Digital Marketing Automation Consultant (CRM)

TL;DR

Digital Marketing Automation Consultant (CRM): Managing B2B and B2C marketing campaigns to create dynamic, personalized direct marketing communications with an accent on data-driven customer insights and marketing funnel optimization. Focus on leveraging AI-powered tools and CRM platforms to enhance campaign performance, testing, and cross-functional collaboration across distribution channels.

Location: Must be based in Boston or Springfield, Massachusetts

Salary: $99,800–$131,000

Company

A purpose-driven financial services organization focused on long-term customer impact and growth.

What you will do

• Manage direct-to-consumer marketing campaigns across email, direct mail, mobile, and SMS channels.
• Develop and execute CRM marketing strategies, including the integration of advanced AI capabilities.
• Design and implement A/B and multivariate testing plans to optimize campaign performance.
• Analyze campaign results and provide actionable insights to stakeholders and leadership.
• Collaborate cross-functionally with creative, data, and technical teams to activate and innovate campaign processes.
• Contribute to the continuous improvement of CRM capabilities, roadmaps, and quality control standards.

Requirements

• 3+ years of experience with marketing automation and CRM platforms like Salesforce, Marketo, or Eloqua.
• 2+ years of experience designing complex B2B and B2C digital marketing campaigns.
• 1+ years of experience writing SQL queries and extracting data.
• 1+ years of experience applying AI-powered tools for marketing personalization or content generation.
• Must be based in or able to work from Boston or Springfield, Massachusetts.

Nice to have

• 7+ years of experience with enterprise CRM platforms.
• Experience leading CRM strategy within regulated industries such as financial services, insurance, or healthcare.
• Track record of building or scaling CRM marketing capabilities.
• Experience with large-scale marketing technology implementations.

Culture & Benefits

• Collaborative environment that values diverse perspectives and continuous growth.
• Access to internal networks, learning budgets, and professional development opportunities.
• Employee-led communities and forums fostering inclusion and connection.
• Culture grounded in integrity, responsibility, and long-term stewardship.