Responsibilities

• Develop and manage lifecycle campaigns within Microsoft Dynamics to support the outside sales team’s efforts with Realtors, brokerages, and real estate partners.
• Build segmented campaigns based on audience type, geography, engagement level, sales stage, brokerage affiliation, renewal timing, referral behavior, and other relevant criteria.
• Create automated nurture journeys that support lead generation, sales follow-up, onboarding, engagement, retention, and reactivation.
• Translate sales priorities into CRM campaigns that help sales representatives stay connected with prospects and customers at the right moments.
• Partner with outside sales leadership and sales representatives to understand field needs, customer pain points, and market opportunities.
• Support sales outreach with CRM-based email campaigns, triggered communications, follow-up sequences, event invitations, educational content, and relationship-building touchpoints.
• Ensure campaigns are designed to reinforce the sales process and make it easier for sales representatives to prioritize and act on opportunities.
• Collaborate with Sales Operations to improve CRM data quality, campaign targeting, and lead handoff processes.
• Monitor campaign performance, including open rates, click-through rates, conversions, lead activity, sales follow-up, pipeline influence, and engagement trends.
• Use campaign data to identify opportunities for testing, personalization, segmentation, and journey optimization.
• Conduct A/B testing on subject lines, messaging, timing, audience segments, calls to action, and campaign workflows.
• Prepare regular reporting and insights for sales and marketing leadership.
• Manage campaign lists, workflows, customer journeys, email templates, landing pages, forms, and campaign logic within the CRM platform.
• Ensure CRM campaigns follow brand, compliance, data privacy, and communication standards.
• Partner with technical teams or CRM administrators to troubleshoot platform issues, improve automation capabilities, and support integrations.
• Recommend improvements based on performance data, sales feedback, and customer behavior.

Requirements

• 5+ years of experience in CRM marketing, lifecycle marketing, marketing automation, sales enablement, or campaign management.
• Experience building and managing campaigns in Microsoft Dynamics, Dynamics 365 Customer Insights, or a similar CRM/marketing automation platform.
• Strong understanding of email marketing, audience segmentation, automated customer journeys, and campaign performance reporting.
• Previous experience supporting a sales organization, preferably an outside sales, field sales, channel sales, or B2B sales team.
• Ability to translate sales goals into effective CRM campaigns and actionable marketing programs.
• Strong analytical skills with the ability to interpret campaign data and recommend improvements.
• Excellent project management skills, including the ability to manage multiple campaigns, timelines, and stakeholders.
• Ability to effectively work cross-functionally with Sales, Marketing, Operations, Analytics, and Technology teams.

Preferred

• Previous experience working in real estate, home warranty, insurance, mortgage, title, escrow, home services, or related industries.
• Experience marketing to Realtors, brokerage leaders, real estate teams, or other real estate professionals.
• Familiarity with sales pipeline management, lead scoring, account-based marketing, or territory-based campaign strategies.
• Experience with CRM data hygiene, sales activity tracking, campaign attribution, and dashboard reporting.
• Knowledge of CAN-SPAM, email deliverability best practices, and data privacy requirements.
• Experience using Microsoft Power BI, Excel, or other reporting tools.

Benefits

• Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.