CRM Strategist

Responsibilities:

• Develop and lead communication strategies that leverage customer insights to drive lead generation, nurture prospects, and enhance the customer lifecycle.
• Create and execute marketing campaigns rooted in CRM principles to achieve client business goals.
• Gain deep understanding of customer attitudes, beliefs, barriers, and motivators throughout their journey by utilizing primary/secondary research and social listening.
• Design customer experience programs across multiple channels, including email, direct mail, mobile, and social platforms.
• Research, write, and deliver creative briefs to internal teams.
• Develop content strategies for new campaigns that engage customers and influence behavior change.
• Collaborate with creative teams to inspire outstanding work through strategic direction, channel expertise, and data-driven insights.
• Partner with vendors and agency collaborators to maintain strategic alignment across program elements.
• Work closely with the Marketing Sciences team to establish KPIs, define learning/testing plans, and deliver performance analyses and key takeaways.
• Develop and present strategic recommendations to clients.
• Stay current on evolving CRM best practices and industry trends.

Required Skills:

• Bachelor’s Degree in a related field.
• 5 years of experience in strategic planning, preferably within an agency environment.
• Strong expertise in CRM strategy and development of business rules.
• Data-driven marketer with critical thinking skills; able to separate actionable insights from noise in campaign planning and performance analysis.
• Hands-on experience across CRM channels (email, direct mail, mobile, social, etc.).
• Excellent collaboration skills with both internal teams and clients; comfortable managing multiple projects under tight deadlines.
• Financial services experience preferred.
• Proficiency in Microsoft Office, especially in creating presentations in PowerPoint or Keynote.
• Exceptional writing, editing, and attention to detail.