Lifecycle Marketing Expert - CRM

Responsibilities

• Design task briefs based on real-world lifecycle and CRM marketing activities.
• Define what each task is intended to test, including deliberately introduced issues and decisions that demonstrate strong marketing judgment.
• Specify the documents, dashboards, customer personas, and tool configurations needed to create realistic task scenarios.
• Write or review reference answers and develop criteria for distinguishing strong responses from plausible but incorrect ones.
• Review AI agent attempts and evaluate their performance against established standards.
• Analyze messy or conflicting data to identify issues and determine appropriate actions.
• Prioritize tasks, weigh trade-offs, and plan and execute multi-step workflows.
• Perform quality assurance, reconcile information, triage issues, and escalate concerns when needed.
• Conduct research, evaluate outcomes, and report findings.
• Coordinate work across multiple tools and assess how AI agents handle practical marketing tasks.

Requirements

• Hands-on practitioner experience in lifecycle marketing, CRM, or retention marketing.
• Comfort using an email service provider (ESP), a CRM platform such as Salesforce, and product analytics tools such as Amplitude.
• Clear written reasoning and the ability to explain decisions and evaluation criteria.
• Ability to assess marketing scenarios, interpret data, and apply practical judgment to complex workflows.

Preferred

• Experience building AI training environments, reinforcement learning (RL) environments, or simulated case studies.
• Rubric Academy or Rubric Bootcamp certification.