Ulrich Lifestyle Structures ยท 7 hours ago
CRM Coordinator
Ulrich Lifestyle Structures is seeking a CRM Coordinator to support their CRM and lifecycle marketing efforts. This role involves managing lead follow-up systems, executing email/SMS campaigns, and maintaining data hygiene while collaborating closely with sales and marketing teams.
ArchitectureConstructionCustomer Service
Responsibilities
Build and manage lists/segments for campaigns (new leads, re-engagement, lost leads, post-sale, referrals, etc.)
Assist with email and SMS campaign execution: build, QA, schedule, and track performance
Support lead follow-up cadence efforts (task queues, sequences, reminders, and basic automation)
Maintain templates and standardized messaging to keep communication consistent
Monitor existing workflows for issues (broken steps, incorrect enrollment, missing criteria) and flag improvements
Help implement updates to routing and follow-up logic based on sales feedback and performance
Maintain CRM properties and field usage standards (required fields, dropdown values, naming consistency)
Run weekly/monthly reports on lead and funnel performance (lead volume, contact rate, appointments set, show rate, etc.)
Help keep attribution clean (campaign naming, UTMs, source fields)
Assist with contact record cleanliness: duplicates, missing info, formatting, and field completion
Partner with sales to ensure leads are being worked and follow-up standards are met
Coordinate with marketing/creative/web support to launch campaigns with correct tracking and forms
Qualification
Required
1-3 years experience in a CRM, marketing ops, or lifecycle/email marketing role
Comfortable building lists/segments, launching email campaigns, and running reports
Strong attention to detail (testing, QA, data cleanliness)
Strong organizational skills and follow-through
Preferred
HubSpot experience (or similar CRM + marketing automation tools)
Familiarity with UTMs, basic attribution, and conversion tracking concepts
Experience coordinating with sales teams and managing lead follow-up processes
Familiarity with PPC campaigns (Google, Meta)
Benefits
Health/dental/vision
PTO
401(k)