CRM Marketing Specialist

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.

This role is a contract position with potential to convert to Full-Time Employee (FTE) based on performance, team fit, and business needs.

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:

Contract-to-hire: This role is a contract position with potential to convert to Full-Time Employee (FTE) based on performance, team fit, and business needs.

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

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 our careers page to check out all our exciting opportunities.  

EEOC Employer

We'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.