Email Marketing & CRM Specialist

Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

This role is an excellent opportunity for a detail-oriented CRM and Marketing Technology professional to support business development and marketing initiatives within a fast-paced professional services environment. The successful candidate will play a key role in maintaining data quality, managing CRM activities, supporting digital marketing campaigns, and enhancing user adoption of CRM tools while ensuring the integrity and effectiveness of client and marketing data across the organization. This is a hybrid role based in our recently remodeled Phoenix office.

Key Responsibilities

• Build, review and maintain targeted mailing lists in InterAction to support marketing campaigns, client communications and BD activity
• Deliver high-quality data management including the processing of Data Change Management tickets, ensuring accuracy and compliance with the firms' standards and data protection regulations across all regions
• Support the ongoing development of the firm's CRM system and related marketing technologies, including data preparation, testing, configuration support and gathering business requirements
• Support CRM-led marketing activity through template preparation and reporting
• Contribute to process improvements that enhance CRM efficiency, data quality and user experience
• Support user adoption by providing guidance and documentation, as necessary
• Support the delivery of digital marketing campaigns by scheduling email campaigns (distributions), coordinating mailing lists and processing Thought Leadership requests (CRM elements)

Required Experience

• 3-5 years of experience working with a CRM system (InterAction preferred, Salesforce, Litera or Intapp beneficial)
• Familiarity with digital marketing platforms and e-marketing tools is desirable – Concep preferred
• Experience supporting CRM marketing activity, including building mailing lists, segmentation and campaign data preparation
• Strong data management skills, with excellent attention to detail and knowledge of data quality best practice
• Confident communicator, able to support non-technical users across multiple regions.
• Excellent organizational skills, with proven ability to take initiative and responsibility for completion of projects
• Previous experience in professional services, legal or similar environment

The Compensation range for this role is up to 31.00 to 36.00 USD per hour and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications.

All eligible employees receive access to a comprehensive benefits package, including:

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off (PTO)

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Opensity is an Equal Opportunity Employer.

We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Employment decisions at Opensity are based on qualifications, merit, and business needs. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, training, discipline, and termination.

Opensity is committed to providing reasonable accommodations for qualified individuals with disabilities, for pregnancy related conditions, and for sincerely held religious beliefs, in accordance with applicable law. We do not tolerate retaliation against individuals who raise concerns or participate in an investigation related to equal employment opportunity.