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CRM Marketing Specialist

UpholdNew York, New York, United StatesHybrid

About Uphold
Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone.To learn more about Uphold, please visit https://uphold.com.The opportunity: Uphold is looking for a Marketing Automation Specialist to join our growing CRM team.

This role is central to the execution and optimization of all customer communications—including lifecycle, transactional, and promotional campaigns—across email, push notifications, SMS, and in-app messaging.You’ll play a key role in scaling our CRM infrastructure—supporting the setup of automated, data-driven campaigns; building reusable workflows and templates; and partnering with data and engineering teams to maintain reliable event tracking and integrations. This is a hands-on role focused on execution, optimization, and platform scalability, with exposure to campaign strategy, performance analysis, and cross-functional collaboration across Product, Engineering, Content, and Data teams.What you’ll be doing:

  • Build, QA, and deploy automated, data-driven journeys across email, push, SMS, and in-app messaging
  • Develop and maintain scalable campaign infrastructure, templates, and workflows within Customer.io
  • Design and implement advanced segmentation using behavioral, transactional, and real-time data
  • Support CRM team on end-to-end campaign setup, including triggers, delays, conditionals, and personalization logic
  • Maintain campaign documentation, tracking, and reporting
  • Partner with engineering and data teams to expand and maintain integrations and event tracking
  • 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
  • Identify and execute automation opportunities to streamline operations and scale campaign delivery

Required qualifications:

  • 2-5 years of experience in CRM, marketing automation, or lifecycle marketing
  • Hands-on experience with marketing automation platforms (e.g. Customer.io, Braze, Iterable, etc.)
  • HTML/CSS knowledge.
  • Strong attention to detail and QA discipline in campaign execution
  • Familiarity with segmentation, triggers, personalization, and journey building
  • Comfortable working with campaign performance metrics, dashboards, and reporting tools
  • Strong organizational and project management skills
  • Ability to work cross-functionally with marketing, product, engineering, and data teams
  • Excellent written and verbal communication skills
  • Bachelor’s degree in Marketing, Business, Communications, or a related field preferred

Bonus if you have:

  • Experience working in fintech or finance-related industries.
  • Personal and professional experience in blockchain and crypto is a plus.
  • Experience with Customer.IO
  • Experience with Pipedrive
  • Strong data analysis skills, including SQL.

What we have to offer you:

  • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day.
  • An international team, in a cutting edge field, working on the most fascinating projects.
  • Growth and career opportunities, and the chance to be proactive and creative.
  • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits.
  • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks.
  • Interesting events that keep you connected with the team and celebrate our success.

Salary:Up to $70,000 DOE, + Bonus, 401k, Options, Full Benefits, in office lunch provided.  Plus a fun, collaborative culture that empowers and promotes from within!Be part of a great company that is revolutionizing the financial services. Apply now!If this job isn’t exactly what you are looking for, visit ourcareers pageto check out all our exciting opportunities.  EEOC EmployerWe're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes.

Difference makes us stronger and better - together.

Life at Uphold

At Uphold, our mission is to create trusted access to digital money and financial services for the many. Since inception, we have fought to provide a fairer, easier and more affordable system. We favor speed, simplicity and ease of use over complexity. We put security and transparency first. Our commitment to transparency sets a new standard for the industry. Unlike banks, we are fully reserved: we hold assets to match our obligations and publish both in real time. Our industry is littered with systems and companies that put their interests before those of their customers. Countless individuals find their financial lives challenged by high barriers to entry, hard-to-use products, poor customer service and glacial transaction speeds. Today's emerging world of cryptocurrencies and blockchain-based assets is no different: access remains risky, complex and expensive. At Uphold, we constantly strive to solve these problems with elegant solutions that remove friction. Founded as Bitreserve in 2013, our original goal was to protect investors from cryptocurrency volatility by allowing them to instantly, securely and affordably move funds into Fiat currencies. This remains at the heart of what we do today.
Thrive Here & What We Value1. Innovation and Impact2. Competitive Compensation3. Strong Company Culture4. Global AllHands Calls5. Development Opportunities6. Flexibility in Work Arrangements7. Inclusive and Diverse Environment8. Generous PTO, Healthcare Coverage, and Employee Assistance Programs9. Interesting and Fun Events and Celebrations10. Foodie Culture and WellStocked Office Kitchen

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