CRM Specialist Sr

About Us

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.

Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.

To learn more about us, visit www.financeofamerica.com

Purpose of Role

Responsible for the end-to-end production, quality assurance, deployment, and optimization of CRM email and SMS campaigns. Partners with CRM Strategy, Marketing Operations, Analytics, Creative, Technology, and other cross-functional teams to translate approved marketing strategies into accurate, scalable, and compliant customer communications while driving operational excellence, continuous process improvement, and production governance.

Key Responsibilities and Expectations

• Serves as the subject matter expert for CRM campaign production, audience development, quality assurance, and deployment activities.
• Builds, configures, tests, schedules, and deploys email and SMS campaigns using Salesforce Marketing Cloud and related marketing technologies.
• Develops recurring, triggered, automated, and ad hoc campaign audiences using Data Extensions, Contact Builder, SQL, segmentation, and suppression logic.
• Performs comprehensive quality assurance to validate campaign content, personalization, tracking, links, rendering, audience selection, and deployment readiness.
• Troubleshoots campaign, automation, audience, and deployment issues; conducts root cause analysis and coordinates timely resolution with cross-functional partners.
• Maintains production standards, governance documentation, deployment checklists, naming conventions, version control, and standard operating procedures.
• Performs light HTML, CSS, and AMPscript updates to support email template maintenance, personalization, and responsive rendering.
• Monitors production schedules, identifies technical risks, communicates issues proactively, and recommends mitigation strategies.
• Partners with CRM Strategy, Analytics, Marketing Operations, Creative, and Technology teams to ensure campaigns align with business objectives and customer journey requirements.
• Identifies opportunities to improve production workflows through automation, documentation, governance, and process enhancements while supporting team knowledge sharing.
• Performs other duties as assigned.

Reports To

• Manager Marketing CRM

Qualifications - Experience/Skills/Competencies

• Minimum 5 years of experience in CRM campaign production, marketing operations, email marketing, or marketing technology.
• Advanced hands-on experience with Salesforce Marketing Cloud, including Email Studio, Mobile Studio, Journey Builder, Automation Studio, Contact Builder, and Data Extensions.
• Experience building campaign audiences using SQL queries, segmentation, filters, exclusions, suppression logic, and Data Extensions.
• Experience building, testing, scheduling, deploying, QAing [LN3.1]and troubleshooting email and SMS campaigns.
• Working knowledge of HTML and CSS for email template maintenance; experience with AMPscript preferred.
• Strong analytical, troubleshooting, and root cause analysis skills with the ability to resolve production issues.
• Excellent organizational, communication, and project management skills with the ability to manage multiple priorities.
• Ability to work independently while collaborating effectively across cross-functional teams.
• Knowledge of email marketing best practices, compliance requirements, accessibility standards, and enterprise CRM operations.

Qualifications - Education - Required

• Bachelor’s degree or comparable qualifications

Qualifications - Education - Field(s)/Profession(s)

• Marketing, Communications, Information Systems or a related field.

Compensation

The base salary range for this position is ($85,000 - $100,000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.

Additional Information

The application deadline for the job opportunity is 9/21/2026.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. 

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.