Marketing Automation & CRM Specialist

📌 Core Information

🔹 Job Title: Marketing Automation & CRM Specialist

🔹 Company: Currenxie

🔹 Location: Hong Kong

🔹 Job Type: On-site

🔹 Category: Marketing Automation, CRM & Loyalty Marketing

🔹 Date Posted: Thu Apr 03 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Setting up and managing marketing automation systems and CRM platforms.
• Supporting customer lifecycle strategies through automation workflow.
• Improving customer engagement and lifetime value (CLV) across platforms.
• Understanding CRM structures and implementing integrations.

ASSUMPTION: The job overview assumes a strong digital proficiency and an analytical mindset, based on responsibilities that involve data management and CRM analytics.

📋 Key Responsibilities

✅ Own the implementation of customer lifecycle automation strategies using CRM platforms like Hubspot and Pendo.

✅ Set up, monitor, and optimise automated workflows for customer engagement, retention, and win-back campaigns.

✅ Manage CRM data hygiene, segmentation, and reporting to enhance customer targeting.

✅ Collaborate with marketing teams to define customer touchpoints and align lifecycle strategies.

✅ Analyse customer behaviour and campaign performance for improved engagement.

✅ Provide real-time reporting and insights for lifecycle and retention strategies.

✅ Lead A/B testing to refine customer engagement efforts.

ASSUMPTION: Responsibilities assume access to advanced CRM and analytics tools, along with the autonomy to innovate in workflows.

🎯 Required Qualifications

Education: Not specified; implied need for relevant expertise in marketing or technology fields.

Experience: 3-5 years in marketing automation, CRM management, and lifecycle marketing.

Required Skills:

• Experience with Hubspot as a CRM platform.
• Understanding of customer lifecycle stages and retention strategies.
• Strong data management and analytical skills.

Preferred Skills:

• Master’s degree or certifications in digital marketing.
• Experience in a FinTech or tech-driven marketing environment.

ASSUMPTION: The qualification section assumes familiarity with digital marketing tools and environments.

💰 Compensation & Benefits

Salary Range: Not specified; typically competitive for the financial services sector in Hong Kong.

Benefits:

• Career progression opportunities in a growing company.
• Dynamic work environment with collaboration opportunities.
• Potential performance-based bonuses.

Working Hours: 40 hours per week, with flexibility for hybrid work.

ASSUMPTION: Compensation likely includes standard benefits expected in a growth-stage company, although specifics are not listed.

📌 Applicant Insights

🔍 Company Context

Industry: Financial services with a focus on technology-driven solutions.

Company Size: Not specified; typically impacts resource availability and team structure.

Founded: Not specified; represents a potentially innovative and modern market player.

Company Description:

• Ambitious and collaborative team dynamic.
• Opportunities for rapid career growth within financial services.
• Focus on innovation and success in a growth-stage environment.

Company Specialties:

• Marketing Automation
• CRM Management
• Customer Engagement Strategies

Company Website: Not specified

ASSUMPTION: Company likely places a high value on innovation and employee contribution based on its described team culture.

📊 Role Analysis

Career Level: Mid-level, requiring nuanced expertise in CRM and marketing automation.

Reporting Structure: Typically reports to senior marketing or operations leaders.

Work Arrangement: Hybrid work, adaptable to project requirements.

Growth Opportunities:

• Involved in cross-functional team leadership.
• Opportunity to develop and implement strategic marketing initiatives.
• Potential to influence company-wide product marketing strategies.

ASSUMPTION: Assumes the possibility of upward mobility and project leadership based on role demands.

🌍 Location & Work Environment

Office Type: On-site operations with robust in-office collaboration.

Office Location(s): Central business district of Hong Kong.

Geographic Context:

• Strategic location for financial services.
• Proximity to key business partners and industry events.
• Access to a diverse talent pool and multicultural environment.

Work Schedule: Standard business hours with occasional flexibility for projects.

ASSUMPTION: Given Hong Kong's status, the office is likely a dynamic workplace fostering innovative collaboration.

💼 Interview & Application Insights

Typical Process:

• Submission of detailed resume showcasing relevant experience.
• Initial screening by HR for role suitability.
• Interviews with department leaders and potential team members.

Key Assessment Areas:

• Technical aptitude in marketing automation tools.
• Problem-solving capabilities with real-life scenarios.
• Cultural fit and collaborative skills.

Application Tips:

• Highlight specific achievements in CRM and automation.
• Provide examples of data-driven decision making.
• Demonstrate understanding of the financial services sector.

ATS Keywords: Marketing Automation, CRM Management, Hubspot, Customer Lifecycle Strategy, Data Analysis

ASSUMPTION: Emphasizes technical skills and cultural compatibility based on the detailed role requirements.

🛠️ Tools & Technologies

• HubSpot
• Pendo
• Google Analytics

ASSUMPTION: Assumes familiarity with these tools is necessary for success in this role.

👔 Cultural Fit Considerations

Company Values:

• Innovation
• Collaboration
• Entrepreneurial Spirit

Work Style:

• Dynamic and adaptable to change.
• Results-oriented with a focus on KPIs.
• Collaborative, team-driven initiatives.

Self-Assessment Questions:

• Can you provide examples of projects where you implemented successful marketing automation?
• How do you approach CRM data hygiene and reporting?
• Describe a situation where you improved customer engagement through data insights.

ASSUMPTION: Assumes the need for high collaboration and alignment with company values is key.

⚠️ Potential Challenges

• Adapting to a fast-paced, rapidly changing environment.
• Ensuring data integrity across multiple platforms.
• Balancing strategic planning with day-to-day tasks.
• Navigating cross-functional team dynamics.

ASSUMPTION: Assumes these challenges based on the nature of growth-driven, tech-focused companies.

📈 Similar Roles Comparison

• Marketing Automation Analyst
• CRM Manager
• Lifecycle Marketing Specialist

ASSUMPTION: Role comparisons typically align with similar technical and strategic marketing positions.

📝 Sample Projects

• Setup of new CRM systems from scratch.
• Development of automated email campaigns to boost retention.
• Creation and analysis of customer journey maps.

ASSUMPTION: Based on role focus, sample projects likely involve strategic automation implementations.

❓ Key Questions to Ask During Interview

• What are the current challenges in your CRM and marketing automation systems?
• How does the company foster innovation within the marketing team?
• What does success look like for this role in the first six months?
• How are performance and contributions evaluated for this role?
• Can you share more about the team I'd be working with?

ASSUMPTION: Assumes these questions will help clarify role expectations and cultural fit.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the appropriate company portal or LinkedIn.
• Prepare a resume with tailored experiences and achievements relevant to the position.
• Include a cover letter highlighting key accomplishments in CRM and marketing automation.
• Undergo initial screenings and technical assessments.
• Be ready to discuss previous projects that align with the role during interviews.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.