Level Agency
Level Agency
51 – 200 Employees
B2BMarketingMedia
Level Agency is a Pittsburgh-based performance marketing agency that helps organizations turn advertising into measurable customer action. Its work spans performance media planning and buying, data-led strategy, content creation, and marketing automation for clients in education, e-commerce, B2B, and financial services. Teams use testing and analytics to improve return on ad spend, build market share, and strengthen customer loyalty, adapting campaigns as they learn what works.

CRM Specialist, Customer Journey Strategy

Shape and improve customer journeys at Level Agency, an AI-powered performance marketing agency. Use CRM data to develop lifecycle strategies for clients across the United States and Canada.

Description

  • Facilitate customer journey discovery through client and internal workshops and interviews.
  • Create maps of current and proposed customer journeys.
  • Spot journey friction, drop-offs, and missed opportunities.
  • Turn findings into prioritized, measurable recommendations supported by business cases.
  • Query CRM data to test hypotheses, estimate audience sizes, and investigate performance issues.
  • Review CRM data and model quality, then recommend practical improvements.
  • Develop audience segmentation strategies and personalization frameworks.
  • Convert journey strategies into requirements ready for implementation.
  • Set up and refine CRM journeys, audience segments, and campaigns.
  • Work with CRM specialists and developers to review build logic, entry and exit criteria, and decision rules.
  • Set KPIs and measurement plans, assess results, and design A/B, holdout, and multivariate tests.
  • Share findings and recommendations with internal teams and client stakeholders.
  • Recommend ways to address architectural and cross-team challenges.
  • Record journey maps, data findings, and recommendations.
  • Try AI tools, document what you learn, and share practical use cases.

Requirements

  • Experience supporting customer journey mapping or customer experience projects, from discovery through recommendations.
  • Practical experience with at least one of Salesforce Marketing Cloud, Adobe Campaign or Adobe Journey Optimizer, or Microsoft Dynamics 365, and working familiarity with at least one other platform.
  • Ability to access, query, and interpret CRM data independently using SQL, data extensions, Adobe workflows and queries, Advanced Find, FetchXML, or views.
  • Strong knowledge of lifecycle marketing.
  • Ability to turn strategy into implementation requirements and build or refine journeys and segments.
  • Comfort with data analysis and measurement, including setting KPIs, interpreting performance trends, and designing tests.
  • Strong facilitation, storytelling, and presentation skills.
  • Clear written and spoken communication.
  • Bachelor’s degree in Marketing, Information Systems, Business, Computer Science, or a related field, or four additional years of equivalent professional experience.
  • Three to five years of experience in CRM, lifecycle marketing, or customer experience.
  • Practical experience with an enterprise CRM or marketing automation platform.
  • Exposure to journey strategy or customer experience projects.
  • Ability to use AI tools in the role.
  • Must live in the United States or Canada.
  • Visa sponsorship is not available.

Benefits

  • Fully remote work in the United States and Canada.
  • Monthly work-from-home stipend.
  • Summer Fridays.
  • Unlimited paid time off in the United States.
  • Competitive vacation allowance in Canada.
  • Parental and family leave options.
  • Comprehensive health benefits.
  • Mental health support.
  • Company-paid disability and life insurance.
  • Employer retirement contributions: 401(k) in the United States and RRSP matching in Canada.
  • Quarterly performance reviews.
  • Career growth opportunities.

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