Drive CRM data governance and lifecycle automation to keep clean, actionable data for scalable campaigns.

• CRM Data Management & Governance • Perform high-volume data entry with exceptional accuracy.
• Maintain customer, account, and transaction records within the CRM.
• Conduct regular audits to identify duplicates, incomplete records, and inconsistencies.
• Develop and enforce data standards, validation rules, and quality controls.
• Implement SQL-based checks to monitor anomalies and prevent data degradation.
• SQL & Data Analysis: • Write and maintain SQL queries for segmentation, reporting, and validation.
• Build reusable query libraries for recurring business needs.
• Support ad-hoc analysis requests across sales, marketing, and operations.
• Monitor data quality metrics and recommend process improvements.
• Customer Journey & Email Automation: • Design and maintain automated customer journeys and lifecycle workflows.

• Build conditional triggers and logic-based segmentation using CRM tools and SQL.
• Configure nurture campaigns, onboarding sequences, re-engagement flows, and lifecycle communications.
• Test and optimize journey performance to ensure timely, relevant messaging.
• Partner with marketing to translate campaign strategies into scalable automation.

• Data Cleansing & Deduplication: • Identify and merge duplicate records using SQL and CRM-native tools.
• Standardize naming conventions and field formatting.
• Enrich and validate data through research and cross-referencing.
• Maintain a single source of truth across CRM records.

• Reporting & System Monitoring: • Create dashboards and reports on data quality, journey performance, and engagement metrics.
• Track completeness rates, error rates, and compliance with data standards."
• Build automated alerts and scheduled validation checks.
• Support data migrations, imports, and system upgrades as needed.
• AI-Assisted Productivity: • Leverage AI tools (ChatGPT, Copilot, Claude, etc.) to accelerate SQL development, formula creation, data transformation, and documentation.

• Bachelor’s degree in Business, Information Systems, Data Management, Marketing, or related field.
• 5+ years of experience in CRM data management, marketing operations, or similar role.
• Proficiency in SQL (data extraction and manipulation).
• Advanced Excel skills (XLOOKUP, INDEX/MATCH, pivot tables, Power Query).
• Experience building email automation workflows and lifecycle campaigns.
• Experience with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and communication skills.
• Ability to manage multiple priorities independently.

• Advanced SQL concepts (CTEs, window functions, stored procedures).
• Experience with data visualization tools (Power BI, Tableau, Looker).
• Knowledge of ETL processes or data pipeline concepts.

• Make Impact: Help power a national healthcare fintech platform expanding access to care.
• Hybrid Flexibility: 3 days per week in our Dallas office.
• Competitive Compensation: Salary, bonus eligibility, and 401(k) matching.
• Comprehensive Benefits: Medical, dental, vision, and generous PTO.
• Growth Opportunity: Join a profitable, scaling company building modern, AI-enabled infrastructure.