Lead the setup, configuration, and optimization of CRM systems for new and existing clients across multiple industries. - Design and implement comprehensive sales funnels, lead nurturing sequences, and customer lifecycle campaigns. - Develop sophisticated segmentation strategies and automated workflows that align with client business objectives and customer behaviors. - Create and maintain CRM integrations with third-party tools, websites, and marketing platforms to ensure seamless data flow. Campaign Development & Management
Build and manage multi-touch marketing campaigns including email sequences, SMS campaigns, and automated follow-up systems. - Develop A/B testing strategies for campaign optimization, analyzing performance metrics to drive continuous improvement. - Create dynamic content and personalization strategies based on customer data and behavioral triggers. - Implement lead scoring models and qualification processes to improve sales team efficiency and conversion rates. Client Consulting & Support
Serve as the primary CRM expert for assigned client accounts, providing strategic guidance on platform capabilities and best practices. - Conduct training sessions and workshops for client teams on CRM usage, campaign management, and performance analysis. - Troubleshoot technical issues, optimize system performance, and recommend platform upgrades or migrations when needed. - Collaborate with internal teams to ensure CRM strategies align with broader marketing campaigns and business objectives. Data Management & Analytics
Maintain data hygiene standards, including list management, duplicate removal, and compliance with privacy regulations. - Create comprehensive reporting dashboards and provide regular performance analysis to clients and internal stakeholders. - Monitor key metrics including open rates, click-through rates, conversion rates, and customer lifetime value. - Identify opportunities for campaign optimization and revenue growth through data-driven insights. WHAT YOU HAVE
4+ years of hands-on experience with CRM platforms and marketing automation systems. - Preferred: Demonstrated expertise with High Level CRM (GoHighLevel) and Salesforce, including funnel building, automation setup, and advanced feature utilization. - Broad knowledge of major CRM platforms such as HubSpot, Adobe, ActiveCampaign, Klaviyo, Mailchimp, or similar systems. - Strong understanding of email marketing best practices, deliverability optimization, and compliance requirements (CAN-SPAM, GDPR). - Experience with API integrations, webhook configurations, and third-party tool connections. - Proficiency in HTML/CSS for email template customization and landing page optimization. - Analytical mindset with experience in campaign performance analysis and conversion rate optimization. - Excellent project management skills with the ability to handle multiple client accounts simultaneously. - Strong communication skills for client training, troubleshooting, and strategic consultation. - Proficiency in Google Suite, project management tools, and marketing analytics platforms. - Detail-oriented approach with a passion for process optimization and system efficiency. REPORTING STRUCTURE
This position reports to the SVP of Strategy. This position works collaboratively with Client Strategists and Project Managers across client accounts.
