CRM & Lifecycle Marketing Coordinator
Role Overview
The CRM & Lifecycle Marketing Coordinator will keep Topstep's CRM instance clean, organized, and running smoothly. This role owns the day-to-day operational health of the CRM: database hygiene, subscription management, folder and file organization, campaign setup and tracking, and QA, and will provide hands-on execution support for lifecycle and evergreen email programs.
The ideal candidate is highly organized, detail-obsessed, and comfortable owning recurring, process-driven work. You're curious about marketing technology and enjoy exploring and standing up new tools, and you take pride in a well-maintained system that others can rely on. You will work closely with the Sr. Lifecycle & CRM Marketing Lead and collaborate with Creative and QA partners to keep lifecycle communications running without a hitch
Key Skills for This Role
Full Job Posting
Summary
The CRM & Lifecycle Marketing Coordinator will keep Topstep's CRM instance clean, organized, and running smoothly. This role owns the day-to-day operational health of the CRM: database hygiene, subscription management, folder and file organization, campaign setup and tracking, and QA, and will provide hands-on execution support for lifecycle and evergreen email programs.
The ideal candidate is highly organized, detail-obsessed, and comfortable owning recurring, process-driven work. You're curious about marketing technology and enjoy exploring and standing up new tools, and you take pride in a well-maintained system that others can rely on. You will work closely with the Sr. Lifecycle & CRM Marketing Lead and collaborate with Creative and QA partners to keep lifecycle communications running without a hitch
CRM Platform & Database Management
Keep contact lists clean and healthy: merge duplicate records, process unsubscribes/unbounce requests, and audit subscription and preference center settings to ensure they work as intended.
Maintain the folder structures and naming conventions for content, creative, and file assets within HubSpot so teams can find what they need.
Explore and evaluate new HubSpot tools and features as they roll out (e.g., AI features, surveys, HubDB, ASO) and lead hands-on setup and configuration.
Serve as the go-to owner for day-to-day CRM hygiene and platform upkeep.
Campaign & Lifecycle Execution Support
Support lifecycle and evergreen email programs by monitoring for breaks or errors, tracking send volume, and flagging opportunities for improvement.
Set up and configure campaigns in the CRM to ensure proper tracking and attribution of email performance.
Partner with QA teams to run pre-send testing (rendering, links, personalization tokens, deliverability) across lifecycle and campaign emails.
Cross-Functional Collaboration
Work closely with Engineering, Marketing Operations and Analytics teams.
Coordinate with Creative and Brand partners on asset intake, organization, and file handoffs.
Support QA and testing partners to ensure every send meets quality standards before launch.
Required Qualifications and Key Competencies
- 3+ years of experience in email marketing operations, CRM administration, or marketing operations.
- Highly detail-oriented and organized, with a strong sense of ownership over recurring, process-driven work.
- Experience with database hygiene practices such as deduplication, list segmentation, and subscription/preference management.
- Familiarity with QA and testing processes for email campaigns.
- Basic email building and scheduling experience.
- Experience in Google slides for process document creation.
- Must have basic HTML knowledge (CSS and Handlebar (Or equivalent) is a plus).
- Curiosity and comfort exploring and adopting new marketing technology and tools.
- Strong communication skills and the ability to collaborate cross-functionally with Creative, QA, and Marketing partners.
Preferred Qualifications and Key Competencies
- Hands-on HubSpot experience.
Company Culture & Perks
- Topstep is an engaging working environment which ranges from fully remote to hybrid. We foster a culture of collaboration with cameras on during meetings and a robust Slack environment for communication.
- Seven Company-paid Holidays and generous Family Leave. Paid time off is front-loaded.
- Competitive 401(k) matching, health, dental, and vision insurance is offered for full time employees.
- Vacations are encouraged with a bonus for taking 5 consecutive days. Employee referrals are bonused. Topstep offers a food and groceries budget and contributes towards health and wellness.
New Hire Base Salary Range
- $33.65 - $40.87 hourly.
- Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.
- The compensation offered will take into account internal compensation structure and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.
Equal Opportunity Employer
Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.
Interested in the role? Apply today with your resume!
The collection, use, and handling of your data provided in response to this job posting is described further in our Privacy Policy. If you are a California resident, please review our California Notice at Collection.
Notice of Use of Artificial Intelligence in Recruitment and Hiring: Notice Pursuant to 775 ILCS 5/2-102(L). Topstep LLC uses artificial intelligence ("AI") in connection with its recruitment and hiring process. Examples include, but are not limited to, AI tools used to improve job descriptions, generate interview questions, draft communications, assist with scheduling, and source candidates, as well as AI features built into third-party platforms such as LinkedIn, Indeed, and Glassdoor. Topstep will not use AI that has the effect of subjecting employees or applicants to discrimination on the basis of any protected class under the Illinois Human Rights Act.
The collection, use, and handling of your data provided in response to this job posting is described further in our Privacy Policy . If you are a California resident, please review our California Notice at Collection .
About Topstep
Topstep is a private futures proprietary trading firm that evaluates traders and offers paths to funded trading.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Topstep
General Ledger Manager
, USA
Summary The GL Manager is a hands-on people leader who owns payroll accounting, prepares equity rollforwards, oversees accounts payable (coding and payouts), and performs monthly flux/variance analysis (including COGS vs
Graphic Designer - Prop
, USA
Summary The Graphic Designer role will help bring the Topstep brand to life across a wide range of digital and marketing initiatives. This role is dedicated exclusively to the Prop Trading team, creating compelling visua
Senior Manager, Trader Onboarding & Identity Operations
, USA
Summary: The Senior Manager, Trader Onboarding & Identity Operations is a strategic operational leader within the Trust & Resilience department, responsible for the overarching strategy, performance, regulatory complianc
Trader Onboarding Analyst
, USA
Summary The Trader Onboarding Analyst plays a critical foundational role within the Trust & Resilience organization, responsible for executing high-volume identity verification, initial document checks, and basic risk sc
High Risk Trader Onboarding Analyst
, USA
Summary The High Risk Trader Onboarding Analyst is an operational investigator within the Onboarding & Identity Operations team, responsible for reviewing elevated-risk Identity Verification (IDV) exceptions, performing
Senior Manager, Privacy Program
, USA
Summary: The Senior Manager, Privacy Program is a strategic leader of user data integrity and technical governance at Topstep. In a dynamic financial environment where sensitive personal and trading data is paramount, th
Engineering Manager, Trading Platform
, USA
Summary Topstep is looking for an Engineering Manager to lead a team within Trading Platform, the organization that builds and runs TopstepX. The platform spans order flow and execution, market data, and the services and
Senior Software Engineer, TRM
, CAN
Summary As a Senior Software Engineer on Topstep's TRM Engineering team, you'll build the products funded traders and our internal teams use every day: the trader-facing web experience, account and onboarding flows, pay
General Ledger Manager
, USA
Graphic Designer - Prop
, USA
Senior Manager, Trader Onboarding & Identity Operations
, USA
Trader Onboarding Analyst
, USA
High Risk Trader Onboarding Analyst
, USA
Senior Manager, Privacy Program
, USA
Engineering Manager, Trading Platform
, USA
Senior Software Engineer, TRM
, CAN