AI-Forward ABM & CRM Strategist

USA (Remote)

Salary Not AvailableFull time

Posted 2 months ago

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Job Description

We are looking for someone who can own the space between strategy and execution in account-based marketing, outbound programs, CRM systems, and modern AI-powered revenue workflows.

This is not a pure strategist role and it is not a narrow admin role.

We want someone who can hear a client’s goals, scattered ideas, and sales challenges, turn that into a smart ABM and CRM plan, present the plan confidently, and then actually help build and launch it.

This person should be able to think through account selection, segmentation, outreach structure, workflows, lead scoring, handoff between marketing and sales, and campaign optimization. They should know the major platforms, but also be actively exploring the newer AI tools reshaping outbound and account targeting.

They should be the kind of person who can say:

  • here is who we should target
  • here is how we should segment them
  • here is the outreach motion
  • here is how HubSpot or Salesforce should support it
  • here is how we score intent and engagement
  • here is how we launch and improve it over time
What this person will do
  • Strategize account-based marketing programs for clients and internal initiatives
  • Build target account lists, segmentation models, and outreach logic
  • Plan and help implement multi-channel outbound programs across email, LinkedIn, and related channels
  • Configure or guide CRM and automation support in HubSpot, Salesforce, and similar platforms
  • Set up lead scoring, engagement scoring, funnel stages, and basic workflow logic
  • Translate client goals and messy inputs into clear campaign systems
  • Present recommendations and strategic direction to clients with confidence
  • Help launch programs, monitor performance, and optimize based on real results
  • Bring forward new AI tools, outbound platforms, and experimental approaches that improve effectiveness
  • Help us strengthen our commercial credibility in ABM, outbound, and revenue system work
What we are really looking for
  • Someone who understands both ABM strategy and CRM execution
  • Someone who can think commercially, not just technically
  • Someone who can interpret, not just take orders
  • Someone who can build and launch, not just make decks
  • Someone who is genuinely AI-forward and curious about emerging outbound and revenue tech
  • Someone who can operate as a subject matter expert with clients, not just a behind-the-scenes specialist
What this role is not
  • Not a pure Salesforce or HubSpot administrator
  • Not a generic demand gen manager
  • Not a pure copywriter or campaign coordinator
  • Not someone who only knows legacy workflows and is behind on AI
  • Not someone who just talks strategy but cannot make it real
The kind of person who will thrive here
  • You are comfortable in ambiguity and good at turning scattered ideas into clear programs
  • You know how to connect targeting, messaging, workflows, scoring, and outreach into one coherent system
  • You can explain your thinking clearly to clients and internal teams
  • You are hands-on enough to help implement what you recommend
  • You like experimentation and stay close to emerging AI tools and outbound tech
  • You care about outcomes, not just setup
Platforms / tools familiarity we care about
  • HubSpot
  • Salesforce
  • LinkedIn outreach tools
  • Email sequencing platforms
  • CRM and automation workflows
  • Lead scoring / engagement scoring
  • AI-powered outbound and prospecting tools
  • List building / enrichment platforms
  • ABM and campaign reporting 

Job Details

  • This is a fully remote role with some preference to candidates in Ohio.
  • We are looking for Contract-To-Hire or Full-Time
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Insivia

Insivia helps companies win buyers faster in a world where buyers have more power, more information, and increasingly... artificial intelligence on their side.For more than two decades, we’ve helped B2B organizations grow by understanding how buyers actually think, evaluate risk, and make decisions.Today, that behavior is changing rapidly.AI is reshaping how buyers research, compare solutions, challenge claims, and validate decisions. The companies that win are those that align their strategy, messaging, experiences, and teams with how modern buyers actually behave.That’s where we focus.Insivia is a buyer-centric consulting and digital agency that helps organizations influence buyer perception, accelerate trust, and convert demand into revenue.Our work spans four core areas:Buyer Research & StrategyDeep buyer intelligence, positioning, and messaging frameworks that align your company around real buyer motivations and decision drivers.Demand & VisibilityModern marketing strategies designed for the moments buyers are actively evaluating solutions.Digital ExperiencesWebsites, tools, and interactive experiences designed to guide buyers toward confident decisions.Sales & Product AlignmentSales enablement, validation systems, and customer experience strategies that reinforce buyer confidence after the first interaction.We also created BuyerTwin, a platform that allows organizations to simulate and interact with AI-powered buyer profiles to test messaging, experiences, and decisions before going to market.The future of growth belongs to companies that deeply understand their buyers.We help organizations build that advantage.

Founded in 2002
Cleveland, Ohio, USA
19 employees (7 in marketing)