CRM Specialist

Summary

Join Unlock Health as their CRM Specialist and play a key role in auditing, optimizing, and managing CRM platforms like HubSpot, Salesforce, and Epic. You will be responsible for improving workflows, driving marketing automation strategies, and ensuring optimal CRM system performance. Collaborate with the Director of CRM and Data Intelligence to audit clients' systems, diagnose inefficiencies, and maximize performance. This role requires strong analytical skills, experience with CRM platforms, and expertise in marketing automation and lead scoring. Unlock Health offers a competitive salary and a comprehensive benefits package, including health, dental, and vision insurance, paid time off, parental leave, and hybrid/remote work options.

Requirements

• Minimum 3 years of proven experience with CRM platforms (HubSpot, Salesforce, etc.)
• Strong background in CRM auditing, marketing automation, lead scoring, and workflow management
• In-depth knowledge of CRM system best practices and the ability to diagnose and resolve system inefficiencies
• Expertise in developing and refining lead scoring models and segmentation strategies
• Analytical mindset with the ability to translate CRM data into actionable insights that drive marketing effectiveness
• Exceptional attention to detail and strong organizational skills

Responsibilities

• Conduct thorough audits of clients' CRM systems to assess current workflows, data integrity, automation strategies, and lead scoring models
• Identify gaps, inefficiencies, and opportunities for improvement
• Design, implement, and refine automation strategies across various CRM platforms to enhance lead nurturing, customer retention, and campaign performance
• Develop and optimize lead scoring models to prioritize high-potential leads, ensuring seamless transition from lead to customer
• Build and optimize workflows based on customer behavior and insights, ensuring marketing actions are triggered at the right moments to maximize engagement
• Manage and maintain CRM systems to ensure alignment with business goals and customer needs
• Continuously improve system performance for better efficiency
• Track and report on CRM performance, lead conversion rates, and marketing automation effectiveness
• Leverage insights to refine processes and optimize strategies
• Address any CRM issues or challenges, providing swift, effective solutions that maintain system integrity

Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program