📌 Core Information
🔹 Job Title: CRM Marketing Specialist
🔹 Company: Uphold
🔹 Location: New York, New York
🔹 Job Type: On-site (Hybrid)
🔹 Category: Marketing
🔹 Date Posted: May 9, 2025
🔹 Experience Level: Entry Level
🔹 Remote Status: On-site with hybrid flexibility
🚀 Job Overview
Key aspects of this role include:
- Executing and optimizing customer communications across various channels
- Managing campaign delivery, audience targeting, and performance monitoring
- Collaborating with cross-functional teams for smooth execution
- Supporting A/B testing and process improvements
ASSUMPTION: This role requires a balance of technical skills in campaign execution and strong communication skills for cross-functional collaboration.
📋 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 hands-on campaign execution, requiring attention to detail and strong organizational skills.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing, Business, Communications, or a related field (preferred)
Experience: 1-2 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 Bachelor's degree is preferred, relevant experience and skills may be considered equivalent.
💰 Compensation & Benefits
Salary Range: $60,000 + bonus + benefits
Benefits:
- Snacks and coffee
- Flexible work environment
- Career opportunities
- Interesting events
Working Hours: Full-time (40 hours/week) with flexible hybrid work arrangement
ASSUMPTION: The salary range is provided by the company and is considered competitive for the role and location.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 51-200 employees
Founded: 2013
Company Description:
- Uphold is a digital wallet and trading platform that makes cryptocurrencies and other assets affordable and accessible for everyone
- Provides borderless access to financial services, covering over 300 assets
- Offers an open API for third-party developers to build sophisticated financial products
Company Specialties:
- Digital wallet
- Cryptocurrency
- Financial services
- Global banking
- Fully reserved and transparent
- Digital money and compliant
Company Website: uphold.com
ASSUMPTION: Uphold is a growing company in the fintech industry, offering opportunities for career growth and development.
📊 Role Analysis
Career Level: Entry Level
Reporting Structure: Reports to the CRM Team Lead
Work Arrangement: On-site with hybrid flexibility (2-3 days per week remote)
Growth Opportunities:
- Potential to take on more responsibilities and mentor others as the role evolves
- Opportunities to engage in public speaking and represent Uphold at industry events
ASSUMPTION: This role offers growth opportunities as Uphold continues to grow and expand its services.
🌍 Location & Work Environment
Office Type: Modern, collaborative workspace
Office Location(s): 6 W 18th Street, 3rd Floor, New York, New York 10011, US
Geographic Context:
- New York City offers a vibrant and diverse cultural scene
- Close proximity to public transportation and various amenities
- Opportunities to network and connect with professionals in the fintech industry
Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM (with flexible hybrid arrangement)
ASSUMPTION: The work environment at Uphold is dynamic and collaborative, with a focus on open communication and transparency.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screen with the hiring manager
- Technical assessment or case study to evaluate campaign execution skills
- Final interview with the CRM team to assess cultural fit and team dynamics
Key Assessment Areas:
- Campaign execution and QA skills
- Data analysis and reporting capabilities
- Communication and collaboration skills
- Problem-solving and process improvement mindset
Application Tips:
- Highlight relevant experience and skills in your resume, focusing on campaign execution and data analysis
- Tailor your cover letter to demonstrate your understanding of Uphold's mission and how your skills align with the role
- Prepare examples of your campaign work or case studies to showcase during the interview
ATS Keywords: CRM, lifecycle marketing, campaign execution, segmentation, performance analysis, collaboration, A/B testing, process improvement
ASSUMPTION: The application process at Uphold is designed to evaluate both technical skills and cultural fit, with a focus on open communication and transparency.
🛠️ Tools & Technologies
- Customer.io (CRM platform)
- Email marketing tools (e.g., Mailchimp, SendGrid)
- SMS and push notification platforms (e.g., Twilio, VWO Engage)
- Data analysis tools (e.g., Google Analytics, SQL)
ASSUMPTION: Familiarity with Customer.io and other relevant marketing tools is preferred but not required, as training will be provided.
👔 Cultural Fit Considerations
Company Values:
- Innovation
- Transparency
- Collaboration
- Customer-centric
Work Style:
- Dynamic and fast-paced
- Collaborative and team-oriented
- Focused on open communication and continuous learning
Self-Assessment Questions:
- Do you thrive in a fast-paced, collaborative environment?
- Are you comfortable working with data and using it to inform decision-making?
- Do you have strong attention to detail and a commitment to quality assurance?
ASSUMPTION: Uphold values a strong cultural fit, with an emphasis on innovation, transparency, and collaboration.
⚠️ Potential Challenges
- Managing multiple campaigns and deadlines simultaneously
- Keeping up with the fast-paced nature of the fintech industry
- Working with large datasets and ensuring data accuracy and integrity
- Adapting to a hybrid work environment and maintaining productivity
ASSUMPTION: These challenges can be overcome with strong organizational skills, attention to detail, and a commitment to continuous learning and improvement.
📈 Similar Roles Comparison
- Compared to other CRM Marketing Specialist roles, this position offers more exposure to campaign strategy and cross-functional collaboration
- Uphold's focus on innovation and transparency sets it apart from more traditional financial services companies
- This role offers growth opportunities as Uphold continues to expand its services and customer base
ASSUMPTION: This role offers unique opportunities for growth and development within the fintech industry.
📝 Sample Projects
- Executing a multi-channel campaign to promote a new cryptocurrency listing on the Uphold platform
- Analyzing campaign performance data to identify trends and optimize future campaigns
- Collaborating with the content team to create targeted and personalized messaging for customer segments
ASSUMPTION: These sample projects illustrate the hands-on nature of the role and the importance of strong campaign execution and data analysis skills.
❓ Key Questions to Ask During Interview
- What are the biggest challenges facing the CRM team currently, and how can this role help address them?
- How does Uphold support the professional development and growth of its employees?
- What is the team's approach to collaboration and cross-functional projects?
- How does Uphold ensure the security and privacy of customer data?
- What are the next steps for growth and expansion within the CRM team and Uphold as a whole?
ASSUMPTION: Asking thoughtful questions demonstrates your interest in the role and commitment to Uphold's success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Customize your resume to highlight relevant experience and skills, focusing on campaign execution and data analysis
- Tailor your cover letter to demonstrate your understanding of Uphold's mission and how your skills align with the role
- Prepare examples of your campaign work or case studies to showcase during the interview
- 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.
