CRM Specialist

CRM Specialist

Boyd CAT



Boyd CAT is looking for a CRM Specialist to create and deploy targeted marketing campaigns through our Microsoft Dynamics 365 CRM.



Boyd CAT, one of the oldest and largest Caterpillar dealers, is hiring for a CRM Specialist. In this new role, the CRM Specialist will play a critical role in developing targeted marketing strategies to drive machine sales, rental, parts and service for the construction, industrial, mining, paving and transportation industries for equipment manufacturers such as Caterpillar, Thomas Built Buses, Western Star Trucks, Genie, Sullair, Allmand and Widener.


  1. Bachelor’s Degree required in business, marketing or related social science
  2. 2-5 years’ experience
  3. Experience working in CRM, preferable Microsoft Dynamics
  4. Experience in working with email automation
  5. Strong verbal, written, persuasion, analytical, and interpersonal skills
  6. Excellent organizational and computer skills
  7. Knowledge of customer acquisition and retention strategies
  8. Ability to translate insights into actionable marketing recommendations
  9. Excellent time and project management skills, with the ability to manage detail work and communicate project status effectively
  10. Knowledge of Google Analytics, online and email KPIs, Social Media analytics
  11. Assist in the implementation of the enterprise solutions marketing strategy
  12. Willingness to learn, be trained, and coach
  13. Highly self-directed


  1. Assist with the Company’s marketing lead generation strategy and data integrity
  2. Maintain a high degree of discretion in handling confidential/sensitive information and exercise initiative in all assigned areas, high integrity and accountability standards
  3. Travel to branches or other locations as required to perform assigned duties; maintaining a valid operator’s license
  4. Leverages customer data to develop personalized and dynamic marketing content
  5. Manages data compliance and customer preference center
  6. Uses customer data, develops targeting and trigger-based life-cycle campaigns
  7. Positively interfaces with BI team, Inside Sales Representatives, e-Commerce and other key stakeholders within the organization to ensure data hygiene and data integration in CRM
  8. Evaluates and analyzes marketing campaign performance
  9. Leverages analytical tools like Google Analytics and FB Business Manager against company data to understand consumer behavior and to inform marketing efforts
  10. Develops reports based upon needs and request from Marketing Director, CRM Manager, ISR or others within the organization
  11. Processes, sources and assigns new leads in CRM
  12. Works with Caterpillar on accepting leads and lead feedback
  13. Works with team to implement optimization recommendations related to automated marketing campaigns
  14. Proactively assists the CRM Manager on CRM program
  15. Proactively assists the Marketing Director on key projects
  16. As a member of the Marketing team, proactively collaborates and cross-supports Advertising & Marketing Specialist and Events Specialist
  17. Manages Data input and analysis of Caterpillar Marketing programs
  18. Project a positive image by interacting with fellow employees, customers, and management in a cooperative, supportive, and courteous manner; display a professional attitude; comply with company dress code
  19. Create and maintain good communications (verbally and in writing) and relationships with other Company departments, branches, employees, outside vendors, and customers by addressing and resolving concerns quickly
  20. Follow all work, safety rules, and procedures
  21. Perform other duties as necessary and assigned


  • Full-Time W2 Employee with bonus potential
  • Full benefits including Medical, Dental, Vision, Disability, and Life Insurance
  • Wellness Program
  • Flexible, hybrid work environment
  • Paid time off
  • 401(k) savings with Company Match


We believe that working in the office fosters innovation, allows one to develop interpersonal skills, and helps you build new ideas and expand your knowledge. That’s why we’ve adopted a mixed remote work environment. This position allows for remote work with also reporting as directed to:

  • 10001 Linn Station Road, Louisville, KY 40223

Apply Link: