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Uphold

CRM Marketing Specialist

Uphold, New York, New York, us, 10261

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Overview

CRM Marketing Specialist role at Uphold. Uphold is a financial technology company building on-chain services for finance, with products across consumer, business, and institutional trading, serving millions of customers in 140+ countries.

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)

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 related field preferred

Bonus If You Have

Experience working in fintech or finance-related industries

Personal and professional experience in blockchain and crypto

Experience with Customer.io

Experience with Pipedrive

Strong data analysis skills, including SQL

What We Have To Offer You

An amazing work environment in a growing company, driven by passionate people

An international team working on cutting-edge projects

Growth and career opportunities, with room to be proactive and creative

A flexible and enthusiastic work environment with snacks, coffee, and other benefits

Open and transparent culture with weekly updates and social gatherings

Interesting events to keep you connected with the team

Salary Up to $70,000 DOE

Equal Opportunity EEOC Employer. Uphold is proud to be an Equal Opportunity Employer and celebrates employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and other protected classes. Difference makes us stronger and better – together.

Additional Information

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Other

Be part of a great company that is revolutionizing financial services. Apply now!

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