📌 Core Information
🔹 Job Title: CRM & Lifecycle Marketing Manager
🔹 Company: PDI Technologies
🔹 Location: Dallas, TX & Alpharetta, GA
🔹 Job Type: Full-time
🔹 Category: Marketing
🔹 Date Posted: May 6, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Managing CRM planning and execution for the Fuel Rewards® loyalty program
- Driving acquisition and deepening member engagement through strategic CRM and lifecycle marketing campaigns
- Collaborating with cross-functional teams, including Shell, creative agencies, and coalition partners
- Serving as a thought leader on Salesforce Marketing Cloud, guiding internal and external teams
- Ensuring data hygiene, campaign governance, and regulatory compliance across all CRM initiatives
ASSUMPTION: This role requires a balance of strategic thinking and hands-on guidance, with a focus on driving results through effective CRM and lifecycle marketing strategies.
📋 Key Responsibilities
✅ Act as a strategic CRM lead, partnering with Shell and agency teams to deliver high-performing lifecycle marketing campaigns aligned to business goals
✅ Translate customer engagement objectives into platform-enabled strategies using Salesforce Marketing Cloud’s full capabilities
✅ Guide internal and external execution teams on the use of hyper-targeted Data Extensions, dynamic content, AMPscript, and Einstein tools
✅ Collaborate with analytics teams to refine lifecycle scoring models and strategies that support personalized communications across the funnel
✅ Recommend enhancements to CRM and loyalty marketing programs by applying industry best practices and data-driven insights
✅ Ensure data hygiene, campaign governance, and regulatory compliance (e.g., GDPR, CCPA) across all CRM initiatives
✅ Serve as an internal thought leader on SFMC, clearly communicating platform capabilities, strategic tradeoffs, and solution approaches to stakeholders
✅ Maintain a roadmap of CRM initiatives in alignment with broader marketing and product strategies
ASSUMPTION: The role involves a mix of strategic planning, hands-on guidance, and cross-functional collaboration to maximize the impact of CRM and lifecycle marketing efforts.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing, Business, or related field (or equivalent experience)
Experience: 2+ years of experience in CRM or lifecycle marketing strategy, preferably in a B2C or loyalty-driven environment
Required Skills:
- Expertise in Salesforce Marketing Cloud, with strong working knowledge of Journey Builder, Contact Builder, Automation Studio, and Email Studio
- Familiarity with AMPscript, SQL, and Einstein tools (STO, Path Optimizer), with the ability to guide their application
- Strong understanding of customer lifecycle marketing, loyalty engagement, and journey mapping
- Excellent communication and project management skills
Preferred Skills:
- Salesforce Marketing Cloud certifications (e.g., Email Specialist, Consultant)
- Experience working in loyalty or subscription-based models with tiered benefits
- Familiarity with data visualization tools like Power BI or Tableau
ASSUMPTION: The ideal candidate will have a strong foundation in CRM and lifecycle marketing, with a proven track record of driving results through strategic campaigns and a solid understanding of Salesforce Marketing Cloud.
💰 Compensation & Benefits
Salary Range: $80,000 - $120,000 per year (based on experience level and market data for similar roles in the Dallas and Atlanta areas)
Benefits:
- Competitive salary
- Market-competitive benefits
- Quarterly perks program
- Ample time off
- Hybrid working arrangements
- Continuous learning, professional certifications, and leadership development opportunities
Working Hours: Full-time, typically 40 hours per week, with flexibility for hybrid work arrangement
ASSUMPTION: The salary range is an estimate based on market data for similar roles in the Dallas and Atlanta areas, with consideration for the candidate's experience level. Benefits are comprehensive and designed to support employees' well-being and career growth.
📌 Applicant Insights
🔍 Company Context
Industry: Software Development, focusing on convenience retail and petroleum wholesale ecosystem
Company Size: 501-1,000 employees (according to LinkedIn)
Founded: PDI Technologies was founded in 1995
Company Description:
- PDI Technologies resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem
- The company empowers businesses to increase productivity, make more informed decisions, and engage faster with their customers by “Connecting Convenience” across the globe
- PDI Technologies offers a well-rounded benefits program, designed to support and care for employees throughout their life and career
Company Specialties:
- Analytics & Insights
- Managed Services
- Digital Transformation
- Cloud & Hosting
- Machine Learning
- Data Science
- Price Optimization
- Market Data
- Forecasting & Planning & Dispatching
- In-Truck Mobility
- Telematics
- Compliance
- Loyalty Programs
- Offers & Promotions
- Strategy & Optimization
- Customer Engagement
- Enterprise Software
- Inventory Management
- Workforce Optimization
- Supplier Management
- Network Management
- Cybersecurity
- and Sustainability
Company Website: PDI Technologies
ASSUMPTION: PDI Technologies is a well-established company with a strong focus on convenience retail and petroleum wholesale solutions, offering a comprehensive benefits package to support employee growth and well-being.
📊 Role Analysis
Career Level: Mid-level, with opportunities for growth and development within the marketing team and broader organization
Reporting Structure: This role reports directly to the Senior Manager, CRM & Loyalty Marketing
Work Arrangement: Hybrid, with a mix of on-site and remote work, allowing for flexibility and a better work-life balance
Growth Opportunities:
- Expanding skills and expertise in CRM, lifecycle marketing, and Salesforce Marketing Cloud
- Potential career progression within the marketing team or broader organization
- Opportunities to work on high-impact projects and collaborate with cross-functional teams
ASSUMPTION: This role offers a mix of strategic and hands-on responsibilities, with opportunities for professional growth and development within the marketing team and broader organization.
