CRM & Email Campaign Operations Specialist & Marketing

Key Responsibilities
CRM Management (HubSpot or equivalent)

Manage and update contact and company records in the CRM.

Maintain pipeline stages and automate workflows for different deal or outreach stages.

Ensure CRM data accuracy and handle list imports, tagging, and deduplication.

Create regular reports and dashboards to track campaign and pipeline performance.


Email Campaign Management (Instantly.ai, ---------- , or similar)

Build and schedule outbound email campaigns using provided templates.

Segment audiences based on industry, geography, or engagement level.

Monitor deliverability and manage domain/sender reputation.

Track and report open, click, and reply rates, optimizing performance through A/B testing.

Scheduling & Coordination

Schedule and confirm calls and meetings using tools like Calendly or Google Calendar.

Manage follow-ups and maintain an organized outreach calendar.

Coordinate with tea ---------- mbers to ensure meetings and communications are logged properly.

Data & Workflow Operations

Assist with data cleaning, list enrichment, and formatting for CRM import.

Create standard operating procedures (SOPs) for repeatable tasks.

Help connect and automate tools using Zapier or Make.

Qualifications

2+ years of experience managing CRM platforms (HubSpot preferred).

1+ year of experience managing outbound or marketing automation tools (Instantly.ai, ---------- , Smartlead, or similar).

Strong proficiency with Google Workspace (Sheets, Gmail, Calendar).

Excellent English communication and organizational skills.

Reliable, detail-oriented, and able to manage multiple priorities independently.

Bonus: Experience with analytics dashboards, KPI tracking, or lead-generation systems.

Performance Metrics

CRM data accuracy and completeness.


Email campaign performance (deliverability, open/reply rates).

Timely scheduling and coordination of meetings.

Process improvement and automation efficiency.