CRM & Email Marketing Specialist

UFCU • Austin, TX

4d • Hybrid

About The Position

The CRM & Email Marketing Specialist plays a key role in executing personalized, data-driven email and CRM programs that deepen member engagement and support UFCU’s lifecycle marketing strategy. This role is responsible for hands-on campaign execution in Microsoft Dynamics 365 Marketing, supporting CRM pilot programs, and improving journey performance through structured testing, analytics, and documentation. The ideal candidate is detail-oriented, collaborative across teams, and skilled at delivering accurate execution based on business requirements. Experience with Dynamics 365 is required; Salesforce experience is a plus. This role reports to the Digital Growth Marketing Manager.

Requirements

• Email and lifecycle marketing principles.
• Microsoft Dynamics 365 Marketing (automation, segmentation, analytics).
• CAN-SPAM, GDPR, and data privacy standards.
• CRM requirements gathering, QA/UAT processes, and pilot workflows.
• Building and managing email campaigns and automated journeys in Microsoft Dynamics 365 Marketing.
• Segmentation, personalization, and CRM workflow management.
• Write, test, and maintain segmentation logic, including SQL-based queries, filters, and multi-attribute rule sets.
• Analyze campaign and journey performance data to identify insights and optimization opportunities.
• A/B testing, deliverability best practices, and marketing QA/testing methodologies.
• Strong written and verbal communication skills for presenting insights and collaborating across teams.
• Strong documentation skills for requirements, test plans, and UAT.
• Manage multiple campaigns while maintaining accuracy.
• Collaborate across marketing, analytics, IT, and compliance teams.
• Troubleshoot data and journey issues.
• Translate business needs into CRM logic and workflows.
• Adapt quickly to new data, systems, and member needs.
• 3–4+ 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 with Microsoft Dynamics 365.
• Bachelor’s degree in Marketing, Communications, Business, Technology, Operations, or a related field or equivalent years of experience
• 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.
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.
• Employee will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately.

Nice To Haves

• Salesforce experience is a plus.
• Familiarity with credit union or financial services marketing a bonus.
• HTML familiarity (preferred).
• Familiarity with HTML/CSS for email formatting and troubleshooting.
• Prior experience in a credit union or financial institution environment.
• Bilingual in Spanish.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• Adheres to all company policies, procedures, and business ethics codes.
• Completes required regulatory training as assigned.
• Maintains strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Benefits

• This position requires working onsite three days a week at UFCU Plaza in Austin, Texas.
• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• Frequent computer use at a workstation of up to two hours at a time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level