Responsibilities

• Support the CRM execution and data ingestion of multi-channel marketing campaigns, including email, cross-contextual advertising, and social & digital engagement workflows
• Build and manage customer segments and dynamic lists for optimally targeted outreach.
• Assist with marketing CRM triggers, and reporting.
• Ensure all campaigns comply with industry regulations (e.g., FINRA, SEC, GDPR, CAN-SPAM).
• Oversee customer data hygiene and synchronization between CRM and marketing automation platforms.
• Develop and maintain dashboards, campaign performance reports, and data visualizations for marketing and sales teams.
• Provide insights on engagement trends, campaign effectiveness, and client behavior.
• Partner with IT teams to enhance data enrichment and segmentation processes.
• Work closely with Marketing, Sales, Compliance, and IT teams to align CRM processes with business goals.
• Train end-users in CRM functionality, campaign tracking, and data best practices.

Requirements

• 3–5 years of CRM experience, preferably in financial services (e.g., banking, wealth management, insurance, or retirement planning).
• Hands-on experience with CRM and marketing automation tools (Salesforce Marketing Cloud, HubSpot, Marketo, Adobe Experience Cloud, or similar).
• Strong data management and reporting skills (Excel, SQL, or BI tools like Tableau or Power BI).
• Familiarity with customer data privacy and compliance requirements (GDPR, CAN-SPAM, FINRA).
• Excellent organizational, problem-solving, and communication skills.

Preferred

• Bachelor’s (or higher) degree in Marketing, Business, Analytics, or related field.
• Experience integrating CRM with core financial platforms or client portals.
• Knowledge of API connections, workflow automation, and third-party data integrations.
• Understanding of financial products, customer journeys, and advisor/client communication models.

Benefits

• Competitive salary and annual incentive bonuses to reward your contributions.
• 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
• Paid parental leave after 90 days of service.
• Comprehensive medical, dental & vision insurance.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and Long-Term Disability Insurance to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.