Virtual Assistant - CRM Specialist

We’re looking for a creative and data-driven CRM Specialist to join our growing team. If you thrive in fast-paced, customer-focused environments and enjoy turning insights into engaging communication strategies, this role is for you. You’ll start by managing core CRM functions—building and executing targeted email campaigns, segmenting audiences, and maintaining clean, organized databases—while ensuring every message reflects our brand voice and goals.

As you demonstrate your expertise, you’ll take on broader responsibilities in developing automated workflows, analyzing campaign performance, and refining communication strategies across customer, franchise, and prospect audiences. This is an excellent opportunity for someone eager to grow into a well-rounded marketing professional who combines creativity, strategy, and analytics to strengthen engagement and retention across all communication channels.

CRM Strategy & Campaign Execution

• Plan, build, and execute segmented email campaigns — including drip sequences, win-back, re-engagement, upsell/cross-sell, and retention flows.
  

• Define and manage key trigger points (e.g., post-purchase, birthdays, event follow-ups, cart abandonment) to optimize the customer journey.
  

• Develop and automate lead nurturing workflows and personalized communication across the sales funnel.
  

• Serve as the main CRM contact for franchisees, ensuring clear, accurate, and timely messaging at every stage of the franchise lifecycle.
  

• Craft, proof, and deliver on-brand content such as newsletters, announcements, and promotional campaigns.
  

• Differentiate messaging for customers, prospects, and franchisees while maintaining consistent tone and alignment with brand goals.
  

• Track and present campaign performance metrics, providing actionable insights and recommendations for continuous improvement.
  

• Maintain a communications calendar to ensure smooth rollout of key updates, launches, and initiatives.Database Management & Segmentation
  

• Maintain a clean and organized CRM database — removing duplicates, validating emails, and managing unsubscribes.
  

• Build and refine custom audience segments based on demographics, purchase behavior, engagement level, or location.
  

• Utilize predictive segmentation and scoring models (e.g., RFM, churn probability) to identify and target high-value prospects.
  

Content & Collaboration

• Collaborate with content, design, and social teams to produce compelling emails with strong copy, visuals, and calls to action.
  

• Coordinate with operations and franchise teams to include promotions, events, and location-based updates in campaigns.
  

• Ensure all communications are visually engaging, accurate, and aligned with overall marketing objectives.
  

Automation & Tools

• Set up, optimize, and manage CRM and email marketing platforms such as Klaviyo, HubSpot, Mailchimp, or ActiveCampaign.
  

• Use tools like Canva or Adobe Photoshop to create or enhance visuals for newsletters and email templates.
  

• Integrate CRM systems with e-commerce, booking, event, or POS platforms to sync customer data and trigger automated communications.
  

Analytics & Reporting

• Track and analyze campaign performance metrics — open rates, CTR, conversions, bounce/unsubscribe, and retention.
  

• Report regularly on ROI, customer retention, CLV growth, and engagement trends.
  

• Maintain and update the FAQ and knowledge base, ensuring accurate, personalized, and up-to-date content for internal and external users.
  

Required Qualifications

Employee Benefits