CRM & Marketing Automation Specialist

Location:

Remote/Hybrid

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment.

As a CRM & Marketing Automation Specialist of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

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

• 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. We respect and care for each fostering a supportive and empathetic workplace culture.
• Always be Genuine, Honest & Transparent – We know what we are and what we are not. 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 defines us. We embrace the fun in everything we do staying nimble and enthusiastic.
• We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

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 own the day-to-day management, 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, etc. From FAST and other systems. M
• Manage data imports/exports (e.g., from FAST and other systems) in collaboration with IT.

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

• Monitor campaign and jorney 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 working with a CRM or marketing automation platform (Zoho CRM preferred; Salseforce, Hubspot, 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…