We are looking for a hands-on Automation & CRM Specialist to help improve our marketing, sales, and operational workflows. This role focuses on automating outreach, increasing response rates, and building data-driven systems using AI and workflow tools integrated with Salesforce.
Key Responsibilities:
- Implement and optimize email deliverability infrastructure (SPF, DKIM, DMARC, domain warming, subdomains).
- Develop AI-driven personalization for email and SMS campaigns with compliance guardrails.
- Automate workflows across marketing, sales, and servicing using Salesforce and other systems.
- Integrate APIs to streamline data between platforms (TMO Pro, Salesforce, etc.).
- Build and maintain historical DTR (Delinquent Tax Roll) master database for predictive analytics.
- Monitor and improve campaign performance, including PPC/Facebook ads and landing pages.
- Ensure compliance with TCPA, CAN-SPAM, and advertising regulations.
Qualifications & Requirements:
- Hands-on experience with workflow automation tools and CRM systems (Salesforce preferred).
- Understanding of email/SMS automation and deliverability best practices.
- Basic knowledge of AI/LLM-driven personalization or willingness to learn.
- Strong analytical skills; ability to measure ROI and optimize campaigns.
- Proficient English communication skills to collaborate with US-based team.
- Comfortable working remotely and managing tasks independently.
- Experience in fintech, regulated industries, or marketing automation is a plus.
Desired Skills:
- Problem-solving mindset with a systems-thinking approach.
- Ability to document and implement repeatable automation processes.
- Familiarity with API integrations between different software systems.
- Attention to detail in compliance and data handling.
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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