📌 Core Information
🔹 Job Title: CRM Marketing Specialist
🔹 Company: Uphold
🔹 Location: Braga and Porto (Hybrid)
🔹 Job Type: Other
🔹 Category: Financial Services
🔹 Date Posted: May 9, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: Remote OK
🚀 Job Overview
Key aspects of this role include:
- Executing and optimizing customer communications across various channels
- Managing campaign delivery, audience targeting, performance monitoring, and collaboration with internal teams
- Working with CRM platforms like Customer.io for campaign execution
- Analyzing campaign performance and assisting in optimizations
ASSUMPTION: This role requires a balance of technical skills in CRM platforms and marketing expertise to ensure effective customer communication and campaign success.
📋 Key Responsibilities
✅ Build, QA, and deploy omnichannel journeys across email, push, SMS, and in-app
✅ Execute lifecycle, transactional, and promotional campaigns
✅ Manage segmentation and targeting using behavioral, transactional, and engagement data
✅ Maintain campaign documentation, tracking, and reporting
✅ Collaborate with internal teams to ensure alignment and smooth execution
✅ Monitor campaign performance and assist in surfacing insights and optimizations
✅ Support A/B testing and other experimentation to improve effectiveness
✅ Contribute to process improvements and operational scalability
ASSUMPTION: This role involves a mix of creative and analytical tasks, requiring strong attention to detail and the ability to manage multiple campaigns simultaneously.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing, Business, Communications, or a related field preferred
Experience: 3-5 years of experience in CRM, lifecycle, or digital marketing
Required Skills:
- Strong attention to detail and QA discipline
- Comfortable working with campaign metrics and reporting tools
- Highly organized, self-motivated, and able to manage multiple tasks
- Excellent communication and collaboration skills
Preferred Skills:
- Experience working in fintech or finance-related industries
- Personal and professional experience in blockchain and crypto
- Familiarity with multi-channel campaign execution in tools like Customer.io
- Strong data analysis skills, including SQL
- HTML/CSS knowledge
ASSUMPTION: While a degree in a related field is preferred, relevant work experience and skills are considered more important for this role.
💰 Compensation & Benefits
Salary Range: Based on industry standards for a CRM Marketing Specialist in Portugal, the estimated salary range is €35,000 - €50,000 per year. This is an estimate and the actual salary may vary based on experience and performance.
Benefits:
- Flexible Work Environment
- Snacks
- Coffee
- Career Opportunities
- Open Culture
- Interesting Events
Working Hours: Full-time, 40 hours per week. The role is based in Braga and Porto with a hybrid work arrangement.
ASSUMPTION: The salary range provided is an estimate based on market research and may vary depending on the candidate's skills and experience.
📌 Applicant Insights
🔍 Company Context
Industry: Uphold operates in the financial services industry, specifically in digital wallet and trading services for cryptocurrencies and other assets.
Company Size: Uphold is a mid-sized company with 51-200 employees, providing a collaborative and innovative work environment.
Founded: Uphold was founded in 2013, with headquarters in New York, USA, and additional offices in London, UK.
Company Description:
- Uphold provides borderless access to financial services, covering over 300 assets
- The company allows both consumers and businesses to easily transact between digital and traditional currencies
- Uphold's open API enables third-party developers to build financial products on top of the platform
Company Specialties:
- Digital wallet
- Cryptocurrency
- Financial services
- Global banking
- Fully reserved and transparent
- Digital money and compliant
Company Website: https://uphold.com
ASSUMPTION: Uphold's focus on innovation and collaboration creates an exciting work environment for employees.
📊 Role Analysis
Career Level: This role is suitable for a mid-career professional with 3-5 years of experience in CRM or digital marketing.
Reporting Structure: The CRM Marketing Specialist will report to the CRM Team Lead and collaborate with various internal teams, including Product, Engineering, Content, and Data.
Work Arrangement: The role is based in Braga and Porto with a hybrid work arrangement, allowing for flexibility in work location.
Growth Opportunities:
- As Uphold continues to grow, there may be opportunities for the CRM Marketing Specialist to take on more responsibilities or move into a senior role
- The company offers career opportunities and encourages professional development
ASSUMPTION: This role provides an opportunity for the right candidate to grow within the company and take on more responsibilities over time.
🌍 Location & Work Environment
Office Type: Uphold's offices in Braga and Porto offer a flexible and enthusiastic work environment with snacks, coffee, and other benefits.
