WHAT DOES A CUSTOMER RELATIONSHIP MANAGEMENT MARKETING SPECIALIST DO?
Published: September 20, 2024 - The Customer Relationship Management Marketing Specialist ensures strategic content alignment within email campaigns across various customer journey stages. Guides the design team on email template aesthetics and best practices. Leads robust A/B testing initiatives and drip campaign optimizations, leveraging deep analytical insights to refine email strategies and enhance overall marketing objectives.
A Review of Professional Skills and Functions for CRM Marketing Specialist
1. CRM Marketing Specialist Duties
- Campaign Personalization: Help bunq users discover the bunq features that satisfy exact needs by setting up and implementing personalized (email) campaigns.
- Feature Utilization Enhancement: Increase the usage of features that help users achieve goals.
- Campaign Experimentation: Be experimental with new campaign ideas and always ready to optimize and deliver more.
- Data Analysis: Understand user flow and drop-off points by making sense of the data.
- System Development: Develop the system upgrade and new third-party applications/add-ons for improved or new.
- Documentation Creation: Create detailed end-user documentation and resources for internal and external staff.
- Technical Support Provision: Provide technical support to end users, diagnosing and resolving problems.
- Training Development: Develop end-user training material and provide training for key users with varying skill levels.
- Software Troubleshooting: Troubleshoot user or software errors that inhibit the efficiency of the interaction between people and technology.
- Business Analysis Collaboration: Meet with teams to help them analyze business trends.
- Training Manual Writing: Write training manuals and teach staff how to use the CRM.
2. CRM Marketing Specialist Details
- CRM Campaign Execution: Assist with the setup and execution of all CRM email marketing campaigns.
- Email Schedule Management: Ensure that all emails are set up and sent according to the monthly and ad hoc email schedules.
- Email Approval Management: Ensure that test mailers are sent for internal approvals and are signed off before communications are scheduled to send.
- Lead Generation Strategy Execution: Assist with the execution of strategies to drive improved lead generation and conversion, as well as increased lifetime value from existing customers.
- Lead Generation Campaigns: Assist with execution of lead generation campaigns and automated CRM email journeys.
- Customer Segmentation Management: Assist with customer segmentation and database management.
- CRM Reporting: Assist with CRM and email marketing campaign reporting.
- Benchmark Monitoring: Monitoring benchmarks and ensuring best practices are implemented at all times.
- Opt-out Handling: Dealing with unsubscribe/opt-out requests.
- CRM Strategy Support: Support overall marketing strategy with CRM campaign execution.
- Campaign Content Coordination: Assist with compiling briefs to internal content and creative teams, and ensure the content is available timeously for the relevant campaigns.
3. CRM Marketing Specialist Responsibilities
- Campaign Execution: Work on the day-to-day execution of email and push marketing campaigns including designing, creating, scheduling, testing, deploying, and reporting.
- Lifecycle Optimization: Create and optimize life cycles, drip campaigns, and workflows.
- Campaign Reporting: Tracking and reporting on CRM campaigns in order to guide improvements.
- Template Design: Create and design various email templates using graphics, copywriting, personalization, and ensuring templates are mobile-friendly.
- Deliverability Best Practices: Implement email and push deliverability best practices.
- Compliance Adherence: Ensure emails follow industry policies and best practices.
- Creative Testing: A/B Testing copy and creatives in various campaigns.
- Process Documentation: Establish the most effective while developing documentation for processes, A/B tests, and promotions that succeed through various CRM channels.
- Growth Collaboration: Collaborate with internal teams to identify opportunities for growth as it relates to CRM marketing.
- Community Engagement: Build engagement within the marketing community.
- Trend Awareness: Stay up to date on current trends and best practices related to effective, optimally performing emails.
4. CRM Marketing Specialist Job Summary
- Content Segmentation: Work within the channel engagement internal team to connect content to the right email segments at all points of the customer journey.
- Design Guidance: Provide the design team with direction on email template design best practices.
- A/B Testing Development: Create testing plans for A/B tests, testing for time-frequency, open rates, and more.
- Campaign Optimization: Build and optimize drip campaigns and email blasts.
- Analytics Utilization: Dig into analytics to track the performance of campaigns and report back to the team.
- Analytical Proficiency: Comfortable with both qualitative and quantitative analysis, and capable of using analytics to drive the development of business goals.
- Strategic Leadership: Lead discussions with internal teams on how email fits into a client's overall strategy.
- Creative Brainstorming: Brainstorm with team members to discuss the brand message, client goals, and design options.
- Collaborative Implementation: Collaborate with Marketing and Analytics partners to design, implement, test, and optimize the acquisition and cross-sell email journeys.
- SQL Proficiency: Use SQL skills to target email segments against business requirements.
- Email Program Management: Build, QA, launch, and automate email programs.
5. CRM and Marketing Automation Specialist Accountabilities
- Campaign Development: Integrated planning and campaign development
- Customer Journey Creation: Create customer journeys and nurture campaigns
- Project Management Facilitation: Facilitate ongoing project management to implement programs from concept to completion
- Marketing Team Collaboration: Work in close partnership with the marketing team, agencies, and vendors
- Quality Assurance: Ensure quality execution of marketing programs
- Interdepartmental Coordination: Work with internal departments to accomplish tasks and ensure
- Marketing Reporting: Marketing campaign updates and reporting are provided to stakeholders
- Email Campaign Management: Day-to-day management of email campaigns and automation
- Multichannel Marketing: Projects may include a variety of marketing channels such as digital, email, and social media