Job Title: CRM & Campaigns Manager

Location: Coventry

Reports to: Marketing Manager

About Us

We’re not your typical accountancy practice. Yes, we deliver expert accounting, tax, and advisory services — but growth is at the heart of everything we do, for our clients and our business. That’s where you come in. We operate from modern premises in Coventry and provide excellent working conditions for everyone that chooses to create their career with Oldfield.

Our Values

• Own It: Take ownership, however difficult, and follow through. No excuses. Make the vision of transforming quality of life for business owners a reality for the clients you are responsible for.
• Be Passionate: A real drive to do the best that can be done, in the best possible way.
• Go Further: Dig beneath the surface, question and challenge, and look for the best answer rather than the easy one.
• Create Solutions: If the answer is not right there, you find it. Or you create it.
• Earn Confidence: Assurance with humility. Colleagues and clients trust your word and act on it.

Role Objective

Put Oldfield in front of the right business owners, consistently and turn that attention into qualified conversations for our sales team.

We are building the commercial engine that takes this firm to high growth. We are not short of things to say. We are short of the capacity to say them well, to the right people, often enough to matter.

That is what this role fixes. We need a deliberate, authority driven market presence.

What You’ll Own

• Campaign delivery: Idea to landing: The management & execution – every piece of outreach needs a reason behind it. You will lead on the angle, the audience, the copy, the design, the build in HubSpot, the test, the send, the follow-up. That includes our webinars and events. The Marketing Manager sets the calendar against business development priorities, sector focus and tax deadlines. You make it happen, on time, to a standard we are pleased to put our name to. The messaging has to hit the mark for owner managed businesses.
• Content that earns attention: Insight pieces, guides, case studies, event material, social and email. We are rebuilding our website - until that lands, your content has to work through the channels we control: email, social, events and the conversations our advisers are having. After it lands, you are the person who fills it. You will work with our specialists to get the substance right, then make it readable. Most technical experts manage the first part and not the second.
• Targeting and segmentation: We are not a volume business. Our ideal client is specific: owner-managed businesses of roughly £1m–£20m turnover in construction, manufacturing, wholesale and distribution, and business services. You use what HubSpot knows: sector, size, service history, engagement, to decide who gets what, and to make each campaign sharper than the last. Account based marketing becomes key here.
• Arming the sales team: Sequences, templates, decks and collateral that get used and stay current, plus support for account-based approaches on high-value targets. No adviser should be writing outreach from scratch or reaching for a document from two years ago. Consistency is key, and the right messaging and the right approach.
• Measurement and learning: Report honestly on what each campaign did, through to meetings booked. Your job is to extract insight and intelligence from HubSpot and feed it back to the Marketing Manager, the partners, and the business development team to ensure it gets acted on. Reporting and data insights covering pipeline progression, campaign effectiveness, engagement patterns, and movement across lifecycle stages. The reports should tell a story of where momentum is building and where it is stalling. A £2m business owner and a £10m one respond to different things - we want to know which.