CRM & Marketing Automation Analyst

STI•Chicago, IL
•Onsite

About The Position

The CRM & Marketing Automation Analyst will build and manage automated customer journeys across CRM and marketing platforms. This includes lead nurturing, customer engagement, retention, re-engagement, and trigger-based communications. The role involves configuring and administering low-code/no-code CRM and marketing workflows, creating and maintaining integrations between various business applications, and partnering with cross-functional teams to translate business requirements into automated solutions. The analyst will also monitor and optimize automation performance to improve the end-user and customer experience.

Requirements

  • Technically curious and hands-on.
  • Experience administering CRM, marketing automation, customer engagement, or integration platforms.
  • Experience with Relcu or Iterable or CXone or Workato comparable platforms is strongly preferred.
  • Comfortable working in a fast-paced, cross-functional environment.
  • Understanding of basic concepts such as APIs, webhooks, field mapping, triggers/actions, JSON payloads, and system-to-system data flows.

Responsibilities

  • Build and manage automated customer journeys across CRM and marketing platforms, including lead nurturing, customer engagement, retention, re-engagement, and trigger-based communications using Relcu or Iterable or CXone or Workato.
  • Configure and administer low-code/no-code CRM and marketing workflows, using drag-and-drop tools to manage routing rules, triggers, campaigns, audience segmentation, business logic, notifications, and other workflow automations without requiring traditional software development.
  • Create and maintain integrations and webhook-driven processes between CRM, marketing, contact center, and other business applications; understand basic concepts such as APIs, webhooks, field mapping, triggers/actions, JSON payloads, and system-to-system data flows.
  • Partner with Marketing, Sales Operations, Product, and Technology teams to translate business requirements into scalable automated journeys and workflows, troubleshoot issues, test changes, document processes, and continuously improve the end-user and customer experience.
  • Monitor and optimize automation performance, including journey execution, message delivery, workflow failures, data quality, conversion performance, and customer engagement; identify opportunities to simplify processes and increase automation.
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