[Hiring] CRM & Marketing Automation Specialist @Spartan Investment Group

Role Description

The mission of the CRM & Marketing Automation Specialist is to build, manage, and continuously optimize automated email journeys that convert prospects into qualified leads, customers, investors, and long-term brand advocates across SIG, FUS, Spartan Construction Management (SCM), and Passive Income Pilots. This is a hands-on marketing role, not software development or AI engineering. It requires:

• Persuasive writing
• Customer journey strategy
• Segmentation
• Behavioral triggers
• Data analysis
• Workflow logic

The specialist owns:

• Lead-nurture sequences
• Follow-up workflows
• Re-engagement programs
• Onboarding journeys
• Abandoned-action campaigns
• Event communications
• Investor education sequences
• Customer retention programs
• Facility-level lead conversion journeys

This role will work closely with:

• Marketing Director
• Growth Marketing
• Content
• Design
• Web Development
• Investor Relations
• Operations
• Business Intelligence

Outcomes

• Complete a full audit of all email platforms, contact data, campaigns, and workflows within 90 days.
• Document a lifecycle strategy for SIG, FUS, SCM, and Passive Income Pilots.
• Map 100% of priority customer/prospect journeys.
• Launch or materially improve 10 priority automations.
• Build a library of approved templates, workflow components, and QA standards.
• Sustain a pace of 10+ new or significantly optimized automated journeys per month.
• Ensure 100% of high-intent digital leads receive an automated response within 5 minutes.
• Grow email-attributed qualified lead volume 20–30% YoY.
• Improve nurtured-lead-to-next-stage conversion 15%+ within 12 months.
• Maintain list and deliverability health with specific metrics.
• Hit engagement benchmarks and improve click-to-open rate 10%+.
• Maintain operational governance with specific documentation and accuracy standards.
• Cut manual follow-up work 30%+ within 12 months.

Competencies

• Customer Focus
• Results Oriented
• Strategic Thinking
• Data-Driven Decision Making
• Quality Focus
• Collaboration & Judgment

Qualifications

• Bachelor's in Marketing, Communications, Business, Digital Marketing, or related field.
• 5+ years hands-on in email marketing, lifecycle marketing, CRM marketing, or marketing automation.
• Proven experience building sophisticated automated journeys.
• Portfolio or documented examples showing improved lead gen, conversion, engagement, retention, or revenue.
• Advanced email copywriting/editing skills.
• Multi-brand/business-unit/segment/location email management experience strongly preferred.
• B2C and B2B experience preferred.
• Real estate, self-storage, financial services, investment management, hospitality experience is a plus.
• Strong grasp of lead generation, qualification, nurturing, lifecycle stages, conversion funnels, attribution, and journey optimization.
• Comfortable working independently while coordinating with multiple stakeholders.
• Able to translate business goals into detailed automation requirements and executable programs.
• English Proficiency: Advanced professional fluency in English is required.
• Ability to work full-time and maintain significant overlap with U.S. business hours.

Technical Requirements

• Advanced experience with marketing automation/email platforms.
• Strong grasp of contact properties, custom fields, lifecycle stages, and data sync.
• Experience building workflows with conditional branches and engagement conditions.
• Strong knowledge of deliverability, sender reputation, and consent management.
• Experience with A/B and multivariate testing.
• Strong grasp of delivery metrics and lifecycle movement.
• Experience connecting email performance to CRM and other data sources.
• Ability to produce clear workflow diagrams and documentation.
• Working knowledge of HTML/CSS for email formatting preferred.
• Excel/Google Sheets skills for analysis and reporting.
• Familiarity with GA4 and conversion reporting.
• Knowledge of CAN-SPAM, GDPR, CCPA, and other relevant privacy/email marketing requirements.

Remote Work Requirements

• Dedicated home office or professional remote work environment.
• Reliable high-speed internet connection capable of supporting video conferencing.