Virtual Assistant - CRM Specialist

Job Description

This is a remote position.

We’re looking for a creative and data-driven CRM Specialist to join our growing team. If you thrive in fast-paced, customer-focused environments and enjoy turning insights into engaging communication strategies, this role is for you. You’ll start by managing core CRM functions—building and executing targeted email campaigns, segmenting audiences, and maintaining clean, organized databases—while ensuring every message reflects our brand voice and goals.

As you demonstrate your expertise, you’ll take on broader responsibilities in developing automated workflows, analyzing campaign performance, and refining communication strategies across customer, franchise, and prospect audiences. This is an excellent opportunity for someone eager to grow into a well-rounded marketing professional who combines creativity, strategy, and analytics to strengthen engagement and retention across all communication channels.

Key Responsibilities

CRM Strategy & Campaign Execution

Plan, build, and execute segmented email campaigns — including drip sequences, win-back, re-engagement, upsell / cross-sell, and retention flows.

Define and manage key trigger points (e.g., post-purchase, birthdays, event follow-ups, cart abandonment) to optimize the customer journey.

Develop and automate lead nurturing workflows and personalized communication across the sales funnel.

Serve as the main CRM contact for franchisees, ensuring clear, accurate, and timely messaging at every stage of the franchise lifecycle.

Craft, proof, and deliver on-brand content such as newsletters, announcements, and promotional campaigns.

Differentiate messaging for customers, prospects, and franchisees while maintaining consistent tone and alignment with brand goals.

Track and present campaign performance metrics , providing actionable insights and recommendations for continuous improvement.

Maintain a communications calendar to ensure smooth rollout of key updates, launches, and initiatives. Database Management & Segmentation

Maintain a clean and organized CRM database — removing duplicates, validating emails, and managing unsubscribes.

Build and refine custom audience segments based on demographics, purchase behavior, engagement level, or location.

Utilize predictive segmentation and scoring models (e.g., RFM, churn probability) to identify and target high-value prospects.

Content & Collaboration

Collaborate with content, design, and social teams to produce compelling emails with strong copy, visuals, and calls to action.

Coordinate with operations and franchise teams to include promotions, events, and location-based updates in campaigns.

Ensure all communications are visually engaging, accurate, and aligned with overall marketing objectives.

Automation & Tools

Set up, optimize, and manage CRM and email marketing platforms such as Klaviyo, HubSpot, Mailchimp, or ActiveCampaign.

Use tools like Canva or Adobe Photoshop to create or enhance visuals for newsletters and email templates.

Integrate CRM systems with e-commerce, booking, event, or POS platforms to sync customer data and trigger automated communications.

Analytics & Reporting

Track and analyze campaign performance metrics — open rates, CTR, conversions, bounce / unsubscribe, and retention .

Report regularly on ROI, customer retention, CLV growth, and engagement trends .

Maintain and update the FAQ and knowledge base , ensuring accurate, personalized, and up-to-date content for internal and external users.

Requirements

Required Qualifications

2–4+ years of proven experience in CRM, email marketing, or marketing automation, with a strong track record of managing campaigns from strategy to execution.

Hands-on expertise with at least one major CRM or email automation platform — such as Klaviyo, HubSpot, ActiveCampaign, or Mailchimp .

Deep understanding of segmentation, customer journey mapping, A / B testing, and campaign optimization .

Excellent copywriting and editing skills , with the ability to craft engaging, brand-aligned content that drives clicks and conversions.

Strong analytical mindset with experience tracking and interpreting metrics such as open rates, CTR, conversions, retention, and LTV to guide strategy.

Effective project management skills , able to coordinate multiple campaigns, timelines, and stakeholders simultaneously.

Knowledge of email deliverability, list hygiene, and compliance standards (CAN-SPAM and other best practices).

Exceptional attention to detail , ensuring every email is proofed for links, images, and formatting consistency across devices and email clients.

Benefits

Employee Benefits

• Health and Wellness : Comprehensive HMO coverage for you and your dependents.
• Security and Peace of Mind : Group Life Insurance Benefit to safeguard your future.
• Financial Flexibility : Virtual Credit Card for added convenience and purchasing power.
• Work-Life Balance : Generous Paid Leaves to recharge and prioritize personal time.
• Government Benefits : Full support for required government benefits.

Supplemental Pay Types

Requirements

Required Qualifications 2–4+ years of proven experience in CRM, email marketing, or marketing automation, with a strong track record of managing campaigns from strategy to execution. Hands-on expertise with at least one major CRM or email automation platform — such as Klaviyo, HubSpot, ActiveCampaign, or Mailchimp. Deep understanding of segmentation, customer journey mapping, A / B testing, and campaign optimization. Excellent copywriting and editing skills, with the ability to craft engaging, brand-aligned content that drives clicks and conversions. Strong analytical mindset with experience tracking and interpreting metrics such as open rates, CTR, conversions, retention, and LTV to guide strategy. Effective project management skills, able to coordinate multiple campaigns, timelines, and stakeholders simultaneously. Knowledge of email deliverability, list hygiene, and compliance standards (CAN-SPAM and other best practices). Exceptional attention to detail, ensuring every email is proofed for links, images, and formatting consistency across devices and email clients.