Lead Clinical Specialist, CRM
Abbott
CRM Marketing Specialist
Uphold
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 per year
Job Level
JuniorMid-Level
Tech Stack
SQLWeb3
About the role
- Uphold is a financial technology company providing on-chain payments, banking and investments to customers in 140+ countries.
- Role: Marketing Automation Specialist on CRM team focused on execution and optimization of customer communications across email, push, SMS, and in-app.
- 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 end-to-end campaign setup including triggers, delays, conditionals, and personalization.
- Maintain campaign documentation, tracking, and reporting.
- Partner with engineering and data teams to expand and maintain integrations and event tracking.
- Collaborate with Product, Engineering, Content, and Data teams to ensure alignment.
- Monitor campaign performance, run A/B tests, and identify automation opportunities to scale campaign delivery.
Requirements
- 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: Experience working in fintech or finance-related industries
- Bonus: Personal and professional experience in blockchain and crypto is a plus
- Bonus: Experience with Customer.IO
- Bonus: Experience with Pipedrive
- Bonus: Strong data analysis skills, including SQL
