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-add and opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.  
We specifically focus on self-storage projects capitalizing on amazing deals in other asset classes. In 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 Pilots. This 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 journeys, building 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 work closely with the Marketing Director, Growth Marketing, Content, Design, Web Development, Investor Relations, Operations, and Business Intelligence to run email as a measurable growth and conversion channel. 

Outcomes 

• Within 90 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 first 90 days, sustain a pace of 10+ new or significantly optimized automated 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 20–30% YoY and improve nurtured-lead-to-next-stage conversion 15%+ within 12 months. 

• Improve priority nurture program conversion 10–20% within 6 months, recover 5–10% of abandoned reservations/forms/applications, and re-engage 8–12% of eligible inactive contacts while maintaining consent 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 — 2.5–4% 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 through automation, and deliver monthly performance reporting by the 5th business day with 5+ actionable recommendations per cycle. 

Competencies 

• 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 short, digs into 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 Making — judges programs 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. 

Qualifications 

• Bachelor's in Marketing, Communications, Business, Digital Marketing, or related field. 

• 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 lead gen, 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. 

• Strong written/verbal English communication. 

Technical Requirements 

• Advanced experience with marketing automation/email platforms (HubSpot, Salesforce Account Engagement/Pardot, Salesforce Marketing Cloud, ActiveCampaign, Marketo, Mailchimp, Klaviyo, 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, with ability to 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. 

Remote Work 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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