What are the responsibilities and job description for the CRM Marketing Automation Specialist position at TheStaffed?
Our client, a top-tier Financial Services company, is looking for a Marketing Automation Specialist to join our growing CRM team. This role is central to the execution and optimization of all customer communications including lifecycle, transactional, and promotional campaigns across email, push notifications, SMS, and in-app messaging.
You’ll play a key role in scaling our CRM infrastructure, supporting the setup of automated, data-driven campaigns; building reusable workflows and templates; and partnering with data and engineering teams to maintain reliable event tracking and integrations. This is a hands-on role focused on execution, optimization, and platform scalability, with exposure to campaign strategy, performance analysis, and cross-functional collaboration across Product, Engineering, Content, and Data teams.
What you’ll be doing:
- Build, QA, and deploy automated, data-driven journeys across email, push, SMS, and in-app messaging
- Develop and maintain scalable campaign infrastructure, templates, and workflows within Customer.io
- Design and implement advanced segmentation using behavioral, transactional, and real-time data
- Support CRM team on end-to-end campaign setup, including triggers, delays, conditionals, and personalization logic
- Maintain campaign documentation, tracking, and reporting
- Partner with engineering and data teams to expand and maintain integrations and event tracking
- Collaborate with internal teams to ensure alignment and smooth execution
- Monitor campaign performance and assist in surfacing insights and optimizations
- Support A/B testing and other experimentation to improve effectiveness
- Identify and execute automation opportunities to streamline operations and scale campaign delivery
Required qualifications:
- 2-5 years of experience in CRM, marketing automation, or lifecycle marketing
- Hands-on experience with marketing automation platforms (e.g. Customer.io, Braze, Iterable, etc.)
- HTML/CSS knowledge.
- Strong attention to detail and QA discipline in campaign execution
- Familiarity with segmentation, triggers, personalization, and journey building
- Comfortable working with campaign performance metrics, dashboards, and reporting tools
- Strong organizational and project management skills
- Ability to work cross-functionally with marketing, product, engineering, and data teams
- Excellent written and verbal communication skills
- Bachelor’s degree in Marketing, Business, Communications, or a related field preferred
Bonus if you have:
- Experience working in fintech or finance-related industries.
- Personal and professional experience in blockchain and crypto is a plus.
- Experience with Customer.IO
- Experience with Pipedrive
- Strong data analysis skills, including SQL.