CRM & Email Marketing Specialist

Description

The CRM & Email Marketing Specialist supports Dream Seat’s marketing and sales teams by owning the accuracy, structure, and daily execution of CRM data management, inbound lead processing, email campaign deployment, and lead generation support. This role serves as a critical operational link between marketing activity and sales follow-up, ensuring that leads are captured correctly, enriched with useful information, routed quickly, tracked through the CRM, and supported through organized email and nurture communications.

This position is highly execution-oriented and requires strong attention to detail, disciplined follow-through, comfort working inside CRM and sales technology platforms, and the ability to improve repeatable processes over time. The role will support Dream Seat’s broader move toward a unified Zoho ecosystem by helping maintain clean customer data, consistent workflows, reliable campaign lists, accurate reporting inputs, and better visibility into marketing-driven sales activity.

• Own the daily entry, update, and maintenance of accounts, contacts, leads, opportunities, activities, and tasks in the CRM, ensuring records are accurate, complete, properly categorized, and aligned with Dream Seat’s sales process.
• Process all inbound leads from website contact forms, design request forms, live chat, email inquiries, trade show activity, lead generation tools, and other marketing channels, ensuring each lead is entered correctly and routed to the appropriate sales representative.
• Create and assign follow-up tasks for sales representatives upon lead entry, including clear notes, source details, customer context, requested next steps, and relevant deadlines to support timely outreach.
• Monitor inbound lead activity daily to confirm leads are not sitting unassigned, incomplete, duplicated, or without documented next steps.
• Maintain CRM data quality through ongoing audits of duplicate records, incomplete fields, outdated contacts, incorrect ownership, missing lead sources, inactive accounts, and inconsistent naming conventions.
• Support the development and enforcement of CRM data standards, including required fields, account/contact naming rules, lead source definitions, vertical/market classifications, sales territory assignments, and opportunity stage hygiene.
• Help prepare Dream Seat’s CRM database for improved Zoho workflows, reporting, segmentation, email campaigns, lead scoring, and future integrations with other business systems.
• Research and enrich customer and prospect records using various tools, website research, and other approved sources to improve data completeness and sales usability.
• Maintain clean and usable marketing lists by validating contact information, removing bad or outdated data, identifying bounced/unsubscribed contacts, and ensuring campaign audiences are properly segmented.
• Assist with CRM imports, exports, list uploads, field mapping, data cleanup, and migration-related tasks as Dream Seat continues building a more unified Zoho ecosystem.
• Document repeatable CRM processes, lead routing rules, data entry standards, and workflow steps so that sales, marketing, and leadership have a clear, consistent operating model.
• Identify opportunities to reduce manual work through workflow automation, CRM rules, templates, standardized forms, data validation, and improved internal processes.
• Provide regular updates to marketing and sales leadership on lead entry volume, CRM hygiene issues, missing data, follow-up gaps, and recurring process breakdowns.

• Serve as the first operational checkpoint for inbound marketing and sales leads, ensuring every lead is…