Digital Marketing CRM Specialist (Marketing Operations & Automation)

The Digital Marketing CRM Specialist is a hands-on creative and marketing technology role for someone who loves building smart campaigns, improving workflows, experimenting with new tools, and turning ideas into real business impact.

This role sits at the intersection of CRM, automation, digital marketing, AI, lead strategy, content, training, and sales enablement. You will aid in building and optimizing marketing journeys, email + SMS campaigns, automated workflows, presentations, training resources, and lead-management strategies that support our sales organization and help create more conversations.

You will work closely with the EVP of Marketing and collaborate across Marketing, Sales, Onboarding, Operations, local branches, and external vendors to help bring new ideas to life.

This is not a traditional CRM marketing role. We are looking for someone who wants to build, test, improve, innovate and create alongside a fast-moving team that is actively evolving how marketing and technology work together.

This position is 100% remote, operates primarily in Eastern Time, and reports to the EVP of Marketing.

What You’ll Help Build

• CRM journeys and automated marketing workflows
• Email and SMS/text campaigns
• Lead nurture and follow-up strategies
• AI-powered marketing processes and tools
• Audience segmentation and database strategies
• Training presentations, webinars, and internal resources
• Marketing campaigns and sales enablement programs
• Reporting dashboards and performance insights
• Project workflows that help ideas move from concept to launch
• Scalable systems that help Loan Officers create more activity and opportunities

Core Responsibilities

• Build and optimize CRM journeys and workflows for prospects, past clients, Realtors, recruiting, lead follow-up, and other marketing initiatives.
• Create and execute email and SMS campaigns, including audience segmentation, templates, scheduling, automation, testing, and performance optimization.
• Help shape CRM strategy and account structure, including user setup, campaign organization, database health, contact imports, and ongoing system improvements.

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• Explore and implement AI and automation opportunities that make marketing processes smarter, faster, and more scalable.
• Turn ideas into campaigns and systems, working with the EVP of Marketing and team members to develop workflows, communications, resources, and launch plans.
• Track performance and identify opportunities, including CRM engagement, email results, SMS activity, campaign adoption, contact growth, and other key marketing metrics.
• Coordinate marketing projects from concept through completion, including timelines, deliverables, approvals, communication, and cross-functional follow-up.
• Collaborate across the organization with Marketing, Sales, Onboarding, Operations, branches, Loan Officers, sales managers, executives, and vendors to support launches, solve problems, and improve the overall marketing experience.

What We’re Looking For

• Comfortable working with CRM platforms, automation, and digital marketing tools
• Curious about AI and emerging technology
• Strong written and verbal communication skills
• Able to take an idea and turn it into a workflow, campaign, presentation, or action plan
• Comfortable managing multiple projects and priorities
• Strong attention to detail without losing sight of the bigger picture
• Able to work independently while collaborating closely with a team
• Confident learning new systems and technology quickly
• Solutions-oriented and willing to make recommendations
• Strong customer-service mindset
• Comfortable working in a fast-moving environment where priorities can evolve
• Creative thinker who also likes organization and execution

Experience & Education

• Bachelor’s degree in Marketing, Communications, Business, or a related field preferred but not required
• 1–3+ years of experience in digital marketing, CRM, marketing operations, automation, or a related role
• Experience with CRM platforms and marketing automation preferred
• Experience building email campaigns, journeys, workflows, or nurture campaigns preferred
• Experience with SMS/text marketing, project management, or customer-support platforms is a plus
• Experience working with AI tools or AI-assisted marketing workflows is a plus
• Mortgage, financial services, real estate, or another sales-driven industry background is helpful but not required

Position Details

• Job Type: Full-time
• Work Location: Remote
• Schedule: Monday through Friday, primarily Eastern Time business hours
• Travel: Occasional travel for company meetings, training, conferences, or events
• Benefits may include: 401(k), health insurance, dental insurance, vision insurance, paid time off, and flexible scheduling

Why This Role Is Exciting

You will not just be maintaining marketing tools.

You will help build the next version of how our marketing organization operates.

That means creating smarter workflows, using AI in practical ways, improving CRM strategy, helping sales teams communicate more effectively, and turning new ideas into real programs that people actually use.

If you like the idea of building cool things, improving how systems work, and being part of a team that is constantly evolving, this role gives you a lot of room to make an impact.