Revol One Financial · 18 hours ago
CRM & Marketing Automation Specialist
Urbandale, IA
Full-time
Hybrid
Entry, Mid Level
2+ years expRevol One Financial is a startup aiming to transform the insurance industry with a straightforward approach. The CRM & Marketing Automation Specialist will optimize the CRM ecosystem and marketing automation programs, ensuring data accuracy and driving customer engagement and business growth.
Financial Services
Responsibilities
Serve as the primary CRM system owner and own the day-to-day management, accuracy, integrity, and compliance of the CRM database
Maintain CRM structure, field usage, naming conventions, and documentation to support scalability and adoption
Partner with IT to manage ongoing data imports, exports, etc. From FAST and other systems
Manage data imports/exports (e.g., from FAST and other systems) in collaboration with IT
Build and manage audience segmentation for targeted campaigns and customer journeys
Develop, execute, and optimize email journeys, campaign and marketing automation workflows within CRM Zoho
Implement lifecycle marketing logic, triggers, and decision trees aligned with business goals
Monitor campaign and jorney performance, analyze results, and provide actionable insights. Translate CRM and campaign data into clear insights and recommendations for decision-making
Develop, maintain, and optimize CRM reports and dashboards for Marketing and Sales stakeholders
Ensure seamless integration between CRM, email, and digital platforms
Act as the first point of contact for CRM questions, troubleshooting, and enhancements
Support user onboarding, training, and ongoing adoption across Sales and Marketing teams
Collaborate with Marketing, Sales, IT, and Compliance teams to support product launches, campaigns, and ongoing initiatives
Support testing, troubleshooting, and continuous improvement efforts across CRM automation programs
Qualification
Required
2-3 years of experience working with a CRM or marketing automation platform (Zoho CRM preferred; Salesforce, Hubspot, or similar a plus)
Foundational understanding of CRM data management, segmentation, and marketing automation concepts
Strong attention to detail with an interest in data hygiene, QA, and accuracy
Ability to review campaign performance metrics and summarize results and opportunities for improvement
Highly organized with the ability to manage tasks, timelines, and priorities
Curious, proactive learner with a test-and-learn mindset and willingness to ask questions
Strong written and verbal communication skills
Preferred
Experience in the life insurance and annuity industry preferred
Experience working in a Business to Business or Business to Business Consumer environment preferred
Experience supporting email campaigns and automated workflows, or strong interest in learning and building them
Basic experience with CRM reporting and dashboards (or willingness to learn)
Understanding of customer journeys and lifecycle marketing concepts
Company
Revol One Financial
Revol One Financial is a refreshingly straight-forward insurance company committed to revolutionizing your experience in the fixed annuity insurance industry.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Kerchal
Chief Operating Officer
Bill Crane, CLU®
General Counsel and Chief Compliance Officer
Recent News
2025-07-22
Company data provided by crunchbase