CRM & Email Marketing Coordinator

About Apex Service Partners:

Apex Service Partners is a national leader in residential HVAC, plumbing, and electrical services, with 14,000 teammates across more than 225 locations in 46 states and over $3.5 billion in annual revenue.

With backing from Alpine Investors and a strategic minority investment commitment from Apollo-managed funds, we combine substantial financial resources, national expertise, and growth opportunities with the local leadership and trusted brands that make our businesses successful.

Our mission is to elevate the trades by investing in people and serving the operators who lead them.

Whether leading a local business or supporting our partners on the national team, we share one purpose: give our teams the tools, talent, and support to build exceptional businesses, create meaningful careers, and deliver outstanding service to their communities.

Mission of the Role:

Apex Service Partners is seeking a highly motivated CRM & Email Marketing Coordinator to join our marketing team.

As part of the CRM team, this role will support the day-to-day execution of customer communications across email, SMS, marketing automation, and lifecycle marketing programs. The CRM & Email Marketing Coordinator will help manage campaign intake, production calendars, assets, approvals, documentation, quality assurance, and repeatable campaign execution within Apex's Customer Data Platform (CDP).

The CRM team supports customer communications across a growing portfolio of home-service brands, combining locally relevant marketing with scalable lifecycle programs, customer data, automation, and cross-channel engagement. This role is an opportunity for an early-career marketer to develop hands-on experience in CRM, email and SMS marketing, customer journeys, marketing technology, and campaign operations while contributing to a growing enterprise CRM program.

The day-to-day responsibilities of this position will consist of:

• Support the execution of email and SMS campaigns, including local, recurring, promotional, and other customer communications using approved templates and established processes.
• Build, update, QA, schedule, and deploy routine campaigns within the CDP with guidance from CRM Specialists and CRM leadership.
• Manage and organize incoming CRM campaign requests, ensuring required information such as offers, timing, audience needs, disclaimers, creative assets, and approvals is captured before production begins.
• Maintain CRM production calendars, campaign statuses, deadlines, and workflow documentation to help ensure campaigns remain organized and on schedule.
• Coordinate campaign assets and handoffs between CRM, Creative, regional and market marketing teams, and other internal partners.
• Proactively follow up on outstanding information, creative assets, proofs, feedback, and approvals to keep campaigns moving through the production process.
• Support campaign audience setup using established segmentation, audience targeting, eligibility, and suppression criteria, escalating more complex audience or data questions to CRM Specialists or CRM leadership.
• Conduct comprehensive campaign quality assurance (QA), including proofreading, link checks, personalization, offer and disclaimer validation, audience confirmation, template review, and deployment settings.
• Support email render testing across devices and email clients and help troubleshoot common template or formatting issues.
• Support recurring production programs including local campaigns, monthly offers, and other standardized CRM communications.
• Assist with new-brand CRM activation, including campaign setup, content and asset organization, testing, documentation, and other repeatable onboarding activities.
• Support lifecycle marketing and automated customer journey execution by assisting with campaign setup, content updates, QA, testing, and ongoing program maintenance.
• Assist with A/B testing by setting up approved tests, documenting test variations, validating execution, and compiling results.
• Support basic CRM campaign reporting and analytics, including gathering performance metrics and maintaining recurring reports or campaign documentation.
• Maintain organized CRM documentation, campaign records, templates, naming conventions, checklists, process resources, and other materials that support efficient team operations.
• Identify recurring questions, workflow challenges, or opportunities to improve templates, documentation, processes, and campaign production.
• Develop proficiency in email marketing, SMS, lifecycle marketing, marketing automation, CRM operations, customer segmentation, and CDP best practices.
• Support additional CRM and lifecycle marketing initiatives as needed.

Role Requirements:

• Strong organizational and project coordination skills with the ability to manage multiple campaigns, deadlines, and details at once.
• Exceptional attention to detail and a disciplined approach to proofreading and quality assurance.
• Strong written and verbal communication skills with the ability to follow up effectively and coordinate work across multiple teams.
• Interest in developing hands-on expertise in CRM, email marketing, SMS, lifecycle marketing, and marketing automation.
• Ability to learn marketing technology and become comfortable working within an ESP, CRM, marketing automation platform, or Customer Data Platform (CDP).
• Ability to follow established campaign processes while recognizing when an issue, audience question, or business request should be escalated.
• Comfortable working with data, spreadsheets, campaign requirements, and detailed information.
• Ability to prioritize work and stay organized in a fast-moving environment with multiple campaigns and competing deadlines.
• Strong collaboration skills and the ability to work effectively with CRM, Creative, regional and market marketing teams, and other internal partners.
• Commitment to maintaining the accuracy, brand standards, and customer experience of Apex's portfolio of brands.

Experience:

• Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent relevant professional experience.
• 1-3 years of experience in marketing, CRM, email marketing, digital marketing, marketing operations, project coordination, or a related field.
• Internship, academic, or professional experience supporting email marketing, digital campaigns, CRM, marketing automation, or marketing operations is preferred.
• Familiarity with an email service provider (ESP), CRM, marketing automation platform, or CDP is preferred but not required. Experience with Blueshift, Salesforce Marketing Cloud, HubSpot, Marketo, Klaviyo, Braze, or similar platforms is beneficial.
• Basic understanding of email marketing, customer journeys, audience segmentation, campaign management, and lifecycle marketing is beneficial.
• Basic knowledge of HTML/CSS for email is beneficial but not required.
• Experience with Excel or Google Sheets and comfort working with structured data is preferred.
• Familiarity with A/B testing, email analytics, campaign reporting, personalization, or dynamic content is beneficial.
• Experience with ServiceTitan or marketing within a multi-location, franchise, home-services, or similarly distributed business model is beneficial but not required.

Personal Characteristics:

• Highly organized with strong attention to detail.
• Takes ownership of assigned work and follows through on commitments.
• Proactive about communicating status, asking questions, and identifying missing information.
• Curious and motivated to learn CRM, customer marketing, marketing technology, and the business behind the campaigns.
• Comfortable working within established processes while looking for opportunities to make them better.
• Able to manage repetitive or process-driven work with consistency and accuracy.
• Collaborative and comfortable working with multiple teams and stakeholders.
• Uses sound judgment and understands when to independently resolve an issue versus ask for guidance or escalate it.
• Receptive to feedback and motivated to continually build new skills.
• Resourceful, dependable, and comfortable operating in a fast-moving environment.
• Demonstrates strong integrity, professionalism, and respect for others.

Other:

• Location: Dallas/Fort Worth, Texas (Hybrid, 4 days per week in office)
• Compensation: $50,000 - $60,000
• Benefits: Medical, dental, and vision coverage; unlimited PTO; 401(k) matching