CRM and Lifecycle Marketing Director

Equity Estates Fund; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) company contribution

Vacation and personal days

Luxury travel opportunities

Job summary

A leading investment fund is seeking a CRM and Lifecycle Marketing Director responsible for managing prospect and investor marketing data. This role involves optimizing database engagement through personalized email marketing strategies, audience segmentation, and performance analytics. Candidates must have over 10 years of marketing experience and a relevant degree. The position is remote, with a competitive salary ranging from $90,000 to $120,000, plus bonuses and comprehensive benefits.

Qualifications

• 10+ years of experience in progressive marketing roles.
• Expertise in database engagement and email marketing.
• Strong attention to detail and project management skills.

Responsibilities

• Own and optimize management of prospect and investor data.
• Lead audience segmentation and personalized marketing campaigns.
• Track and analyze marketing performance metrics.

Skills

Data analysis

CRM engagement

Email marketing

Project management

Education

Bachelor’s degree in marketing or related field

Tools

Salesforce.com

Salesforce Marketing Cloud

Canva

Adobe Creative Suite

WordPress

Job description

Overview

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Equity Estates is an investment fund that owns and manages a portfolio of exceptional vacation homes around the world. Our investors travel and enjoy these residences and benefit from any capital appreciation over the lifetime of their investment.

Our Culture

We foster a creative, entrepreneurial, and energetic environment where people look forward to coming to work every day and helping the business grow. An independent work ability and a strong work ethic are critical. We value passionate people who love to be challenged and desire the freedom to contribute to the company’s overall success. Our team is filled with smart, ambitious, hard-working employees who operate with the highest level of integrity.

Job Summary

The CRM and Lifecycle Marketing Director is responsible for managing the company’s prospect and investor marketing data, driving database engagement through email marketing and other tactics, audience segmentation, personalization, as well as reporting and analytics. This is a perfect position for a rising marketing star who is interested in building plans at a strategic level, then rolling up their sleeves and getting it done. The ideal candidate is a highly organized executor with strong abilities in multiple areas, including CRM engagement and email marketing.

Duties and Responsibilities

• Own and optimize the management of prospect and investor data: Ensure accurate, up-to-date, and actionable data across CRM and email marketing, SMS, and chatbot platforms. Implement processes for data hygiene, enrichment, and compliance with privacy regulations to support strategic marketing initiatives.
• Lead audience segmentation strategy: Analyze behavioral, demographic, and transactional data to create meaningful audience segments. Develop and iterate segmentation models that enable targeted, relevant communications across the entire customer lifecycle.
• Design and execute personalized marketing campaigns: Collaborate with Marketing Content Manager, Marketing Senior Director, COO, and Agency Partners to develop personalized content strategies based on segment insights. Leverage marketing automation tools to deliver tailored messaging that drives engagement and conversions.
• Create, measure, and optimize performance across segments: Track KPIs such as engagement rates, conversion, and ROI for each segment and campaign. Use analytics to identify opportunities for refinement and work with data and creative teams to continuously improve marketing effectiveness.
• Manage digital marketing agency partners as well as data and analytics partners: Collaborate closely with external agencies to align audience targeting, messaging strategy, and campaign execution across paid digital channels. Ensure agency efforts are informed by internal data insights and segmentation strategies, and contribute to a cohesive, results-driven marketing approach.
• Relentless Curiosity and Continuous Learning: Actively engaged in research and development, consistently consuming industry articles and thought leadership to remain at the forefront of evolving database engagement trends. Demonstrates a growth mindset and a deep hunger to master CRM, lifecycle marketing, and analytics. Embraces change, thrives in a dynamic landscape, and is committed to staying ahead of the curve through constant learning and exploration. We love team members who love to create, execute, and analyze “test and learn” strategies.

• Email, Chatbot, and SMS Marketing
• Lead the execution of email, chatbot, and SMS marketing campaigns: Collaborate closely with the Marketing Content Manager to transform strategic content into engaging, visually appealing email, SMS, and chatbot communications for ad hoc and nurture campaigns. Select appropriate formatting, layout, and design elements to maximize clarity, impact, and brand consistency.
• Develop and manage templates in relevant systems: Build and maintain modular, responsive templates aligned with brand standards. Maintain and organize dynamic content blocks to streamline future campaign builds and improve personalization capabilities.
• Own list management and stakeholder coordination: Curate and segment audience lists using CRM and Pardot data. Coordinate campaign approvals and compliance reviews with internal stakeholders across departments to ensure alignment and accuracy prior to deployment.
• Test, launch, and optimize performance: Conduct A/B testing and quality assurance across devices and platforms before deployment. Analyze open rates, click-throughs, conversions, and other KPIs to generate insights and recommendations for the continuous improvement of future campaigns.

• Performance Analytics
• Create, define, and own performance metrics across email, SMS, and chatbot channels: Establish and maintain clear KPIs for each marketing program and channel—including email, paid media, website forms, webinars, and partnerships—to evaluate effectiveness in driving qualified leads and investor engagement.
• Track and analyze campaign and channel performance: Monitor key performance indicators such as open rates, click-throughs, form submissions, conversion rates, and cost-per-lead across all digital touchpoints. Develop and maintain reporting dashboards that provide actionable insights to stakeholders. Work closely to interpret and manage reports and data provided by agency partners.
• Evaluate trends and emerging opportunities: Stay informed on best practices and evolving trends. Recommend new tools or tactics that could improve acquisition, nurture workflows, and overall ROI.
• Optimize marketing efforts through data-driven insights: Use campaign results, A/B testing, segmentation performance, and funnel analytics to uncover opportunities for refinement. Apply findings to improve targeting, content strategy, and lead qualification processes for continual growth and efficiency.
• Pipeline Evolution Driven by Insight: Continuously assess prospect and customer behaviors to inform the evolution of the marketing and sales pipeline. Apply learnings and data-driven insights to refine pipeline strategy, ensuring it adapts over time to remain aligned with audience needs and engagement patterns. Optimize each stage for maximum impact, efficiency, and conversion effectiveness.
• Strategic Insight and Executive Reporting: Translates complex data into compelling, executive-level narratives that clearly convey key trends, outcomes, and opportunities. Craft insightful, actionable recommendations grounded in performance analytics. Distills findings into concise summaries that empower senior leadership to make data-driven decisions quickly and confidently.

Experience & Other Qualifications

• 10+ years of experience in progressive marketing roles.
• Relevant experience in database engagement and email marketing.
• Bachelor’s degree required, preferably in marketing, communications, or a related field.
• Proficiency with Outlook, Excel, Word, CRM solutions, and email marketing tools. Previous experience with Salesforce.com, Salesforce Marketing Cloud Account Engagement/Pardot, Canva, WordPress, and Adobe Creative Suite (or similar systems) is helpful.
• Strong project management skills with outstanding attention to detail.
• Consistently shows up as a learner, leaning into the latest technology (AI) and constantly seeking ways to hone their skills
• This position will work remotely and collaborate using tools like Zoom and Microsoft Teams.
• Love what you do and share a positive attitude!
• Compensation package commensurate with experience and proven track record. Budget for this position is $90,000 to $120,000 salary, plus discretionary annual bonus eligibility
• 3% company contribution to 401(k).
• Health, Dental, and Vision Insurance available.
• Vacation and personal days.
• Ability to earn luxury travel to company residences based on tenure