CRM Specialist

Responsibilities

• - Track and analyze email open rates, CTR, conversion rates, and customer engagement metrics.
• - Create and maintain customer segmentation strategies for targeted campaigns.
• - Collaborate with marketing, sales, and product teams to personalize customer interactions.
• - Implement behavioral triggers and automation workflows to improve retention.
• - Ensure compliance with GDPR, CCPA, and email marketing regulations.

Requirements

• We’re a family-founded company on a mission to create the world’s first AI-powered Personal & Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live.
• Our long-term focus drives us to challenge the status quo every day, pushing the boundaries of AI-driven solutions that truly make a difference.
• This role requires expertise in CRM platforms such as HubSpot, Marketo, Salesforce, or Klaviyo, as well as a strong understanding of email marketing best practices, automation workflows, and data-driven optimization.
• - Work with HubSpot, Marketo, Salesforce, or other CRM platforms to improve campaign performance.
• experience in CRM management, email marketing, or marketing automation. - Hands-on
• experience with HubSpot, Marketo, Salesforce, Klaviyo, or similar platforms. - Strong understanding of email marketing best practices, segmentation, and automation workflows. -
• Experience with A/B testing, personalization, and dynamic content strategies. - Knowledge of lead scoring, drip campaigns, and customer journey mapping. - Familiarity with HTML/CSS for email formatting is a plus. - Analytical mindset with
• experience using Google Analytics, CRM dashboards, and reporting tools. - Strong attention to detail and ability to optimize email deliverability and engagement rates. -
• Experience working in fast-paced, data-driven marketing environments. WHAT
• Applicants must submit their own work without any AI-generated assistance.
• Any use of AI in application materials, assessments, or interviews will result in disqualification.

Experience