Responsibilities

• Run discovery with each client to understand their commercial goals, KPIs and operational requirements
• Build and maintain a success plan per client, linking what they want to achieve to how the platform will be used
• Translate business goals into practical plans: segmentation, journeys, channel mix, data capture and reporting
• Hold regular reviews, including quarterly business reviews, that report progress against agreed outcomes
• Act as the client's trusted adviser on marketing automation best practice across email, SMS, WhatsApp, landing pages, pop-ups and automated journeys
• Audit client data quality, structure and consent, and recommend fixes that improve segmentation and results
• Help clients design segmentation logic, lead scoring and lifecycle journeys that reflect how their buyers behave
• Advise on forms, data capture, pop-ups and progressive profiling to grow the data clients hold
• Spot when a client is under-using the platform and coach them towards the features that move their KPIs
• Work with Support, Onboarding and Product to resolve technical issues and feed client needs into the roadmap

Requirements

• At least 3 to 5 years hands-on in an in-house marketing team, running a multi-channel marketing automation or orchestration platform day to day
• Direct experience with one or more platforms such as Force24, HubSpot Marketing Hub, Salesforce Marketing Cloud or Account Engagement, Dotdigital, Klaviyo, Campaign Monitor, Brevo, ActiveCampaign, Marketo or Braze
• Has personally built and optimised automated journeys end to end, not only briefed others to build them
• Solid understanding of marketing data: segmentation, data hygiene, field structure, imports, consent and GDPR
• Experience setting up forms, landing pages and data capture, and using them to grow and enrich a database
• Comfortable reporting on campaign performance and connecting it to commercial outcomes such as leads, pipeline, bookings or revenue
• Commercially confident: able to spot growth opportunities and make a value-based case for a client to invest further
• Confident presenting to and challenging senior marketing stakeholders
• Experience limited to sales CRM administration (for example Salesforce Sales Cloud or Pipedrive) does not meet this brief. We are looking for marketing platform experience.

Preferred

• Previous experience vendor-side or agency-side, managing a portfolio of clients
• B2B or considered-purchase marketing, where a salesperson or consultant closes the deal
• Sector experience in automotive retail, travel and leisure, recruitment, or financial services and wealth management
• Working knowledge of integrations, APIs and webhooks, and how data flows between systems
• Basic HTML and CSS for email, and strong Excel or SQL skills for data analysis
• Understanding of web tracking, lead scoring and attribution
• Platform certifications, for example HubSpot or Salesforce
• Interest in how AI is changing personalisation and campaign timing