CRM Coordinator

CRM Coordinator

Department: Marketing Reports to: VP of Marketing (with daily collaboration with Sales Leadership)
Type: Full-Time

The Role

We’re hiring a CRM Coordinator to support the day‑to‑day execution of our CRM and lifecycle marketing. You’ll help keep our lead follow‑up systems running smoothly, building lists, launching email/SMS campaigns, maintaining workflows, and reporting on funnel performance.

This is an execution‑focused role for someone who is highly organized, detail‑oriented, and enjoys turning a messy funnel into something measurable and repeatable.

What You’ll Do

CRM Execution & Lifecycle Support

• Build and manage lists/segments for campaigns (new leads, re‑engagement, lost leads, post‑sale, referrals, etc.).
• Assist with email and SMS campaign execution: build, QA, schedule, and track performance.
• Support lead follow‑up cadence efforts (task queues, sequences, reminders, and basic automation).
• Maintain templates and standardized messaging to keep communication consistent.

Workflow Support (Light Automation)

• Monitor existing workflows for issues (broken steps, incorrect enrollment, missing criteria) and flag improvements.
• Help implement updates to routing and follow‑up logic based on sales feedback and performance.
• Maintain CRM properties and field usage standards (required fields, dropdown values, naming consistency).

Reporting & Data Hygiene

• Run weekly/monthly reports on lead and funnel performance (lead volume, contact rate, appointments set, show rate, etc.).
• Help keep attribution clean (campaign naming, UTMs, source fields).
• Assist with contact record cleanliness: duplicates, missing info, formatting, and field completion.

Cross‑Functional Coordination

• Partner with sales to ensure leads are being worked and follow‑up standards are met.
• Coordinate with marketing/creative/web support to launch campaigns with correct tracking and forms.

What Success Looks Like (First 60‑90 Days)

• Campaigns and nurture programs go out on time with solid QA and tracking.
• Reports and dashboards are consistent and trusted.
• Contact records and lead source data become cleaner and more reliable.
• Sales has better visibility into what’s working and where leads are getting stuck.

Qualifications

Required

• 1‑3 years experience in a CRM, marketing ops, or lifecycle/email marketing role.
• Comfortable building lists/segments, launching email campaigns, and running reports.
• Strong attention to detail (testing, QA, data cleanliness).
• Strong organizational skills and follow‑through.

Preferred

• Hub Spot experience (or similar CRM + marketing automation tools).
• Familiarity with UTMs, basic attribution, and conversion tracking concepts.
• Experience coordinating with sales teams and managing lead follow‑up processes.
• Familiarity with Ppc campaigns (Google, Meta)

Traits We Value

• Detail‑oriented and reliable
• Process‑minded (you improve how things run)
• Metrics‑aware (you care what happens after the lead comes in)
• Calm under pressure and good communicator

Compensation & Benefits

• Pay: [~$40,000-$55,000 DOE]
• Benefits: [health/dental/vision, PTO, 401(k), etc.]