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Ulrich Lifestyle Structures · 15 hours ago

CRM Coordinator

Fort Worth, TX

Full-time

Onsite

Entry Level

$40K/yr - $55K/yr

1+ years exp

Ulrich Lifestyle Structures, LLC is seeking a CRM Coordinator to support the execution of their CRM and lifecycle marketing initiatives. The role involves managing campaigns, maintaining workflows, and reporting on performance to ensure effective lead follow-up and data hygiene.

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

CRM experienceEmail campaign executionData reportingHubSpot experienceLead follow-up processesAttention to detailOrganizational skillsCommunication skills