Marketing Automation Strategist

The CRM Strategist will be responsible for crafting data-driven, hyper-personalised lifecycle communications that enhance customer acquisition, boost conversion, and promote retention and reactivation. The role blends technological expertise with analytical skills, demonstrating a strong focus on strategy and behaviour psychology to enhance customer journeys and maximise lifetime value (LTV) through multi-channel communications.

Your role at HFM:
Strategy and Campaign Development:

• Develop campaign strategies grounded in customer data, data-driven insights, and client lifecycle understanding to support business growth. This includes creating automated workflows, and targeted campaigns.
  
• Strategise multi-stage, omni-channel campaigns targeting conversion, retention, reactivation, low activity, onboarding, education, and loyalty objectives.
  
• Use behavioural and trading data to personalise communications and enhance message relevance.
  
• Design market and region-specific customer journeys tailored to localised client needs.
  
• Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions.
  
• Leverage dynamic content blocks and conditional logic for deep personalisation.
  

Platform:

• Demonstrate platform knowledge and technical execution in marketing automation platforms, including Journey Builder, Automation Studio, Email Studio, and Contact Builder.
  
• Oversee platform configuration, maintenance, and data to support campaign scalability and compliance.
  
• Ensure accuracy of CRM data, compliance with regulatory standards, and campaign scalability.
  
• Configure the CRM system, manager user permissions, integrate third-party tools, and troubleshoot issues.
  

Stakeholder collaboration:

• Partner closely with Content, Design, Product, Sales, and Analytics teams to ensure alignment on messaging, timing, and client insights.
  
• Provide strategic recommendations to Marketing and Sales leaders based on CRM intelligence and testing outcomes.
  
• Coordinate with Marketing, Sales, and IT teams to ensure CRM systems and initiatives align with overall company goals.
  

Continuous optimisation:

• Monitor campaign performance closely to identify client actions, drop-off points, and engagement trends based on the reporting.
  
• Conduct A.B and multivariate testing on subject lines, journey paths, send times, CTAs, and messaging frameworks.
  
• Apply findings to improve campaign ROI and enhance client experience.
  
• Continuously optimise these journeys to shorten time-to-vanlue, boost activation rates, and increase client longevity.
  

Analytics and Reporting:

• Review and maintain dashboards and reports to track CRM campaign performance with clear links to business KPIs.
  
• Collaborate closely with the analytics team to identify opportunities for new campaigns, refinements, and strategic growth.
  
• Translate complex data into clear, actionable insights tailored for different regions and countries.