CRM Coordinator

Ulrich Lifestyle Structures•Fort Worth, TX

7h•$40,000 - $55,000

About The Position

We're hiring a CRM Coordinator to support the day-to-day execution of our CRM and lifecycle marketing. You'll help keep our lead follow-up systems running smoothly, building lists, launching email/SMS campaigns, maintaining workflows, and reporting on funnel performance. This is an execution-focused role for someone who is highly organized, detail-oriented, and enjoys turning a messy funnel into something measurable and repeatable.

Requirements

1-3 years experience in a CRM, marketing ops, or lifecycle/email marketing role.
Comfortable building lists/segments, launching email campaigns, and running reports.
Strong attention to detail (testing, QA, data cleanliness).
Strong organizational skills and follow-through.

Nice To Haves

HubSpot experience (or similar CRM + marketing automation tools).
Familiarity with UTMs, basic attribution, and conversion tracking concepts.
Experience coordinating with sales teams and managing lead follow-up processes.
Familiarity with Ppc campaigns (Google, Meta)

Responsibilities

CRM Execution & Lifecycle Support Build and manage lists/segments for campaigns (new leads, re-engagement, lost leads, post-sale, referrals, etc.).
Assist with email and SMS campaign execution: build, QA, schedule, and track performance.
Support lead follow-up cadence efforts (task queues, sequences, reminders, and basic automation).
Maintain templates and standardized messaging to keep communication consistent.
Workflow Support (Light Automation) Monitor existing workflows for issues (broken steps, incorrect enrollment, missing criteria) and flag improvements.
Help implement updates to routing and follow-up logic based on sales feedback and performance.
Maintain CRM properties and field usage standards (required fields, dropdown values, naming consistency).
Reporting & Data Hygiene Run weekly/monthly reports on lead and funnel performance (lead volume, contact rate, appointments set, show rate, etc.).
Help keep attribution clean (campaign naming, UTMs, source fields).
Assist with contact record cleanliness: duplicates, missing info, formatting, and field completion.
Cross-Functional Coordination Partner with sales to ensure leads are being worked and follow-up standards are met.
Coordinate with marketing/creative/web support to launch campaigns with correct tracking and forms.