CRM Lead Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
CRM Lead Specialist overseeing Klaviyo CRM production, QA, and Specialist teams. Driving lifecycle marketing innovation for Domaine, a Shopify ecommerce design and development partner.
Responsibilities:
- Own production oversight across all CRM clients, including migration projects and ongoing retainers
- Oversee creative and technical CRM execution
- Review all Specialist output before it reaches Strategists and clients
- Coordinate production workflows and flag capacity or timeline risks
- Perform full QA on builds, segmentation, automation, deployment, copy, and design implementation
- Set and enforce execution standards and documentation practices
- Escalate complex technical or production issues
- Directly manage 3–4 CRM Specialists across Creative and Technical tracks
- Run 1:1s, provide coaching and feedback, identify skill gaps, and support onboarding
- Own Specialist billable utilization with an 80% target
- Monitor utilization and manage staffing allocation across client accounts
- Champion AI-forward tooling and workflows in CRM execution
- Drive innovation in segmentation, automation, QA, and lifecycle programming
- Evaluate and pilot new tools and methods, codifying successful practices
- Train the CRM team on new Klaviyo features and releases
- Take on new ESP certifications, starting with Braze
- Evolve execution playbooks, build standards, and QA processes
- Drive best-practice adoption across ESP/SMS platforms and automation workflows
- Document repeatable processes and contribute to the knowledge base
- Partner with Strategists, Team Lead, and Lead Designer on feasibility, timelines, resourcing, handoffs, and QA
Requirements:
- Deep, hands-on expertise in Klaviyo-centric CRM execution
- Fluency across ESP/SMS platforms and migration methodologies (Cordial-to-Klaviyo and similar)
- Track record of producing and QA'ing complex email/SMS builds, segmentation, and automations at a high bar
- Experience managing or mentoring specialists/producers, ideally across both creative and technical disciplines
- Comfort working with AI tools in production workflows
- Strong organizational skills across multiple client accounts and production streams
- Clear, proactive communication and comfort serving as an escalation point and cross-functional liaison
- Agency experience across DTC/retail clients preferred
- Must maintain EST working hours
- Experience with Klaviyo product features and releases
- New ESP certifications, starting with Braze, to expand platform coverage
Benefits:
- Competitive Healthcare with Dental & Vision
- Retirement savings plan with employer matching
- Competitive PTO policy with paid time off at end of year
- Flexible working schedule
- Remote-first culture
- Home office stipend
- Apple gear
- Continued education and personal development opportunities
Similar Jobs
Customer Success Team Lead – APAC
Customer Success Team Lead leading APAC support operations for Xapo Bank, a global digital bank. Improving service quality, customer satisfaction, compliance, and team performance.
Customer Success Team Lead – EMEA
Customer Success Team Lead overseeing global customer support operations at Xapo Bank. Coaching advisors, improving QA and CSAT, and driving service KPIs remotely.
Salesforce CRM Analytics
Salesforce Analytics Developer building CRM dashboards, reports, and predictive insights for a Weekday client. Transforming Salesforce data into reliable business intelligence for sales, finance, and operations.
Customer Success Analyst, Mandarin Speaking
Customer Success Analyst guiding renters through qualification for TheGuarantors’ fintech leasing-risk platform. Managing customer pipelines and Mandarin-English communications to drive revenue.
VP, Customer Success
VP leading customer success for Riedel Communications’ broadcast and live-event communication technology across the Americas. Driving retention, expansion, operational excellence, and customer advocacy.
Customer Success Manager
Customer Success Manager guiding APAC B2B flight-platform customers through onboarding and production support. Tripstack connects airlines and travel businesses through virtual interlining technology.
Director, Customer Success – Gracenote Division
Director leading enterprise customer success, retention, and growth for Gracenote, Nielsen’s entertainment metadata business. Managing global accounts, CSM teams, product adoption, renewals, and strategic client partnerships.
CRM Implementation – Automation Specialist
CRM specialist migrating Zapier workflows to Make and configuring Pipedrive environments. Building integrations, troubleshooting automations, and supporting marketing clients.
Customer Success Manager III
Customer Success Manager guiding K–12 school and district accounts through Renaissance’s education technology onboarding, adoption, and renewal. Driving retention, expansion, and successful student learning outcomes.
Senior CRM Manager
Senior CRM Manager optimizing HubSpot adoption, automation, and reporting for SOFTSWISS’s iGaming business. Improving cross-functional efficiency and data-driven growth across delivery, sales, marketing, and operations.
Senior Manager, Success Architects
Senior manager leading GitLab’s Asia Pacific Customer Success Architects and Managers. Driving customer adoption, measurable outcomes, and trusted partnerships for GitLab’s DevSecOps platform.
Client Success Lead
Client Success Lead managing dental billing, claims, denials, and AR for Wisdom’s remote U.S. dental-practice clients. Partnering with technology teams to improve revenue-cycle operations.
Customer Success Manager
Customer Success Manager helping US businesses optimize purchasing and payments with Order.co’s B2B SaaS platform. Owning retention, expansion, adoption, and strategic customer relationships.
Inside Sales Customer Success Manager – Northwest
Inside Sales Customer Success Manager selling laboratory service contracts and renewals for Thermo Fisher Scientific. Supporting customers across the Northwest while pursuing service-product revenue goals.
Working Student – Customer Success, Support & Growth
Werkstudent:in unterstützt CALIMAs B2B-SaaS-Plattform für Arbeitssicherheit im Kundensupport. Betreuung von Bestandskunden, Erkennung von Wachstumspotenzialen und Verbesserung skalierbarer Customer-Success-Prozesse.
Customer Success Manager
Customer Success Manager owning SurfOS client implementations for aviation operators, brokers, owners, and OEMs. Translating workflows into configurations, migrations, training, and adoption.
Ejecutivo de Cuentas – Customer Success
Ejecutivo de Cuentas gestionando onboarding, adopción y expansión de clientes B2B para OZmap, plataforma de mapeo y gestión de redes de fibra óptica. Cartera latinoamericana y trabajo remoto.
Mid-Enterprise Customer Success Manager
Customer Success Manager growing mid-enterprise accounts for Doppel’s AI-native social engineering defense platform. Driving adoption, retention, renewals, and expansion.
Customer Success Manager
Customer Success Manager helping global enterprises adopt Conga’s commercial operations software. Driving adoption, value realization, expansion, risk mitigation, and successful renewals across EMEA.
Sales Operations CRM Specialist
Salesforce CRM specialist improving data integrity, automation, and sales processes for First Legal’s litigation support services. Training representatives and tracking CRM and productivity metrics.