Merchant McIntyre & Associates, LLC

Marketing

• Support the development and execution of MM’s Salesforce CRM marketing strategy aligned with firm growth and client engagement goals
• Serve as primary owner of CRM platform(s), ensuring data integrity, usability, and alignment with business needs
• Collaborate with firm leadership, aligning business objectives with CRM workflows, segmentation strategies, and campaign architecture
• Work with leadership to plan and build multi-channel campaigns within Salesforce (e.g., email, newsletters, targeted outreach)
• Develop audience segmentation strategies to deliver relevant, tailored messaging to key client segments
• Collaborate with the Business Development team to execute the campaign lifecycle, including briefing, copy development, deployment, and optimization
• Support business development efforts through targeted CRM-enabled outreach and cultivating campaigns
• Map and optimize client and prospect journeys across touchpoints
• Work with leadership to identify opportunities to improve engagement and conversion through personalized communication strategies
• Partner with client service teams to align outreach with potential client needs and the cultivation stage
• Monitor and report on Salesforce and campaign performance (e.g., engagement rates, conversion, retention)
• Use CRM data to generate actionable insights and continuously improve marketing effectiveness
• Partner with leadership to support pipeline development and strategic initiatives
• Coordinate with external vendors or consultants as needed

Marketing Manager