CRM & Marketing Automation Specialist

Kaizen Soft Solutions, LLC; Chicago (IL); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Kaizen Soft Solutions, LLC seeks a CRM & Marketing Automation Specialist to design and manage automated customer journeys across CRM and marketing platforms. The role emphasizes building trigger-based communications, integrating systems, and delivering scalable, high-quality customer experiences.

The ideal candidate will have deep experience with CRM, marketing automation, and low-code/no-code workflows, collaborating with Marketing, Sales Ops, Product and Technology teams in a fast-paced

Qualifications

• 8 years of experience in CRM, marketing automation, or integration platforms.
• Experience administering CRM and marketing automation with hands-on technical capability.

Responsibilities

• Build and manage automated customer journeys across CRM and marketing platforms.
• Configure low-code/no-code CRM workflows with drag-and-drop tools and triggers.
• Create integrations and webhook-driven processes between CRM, marketing and other apps.
• Collaborate with Marketing, Sales Ops, Product and Tech to translate requirements into scalable automations.
• Monitor and optimize journey performance, data quality and engagement.

Skills

CRM Platforms

Marketing Automation

Customer Engagement

Low-code/No-code

APIs & Webhooks

Data Integration

Workflow Automation

Cross-functional collaboration

Tools

Relcu

Iterable

CXone

Workato

Job description

Position: CRM & Marketing Automation Specialist

Location: Chicago, Illinois - Hybrid - Locals

Duration: Long Term

Experience: 8 years

Visa: s

Job Description

• Build and manage automated customer journeys across CRM and marketing platforms, including lead nurturing, customer engagement, retention, re-engagement, and trigger-based communications using Relcu, Iterable, CXone, and Workato.
• Building journeys means installing email templates in the marketing automation platform and setting triggers.
• Configure and administerlow-code/no-code CRM and marketing workflows, using drag-and-drop tools to manage routing rules, triggers, campaigns, audience segmentation, business logic, notifications, and other workflow automations without requiring traditional software development.
• Create and maintain integrations and webhook-driven processes between CRM, marketing, contact center, and other business applications; understand basic concepts such as APIs, webhooks, field mapping, triggers/actions, JSON payloads, and system-to-system data flows.
• Partner with Marketing, Sales Operations, Product, and Technology teams to translate business requirements into scalable automated journeys and workflows, troubleshoot issues, test changes, document processes, and continuously improve the end-user and customer experience.
• Monitor and optimize automation performance, including journey execution, message delivery, workflow failures, data quality, conversion performance, and customer engagement; identify opportunities to simplify processes and increase automation.

Roles & Responsibilities

• Ideal candidate is technically curious and hands-on, with experience administering **CRM, marketing automation, customer engagement, or integration platforms. Experience with Relcu, Iterable, CXone, Workato, or comparable platforms is strongly preferred.**This role is U.S. based, with preference for candidates comfortable working in a fast-paced, cross-functional environment.