Job Description:
• Serve as primary point of contact for assigned client, managing day-to-day relationships and setting strategic direction
• Translate business objectives into comprehensive CRM strategies that drive measurable results
• Lead discovery sessions, requirements gathering, and solution design workshops
• Manage client expectations throughout implementation and optimization phases
• Develop and present strategic recommendations backed by data analysis and industry best practices
• Identify opportunities for CRM optimization, automation, and enhanced customer engagement
• Design and architect solutions using High Level and similarly complex CRM platforms
• Evaluate platform capabilities and make informed recommendations on technical approach
• Configure advanced automations, workflows, and integrations that align with business goals
• Ensure solutions meet industry-specific compliance requirements (HIPAA, data privacy regulations)
• Stay current on platform updates, emerging capabilities, and CRM industry trends
• Oversee and actively collaborate with CRM Architect Specialist on technical implementation
• Provide strategic guidance and quality assurance on technical solutions
• Foster collaborative problem-solving approach between strategy and technical execution
• Mentor team members on client management and strategic thinking
• Coordinate cross-functional collaboration with creative, content, and paid media teams
• Develop project plans, timelines, and success metrics for CRM implementations
• Manage scope, budget, and timeline expectations with clients
• Conduct regular check-ins and status updates with stakeholders
• Identify and mitigate project risks proactively
• Ensure deliverables meet quality standards and client requirements
Requirements:
• 8-10 years minimum of experience in CRM strategy, marketing automation, or related digital marketing technology roles
• Proven expertise with High Level and other complex CRM/marketing automation platforms (HubSpot, Salesforce Marketing Cloud, Marketo, ActiveCampaign, or similar enterprise-level systems)
• Strong track record of managing client relationships as primary point of contact, including handling difficult conversations and managing expectations
• Demonstrated ability to translate business requirements into technical CRM solutions
• Experience managing or collaborating with technical specialists and development resources
• Deep understanding of customer journey mapping, lifecycle marketing, and segmentation strategies
• Knowledge of data privacy regulations and compliance requirements (particularly HIPAA for healthcare clients)
• Excellent presentation and communication skills with ability to explain complex technical concepts to non-technical audiences.
Benefits:
• Flexible based on qualifications
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