321 The Agency

CRM Specialist

321 The Agency

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Salary

💰 $65,000 - $80,000 per year

About the role

  • Lead the setup, configuration, and optimization of CRM systems for new and existing clients across multiple industries.
  • Design and implement comprehensive sales funnels, lead nurturing sequences, and customer lifecycle campaigns.
  • Develop sophisticated segmentation strategies and automated workflows that align with client business objectives and customer behaviors.
  • Create and maintain CRM integrations with third-party tools, websites, and marketing platforms to ensure seamless data flow.
  • Build and manage multi-touch marketing campaigns including email sequences, SMS campaigns, and automated follow-up systems.
  • Develop A/B testing strategies for campaign optimization, analyzing performance metrics to drive continuous improvement.
  • Create dynamic content and personalization strategies based on customer data and behavioral triggers.
  • Implement lead scoring models and qualification processes to improve sales team efficiency and conversion rates.
  • Serve as the primary CRM expert for assigned client accounts, providing strategic guidance on platform capabilities and best practices.
  • Conduct training sessions and workshops for client teams on CRM usage, campaign management, and performance analysis.
  • Troubleshoot technical issues, optimize system performance, and recommend platform upgrades or migrations when needed.
  • Collaborate with internal teams to ensure CRM strategies align with broader marketing campaigns and business objectives.
  • Maintain data hygiene standards, including list management, duplicate removal, and compliance with privacy regulations.
  • Create comprehensive reporting dashboards and provide regular performance analysis to clients and internal stakeholders.
  • Monitor key metrics including open rates, click-through rates, conversion rates, and customer lifetime value.
  • Identify opportunities for campaign optimization and revenue growth through data-driven insights.

Requirements

  • 4+ years of hands-on experience with CRM platforms and marketing automation systems.
  • Preferred: Demonstrated expertise with High Level CRM (GoHighLevel) and Salesforce, including funnel building, automation setup, and advanced feature utilization.
  • Broad knowledge of major CRM platforms such as HubSpot, Adobe, ActiveCampaign, Klaviyo, Mailchimp, or similar systems.
  • Strong understanding of email marketing best practices, deliverability optimization, and compliance requirements (CAN-SPAM, GDPR).
  • Experience with API integrations, webhook configurations, and third-party tool connections.
  • Proficiency in HTML/CSS for email template customization and landing page optimization.
  • Analytical mindset with experience in campaign performance analysis and conversion rate optimization.
  • Excellent project management skills with the ability to handle multiple client accounts simultaneously.
  • Strong communication skills for client training, troubleshooting, and strategic consultation.
  • Proficiency in Google Suite, project management tools, and marketing analytics platforms.
  • Detail-oriented approach with a passion for process optimization and system efficiency.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM platformsmarketing automation systemsfunnel buildingautomation setupAPI integrationsHTMLCSScampaign performance analysisconversion rate optimizationdata-driven insights
Soft Skills
project managementcommunicationanalytical mindsetdetail-orientedstrategic consultationclient trainingtroubleshootingprocess optimizationmulti-taskingcollaboration