Position Overview:
As the Customer Relationship Management Specialist (CRM Specialist), you will support the day-to-day execution of the CRM function. You will be a key contributor in Salesforce Marketing Cloud (SFMC), partnering with Marketing, Operations, Contact Center, and Product to build and optimize journeys, automations, and campaigns that move clients from inquiry to booked appointment to loyal advocate.
This role sits within the Marketing team, working alongside peers across demand generation, digital performance, brand, and content.
Key Responsibilities:
Salesforce Marketing Cloud (SFMC):
Support the execution and optimization of campaigns within SFMC. Collaborate on building, testing, and deploying journeys and automations with a strong focus on the end-user experience and business impact.
Client Journey:
Assist in building and improving omnichannel journeys across email and SMS, supporting key moments from lead to booking to post-visit engagement, including reminders and follow-ups.
Data Segmentation and Hygiene:
Maintain audience segments and support data quality initiatives, including contact organization, suppression lists, and basic scoring logic to ensure a reliable database.
Testing & Quality Control:
Execute A/B tests on subject lines, send times, messaging, and journey logic. Document results and apply learnings to improve performance.
Performance & Reporting:
Support CRM reporting by tracking key metrics such as bookings, conversion rates, and engagement. Contribute to performance analysis and insights.
Operational Support:
Work cross-functionally with Marketing, Contact Center, and Product teams to identify and help resolve friction points in the client journey.
Platform Integrations:
Support the day-to-day functioning of SFMC in coordination with Salesforce CRM and other tools. Escalate issues and collaborate on solutions when needed.
Required Qualifications:
Bachelor's degree in Marketing, Communications, Business, or a related field (or equivalent professional experience)
3–5 years of experience in CRM, lifecycle marketing, or marketing automation roles, including Salesforce Marketing Cloud
Ability to work on-site at the company's headquarters at least 4 days per week
Preferred Qualifications:
Salesforce Marketing Cloud certification
Working knowledge of Salesforce CRM
Experience in multi-location services, retail, or health and wellness industries
Familiarity with booking or practice management systems
Experience with SMS marketing and omnichannel engagement
Basic understanding of Martech integrations and data structures
Experience creating or adapting content to improve engagement across the client lifecycle