CRM Specialist

Dallas, TX 75202

Employment Type: Direct Hire Category: CRM Specialist Job Number: 26562

Job Description

Freeman+Leonard is seeking a CRM and Marketing Automation Specialist for a healthcare client. 
This is a hybrid role in Dallas, TX with remote Fridays.

As part of the Vital Marketing Team, the Specialist, CRM & Marketing Automation (MA) is responsible for implementing and coordinating multi-channel personalization and dynamic content delivery.

This marketing specialist will support the overall execution of campaign and segmentation strategies in addition to reporting and analytics.  In addition, they will support the execution of all campaigns across the enterprise and business units and is a Dynamics 365 and Marketo expert.  S/he works collaboratively across the marketing team and the field to gather feedback and elevate processes.

Essential Duties and Responsibilities:

  • Implement and coordinate the strategy personalization and dynamic content.
  • Deliver scorecards and metrics for channel performance with a keen eye on highlighting specific trends/insights.
  • Assist with development of service line campaigns and marketing assets such as landing pages, forms, emails, and e-newsletters; query segmentation; QAing and putting into production in our CRM/ MA ecosystem and integrated platforms such as deploying forms on owned websites.
  • Work with the creative and content teams to develop newsletters for Hospitals and TPR and work with field marketing team on customization.
  • Create new content where needed for purposes of email marketing.
  • Recommend more efficient ways to delivery multi-channel, personalized consumer experiences and apply best practices efficiently across all campaigns by leveraging the capabilities of the D365 and Sitefinity platforms including global application, tokens, snippets, each platform’s dynamic capabilities, and artificial intelligence.
  • Proactively ensure all our digital communications (email, SMS, etc.) maintain the highest standards of quality, ethics, and legal compliance, including HIPAA, ADA, California Consumer Privacy Act and GDPR.
  • Ensure seamless, multi-channel user experience and tracking between our marketing assets and web properties.
  • Innovate and expand our existing marketing automation programs and technology stack with more sophisticated journeys, optimized solutions, and new features.
  • Assist department leaders with presentations and ad hoc requests.
  • Support both consumer and b2b tactics across hospitals and TPR.


  • Bachelor’s Degree, ideally in Digital Marketing or related.
  • 2 - 3+ years of related and progressive marketing experience. Preferably in both acquisition and retention marketing, marketing campaign execution, including segmentation and building nurture campaigns within a marketing automation and CRM system.
  • Demonstrated competency with CRM and marketing automation systems (knowledge and experience with D365 is required and Salesforce is a plus).
  • Attentive to details; experienced at using analytics and data for decision making.

Knowledge, Skills, Abilities:

  • Comfortable with ambiguity and working in a large, diffused, highly matrixed environment.
  • A blend of abilities including building and managing relationships; strategic thinking on CRM and MA  programs; and ensuring that programs are measured through key business KPIs and metrics.
  • Demonstrated ability to work collaboratively with colleagues across all areas and levels of the organization.
  • Possess stellar communication, presentation, and creative problem-solving skills.
  • Experience in working both independently and in a team-oriented, collaborative environment.
  • Ability to transform strategy and direction into actionable plans.

Personal Attributes:

  • Authentic- Has deep integrity and holds personal and professional values consistent with company mission, vision, and values.
  • Self-motivated- Outcome-focused individual who holds themselves to a high-performance standard but maintains a sense of proportion and humor.
  • Visionary- A forward-thinking change agent who takes a long-term view of external industry forces and implications. Is capable of transformative leadership.
  • Creative - Ability to think strategically while possessing the creative skills to lead innovation.
  • Detail-oriented - Strong attention to detail in grammar, design, development, and strategic approach. 

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