Email Automation and CRM Specialist

Summary

Join First Media, a top social media marketing company, as their Email Automation and CRM Specialist. This role blends marketing and sales, managing email workflows, lead qualification, and CRM systems. You will develop and execute email campaigns, analyze performance data, and improve lead scoring within HubSpot. Responsibilities include managing SDR tasks, creating reporting dashboards, and ensuring timely lead handoffs. The ideal candidate possesses B2B email campaign experience, CRM software proficiency (HubSpot preferred), and a data-driven mindset. First Media offers competitive compensation and benefits, including a hybrid work environment.

Requirements

• Experience in helping with email campaigns for B2B clients
• Comfortable using email automation marketing systems
• Strong comfort level with CRM software, Hubspot preferred
• Ability to share case studies or examples of successful B2B email campaigns
• Proficient in Microsoft Office Suite and Google Suite
• A data-driven mindset to analyze results through A/B testing and optimize emails
• Creative thinker who enjoys leveraging data insights in decision-making
• Skilled at writing clear, friendly, and error-free copy

Responsibilities

• Identify top prospective customers and build prospect lists
• Develop and manage email workflows for different business lines
• Create and improve lead scoring and automation in HubSpot
• Monitor email engagement, including open rates, click rates, and response rates, and track lead progression
• Work with the Senior Marketing Manager and Marketing Coordinator to develop email content ideas, using performance data to inform the messaging and layout
• Analyze email performance to find ways to improve layout, call-to-action structure, send timing, and target audience
• Set and regularly update benchmarks and key performance indicators (KPIs) for all email campaigns and workflows, to track success and make improvements over time
• Manage Sales Development Representative (SDR) tasks, such as outbound prospecting, follow-up, and lead qualification
• Keep the Customer Relationship Management (CRM) system and lead pipeline up to date with daily updates and automation
• Create an easy reporting system and dashboard to track email and outbound performance
• Ensure that the handoff process for Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs) is timely and accurate
• Define and implement behavioral triggers in HubSpot (e.g., multiple page views, high engagement) to identify sales-ready leads and trigger internal alerts or workflows
• Nurture/develop contacts with the goal of converting 2–3 contacts per month into qualified meetings, including inbound leads, former clients, and past prospects
• Identify and activate behavioral triggers within HubSpot (e.g., numerous page views, significant engagement) to pinpoint sales-ready leads, initiating internal notifications or automated processes
• Cultivate and advance relationships with contacts—including inbound leads, previous clients, and past prospects—aiming to convert 2–3 into qualified meetings monthly
• Update and manage sales activities, opportunities, and account information in CRM/sales pipeline

Preferred Qualifications

• Previous email marketing experience in e-commerce is a bonus
• Familiarity with Klaviyo and Shopify is also a plus

Benefits

• Competitive compensation and benefits
• Hybrid working environment
• Daily office lunches
• Company perks