CRM Specialist

CRM Specialist

Populus is an amazing company where our employees stay because they love their teams and the growth opportunities. Additionally, we offer a competitive 401K match, a generous paid time off package, and Health Benefits.

Our mission is to provide a broad range of quality financial products and services delivered with best-in-class customer service. We work and lead with integrity, and we celebrate employees who exemplify our values. Come join our team!

The CRM Specialist will work on email, SMS, and push programs for our various brands. This role will assist with strategy, creation, execution, and analysis of multi-channel, customer lifecycle programs.

The CRM Specialist will support and execute digital marketing campaigns, work within CRM platforms, and develop data-driven programs that drive engagement and retention.

Major Responsibilities:

• Execute end-to-end production of email, SMS, and push campaigns under tight deadlines with a high degree of accuracy, including scheduling, setup, QA/testing, and deployment.
• Build and manage audience segmentation and targeting to ensure accurate and effective campaign delivery.
• Coordinate and maintain the marketing campaign calendar to ensure cross-functional alignment and timely launches.
• Support list management processes, including imports/exports, segmentation, recurring job setup, and database hygiene.
• Monitor deliverability and campaign health, proactively identifying and resolving errors, technical issues, or performance disruptions.
• Troubleshoot campaign functionality issues and partner with IT or external vendors to implement solutions.
• Manage and optimize complex customer journeys, identifying areas for testing, improvement, and automation enhancements.
• Track, analyze, and report on campaign performance, subscriber growth, and overall CRM health metrics.
• Analyze messaging effectiveness and recommend optimizations to improve lifecycle communications and customer engagement.
• Support initiatives to drive revenue growth and improve ROI across marketing and transactional email programs.
• Identify testing opportunities to continuously improve campaign performance.
• Assist in developing marketing campaign concepts from ideation through execution, including copywriting, creative input, and implementation.
• Collaborate with marketing, product, analytics, operations, IT, channel managers, and external partners to execute integrated campaigns.
• Support the development of business materials, presentations, and proposals as needed.
• Ensure compliance with relevant regulations including CAN-SPAM, TCPA, and data privacy standards.

Key Competencies:

• Strong interpersonal skills with the ability to collaborate effectively across all levels of the organization.
• Strong project management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced, collaborative environment.
• Excellent written and verbal communication skills, including experience drafting customer-facing content (e.g., email campaigns, newsletters, social media).
• Analytical and creatively driven thinker with a naturally inquisitive mindset enjoys solving complex problems, uncovering insights in data, and continuously improving performance.
• Working knowledge of HTML and email coding best practices.
• Ability to interpret performance metrics and translate insights into actionable recommendations.
• Develop expertise in CRM and marketing automation tools including Cheetah Digital, Stensul, Email on Acid, and AtData.
• Commitment to stay current on digital marketing trends, emerging technologies, and industry best practices.

Interactions:

• Direct Report Title N/A
• Indirect Report Title N/A
• Other Internal/External Interactions N/A

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities.

While performing the duties of this job, the employee is regularly required to sit, stand or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs. Must have appropriate vision to see up close, and at a distance with ability to adjust vision and focus.

Position Type/Expected Hours of Work:

This is a full-time position, days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. CT. This position might require after hours and weekend work.

Travel:

N/A

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate.

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job.

EEO Statement:

Populus Financial Group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.

Qualifications

Education

Preferred

Bachelor's Degree or better in Marketing or related field.

Experience

Required

1 year:

Experience in marketing, CRM, campaign management, project management, or customer service roles required. Experience with email service providers or cross-channel marketing platforms, required. Detail-oriented and highly organized, with a strong sense of ownership and accountability required.

Preferred

Experience with Cheetah Digital marketing platform, preferred. Proficiency in Microsoft Office Suite; Strong Excel skills preferred. Experience with Canva or similar design tools preferred. Proactive, adaptable self-starter who takes initiative and seeks opportunities to improve processes and outcomes preferred.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Populus Financial Group