About the Role - Associate, Marketing and Service Automation Specialist

We're looking for a Marketing and Service Automation Specialist who thrives at the intersection of data, automation, and personalized customer experience. This role is ideal for someone who enjoys translating broad marketing and investor communication concepts into scalable, automated journeys within Salesforce Lightning, Salesforce Marketing Cloud, and Salesforce Service Console —leveraging data, segmentation logic, and dynamic content. The role sits within the Member Relations team, which is responsible for sales and service to Crowd Street Members.

The top priorities of the Associate role are:

• Design and implement complex email journeys in SFMC, incorporating conditional logic, AMPscript, HTML, and behavioral triggers (e.g., clicks, form submissions)
• Create and manage custom Cloud Pages and Preference Centers that allow users to select communication cadence, topics, and frequency—then sync this data back into Salesforce CRM (SFDC) via data extensions or profile attributes
• Build interactive email experiences using radio buttons, dropdowns, and dynamic content that feed directly into subscriber profiles
• Set up automated list segmentation and bucket assignment based on recipient behavior (e.g., if user clicks Link A vs. Link B)
• Troubleshoot issues in existing email sequences and journeys, ensuring accuracy and proper flow
• Extract, clean, and normalize data from Salesforce for campaign use (heavy Excel work including VLOOKUPs, filtering, deduplication, etc.)
• Collaborate with broader marketing, sales, and product teams to translate business objectives into deployable marketing automation workflows
• Design, build and maintain reporting dashboards and analytics across the team’s marketing, sales and service operations
• Collaborate with internal teams, including Engineering, Sales and Operations on cross-departmental issues
  
  

Required Experience and Skills to be Successful:

• 4+ years of hands-on experience in Salesforce experience, with an emphasis on Marketing Cloud, including Automation Studio, Journey Builder, Email Studio, and AMPscript.
• 2+ years experience with HTML/CSS and dynamic content for email personalization.
• 2+ experience building and maintaining cloud pages and preference centers.
• Ability to work independently from broad direction or high-level requests and translate them into working SFMC implementations.
• Advanced proficiency in Excel (VLOOKUPs, conditional logic, filtering large datasets)
• Experience with Salesforce CRM data models and integration points with SFMC and other tools
• Experience with troubleshooting and optimizing journeys, managing complex data extensions, and aligning subscriber behavior with marketing strategy.
• Salesforce Certified Platform Administrator Preferred
  
  

Beneficial Skills and Experience:

• 4 year Bachelor’s degree
• Experience with financial services, fintech, or investment platforms
• Prior involvement in investor communications or regulated marketing workflows
• Familiarity with SQL for querying data extensions

Compensation & Benefits Statement

The estimated salary range for this position in a remote home office location is $80,000-$120,000 per year. Internal level, title, compensation for the final offer will be determined based on a variety of factors, including years of experience, skills, qualifications, and overall fit for the role.

In addition to base salary, we offer a comprehensive benefits package, which includes:

• Stock option equity to share in the company’s success
• Variable pay opportunities based on performance
• 401(k) plan with corporate match to support long-term financial well-being
• Flexible time off to support work-life balance
• Home office stipend to help create a productive remote workspace
• Comprehensive health benefits, including medical, dental, and vision coverage

We are committed to providing competitive compensation and benefits to support our employees' well-being and professional growth. Learn more about our benefits here.

About CrowdStreet

At Crowd Street, our purpose is to inspire and empower our members to achieve their financial ambitions—and that mission starts with us. We are the leaders of a movement to change how individuals access and invest in the private markets, breaking down barriers that once kept these opportunities in the hands of a select few.

Since 2012, we’ve connected our members with a marketplace of alternative investment opportunities, beginning with commercial real estate and now expanding into new asset classes. Each investment we bring forward is backed by our commitment to rigorous due diligence, clear communication, and an exceptional investor experience.

As a registered broker-dealer, we continue to raise the bar for transparency, access, and trust in the private markets. Every team member plays a role in this mission—whether by building tools, providing research, serving our members, or developing new opportunities. Together, we are shaping the future of investing and giving more people the ability to take control of their financial future.

At CrowdStreet, inclusion, equity, and diversity are necessary to achieve our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a variety of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the work that makes that possible.