Sphere Digital Recruitment Group
CRM Manager- Salesforce Account Engagement
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Remote (Soho or Brighton optional)
Freelance CRM Strategist
The Job
Own the end-to-end CRM strategy for a complex B2B technology business, creating a sophisticated customer lifecycle programme designed to drive acquisition, nurture, cross-sell, upsell and retention.
- Review and develop the existing CRM strategy, transforming current activity into scalable, automated customer journeys across multiple products and audiences.
- Design, build and optimise automated customer journeys within Salesforce Account Engagement (Pardot), with future planning for a potential migration to Salesforce Marketing Cloud.
- Create segmentation strategies based on customer lifecycle stage, product ownership, audience type and customer behaviour to deliver personalised communications.
- Develop automation logic, trigger-based campaigns and lead nurturing programmes that move prospects through the funnel and encourage adoption of the wider product portfolio.
- Build and maintain a structured A/B and multivariate testing roadmap, continuously optimising journeys, messaging, creative, timing and conversion performance.
- Work closely with internal creative and development teams to brief CRM templates and ensure campaigns are delivered effectively across email, SMS and direct mail.
- Connect wider brand and demand generation activity into CRM journeys, ensuring awareness channels feed into measurable nurture and pipeline activity.
- Support the integration of outbound activity into CRM workflows, helping move teams away from static lists towards dynamic, trigger-based engagement.
- Monitor campaign and journey performance using analytics and reporting tools, presenting recommendations and insights to senior stakeholders.
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You
- Strong experience developing CRM and lifecycle marketing strategies within a B2B environment.
- Hands-on experience with Salesforce Account Engagement (Pardot) is essential, with exposure to Salesforce Marketing Cloud highly desirable.
- Proven experience building customer journeys, marketing automations, segmentation strategies and trigger-based campaigns.
- Comfortable owning CRM strategy while remaining hands-on with platform configuration and campaign execution.
- Strong understanding of customer lifecycle marketing, lead nurturing, cross-sell and upsell programmes.
- Experience working across multiple marketing channels including email, SMS and direct mail.
- Commercially minded with the ability to translate business objectives into effective CRM programmes.
- Confident working with cross-functional teams including creative, development and stakeholder teams.
- Strong analytical skills with experience using CRM reporting and optimisation tools.
- Highly organised, proactive and capable of managing a complex CRM programme with minimal supervision.
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