harperinsurecom) – Built In company profile ## Other roles at Harper - [Customer Service Representative](https://feeny.ai/job/customer-service-representative-harper-san-francisco-hp7kmwk29e1f) — San Francisco, CA - [Customer Service Manager](https://feeny.ai/job/customer-service-manager-harper-san-francisco-rmk9xyfgeny4) — San Francisco, CA - [Engineering Manager/TLM, Platform](https://feeny.ai/job/engineering-manager-tlm-platform-harper-san-francisco-8h29hpszw0g7) — San Francisco, CA - [Engineering Manager, Growth](https://feeny.ai/job/engineering-manager-growth-harper-san-francisco-fasf4sj96myf) — San Francisco, CA - [Product Engineer](https://feeny.ai/job/product-engineer-harper-san-francisco-2x6dytf3hvfp) — San Francisco, CA - [Platform Engineer](https://feeny.ai/job/platform-engineer-harper-san-francisco-gg66r2c8ygc1) — San Francisco, CA - [Account Executive](https://feeny.ai/job/account-executive-harper-san-francisco-kh2x5jhcsqz5) — San Francisco, CA - [Data Automation Specialist](https://feeny.ai/job/data-automation-specialist-harper-san-francisco-dng49ww48npf) — San Francisco, CA - [Data Analyst](https://feeny.ai/job/data-analyst-harper-san-francisco-93nb7rksmnsn) — San Francisco, CA - [Content Coordination](https://feeny.ai/job/content-coordination-harper-san-francisco-5dvvkf840yt3) — San Francisco, CA