Senior CRM Strategist – Contract

November 17

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏳ Contract/Temporary

🟠 Senior

🏆 Customer Success

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321 The Agency

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Marketing • Media

321 The Agency is a brand and social agency focused on crafting lasting brand legacies through powerful storytelling and strategic social engagement. Their mission is to ensure that brands not only exist but thrive, evolve, and become cultural touchstones. The agency offers services in strategy insights and research, brand creation, and campaign activation, deploying both digital and traditional media channels. They strongly emphasize building connections and engaging in meaningful conversations that continue past the initial campaign period. 321 The Agency collaborates with technology partners to optimize brand experiences and reach through targeted content across the digital ecosystem.

11 - 50 employees

📱 Media

📋 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