CRM & Marketing Consultant
Client Services
Client Services
HOURS
Full-time
LOCATION
Remote (UK Based)
We are an award-winning, rapidly scaling B2B agency specialising in Fintech/Financial Services and are passionate about growing our reputation in this vertical. We are also a HubSpot Elite partner.
Our office is in 1 Poultry, WeWork, London, but most of our teams work remotely.
We are data-driven and passionate about investing in people. We are building our culture around our team and delivering outstanding results for our clients.
We are an award-winning, rapidly scaling B2B agency specialising in Fintech/Financial Services and are passionate about growing our reputation in this vertical. We are also a HubSpot Elite partner.
Our office is in 1 Poultry, WeWork, London, but most of our teams work remotely.
We are data-driven and passionate about investing in people. We are building our culture around our team and delivering outstanding results for our clients.
The role
We are seeking a passionate, highly skilled and experienced CRM & Marketing Consultant to join our team. The ideal candidate will have a deep understanding of inbound marketing, sales, and customer relationship management (CRM) strategies, along with a proven track record of successfully implementing and managing HubSpot and marketing campaigns in HubSpot.
This is a UK-based, remote role; however, the ability to travel to our London office is required for face-to-face/in-person meetings and the ability to conduct workshops with clients and sometimes teammates is required.
This role is a hands-on role, and whilst you will have a team to support you on your account portfolio, an in-depth understanding of marketing (SEO, Paid Media, Social, and Content strategies and how they tie into the buyer’s funnel), sales and CRM platforms is required.
You will play a pivotal role in managing our clients and projects, ensuring their success and satisfaction through strategic guidance and project management expertise.
- Consulting and client management - serve as the primary point of contact and strategic advisor for clients. Develop a deep understanding of each client's business, industry, and competitive landscape, leveraging this knowledge to help drive impactful strategies and solutions.
- Project management - oversee marketing strategy retainers, web design and development projects, CRM projects, and digital transformation initiatives, ensuring projects are delivered on time and within budget.
- Goal achievement - work closely with clients and the team to establish goals, KPIs and timelines, ensuring that projects are aligned with client objectives and delivering measurable results.
- Studio coordination - schedule and coordinate deliverables within our studio team, ensuring that projects are executed efficiently and meet quality standards.
- Reporting - generate regular reports on project progress, KPIs, and milestones, providing insights and recommendations for improvement and next steps in their journey with Inbound FinTech
- Upselling/Cross-selling - identify opportunities to upsell and cross-sell additional services to existing clients where we identify we can provide value, maximising revenue opportunities and fostering long-term client relationships.
Note: The responsibilities outlined above are intended to provide a general overview of the role and should not be considered exhaustive. The CRM & Marketing Consultant may be required to undertake additional responsibilities as necessary to support the organisation's objectives.
Role KPIs:
- Timely delivery and goal achievement - ensure projects are completed within agreed timelines and milestones, meeting client goals and expectations for project delivery.
- Retention rate - maintain high client retention rates by delivering exceptional service and value.
- Client satisfaction - measured through CSAT and QBRs
- Reviews received - encourage and collect positive client reviews and testimonials to showcase our success and reputation.
- Upsell/Cross-sell - successfully identify and execute opportunities to increase revenue through upselling and cross-selling.
- Customer lifetime value -drive long-term client relationships and maximise customer lifetime value through strategic account management and service excellence.
To be successful in this role, the ideal candidate should have:
- Agency experience
- Experience in Financial Services or willingness to expand their knowledge in this sector
- Proven experience (5+ years) in digital marketing consulting, sales, project management, or related roles.
- In-depth knowledge of inbound marketing, marketing and sales automation and sales principles and best practices.
- Strong understanding of all aspects of HubSpot, including Marketing Hub, Sales Hub, Service Hub, Operations Hub, Content Hub and Commerce Hub. Knowledge of other CRMs is a big plus.
- Strong communication, interpersonal, and consultative skills
- Analytical mindset with the ability to translate data into actionable insights.
- Ability to work independently and manage multiple client accounts simultaneously.
Bonus qualification
- HubSpot certifications
- Experience with other marketing automation platforms
- Experience with Salesforce and Salesforce integrations
- Experience with other CRM systems (Zoho, Dynamics, etc)
- RevOps Experience
Extra details
- Competitive salary and benefits package
- A collaborative and inclusive working environment
- Fully remote working
- Office in the heart of London providing a change of environment and face-to-face collaboration
- 28 days annual leave (including bank holidays)
- An extra day’s holiday to celebrate your birthday
- Celebrate the weekend early, signing off at 1 PM on Fridays
- Career progression and development through upskilling and training opportunities and milestones
- Family-friendly policies
- Perks at work access to a range of discounts and rewards at over 30,000 brands
- Salary band: £35-55K
OUR VALUES
Culture is king (or queen) and we prioritise it highly
At Inbound FinTech, we know that creating the right culture is crucial and our success relies on our values being clearly communicated and demonstrated from top to bottom. See IFT’s core values below:
Passion & teamwork
Great teamwork really does pay off. Our collaborative environment allows us to work towards shared goals. Passion and enthusiasm for collective success help the agency to thrive.
Obsess over our clients & their needs
We are committed to and invested in our clients' growth. We align our strategies with the needs of our clients and their customers and deliver suitable solutions and the best possible outcomes.
Learning by doing
The best way to learn is by doing. We foster a culture of development, knowledge sharing and embracing new solutions and modern practices. You can’t stand still in today’s digital era.
Continuous improvement & innovation
We take a growth-driven and data-driven approach to everything we do. Our team continuously monitors, optimises and improves client performance through analysis, insights and innovation.