CRM Specialist
Core
Manage and optimize CRM systems and email marketing campaigns to enhance customer engagement and retention.
Role type
CRM Specialist (Marketing Automation)
Builds
Drip marketing sequences, segmentation strategies, and automated customer lifecycle workflows
Domain
SaaS / AI-powered Personal & Entrepreneurial Resource Planner
Deliverable
production ML models | product features | dashboards & analysis
Required skills
CRM platform management, email marketing campaign execution, automation workflow design, segmentation strategy, A/B testing, data analysis, lead scoring, customer journey mapping
Preferred skills
HTML/CSS for email formatting, familiarity with Google Analytics
Technologies
HubSpot, Marketo, Salesforce, Klaviyo, Google Analytics
Responsibilities
Develop and execute email marketing campaigns and drip sequences; Manage and optimize CRM workflows and customer lifecycle automation; Track and analyze email open rates, CTR, conversion rates, and engagement metrics; Optimize email templates and A/B test subject lines; Create and maintain customer segmentation strategies; Collaborate with marketing, sales, and product teams to personalize interactions; Implement behavioral triggers and automation workflows; Ensure compliance with GDPR, CCPA, and email regulations.
Seniority
Mid-level, hands-on IC