CRM Specialist

Key Responsibilities

CRM Administration & Data Hygiene

Own the day-to-day health of the CRM: deduplication, standardisation of fields, merge rules, and enforcement of naming conventions.

Maintain data governance: required fields, validation rules, property management, and lifecycle stage definitions.

Run regular database audits and clean-up cycles; keep contact, company, and deal records accurate and enriched.

Manage list segmentation and suppression logic across multiple brands and events.

Handle imports, exports, and bulk updates without breaking attribution or automation.

Email Marketing & Lifecycle Campaigns

Build, test, and deploy email campaigns: registration drives, ticket & spex lead gen, nurture sequences, sponsor and delegate journeys, post-event follow-ups.

Manage templates, personalisation tokens, A/B tests, send times, and deliverability.

Track and report on opens, clicks, conversions, and unsubscribes; iterate on what works.

Pipeline & Deal Management

Configure and maintain sales pipelines and deal stages for event sponsorship, delegate and media sales.

Set up and run deal assignment and lead routing rules (round-robin, region, brand, or rep-based).

Build automation for lead handoff, follow-up reminders, and stage-progression triggers.

Keep the sales team's view clean so reps act on the right deals at the right time.

Reporting & Dashboards

Build and maintain dashboards for marketing, sales, and leadership: funnel, source attribution, campaign ROI, pipeline velocity, and event registration tracking.

Produce recurring performance reports and ad-hoc analysis for executive review.

Define and track the metrics that connect marketing spend to registrations and revenue.

Automation & Workflows

Design and maintain workflows for lead scoring, internal notifications, data enrichment, and lifecycle progression.

Continuously simplify and document automation so the system stays maintainable, not a black box. Integrations & Stack

Manage CRM integrations with forms, landing pages, event/registration platforms, ad platforms, and reporting tools.

Troubleshoot sync issues and own the data flow between connected tools.

Governance & Enablement

Maintain CRM documentation, SOPs and onboarding material for new users.

If and when required, train sales and marketing teams on correct usage; act as the internal point of contact for CRM questions.

Recommend process and platform improvements as the portfolio scales.

Must-Have Skills & Experience

3+ years hands-on with a major CRM (HubSpot strongly preferred; Salesforce, Zoho, or similar considered).

Proven ownership of email marketing and marketing automation in a CRM environment.

Strong grasp of data hygiene, segmentation, and database governance.

Demonstrated experience building dashboards and reports for non-technical stakeholders.

Working knowledge of lead routing, deal/pipeline configuration, and workflow automation.

Comfort with imports/exports, deduplication, and bulk data operations.

Detail-obsessed, process-minded, and able to work independently across multiple brands or projects at once.

Nice to Have

HubSpot certifications (Marketing Software, Sales Software, Revenue Operations, or Data Integrations).

Experience in events, media, B2B, or agency environments.

Familiarity with event/registration platforms and ad-platform integrations.

Basic comfort with HTML/CSS for email, or simple scripting for data work.

Exposure to compliance frameworks (GDPR or regional equivalents).

What Success Looks Like (First 6 12 Months)

Database is clean, deduplicated, and governed by documented standards.

Email campaigns ship on schedule with measurable improvement in engagement and conversion.

Leadership has live dashboards for day to day functionality

Lead routing and deal assignment in order, with no leads sitting unworked.

CRM processes are documented and the wider team uses the system correctly.