321 The Agency

Senior CRM Strategist – Contract

321 The Agency

contract

Posted on:

Location Type: Remote

Location: Remote • Florida • 🇺🇸 United States

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Job Level

Senior

Tech Stack

Cloud

About the role

  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRM strategymarketing automationdata analysissolution designautomationworkflowsintegrationscustomer journey mappinglifecycle marketingsegmentation strategies
Soft skills
client relationship managementstrategic thinkingproblem-solvingcommunicationmentoringcollaborationproject managementexpectation managementquality assurancerisk mitigation