CRM Coordinator, Retention

Posted 20 Days Ago
Be an Early Applicant
Seattle, WA
Mid level
Consumer Web • Legal Tech • Professional Services
Empowering every family to navigate the immigration system more confidently, rapidly and affordably.
The Role
The CRM Coordinator will manage retention email and SMS campaigns, assist in automated workflow support, and segment audiences using CRM tools. The role involves A/B testing, performance tracking, and integrating feedback to enhance customer satisfaction. This position also ensures compliance with data privacy regulations and maintains clear communication through style guides.
Summary Generated by Built In

Who Boundless is

We’re a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families and businesses. We are the largest player in the family immigration industry, and a high-growth challenger serving corporate clients. Across both consumer and business segments, we’ve aided over 100,000 individuals and 1,000 businesses to successfully navigate the convoluted immigration process. 

We're backed by influential venture investors around the country, including Foundry Group (led by Brad Feld), Trilogy Equity Partners, Pioneer Square Labs, Emerson Collective (Laurene Powell Jobs’ foundation), Two Sigma Ventures, and Jerry Yang. 

Today, we are a dynamic growth-stage technology company with 350+ employees across the U.S. and Philippines. We are growing both organically and through strategic acquisitions. We are well-capitalized and on our way to becoming the largest immigration company in the world and first trusted brand in the industry.

In this role, you will

  • Retention email and SMS campaign coordination: Assist in the planning, creation, and scheduling of email and SMS campaigns focused on nurturing existing customers to enhance customer lifetime value, ensuring all details are aligned and campaigns are deployed on time.
  • Automated workflow support. Partner with Customer Communications Specialist and Sales team to maintain and optimize automated workflows to nurture existing customers through the retention funnel with targeted messaging.Audience segmentation. Use CRM tools and data to segment audiences and deliver highly targeted retention campaigns tailored to specific customer personas.A/B testing. Conduct A/B tests on retention campaigns to optimize subject lines, calls-to-action, and offers for maximum engagement and conversions.
  • Campaign adjustments: Support the team in implementing adjustments to campaigns based on feedback and basic performance trends.
  • Performance tracking: Update tracking spreadsheets and record key metrics (e.g., open rates, click-through rates, conversion rates), to identify trends, measure campaign success, and provide actionable insights to the team.
  • Feedback integration. Collaborate with Customer Communications Specialist and Customer Support teams to incorporate feedback into retention campaigns and identify opportunities to improve customer satisfaction and loyalty.
  • Follow style guides + processes: Ensure consistency in communication by developing and maintaining style guides and best practice documentation.
  • Compliance and best practices. Maintain alignment with data privacy regulations and CRM best practices to ensure ethical and effective data use.

About you

We’re seeking a detail-oriented CRM Coordinator with expertise in retention email campaigns and CRM tools like HubSpot. Driven by empathy and a commitment to helping others, you excel at crafting targeted campaigns, analyzing data, and optimizing workflows to drive lead generation and conversions. Organized and collaborative, you align CRM strategies with broader retention goals while supporting Boundless’s mission to empower immigrant families.

  • Education: Bachelor's degree in marketing, communications, or a related field.
  • Experience: 3+ years of demonstrated experience in an email marketing environment.
  • Skills:
    • Proficiency in CRM platforms (HubSpot preferred) with experience in campaign management, segmentation, A/B testing, and automation workflows.
    • Strong analytical skills with the ability to interpret retention-specific metrics (e.g., customer lifetime value, re-engagement rates) and generate actionable insights.
    • Excellent English language skills, with clear and professional writing suitable for customer interactions and internal documentation.
    • Experience in developing personalized email campaigns to support customer loyalty.
    • Proficient in using spreadsheets (Google Sheets, Excel) to update tracking metrics, including open rates and click-through rates, and assist in basic performance analysis.
    • High levels of creativity, resourcefulness, and adaptability.
    • Proven ability to meet deadlines and manage multiple projects.
    • Strong organizational skills with experience managing digital resources in Google Drive, maintaining updated and accessible content for team use.
    • Meticulous in following style guides, ensuring quality, consistency, and alignment with brand voice across all communications.
    • Ability to recognize trends in campaign data and support team efforts to make adjustments that enhance engagement.
    • Proven ability to work effectively in a hybrid, cross-functional environment, supporting team members across different time zones.
    • Knowledge of data privacy regulations (e.g., GDPR, CAN-SPAM) and best practices for customer communication.
  • Preferred Skills:
  • Experience with loyalty programs or customer engagement strategies.
  • Familiarity with tools or platforms that measure customer lifetime value (CLV) or net promoter score (NPS).

Key KPIs

    • Email-driven traffic to Boundless website
    • Email and SMS engagement metrics (e.g. click-through rate, bounce rate, unsubscribe rate, etc.)
    • A/B test implementation
    • Customer feedback loop: integrating customer feedback into retention strategies.
    • Net promoter score (NPS)
    • Conversion rate

Why work for Boundless? 

Boundless offers employees the unique opportunity to grow professionally as leaders in the online immigration industry while driving positive social change. Every employee is essential to achieving our core mission of empowering every family to navigate the immigration system more confidently, rapidly and affordably.  

We are trailblazers in the online immigration space because we aren’t constrained by convention - We think without bounds. Boundless is a place for employees who aren’t afraid to continuously try new things. We value a spirit of inquiry and look for individuals who ask questions and challenge ideas to move us forward, to understand the why. We encourage our employees to focus on outcomes over output and to address complex challenges with simple solutions. Boundless is all about ownership, accountability, and flexibility in how we approach our individual company roles, and the industry as a whole. 

Location

Seattle. 2 days/week in-office. 

Compensation

Compensation for this role includes both cash and equity. The starting base salary for this position is typically $70,000-$74,000.  Total compensation offered for this role will be dependent on the candidate's experience, qualifications, skills and abilities as demonstrated in the interview and hiring process. Additionally, Boundless offers its U.S. full-time employees benefits, including medical, dental, vision, 401K match, life and AD&D insurance, short-term disability insurance, commuter benefits, flexible spending accounts, pet insurance discounts, and cell phone plan discounts. 

Top Skills

CRM
Excel
Google Sheets
Hubspot
The Company
HQ: Seattle, WA
170 Employees
Hybrid Workplace
Year Founded: 2017

What We Do

Boundless is a Series B technology company providing immigrants with the tools, information, and personalized support to navigate their immigration journey with confidence. We’re a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. Just like millions of other families, we’ve had to choose between paying thousands of dollars in legal fees or spending months trying to figure out how to do everything ourselves. We knew there had to be a better way. That’s what we’re building, after hundreds of conversations with families, immigration lawyers, and government officials — a trusted partner and guide for your entire immigration journey.

Why Work With Us

Boundless is disrupting the status quo, and paving the way for Immigration Tech. To make a meaningful difference in the lives of immigrants, we think without bounds by reimagining the immigrant experience. We are building a culture that reinforces inclusion and belonging, not just for our employees, but also for our customers.

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