CRM Analyst, Mid-Level

Macfor

CRM Analyst optimizing relationship flows and automation in RD Station. Collaborating with clients and teams to enhance CRM strategies and performance metrics.

Posted 6/30/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Plan, build, and optimize nurture sequences, automation flows, and CRM journeys in RD Station;
Structure journeys for different stages of the funnel;
Perform diagnostics of databases, segmentations, lists, tags, events, and flow entry/exit criteria;
Implement complete automations within RD Station, ensuring logical design, organization, governance, and measurement;
Create segmentation and personalization strategies based on behavior, funnel stage, profile, interest, and engagement;
Support the definition of lead scoring rules, lifecycle stages, handoff flows to sales, and MQL/SQL criteria;
Develop email marketing campaigns, landing pages, forms, and automation flows;
Monitor metrics such as open rate, click-through rate, conversions, unsubscribes, deliverability, opportunity generation, and impact on sales;
Identify opportunities to improve existing journeys by proposing tests, adjustments, and new approaches;
Maintain documentation of flows, rules, segmentations, naming conventions, and operational best practices;
Interface with clients to gather requirements, align expectations, present strategies, validate deliverables, and report results;
Lead meetings to present diagnostics, action plans, results, and next steps;
Collaborate with media, content, planning, BI, account management, and commercial teams;
Support clients in advancing CRM maturity, automation capabilities, and strategic use of RD Station.

Requirements

What you’ll need

Experience with RD Station Marketing, particularly automations, segmentations, emails, landing pages, lead scoring, and database management;
Hands-on experience creating and managing nurture sequences and automated journeys;
Ability to design flows with clear logic, organization, and a focus on results;
Experience with CRM, inbound marketing, marketing automation, lead nurturing, and sales funnel management;
Strong ability to interpret campaign and automation metrics;
Experience presenting results and conducting client meetings;
Organized approach to documenting processes, flows, rules, and strategic decisions;
Ability to prioritize, manage deadlines, and oversee multiple concurrent projects;
Experience working in an agency, consultancy, B2B operations, or companies with complex funnels.

Benefits

Comp & perks

Knowledge-sharing environment and networking opportunities with partners and clients;
Potential access, subject to hiring or partner interest, to market content, workshops, and events organized or recommended by Macfor;
Recommendations of recognized literature and methodologies to improve delivered services;
Freedom to propose solutions, participate in strategic meetings, and contribute suggestions across management, technology, growth, and marketing areas;
Full autonomy in choosing methods and strategies to fulfill contracted deliverables;
Opportunity to develop new projects and grow.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Automation FlowsNurture SequencesSegmentation StrategiesFunnel ManagementCampaign Metrics Interpretation

Soft Skills

Organizational SkillsClient PresentationProject Management