Client CRM Specialist - Salesforce Marketing Cloud

Description

Join Our Growing Financial Services Team as a Client CRM Specialist 

Are you ready to make a real impact at a rapidly expanding and diverse financial services company in Plano, TX?  

• Roles and Responsibilities 
  CreditAssociates is a leading provider of debt relief solutions committed to helping individuals and families achieve financial freedom. We provide compassionate support as clients navigate their journey to becoming debt-free, and we strive to build lasting customer relationships grounded in trust, loyalty, and exceptional service. We’re seeking someone with strong experience in CRM and engagement marketing roles, preferably in financial services or other customer-focused industries. You have a proven record of building successful CRM programs and leading teams in developing loyalty-driven initiatives that resonate with clients and drive long-term value.  
  
• Strategic Thinker: 
  Strong strategic planning and analytical skills empower you to translate data insights into actionable CRM strategies. You’re skilled at shaping campaigns that enhance customer engagement and retention while aligning with the company’s business goals and mission. 
• Client-Focused Digital Mindset:
  You understand digital engagement and app-based strategies and have experience developing mobile-first campaigns that create seamless, engaging client experiences and optimize digital journeys.
• Financial Services Knowledge: 
  Knowledge of financial services or related industries is highly valued, especially in debt relief, credit management, or customer-centric sectors. You bring familiarity with the regulatory landscape, industry best practices, and client acquisition and retention challenges in a service-driven market. 
• Leadership Skills: 
  You are an inspirational leader with a track record of influencing high-performance teams. You foster collaboration and innovation, encouraging your team to develop effective, client-focused CRM strategies. 
• Communication: 
  Exceptional communication and interpersonal skills are essential for effectively engaging stakeholders at all levels. You are comfortable presenting and influencing key decisions, and you represent the CreditAssociates brand with the highest level of integrity. 
• Adaptability: 
  This role requires agility and resilience in a fast-moving environment. You are adept at adjusting strategies to evolving market conditions, competitive pressures, and regulatory updates to stay ahead and deliver consistently strong results. 
• Key Skills:SQL, Process Documentation, and HTML

Requirements:

• Marketing Automation & Platform Operations:
  • Own the day-to-day administration, development, and optimization of Salesforce Marketing Cloud (SFMC), ensuring reliable, scalable, and efficient execution of automated marketing programs.
  • Build, manage, schedule, and troubleshoot Automation Studio workflows, including SQL Query Activities, data filters, file imports/exports, and file transfers. Establish error handling, monitoring, and alerting protocols to proactively identify and resolve issues before they impact campaign execution.
  • Demonstrate strong SQL proficiency to manage data extensions, develop audience segmentation, validate data integrity, and support complex marketing automation requirements.

• Customer Journeys & Personalized Marketing
  • Lead the development and optimization of sophisticated, multi-step customer journeys across email and SMS using Journey Builder, leveraging customer data and behavioral insights to deliver relevant, timely, and personalized communications.
  • Develop dynamic content and personalized customer experiences using AMPscript, HTML, and SFMC capabilities, including Cloud Pages and preference centers. SSJS experience is a plus.
  • Partner with Marketing and business stakeholders to translate campaign objectives and customer engagement strategies into scalable, data-driven marketing automation solutions.

• Email Deliverability, Compliance & Platform Governance
  • Own email deliverability and sender reputation, ensuring adherence to CAN-SPAM requirements and evolving Gmail, Yahoo, and Microsoft bulk-sender standards.
  • Oversee email authentication protocols, including SPF, DKIM, and DMARC, one-click unsubscribe implementation, suppression management, and spam complaint monitoring.
  • Establish and maintain platform governance standards, ensuring consistent execution, documentation, naming conventions, data integrity, and operational best practices.
  • Partner with Legal, Compliance, IT, and relevant business stakeholders to monitor regulatory changes, mitigate risk, and maintain compliant marketing communications.

• SMS Compliance & Mobile Marketing Operations
  • Own the operational execution and compliance of SMS marketing programs within Salesforce MobileConnect, ensuring appropriate documented consent and adherence to applicable federal, state, carrier, and industry requirements.
  • Manage SMS brand and campaign registration, toll-free verification, consent documentation, opt-out processing, and applicable messaging restrictions.
  • Establish controls to ensure marketing communications honor subscriber preferences, quiet hours, suppression requirements, and applicable regulatory obligations.

• Quality Assurance, Risk Management & Continuous Improvement
  • Establish comprehensive pre-deployment QA processes for all email and SMS campaigns, including rendering validation, link testing, dynamic content verification, personalization, audience segmentation, and test sends.
  • Implement repeatable testing and deployment standards to minimize campaign errors, protect the customer experience, and ensure accuracy across communication channels.
  • Continuously evaluate SFMC processes, identify operational inefficiencies, and recommend improvements that increase automation, scalability, platform reliability, and marketing effectiveness.

• Strategic Partnership & Cross-Functional Leadership
  • Serve as the primary SFMC subject matter expert and strategic partner to Marketing leadership, translating business objectives into actionable technical solutions and scalable marketing capabilities.
  • Effectively manage competing priorities and multiple concurrent initiatives across three business units, demonstrating sound judgment, resourcefulness, and accountability for delivery.
  • Proactively communicate project dependencies, technical limitations, resource requirements, and delivery risks while setting realistic expectations with stakeholders.
  • Bridge the gap between technical capabilities and business requirements, educating stakeholders and providing recommendations that support informed decision-making.

What we expect from the right candidate: 

• Mission- and purpose-driven. You must believe in our cause and be passionate about our clients. 
• You approach opportunity entrepreneurially and are business-minded, outcome-oriented, and ROI-focused. 
• Willing to build a data-driven case and challenge the status quo and business partners for the right opportunities to grow our business and help more clients. 
• You take the initiative, set personal goals, work independently yet collaboratively, and are excited about working for a company with substantial growth goals. 
• You have superior analytical judgment and are a natural problem-solver. 
• You work with a strong sense of urgency. 
• Have extraordinary attention to detail and are excellent at developing and optimizing processes. 
• Not afraid to work—and even thrive—in a fast-paced, high-volume environment. 
• Strong oral and written communication skills. 
• You are dependable and follow through with your commitments. 
• You want a career with growth opportunities, not a job. 

All qualified applicants will receive consideration without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.