Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed care, technology, and ROI design.
Title: CRM Specialist
Direct Manager Title: VP, Digital Experience
The Role
As the CRM Specialist, you will be instrumental in auditing, optimizing, and managing CRM platforms like HubSpot, Salesforce, and Epic. Your expertise will help identify areas for improvement, streamline workflows, and drive powerful marketing automation strategies that lead to better lead nurturing and customer retention. You will work alongside the Director of CRM and Data Intelligence for the process of auditing clients’ CRM systems, diagnosing inefficiencies, and ensuring they are optimized for maximum performance.
What You’ll Do
- CRM Auditing
- Conduct thorough audits of clients' CRM systems to assess current workflows, data integrity, automation strategies, and lead scoring models
- Identify gaps, inefficiencies, and opportunities for improvement
- Marketing Automation
- Design, implement, and refine automation strategies across various CRM platforms to enhance lead nurturing, customer retention, and campaign performance
- Lead Scoring
- Develop and optimize lead scoring models to prioritize high-potential leads, ensuring seamless transition from lead to customer
- Workflows & Campaigns
- Build and optimize workflows based on customer behavior and insights, ensuring marketing actions are triggered at the right moments to maximize engagement
- CRM Optimization
- Manage and maintain CRM systems to ensure alignment with business goals and customer needs
- Continuously improve system performance for better efficiency
- Reporting & Analytics
- Track and report on CRM performance, lead conversion rates, and marketing automation effectiveness
- Leverage insights to refine processes and optimize strategies
- Troubleshooting
- Address any CRM issues or challenges, providing swift, effective solutions that maintain system integrity
Ideal Qualifications
- Minimum 3 years of proven experience with CRM platforms (HubSpot, Salesforce, etc.)
- Strong background in CRM auditing, marketing automation, lead scoring, and workflow management
- In-depth knowledge of CRM system best practices and the ability to diagnose and resolve system inefficiencies
- Expertise in developing and refining lead scoring models and segmentation strategies
- Analytical mindset with the ability to translate CRM data into actionable insights that drive marketing effectiveness
- Exceptional attention to detail and strong organizational skills
Perks and Benefits
- Competitive Salary
- Health, Dental and Vision benefit packages to fit all types of lifestyles
- Life, Short- and Long-Term Disability Insurance paid 100% by the company
- FSA / HSA Options
- 401(K) with a generous company match program
- Flexible Paid Time Off (aka- unlimited)
- Paid Parental Leave
- Hybrid and Remote work schedules available
- Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
- Employee Referral Program
About Unlock:
Unlock Health redefines what a marketing and advertising agency can do in healthcare by breaking down walls that have existed for decades. We’ve combined the best teams in healthcare marketing to help every client live their mission – to promote, maintain, and restore health. Our “super agency” approach connects creative, content, and strategy to remove the guesswork from growth, measured by ROI technology. By bringing together the top talent in the industry, we are reshaping the future of healthcare marketing.
We believe our business can only grow by including our Vision and Values in everything we do. Our hiring process is no different. We interview and hire based on our values, which you can learn more about here.
Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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Top Skills
What We Do
Unlock Health is a technology and services growth platform that connects the dots across managed care and marketing to help healthcare providers solve today's urgent growth needs while building sustainable performance for the future.
Health systems have spent decades limited by the walls separating patient acquisition campaigns, payor contracts, pricing strategy, and the necessary data and technology required to analyze supply/demand, understand markets, and prove ROI. By breaking down those barriers — and delivering the right mix of consulting, services, and tech enablement to fill the gaps — Unlock Health will enable a massive leap forward in growth and performance.
We have brought together the premier network of health and healthcare agencies including SPM, GLC, Dreamscape, and Centretek with industry innovators, Eruptr and DECODE to deliver sustainable growth and CFO-defensible ROI.
We are unlocking the potential that exists within providers to increase revenue, manage costs, and create healthier communities. Together, we're taking the guesswork out of growth
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