Senior CRM Strategist – Contract

Remote, USA Full-time
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 Apply tot his job
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