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Financial Services, FinTech, E-Learning, Trading

CRM & Lifecycle Marketing Coordinator

RemoteRemoteFull TimePosted 1 month agoVisa sponsorship available

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Required skills

  • CRM
  • Lifecycle Marketing
  • email marketing operations
  • CRM administration
  • marketing operations
  • database hygiene
  • deduplication
  • list segmentation
  • subscription management
  • preference management

Nice to have

  • HubSpot
  • CSS
  • Handlebar

Role summary

The CRM & Lifecycle Marketing Coordinator is responsible for maintaining the cleanliness and operational health of Topstep's CRM instance. This role involves daily tasks such as database hygiene, subscription management, organizing assets, and setting up/tracking campaigns. The coordinator will also provide hands-on support for email programs, explore new marketing technology, and collaborate with various teams including Engineering, Marketing Operations, Analytics, Creative, and QA. The ideal candidate is highly organized, detail-oriented, and comfortable with process-driven work, with at least 3 years of experience in email marketing operations, CRM administration, or marketing operations, and basic HTML knowledge.

Summary

The CRM & Lifecycle Marketing Coordinator will keep Topstep's CRM instance clean, organized, and running smoothly. This role owns the day-to-day operational health of the CRM: database hygiene, subscription management, folder and file organization, campaign setup and tracking, and QA, and will provide hands-on execution support for lifecycle and evergreen email programs.

The ideal candidate is highly organized, detail-obsessed, and comfortable owning recurring, process-driven work. You're curious about marketing technology and enjoy exploring and standing up new tools, and you take pride in a well-maintained system that others can rely on. You will work closely with the Sr. Lifecycle & CRM Marketing Lead and collaborate with Creative and QA partners to keep lifecycle communications running without a hitch

Key Responsibilities

CRM Platform & Database Management

  • Keep contact lists clean and healthy: merge duplicate records, process unsubscribes/unbounce requests, and audit subscription and preference center settings to ensure they work as intended.
  • Maintain the folder structures and naming conventions for content, creative, and file assets within HubSpot so teams can find what they need.
  • Explore and evaluate new HubSpot tools and features as they roll out (e.g., AI features, surveys, HubDB, ASO) and lead hands-on setup and configuration.
  • Serve as the go-to owner for day-to-day CRM hygiene and platform upkeep.

    • Campaign & Lifecycle Execution Support

  • Support lifecycle and evergreen email programs by monitoring for breaks or errors, tracking send volume, and flagging opportunities for improvement.
  • Set up and configure campaigns in the CRM to ensure proper tracking and attribution of email performance.
  • Partner with QA teams to run pre-send testing (rendering, links, personalization tokens, deliverability) across lifecycle and campaign emails.

    • Cross-Functional Collaboration

  • Work closely with Engineering, Marketing Operations and Analytics teams.
  • Coordinate with Creative and Brand partners on asset intake, organization, and file handoffs.
  • Support QA and testing partners to ensure every send meets quality standards before launch.

    • Required Qualifications and Key Competencies

  • 3+ years of experience in email marketing operations, CRM administration, or marketing operations.
  • Highly detail-oriented and organized, with a strong sense of ownership over recurring, process-driven work.
  • Experience with database hygiene practices such as deduplication, list segmentation, and subscription/preference management.
  • Familiarity with QA and testing processes for email campaigns.
  • Basic email building and scheduling experience.
  • Experience in Google slides for process document creation.
  • Must have basic HTML knowledge (CSS and Handlebar (Or equivalent) is a plus).
  • Curiosity and comfort exploring and adopting new marketing technology and tools.
  • Strong communication skills and the ability to collaborate cross-functionally with Creative, QA, and Marketing partners.

    • Preferred Qualifications and Key Competencies

  • Hands-on HubSpot experience.

    • Company Culture & Perks

  • Topstep is an engaging working environment which ranges from fully remote to hybrid. We foster a culture of collaboration with cameras on during meetings and a robust Slack environment for communication.
  • Seven Company-paid Holidays and generous Family Leave. Paid time off is front-loaded.
  • Competitive 401(k) matching, health, dental, and vision insurance is offered for full time employees.
  • Vacations are encouraged with a bonus for taking 5 consecutive days. Employee referrals are bonused. Topstep offers a food and groceries budget and contributes towards health and wellness.

    • New Hire Base Salary Range

  • $33.65 - $40.87 hourly.
  • Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.
  • The compensation offered will take into account internal compensation structure and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.

    • Equal Opportunity Employer

    Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.

    Interested in the role? Apply today with your resume!

    The collection, use, and handling of your data provided in response to this job posting is described further in our Privacy Policy. If you are a California resident, please review our California Notice at Collection.

    Notice of Use of Artificial Intelligence in Recruitment and Hiring: Notice Pursuant to 775 ILCS 5/2-102(L). Topstep LLC uses artificial intelligence ("AI") in connection with its recruitment and hiring process. Examples include, but are not limited to, AI tools used to improve job descriptions, generate interview questions, draft communications, assist with scheduling, and source candidates, as well as AI features built into third-party platforms such as LinkedIn, Indeed, and Glassdoor. Topstep will not use AI that has the effect of subjecting employees or applicants to discrimination on the basis of any protected class under the Illinois Human Rights Act.

    The collection, use, and handling of your data provided in response to this job posting is described further in our Privacy Policy. If you are a California resident, please review our California Notice at Collection.

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