Role Description Our client is seeking a highly skilled CRM Specialist to manage, optimize, and maintain CRM systems that support digital marketing operations and internal workflows. This role is ideal for someone with strong technical expertise, sharp attention to detail, and proven experience handling CRM setups and automations in a digital marketing agency environment. What you’ll be doing: - Manage and maintain CRM systems to ensure data accuracy and reliability - Configure and optimize CRM workflows, automations, and pipelines - Coordinate with internal teams to align CRM processes with operational needs - Use ClickUp and GHL to support CRM-related workflows and integrations - Identify and resolve CRM inefficiencies while implementing improvements to enhance performance - Regularly communicate with internal stakeholders to ensure CRM usage aligns with business goals - Drive continuous improvement initiatives to optimize CRM functionality - Ensure internal teams follow established CRM processes and SOPs for consistent usage Qualifications - Minimum of 3 years of experience working as a CRM Specialist - Experience working with ClickUp, GHL, and other CRM/project management tools - Basic understanding of digital marketing factors, mainly SEO and Google Ads - Proficient with AI tools and technologies relevant to CRM and marketing automation - Strong communication skills to work with multiple internal stakeholders - Excellent organizational and problem-solving skills - Ability to work independently in a fast-paced, remote environment - Experience working in digital marketing agencies is required - US experience is required - Fluent in English, oral and written Requirements - Experience working in digital marketing agencies is required - US experience is required Benefits - Fully Remote - Working Hours: 9 am - 5 pm EST - Salary: USD 1200 - USD 1500 per month Company Description Our client is a digital marketing agency specializing in helping home service businesses grow through comprehensive digital solutions. They transform websites into lead-generating assets while building brand awareness through SEO, social media, and paid advertising campaigns.

• Define strategy, operating model, and priorities in partnership with the Executive Director • Set goals, performance measures, and annual objectives • Lead SOX transformation, control modernization, and automation initiatives • Drive continuous improvement and organizational maturity • Serve as a trusted advisor to senior leaders • Establish governance forums, charters, and decision frameworks • Manage executive reviews, steering committees, and planning sessions • Track commitments, decisions, and follow‑through • Design dashboards and scorecards for senior leadership • Report on control health, deficiencies, remediation progress, and audit readiness • Prepare materials for executive leadership and audit stakeholders • Lead the SOX Compliance Hub PMO • Oversee major initiatives, risks, dependencies, budgets, and resourcing • Coordinate efforts across process controls, IT controls, remediation, technology, and reporting • Lead executive and organizational communications • Develop leadership presentations and board‑level materials • Support change management for governance and transformation efforts • Support implementation of GRC tools and reporting automation • Standardize processes and improve scalability and transparency • Identify opportunities to increase efficiency through technology

• Own licensure and survey readiness. Lead preparation, on-site execution, and response for state licensure surveys, audits, and inspections in your states — including drafting plans of correction and driving every finding to closure. • Localize policies and procedures. Adapt and maintain operational policies and procedures for your states, capture state-specific regulatory variations, help develop the state-specific components of enterprise policies, and keep everything current as rules change. • Track the regulatory landscape. Monitor state-level developments in your markets — Medicaid bulletins, agency guidance, licensure rule changes, payor policy updates — translate them into actionable operational changes, and feed them to compliance leadership for enterprise integration. • Deliver training that sticks. Bring compliance training to your state operating teams, including onboarding, role-specific content, and refreshers tied to regulatory change, and help build the state-specific content behind it. • Monitor and remediate. Execute state-level program monitoring, support enterprise audit activities in your markets, and make sure findings get fixed — with trends flowing back into updated policies and training. • Be the partner operations counts on. Serve as the standing compliance partner to state operations leadership and the first call when a compliance issue arises in your states. • Your scope covers every health care delivery program we operate in your states today — Medicaid home health, HCBS waiver programs, and family caregiver services — and will grow to absorb new programs as we do.

• Drive and manage formal review process for external customer marketing content and campaigns including advertisements, promotional content, digital media, social media and product information, to ensure compliance with legal and regulatory requirements, including UDAP/UDAAP, and FTC advertising rules • Coordinate with Legal, Marketing, and other departments to obtain necessary approvals and feedback • Provide compliance advisory support to Product, Marketing, Legal, Sales, and other departments throughout product and campaign lifecycles • Provide comprehensive understanding of relevant consumer finance regulations (including Reg Z, V, DD, CC, B, E, etc.), industry standards, and internal policies across US and Canada. • Monitor and assess external industry trends and regulatory environment to help shape Marqeta's compliance strategy • Assist with regulatory responses and compliance advisory duties, as needed • Maintain awareness of compliance risks associated with client-specific product constructs • Assist with other compliance advisory duties, as needed. • Maintain strong relationships and coordinated efforts directly with Banking partners and Marqeta customers.