CRM & Marketing Systems Specialist

Orlando, FL (On-site)

Salary Not AvailableMid Level5+ years expFull time

Posted 3 months ago

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Job Summary

Drive CRM and marketing-automation operations across platforms, ensuring data integrity, processes, and cross-functional alignment.

  • Own CRM systems, data integrity, workflows, and user support
  • Must-have: 3–5+ years in Marketing Operations/CRM administration
  • Standout: Cross-functional collaboration with Marketing, IT, Sales, and Operations

Job Description

Responsibilities

  • Own and support CRM systems (data integrity, workflows, automation, user support)
  • Manage and optimize marketing automation processes and system integrations
  • Maintain and improve internal and broker-facing platforms
  • Monitor and analyze campaign and system performance metrics
  • Ensure data accuracy, reporting consistency, and process standardization
  • Support system enhancements, troubleshooting, and basic technical needs
  • Partner cross-functionally with Marketing, IT, Sales, and Operations to align systems and processes
  • Identify opportunities for automation, efficiency, and scalability across workflows

Requirements

  • 3–5+ years of experience in Marketing Operations, MarTech, CRM Administration, Business Systems, or similar roles
  • Hands-on experience with CRM platforms and automation tools (e.g., HubSpot, Salesforce, Go High Level, or similar)
  • Strong understanding of data flows, system integrations, and process optimization
  • Analytical mindset with ability to interpret data and drive insights
  • Strong organizational and project management skills
  • Comfortable working in cross-functional, fast-paced environments
  • Solid communication skills with both technical and non-technical stakeholders
  • Bilingual (English / Spanish) required
Idea Insurance Agency logo

Idea Insurance Agency

Idea Insurance Agency is a nationwide company proudly and officially partnered with Integrity, a strategic alliance that strengthens our mission to provide care, protection, and comprehensive solutions so our clients and their families can achieve peace of mind and an extraordinary lifestyle.We offer the best health insurance plans, life insurance options, and retirement solutions, guiding every decision with transparency, professionalism, and a deeply human approach.With more than 40 years of combined experience and a highly qualified, up-to-date, and certified interdisciplinary team, we are committed to advising each person with the clarity and expertise they deserve.Today, Idea Insurance Agency is the fastest-growing and highest-expanding insurance company in the United States, already impacting more than 30,000 individuals, who have honored us with the highest rating: 5 stars across more than 2,000 Google reviews.Driven by this growth, we are continuing to expand and are actively seeking TOP agents and exceptional talent to further strengthen our brand and serve more families across the country.

Founded in 2021
Orlando, Florida, USA
25 employees

Headcount Trend

Current headcount: ~25

Marketing Team

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