CRM Marketing Specialist

Uphold • New York, NY

3d • $70,000

About The Position

Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit https://uphold.com . The opportunity: Uphold is looking for a Marketing Automation Specialist to join our growing CRM team. This role is central to the execution and optimization of all customer communications—including lifecycle, transactional, and promotional campaigns—across email, push notifications, SMS, and in-app messaging. You’ll play a key role in scaling our CRM infrastructure—supporting the setup of automated, data-driven campaigns; building reusable workflows and templates; and partnering with data and engineering teams to maintain reliable event tracking and integrations. This is a hands-on role focused on execution, optimization, and platform scalability, with exposure to campaign strategy, performance analysis, and cross-functional collaboration across Product, Engineering, Content, and Data teams. This role is a contract position with potential to convert to Full-Time Employee (FTE) based on performance, team fit, and business needs.

Requirements

• 2-5 years of experience in CRM, marketing automation, or lifecycle marketing
• Hands-on experience with marketing automation platforms (e.g. Customer.io, Braze, Iterable, etc.)
• HTML/CSS knowledge.
• Strong attention to detail and QA discipline in campaign execution
• Familiarity with segmentation, triggers, personalization, and journey building
• Comfortable working with campaign performance metrics, dashboards, and reporting tools
• Strong organizational and project management skills
• Ability to work cross-functionally with marketing, product, engineering, and data teams
• Excellent written and verbal communication skills
• Bachelor’s degree in Marketing, Business, Communications, or a related field preferred

Nice To Haves

• Experience working in fintech or finance-related industries.
• Personal and professional experience in blockchain and crypto is a plus.
• Experience with Customer.IO
• Experience with Pipedrive
• Strong data analysis skills, including SQL.

Responsibilities

• Build, QA, and deploy automated, data-driven journeys across email, push, SMS, and in-app messaging
• Develop and maintain scalable campaign infrastructure, templates, and workflows within Customer.io
• Design and implement advanced segmentation using behavioral, transactional, and real-time data
• Support CRM team on end-to-end campaign setup, including triggers, delays, conditionals, and personalization logic
• Maintain campaign documentation, tracking, and reporting
• Partner with engineering and data teams to expand and maintain integrations and event tracking
• Collaborate with internal teams to ensure alignment and smooth execution
• Monitor campaign performance and assist in surfacing insights and optimizations
• Support A/B testing and other experimentation to improve effectiveness
• Identify and execute automation opportunities to streamline operations and scale campaign delivery

Benefits

• Contract-to-hire: This role is a contract position with potential to convert to Full-Time Employee (FTE) based on performance, team fit, and business needs.
• An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day.
• An international team, in a cutting edge field, working on the most fascinating projects.
• Growth and career opportunities, and the chance to be proactive and creative.
• A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits.
• Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks.
• Interesting events that keep you connected with the team and celebrate our success.

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 101-250 employees