CRM & Email Marketing Specialist

Our client, in the financial services space, is seeking a CRM & Email Marketing Specialist.

This is a 40 hour per week role that is hybrid flexible. Ideally they would like someone to come in 2-3 days a week on Tuesday, Wednesday, or Thursday, but while the role is freelance, they are open to working out a schedule based on what a candidate needs.

The plan is to convert this person to salary (range is $85k-$110K DOE) after 6 months, at which time the expectation for in-office days is 2-3 a week.

This role is mostly execution with some strategy. The ideal scenario is to find someone proficient in Dynamics 365.

Responsibilities:

Email Marketing & Campaign Execution

• Build and launch campaigns and automated journeys in Microsoft Dynamics 365 Marketing.
• Manage workflows, approvals, and deployment schedules to ensure accuracy and compliance.
• Ensure emails are brand-aligned, mobile-optimized, and technically accurate.
• Support segmentation and personalization strategies to increase engagement.
• Conduct QA checks before deployment.
   

CRM Management & Customer Journey Optimization

• Assist in building automated lifecycle journeys (welcome, onboarding, cross-sell, retention).
• Maintain CRM data accuracy, segmentation criteria, and audience attributes.
• Support CRM pilots by gathering requirements, documenting use cases, and coordinating UAT.
• Validate data flows, trigger logic, and system behavior.
• Use performance insights to refine targeting and journey design.
   

Testing & Optimization

• Execute A/B tests on creative, content, CTAs, and segmentation.
• Document test plans, results, and recommended changes.
• Monitor engagement and conversion metrics to assess performance.
• Implement optimizations based on testing and analytics.
   

Reporting & Insights

• Generate and interpret campaign and journey performance reports.
• Provide insights and recommendations to improve targeting and member experience.
• Partner with analytics teams to incorporate predictive modeling and behavioral insights.
• Track CRM pilot outcomes and document learnings.
   

Compliance & Deliverability

• Apply deliverability and list hygiene best practices.
• Ensure all campaigns comply with CAN-SPAM, GDPR, and internal standards.
• Collaborate with internal teams to resolve deliverability or data issues.
• Maintain accurate consent and opt-in records across systems.

Qualifications: 

Experience with Microsoft Dynamics 365.

• 4+ years of experience in email marketing, CRM, lifecycle marketing, or marketing operations.
• Experience working with large or complex datasets, including validating data quality and working
  across multiple data sources.
• Experience writing or managing segmentation logic (queries, filters, dynamic lists).
• Experience supporting CRM pilots, requirements gathering, or QA/UAT.
• Experience in an integrated martech environment.
• CAN-SPAM, GDPR, and data privacy standards.
• Familiarity with credit union or financial services marketing a bonus.
• A/B testing, deliverability best practices, and marketing QA/testing methodologies.
• Strong written and verbal communication skills for presenting insights & collaborating across
  teams.
• Strong documentation skills for requirements, test plans, and UAT.
• HTML familiarity (preferred).
   

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.

Benefits

Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.

Email Your Resume In Word To
smaberry@creativecircle.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : SM24-1981686 -- in the email subject line for your application to be considered.
Sarah Maberry - Senior Recruiter

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.

This job was first posted by Creative Circle on 03/25/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Creative Circle is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. United Healthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Creative Circle.

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