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TheStaffed

CRM Marketing Automation Specialist

TheStaffed, New York, New York, us, 10261

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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.

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