CRM & Marketing Automation Specialist

Location:

Remote/Hybrid

At Revol One Financial® we offer a unique and exciting opportunity to be on the ground floor of a startup that aims to upend the industry by being a refreshingly straightforward insurance company. We work differently with a collaborative, fun, casual culture and minimal entanglements. As a CRM & Marketing Automation Specialist at Revol One Financial, you will have the chance to mold and shape a critical area of Operations, work closely with leadership, collaborate on cross-functional projects, and wear multiple hats—an excellent learning experience with opportunities for growth.

Revol One Mission & Core Values

Our Mission is to revolutionize how people feel, think, and experience retirement solutions.

Our Core Values

• Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.
• Treat others with Respect & Humility – We value every individual and foster a supportive and empathetic workplace culture.
• Always be Genuine, Honest & Transparent – We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.
• Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.
• Embrace Fun & Flexibility – Agility and positivity define us. We stay nimble and enthusiastic.
• We are One Revol One Financial – We can and will succeed together. We face challenges head-on with determination and commitment.

CRM & Marketing Automation Specialist

We’re looking for a CRM & Marketing Automation Specialist to own and optimize our CRM ecosystem and marketing automation programs. This role sits at the intersection of marketing, data, and technology, ensuring our CRM is accurate, scalable, and actively driving customer engagement, campaign performance, and business growth.

• Serve as the primary CRM system owner and manage the day-to-day accuracy, integrity, and compliance of the CRM database.
• Maintain CRM structure, field usage, naming conventions, and documentation to support scalability and adoption.
• Partner with IT to manage ongoing data imports, exports, and integrations from FAST and other systems.
• Manage data imports/exports in collaboration with IT.

• Build and manage audience segmentation for targeted campaigns and customer journeys.
• Develop, execute, and optimize email journeys, campaigns, and marketing automation workflows within CRM Zoho.
• Implement lifecycle marketing logic, triggers, and decision trees aligned with business goals.

• Monitor campaign and journey performance, analyze results, and provide actionable insights. Translate CRM and campaign data into clear insights and recommendations for decision-making.
• Develop, maintain, and optimize CRM reports and dashboards for Marketing and Sales stakeholders.
• Ensure seamless integration between CRM, email, and digital platforms.

• Act as the first point of contact for CRM questions, troubleshooting, and enhancements.
• Support user onboarding, training, and ongoing adoption across Sales and Marketing teams.
• Collaborate with Marketing, Sales, IT, and Compliance teams to support product launches, campaigns, and ongoing initiatives.
• Support testing, troubleshooting, and continuous improvement efforts across CRM automation programs.

• 2–3 years of experience with a CRM or marketing automation platform (Zoho CRM preferred; Salesforce, Hub Spot, or similar a plus).
• Foundational understanding of CRM data management, segmentation, and marketing automation concepts.
• Experience in the life insurance and annuity industry preferred.
• Experience working in a business-to-business or business-to-consumer environment preferred.
• Strong attention to detail with an interest in data hygiene, QA, and accuracy.
• Experience supporting email campaigns and automated workflows, or a strong interest in learning and building them.
• Ability to review campaign performance metrics and summarize results and opportunities for improvement. Basic experience with CRM reporting and dashboards (or willingness to learn).
• Understanding of customer journeys and lifecycle marketing concepts.
• Highly organized with the ability to manage tasks, timelines, and priorities.
• Curious, proactive learner with a “learn-by-doing” mindset and willingness to ask questions.
• Strong written and verbal communication skills.

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.

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