CRM & Marketing Automation Specialist

The Company
At Spartan Investment Group our mission is to improve lives through our values. We do this by finding value-addand opportunistic investments offering solid returns to our investors. Providing an opportunity togrow forour partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.
We specifically focus on self-storageprojectscapitalizing on amazing deals in other asset 2021 we were listed as the 5th fastest growing real estate company in the US and joined the list of the top 100 owners of self-storage. We are members of the Inc. 5000 fastest-growing private companies in America and in 2023 we were #13 in Denver Business Journals list of top places to work.
Mission
The mission of the CRM & Marketing Automation Specialist is to build manage and continuously optimize automated email journeys that convert prospects into qualified leads customers investors and long-term brand advocates across SIG FUS Spartan Construction Management (SCM) and Passive Income is a hands-on marketing role not software development or AI engineering. It requires persuasive writing customer journey strategy segmentation behavioral triggers data analysis and workflow logic to drive measurable business results. The specialist owns lead-nurture sequences follow-up workflows re-engagement programs onboarding journeys abandoned-action campaigns event communications investor education sequences customer retention programs and facility-level lead conversion journeysbuilding automations with branching logic conditional content delays behavioral triggers lead scoring suppression rules and testing paths tailored to audience behavior profile location lifecycle stage intent and engagement.
This role will workclosely withtheMarketing Director Growth Marketing Content Design Web Development Investor Relations Operations and Business Intelligence to run email as a measurable growth and conversion channel.
Outcomes

• Within90 days complete a full audit of all email platforms contact data campaigns and workflows; document a lifecycle strategy for SIG FUS SCM and Passive Income Pilots; map 100% of priority customer/prospect journeys; launch or materially improve 10 priority automations; and build a library of approved templates workflow components and QA standards.

• After the first90 days sustain a pace of 10 new or significantlyoptimizedautomated journeys per month supported by 8 documented email experiments per month whose findings get applied to future campaigns.

• Ensure 100% of high-intent digital leads receive an automated response within 5 minutes of a form reservation start or registration and route 90% of leads needing personal outreach to the right team within the agreed window.

• Grow email-attributed qualified lead volume 2030% YoY and improve nurtured-lead-to-next-stage conversion 15% within 12 months.

• Improve priority nurture program conversion 1020% within 6 months recover 510% of abandoned reservations/forms/applications and re-engage 812% of eligible inactive contacts whilemaintainingconsent standards.

• Increase email-generated reservations rentals investor inquiries meetings and registrations 20% YoY with a demonstrated measurable contribution to those outcomes within 6 months.

• Maintain list and deliverability health: 98% delivery rate <0.5%hard-bounce <2% total bounce <0.1% spam complaints <0.5% unsubscribe rate on recurring sends.

• Hit engagement benchmarks 2.54% click-through rate and improve click-to-open rate 10% and click-to-action conversion 15% from baseline within 12 months.

• Maintain operational governance: 90% of contacts assigned to a documented lifecycle stage/segment 95% of workflows fully documented (entry criteria logic exclusions goals exit owner) workflow error rate below 1% QA completed before 100% of launches and 95% tracking accuracy with standardized naming/UTMs across priority campaigns.

• Cut manual follow-up work 30% within 12 months throughautomation anddeliver monthly performance reporting by the 5th business day with 5 actionable recommendations per cycle.

• Customer Focus builds journeys around what a prospect needs to hear at each stage and writes clear credible copy that moves them to the next step rather than defaulting to generic broadcast messaging.

• Results Oriented owns performance end to end and when results fall shortdigsinto whether the cause is the audience message offer timing workflow structure tech configuration deliverability or tracking rather than guessing.

• Strategic Thinking translates business requirements into branched automation the right conditions triggers delays exclusions goals and exit criteria matched to audience facility and lifecycle stage.

• Data-Driven Decision Makingjudgesprograms by qualified leads conversions and revenue influence rather than opens and clicks alone and runs structured tests before rolling changes out broadly.

• Quality Focus reviews every workflow rule personalization field link and trigger before it goes live and keeps multiple concurrent campaigns and brands running without quality slipping.

• Collaboration & Judgment works effectively with Marketing Operations Investor Relations Content Design Web Development and BI adapts across brands and markets and recognizes when a lead needs a person instead of an automated touch.

• Bachelors in Marketing Communications Business Digital Marketing or relatedfield.

• 5 years hands-on in email marketing lifecycle marketing CRM marketing or marketing automation.

• Proven experience building sophisticated automated journeys branching logic behavioral triggers segmentation conditional content lead scoring lifecycle-based communication.

• Portfolio or documented examples showing improved leadgen conversion engagement retention or revenue.

• Advanced email copywriting/editing skills.

• Multi-brand/business-unit/segment/location email management experience strongly preferred.

• B2C and B2B experience preferred.

• Real estate self-storage financial services investment management hospitality multi-location or other high-consideration journey experience is a plus.

• Strong grasp of lead generation qualification nurturing lifecycle stages conversion funnels attribution and journey optimization.

• Comfortable working independently while coordinating with multiple stakeholders.

• Able to translate business goals into detailed automation requirements and executable programs.
• English Proficiency: Advanced professional fluency in English is required including the ability to communicate clearly and confidently in meetings presentations email and other business communications with U.S.-based internal and external stakeholders.
• Ability to work full-time and maintain significant overlap with U.S. business hours including evening or overnight schedules as needed.

• Advanced experience with marketing automation/email platforms (HubSpot Salesforce Account Engagement/Pardot Salesforce Marketing CloudActiveCampaign Marketo MailchimpKlaviyo Constant Contact Brevo or comparable).

• Strong grasp of contact properties custom fields lifecycle stages lists dynamic segments suppression lists lead scoring behavioral triggers workflow goals re-enrollment exit criteria and data sync.

• Experience building workflows with conditional branches if/then logic delays event- and date-based triggers engagement conditions fallback paths internal notifications and task creation.

• Experience creating lead-nurture campaigns drip sequences onboarding workflows re-engagement programs event sequences abandoned-action campaigns referral campaigns retention journeys and post-conversion communications.

• Strong knowledge of deliverability sender reputation authentication bounce management spam complaints list hygiene consent management opt-in practices unsubscribe management and suppression rules.

• Working knowledge of SPF DKIM DMARC withabilityto coordinate implementation/troubleshooting with technical resources.

• A/B and multivariate testing across subject lines preview text sender names copy offers CTAs timing frequency and segments.

• Strong grasp of delivery rate bounce rate open rate CTR click-to-open rate unsubscribe rate spam complaint rate conversion rate lead progression revenue influence and lifecycle movement.

• Experience connecting email performance to CRM website form advertising call reservation rental or sales data.

• Familiarity with GA4 UTM parameters landing-page tracking form attribution CRM campaign tracking and conversion reporting.

• Experience with Salesforce HubSpot or another CRM to capture contact activity lead status qualification source and outcomes accurately.

• Ability to produce clear workflow diagrams automation documentation campaign briefs testing plans naming conventions and SOPs.

• Working knowledge of HTML/CSS for email formatting/troubleshooting preferred (not a dev role).

• Excel/Google Sheets skills for list analysis segmentation campaign planning QA and reporting.

• Familiarity with Looker Studio Power BI Tableau or similar preferred.

• Knowledge of CAN-SPAM GDPR CCPA and other relevant privacy/email marketing requirements.

• Dedicated home office or professional remote work environment.

• Reliable high-speed internet connection capable of supporting video conferencing and daily business operations.

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