CRM & Lifecycle Marketing Coordinator
Core
Maintain Topstep's CRM database hygiene, organize assets, and support lifecycle email campaign execution.
Role type
Marketing Operations Coordinator (CRM & Lifecycle)
Builds
Clean CRM databases, organized asset libraries, and reliable lifecycle email programs
Domain
Fintech / Trading Education / Marketing Operations
Required skills
CRM administration, database hygiene (deduplication, segmentation), email marketing operations, QA/testing for emails, HubSpot familiarity, HTML basics, process documentation
Preferred skills
Advanced HubSpot expertise, CSS/Handlebar templating
Technologies
HubSpot, Google Slides
Responsibilities
Merge duplicate records and manage unsubscribes, maintain folder structures and naming conventions for creative assets, configure and test lifecycle email campaigns, monitor send volumes and flag errors, collaborate with Creative and QA teams on asset handoffs and pre-send testing
Seniority
Mid-level, hands-on IC