Office Location(s): 6 W 18th Street, 3rd Floor, New York, New York 10011, US and 6 Honduras Street, Suite A, London, England EC1Y 0TH, GB
Geographic Context:
- Braga and Porto are located in the north of Portugal, offering a mix of urban and coastal living
- The region is known for its rich history, culture, and cuisine
- Braga and Porto are well-connected by public transportation, making it easy to commute between the two cities
Work Schedule: The role follows a standard full-time work schedule, with the possibility of flexible hours and remote work arrangements.
ASSUMPTION: The hybrid work arrangement allows for a better work-life balance and caters to employees who prefer a mix of in-office and remote work.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening with the HR team
- Technical interview with the CRM Team Lead
- Final interview with the Marketing Director
Key Assessment Areas:
- Campaign management and execution skills
- Data analysis and reporting capabilities
- Communication and collaboration skills
- Problem-solving and process improvement mindset
Application Tips:
- Highlight relevant CRM and marketing experience in your resume
- Tailor your cover letter to demonstrate your understanding of Uphold's mission and values
- Prepare examples of successful campaign executions and their results
ATS Keywords: CRM, digital marketing, campaign execution, segmentation, performance analysis, collaboration, A/B testing, process improvement, data analysis, HTML, CSS
ASSUMPTION: Uphold's hiring process is designed to assess the candidate's technical skills and cultural fit within the company.
🛠️ Tools & Technologies
- Customer.io (CRM platform)
- Email marketing tools (e.g., Mailchimp, SendGrid)
- Analytics tools (e.g., Google Analytics, Mixpanel)
- Project management tools (e.g., Asana, Trello)
ASSUMPTION: The CRM Marketing Specialist will be expected to have experience with CRM platforms and marketing tools to effectively manage campaigns.
👔 Cultural Fit Considerations
Company Values:
- Innovation
- Collaboration
- Transparency
- Customer-centric
Work Style:
- Agile and adaptable
- Data-driven
- Results-oriented
- Strong team player
Self-Assessment Questions:
- How do you stay organized and manage multiple tasks in a fast-paced environment?
- Can you provide an example of a time when you optimized a campaign based on data analysis?
- How do you approach working with cross-functional teams to ensure campaign success?
ASSUMPTION: Uphold values candidates who are innovative, collaborative, and customer-focused, with a strong work ethic and a data-driven approach.
⚠️ Potential Challenges
- Managing multiple campaigns simultaneously may require strong time management and prioritization skills
- Working in a fast-paced, growing company may present unique challenges and opportunities
- The hybrid work arrangement may require adaptability and strong communication skills
- Uphold's focus on innovation and continuous improvement may require the CRM Marketing Specialist to stay up-to-date with the latest trends and best practices in CRM and marketing
ASSUMPTION: These challenges can be overcome with strong organizational skills, adaptability, and a commitment to continuous learning and improvement.
📈 Similar Roles Comparison
- Compared to other CRM Marketing Specialist roles, this position offers a unique opportunity to work in the growing fintech industry and contribute to Uphold's mission of providing borderless access to financial services
- Uphold's focus on innovation and collaboration sets it apart from more traditional financial services companies
- This role offers career growth opportunities as Uphold continues to expand its services and customer base
ASSUMPTION: This role provides a unique blend of marketing and technical skills, with a focus on driving customer engagement and retention through effective campaign management.
📝 Sample Projects
- Developing and executing a customer onboarding campaign to improve user activation and engagement
- Analyzing customer data to identify segments for targeted promotional campaigns
- Collaborating with the product team to create in-app messaging flows that drive user engagement and retention
ASSUMPTION: These sample projects illustrate the range of responsibilities and the cross-functional nature of the CRM Marketing Specialist role at Uphold.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and how the CRM Marketing Specialist role fits within the broader marketing organization?
- How does Uphold support the professional development and growth of its employees?
- What are the key priorities for the CRM Marketing Specialist role in the first 90 days?
- How does Uphold measure the success of its CRM marketing campaigns, and what are the key performance indicators (KPIs) for this role?
- What is the company's approach to work-life balance, and how does the hybrid work arrangement support this?
ASSUMPTION: Asking these questions demonstrates your interest in the role and your commitment to understanding Uphold's culture and priorities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant CRM and marketing experience
- Write a cover letter that demonstrates your understanding of Uphold's mission and values, and how your skills and experience make you a strong fit for the role
- Prepare examples of successful campaign executions and their results to discuss during the interview
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
