CRM and Email Marketing Specialist

About Us:

Profit Wise Accounting is a full-service accounting and tax firm dedicated to providing exceptional services in tax planning, payroll, bookkeeping, and business consulting. We focus on client satisfaction and strategic growth, and we are looking for a Marketing Specialist to help enhance our client communications through CRM management and email marketing campaigns. We are a firm that focuses on the small and medium size businesses and the owners of those businesses. At Profit Wise we are here to help Business owners achieve their personal and financial goals through the growth of their business Our firm uses the latest technology to processes to get our work done as efficiently as possible while best serving our clients – and continually improving. We have built a sterling reputation in our community and we take this very seriously – delivering high-quality, high-value, and unparalleled customer service – always!

Job Overview:

We have a comprehensive marketing plan in place, We are seeking an experienced Marketing Specialist to implement and manage our CRM (Customer Relationship Management) system and run automated email marketing campaigns. You will be responsible for setting up, optimizing, and maintaining a CRM system tailored to our business needs, ensuring client engagement, retention, and lead nurturing.

Key Responsibilities:

CRM Management:

• Set up and configure a CRM system to track and manage client data.
• Ensure the CRM system is optimized for efficient workflow and client segmentation.
• Train team members on CRM usage and best practices.
• Regularly update and clean the database to ensure data accuracy.

Email Marketing Campaigns:

• Design, build, and execute automated drip email marketing campaigns.
• Develop targeted email campaigns based on client segments, purchase history, and engagement data.
• Analyze campaign performance and make data-driven decisions to optimize future campaigns.
• Write engaging and relevant email copy that aligns with Profit Wise’s brand and business goals.

Client Engagement & Nurturing:

• Create strategies to increase client retention through automated follow-ups, newsletters, and special promotions.
• Segment clients based on their needs (e.g., tax clients, payroll clients) and ensure personalized communication.
• Monitor open rates, click-through rates, and conversion rates to assess the effectiveness of campaigns.

Qualifications & Skills:

• Proven experience with CRM systems (HubSpot, Salesforce, Zoho, etc.).
• Strong experience in email marketing and automation tools.
• Excellent written communication and copywriting skills.
• Strong analytical skills to interpret campaign performance data.
• Familiarity with email marketing regulations and best practices (CAN-SPAM, GDPR compliance).
• Ability to work independently, meet deadlines, and manage multiple projects simultaneously.

Benefits:

• Competitive salary and benefits package.
• Bonus structure.
• 401k Matching
• Health Insurance
• Opportunity for growth and professional development.
• Collaborative team culture.

How to Apply:

Please send your resume and a cover letter detailing your experience with CRM systems and email marketing campaigns to [Sharon@profitwiseaccounting.biz. Include examples of past campaigns and metrics.

Our Core Values:

• We Are Inspirational — We look at how we conduct business in a very specific way. Everything that we do is bigger than we are. We show up to accomplish the things that will make our team more impactful, our client’s businesses stronger, and to chase our potential so that we can achieve our personal, professional, and financial goals.
• We Are Disciplined — We do the things we say we’re going to do. This dedication to discipline starts at the individual level.But we don’t just think or talk about discipline, we pursue it through our actions. We train every single day in order to continue learning and growing to reach and then further stretch our potential.
• We Are Accountable — Accountability is central to success. We’re in the business of holding ourselves and our clients highly accountable to their goals. True growth doesn’t happen by accident. We believe that extreme accountability yields extraordinary results.
• We Are Aligned — This value is my favorite. We only hire growth oriented people. We can’t grow if our team members aren’t serious about their own personal, professional, and financial growth. When we are all in alignment about goals, opportunities, areas of improvement, we can all win. Our teams, our clients, our entire organization is poised to win when we approach our business with an aligned mindset.
• We Are Results — At the end of the day, we are a business. Our clients hire us to grow their businesses, so every service offering we provide is designed to do one thing: deliver results. Being results-oriented as a core value focuses our thinking and helps us make good decisions.
• We Foster Continuous Learning – We are dedicated to creating a life-long learning environment whereby every individual is given the encouragement and opportunity to cultivate knowledge, enhance career development and achieve personal growth.
• Client Service – We have a passion for knowing our clients and their needs, for building lasting and mutually beneficial client relationships and for providing comprehensive services that help them create competitive advantages.

Job Types: Full-time, Contract

Pay: $22.00 - $29.00 per hour

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Work Location: Hybrid remote in Huntsville, AL 35801