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Blueshift Energy Inc. is seeking a CRM Marketing Operations Specialist to maintain high-quality lead data and lifecycle processes across marketing efforts. You will ensure accurate attribution, data privacy compliance, and clean CRM hygiene.
You will create segments, automate multi-channel campaigns (email, SMS, Messenger), integrate ad platforms, and deliver dashboards and monthly reports to support sales decisions.
Maintain clean, consistent lead records in the CRM, including source, stage, owner and loss reason
Set up and enforce rules for lead stages and data entry with the sales team
Build lead segments such as new , quoted, stalled, lost and customer
Plan and send targeted email, SMS and Messenger campaigns to each segment
Connect ad platforms, lead forms and landing pages to the CRM so that leads flow in automatically
Make sure every lead carries its campaign and UTM data, so that sales can be traced back to ads
Remove duplicate, incomplete and outdated records on a regular schedule
Build automated triggers that send follow-ups based on lead stage and activity
Create lost-lead win-back lists and campaigns, sorted by loss reason
Support Meta and Google lead campaigns, including audience uploads from CRM data
Monitor response times and flag leads with no next action to the sales team
Build CRM dashboards for lead flow , stage conversion and campaign results
Prepare monthly reports on lead volume, conversion by stage and recovered leads
Train sales staff on correct CRM use and data entry
Keep customer data secure and handled in line with the Data Privacy Act
Bachelor's degree in Marketing, Business, Information Systems or a related field
At least 2 years in CRM marketing, marketing operations or lifecycle roles
Hands-on with at least one CRM (HubSpot, Zoho, Salesforce, Odoo or similar)
Experience with email and SMS campaign tools
Strong skills in data cleanup, segmentation and list management
Advanced spreadsheet skills (lookups, pivot tables, filters)
Understands lead tracking, UTM parameters and lead source attribution
Exposure to Meta or Google Ads is an advantage
Very detail-oriented and careful with data
Able to explain CRM processes clearly to non-technical colleagues
F amiliar with the Data Privacy Act of 2012