🌍 Location & Work Environment
Office Type: Hybrid, with a mix of on-site and remote work
Office Location(s): Dallas, TX & Alpharetta, GA
Geographic Context:
- Dallas, TX: A vibrant city with a strong job market, offering a mix of urban and suburban living options
- Alpharetta, GA: A suburban city north of Atlanta, known for its high quality of life and family-friendly neighborhoods
Work Schedule: Full-time, typically 40 hours per week, with flexibility for hybrid work arrangement
ASSUMPTION: The hybrid work arrangement offers a balance between on-site collaboration and remote flexibility, allowing employees to optimize their work environment based on their preferences and needs.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-depth interview with the marketing team
- Final interview with the senior leadership team
Key Assessment Areas:
- CRM and lifecycle marketing strategy expertise
- Salesforce Marketing Cloud proficiency
- Communication and project management skills
- Alignment with PDI Technologies' company culture and values
Application Tips:
- Highlight relevant CRM and lifecycle marketing experience and achievements in your resume
- Tailor your cover letter to demonstrate your understanding of the role and how your skills and experience make you a strong fit
- Prepare examples of successful CRM campaigns or projects you've worked on, focusing on strategy, execution, and results
ATS Keywords: CRM, lifecycle marketing, Salesforce Marketing Cloud, Journey Builder, Contact Builder, Automation Studio, Email Studio, AMPscript, SQL, Einstein tools, customer engagement, loyalty programs, data hygiene, campaign governance, regulatory compliance
ASSUMPTION: The application process focuses on assessing the candidate's CRM and lifecycle marketing strategy expertise, Salesforce Marketing Cloud proficiency, and alignment with PDI Technologies' company culture and values.
🛠️ Tools & Technologies
- Salesforce Marketing Cloud (Journey Builder, Contact Builder, Automation Studio, Email Studio)
- AMPscript
- SQL
- Einstein tools (Send Time Optimization, Path Optimizer)
- Data visualization tools (e.g., Power BI, Tableau)
ASSUMPTION: The role requires proficiency in Salesforce Marketing Cloud and familiarity with relevant tools and technologies to effectively manage CRM and lifecycle marketing strategies.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Customer Focus
- Collaboration
- Innovation
- Accountability
Work Style:
- Strategic mindset
- Customer focus
- Drives results
- Manages complexity
- Collaborates effectively
Self-Assessment Questions:
- How do your personal values align with PDI Technologies' company values?
- How do you approach managing complexity and driving results in a hybrid work environment?
- Can you provide an example of a time when you collaborated effectively with cross-functional teams to achieve a common goal?
ASSUMPTION: PDI Technologies values a strong cultural fit, with an emphasis on integrity, customer focus, collaboration, innovation, and accountability. Candidates should assess their alignment with these values and be prepared to discuss their work style and cultural fit during the interview process.
⚠️ Potential Challenges
- Managing multiple stakeholders, including Shell, creative agencies, and coalition partners
- Balancing strategic planning with hands-on guidance and execution
- Ensuring data hygiene, campaign governance, and regulatory compliance across all CRM initiatives
- Keeping up with the latest developments and best practices in CRM and lifecycle marketing, as well as Salesforce Marketing Cloud
ASSUMPTION: The role presents unique challenges, such as managing multiple stakeholders, balancing strategic and tactical responsibilities, and ensuring data governance and compliance. Candidates should be prepared to address these challenges and demonstrate their ability to succeed in a dynamic and complex environment.
📈 Similar Roles Comparison
- This role is unique in its focus on CRM and lifecycle marketing strategy for the Fuel Rewards® loyalty program, with a specific emphasis on Salesforce Marketing Cloud
- Similar roles in the industry may focus on broader marketing strategies or specific aspects of CRM and lifecycle marketing, but this role offers a comprehensive and strategic focus
- Career progression in this role may lead to senior marketing positions within PDI Technologies or related industries
ASSUMPTION: While this role shares similarities with other marketing and CRM positions, its unique focus on CRM and lifecycle marketing strategy for the Fuel Rewards® loyalty program sets it apart and offers a strategic and comprehensive opportunity for growth and development.
📝 Sample Projects
- Developing and executing a targeted campaign to re-engage lapsed Fuel Rewards® members
- Collaborating with analytics teams to refine lifecycle scoring models and optimize customer segmentation
- Guiding internal and external teams on the use of dynamic content and personalization to enhance campaign performance
ASSUMPTION: Sample projects in this role may involve strategic planning, cross-functional collaboration, and hands-on guidance to drive results through effective CRM and lifecycle marketing campaigns.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the marketing department?
- How does PDI Technologies support the professional development and growth of its marketing team members?
- Can you provide an example of a successful CRM campaign or initiative at PDI Technologies, and what made it effective?
- How does PDI Technologies approach data governance and regulatory compliance in its CRM and marketing efforts?
- What are the most significant challenges facing the CRM and lifecycle marketing team, and how can this role help address them?
ASSUMPTION: Interview questions should focus on understanding the team dynamics, professional development opportunities, and strategic priorities of the CRM and lifecycle marketing team at PDI Technologies.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant CRM and lifecycle marketing experience and skills
- Write a cover letter that demonstrates your understanding of the role and how your skills and experience make you a strong fit
- Prepare examples of successful CRM campaigns or projects you've worked on, focusing on strategy, execution, and results
- Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
