Responsibilities

• Client Management & Collaboration
• Serve as a day-to-day CRM contact for assigned client accounts, presenting as a confident subject matter expert to senior client leadership.
• Participate in client meetings and translate business needs into actionable CRM and email marketing initiatives.
• Manage incoming CRM, email marketing, and marketing automation requests across multiple clients and projects.
• Build and maintain strong client relationships through proactive communication, reliable execution, and strategic recommendations.
• Collaborate cross-functionally across internal teams rather than operating as a siloed function.
• CRM Architecture & Strategic Direction
• Own CRM database architecture and structure, including field governance and data model decisions that prevent unmanaged, overbuilt instances.
• Guide and direct technical/development resources (including outside Salesforce development partners) on structure, feasibility, and best practice.
• Proactively identify and recommend the next tools, integrations, or approaches to evolve the CRM function — rather than waiting for requests.

Requirements

• 4+ years of CRM, email marketing, or marketing automation experience.
• Salesforce or Salesforce Marketing Cloud experience required.
• Agency experience required.
• Demonstrated experience with CRM database architecture and strategy — able to speak to specific, concrete examples of systems built or structured, not just familiarity with concepts.
• Proven experience managing multiple client accounts and competing priorities simultaneously.
• Hands-on experience building and deploying email marketing campaigns.
• Experience managing CRM databases, forms, workflows, and lead generation processes.
• Experience guiding or directing technical resources (internal or vendor) on CRM build-out.
• Ability to learn and navigate multiple CRM platforms quickly.
• Strong project management and organizational skills.

Preferred

• Zoho CRM
• Splash
• Other CRM and marketing automation platforms

Benefits

• medical, dental, vision, life and disability coverage
• HSA employer contributions
• flexible spending accounts
• employee assistance resources
• paid time off
• paid parental leave
• voluntary benefits designed to support your overall well-being