CRM and Email Marketing Analyst

Authority Brands•Atlanta, GA

About The Position

The CRM & Email Marketing Analyst is a technical and campaign execution role within the Marketing Center of Excellence (CoE), reporting directly to the Director of Customer Lifecycle. The role shares responsibility for a portfolio of 15 home trade service brands—including HVAC, plumbing, electrical, and specialty home services—across more than 1,100 franchise locations. It builds, automates, and optimizes multi-channel digital lifecycle marketing strategies. Working with Print & Direct Mail Analysts and the Loyalty Analyst, this hands-on operator uses HubSpot Enterprise and integrated Field Service Management (FSM) systems, such as ServiceTitan. The role turns customer data, seasonal booking patterns, and behavioral triggers into targeted email and SMS campaigns to drive lead conversion, service reminders, customer win-backs, and cross-brand customer retention across franchise territories.

Requirements

  • 3–5+ years of hands-on experience in CRM marketing, email campaign operations, marketing automation execution, and digital analytics.
  • Hands-on mastery of marketing automation platforms, including workflow design, lead scoring, dynamic content, and CRM database management.
  • Practical experience integrating CRM platforms with Field Service Management systems, such as ServiceTitan, or working within multi-brand, multi-unit franchise systems with local service territories.

Nice To Haves

  • HubSpot Enterprise experience; certification is strongly preferred.

Responsibilities

  • Build, deploy, and monitor automated lifecycle email and SMS workflows, including lead nurture, post-service follow-ups, seasonal maintenance reminders, cross-sell sequences, and win-back drips, across assigned brands.
  • Support the enterprise rollout and migration of HubSpot and its daily operational administration; maintain list hygiene, data standardization, workflow logic, and custom object tracking, and enforce CAN-SPAM, CASL, and TCPA compliance.
  • Maintain data synchronization between HubSpot, ServiceTitan, and other FSM platforms so campaigns can use real-time triggers based on job completion, equipment age, and membership status.
  • Create dynamic customer segments based on geographical service zones, historical trade purchases, home attributes, engagement frequency, and seasonal service history.
  • Coordinate digital touchpoints with localized physical mailings in partnership with Direct Mail Analysts, including aligning automated email and SMS alerts with direct mail drop dates.
  • Design and execute ongoing A/B tests of subject lines, send times, copy, personalization tokens, offers, and calls to action to improve open rates, click-through rates, and booked jobs.
  • Develop and maintain campaign dashboards for delivery, engagement, unsubscribe trends, and revenue attribution at the local franchise level.
  • Communicate actionable campaign optimization recommendations to the Director of Customer Lifecycle and Brand Leaders.
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