The Challenge
A financial services company is building out their CRM and email marketing execution engine on Dynamics 365. You'll own campaign delivery, lifecycle journey optimization, and testing-converting from contract to full-time salary after 6 months as you prove impact.
Your Mission
Master Dynamics 365 Marketing workflows: build and deploy 8-12 email campaigns with zero compliance violations (CAN-SPAM, GDPR)
Establish baseline campaign metrics: document open rates, CTR, conversion, and list hygiene scores across existing segments
Design and execute 3 A/B tests (creative, CTA, segmentation) with documented test plans and actionable results
Map current CRM data architecture: validate data flows, identify quality gaps, and document requirements for lifecycle journey pilots
Deliver 2-3 automated lifecycle journeys (welcome, onboarding, cross-sell) running at scale with documented engagement lift
Reduce unsubscribe and bounce rates by 15%+ through list hygiene and deliverability best practices implementation
Complete UAT for CRM pilot initiatives: gather stakeholder requirements, coordinate testing, and document learnings for production rollout
Build reporting cadence: create weekly/monthly campaign dashboards and present insights to marketing leadership with optimization recommendations
KPIs You'll Own
Campaign Delivery Rate
Percentage of emails successfully delivered without bounces or compliance blocks.
Engagement Metrics (Open Rate, CTR)
Track audience interaction with campaigns to validate segmentation and creative effectiveness.
List Hygiene Score
Monitor unsubscribe, bounce, and complaint rates to maintain sender reputation and deliverability.
A/B Test Lift
Quantify incremental impact of creative, CTA, and segmentation changes on conversion.
Journey Conversion Rate
Measure downstream conversions and ROI from automated lifecycle campaigns.
CRM Data Quality Score
Track accuracy of segmentation logic, consent records, and audience attributes.
Tools & Stack
Your Team
Your Manager
Not specified
Current Team
Not specified
New role backfilled from contractor pool
The Package
Salary
$85K-$110K base
Remote
Hybrid (2-3 days/week on-site in Austin, TX; flexible schedule during contract phase, 2-3 days expected post-conversion)
Benefits & Perks
Company Intelligence
Financial services company leveraging Microsoft Dynamics 365 for customer lifecycle marketing and CRM operations. Building out execution capabilities across email, segmentation, and journey automation to drive member engagement and retention.
Is This Role For You?
- You've built and deployed 50+ email campaigns in enterprise tools (ideally Dynamics 365 or Marketo)
- You're fluent in segmentation logic, data quality, and can spot (and fix) deliverability issues
- You thrive on execution with strategic input-not strategy-only work
- You have 4+ years in email marketing, CRM, or marketing ops (not demand gen or creative)
- You need full-time salary immediately (6-month contract-to-hire timeline required)
- You're not comfortable with compliance and regulatory requirements (CAN-SPAM, GDPR, credit union regs)
- You lack hands-on campaign execution experience or prefer strategy over tactics
Interview Process
Initial screening
Confirm Dynamics 365 proficiency, email marketing background, and contract-to-hire fit
Technical assessment
Walk through a past campaign (segmentation, QA, testing approach) and Dynamics 365 workflow examples
Case study discussion
Present a CRM pilot or lifecycle journey you've owned-requirements, UAT, learnings
Team conversation
Chat with hiring manager and cross-functional stakeholders (analytics, compliance) about collaboration style
Ready when you are
Interested in this role?
Apply now and hear back within days, not weeks.
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Context
About CRM & Lifecycle roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.