CRM Senior Strategist (Contract)

321 the Agency•Orlando, FL

39d

About The Position

We're seeking a contract CRM Senior Strategist to lead a client relationship for the duration of the remaining project (ending estimated February 28, 2026) and strategic implementation of complex CRM systems. This contract role requires someone who can bridge the gap between technical capability and client needs, managing both the client relationship as primary point of contact and collaborating with our technical team to deliver sophisticated CRM solutions. You'll work directly with a legal services clients for whom CRM infrastructure is mission-critical to business operations.

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

Nice To Haves

Experience working in an agency environment
Background serving clients in regulated industries (healthcare, legal, financial services)
Familiarity with API integrations, webhooks, and custom development requirements
Experience with self-hosted CRM infrastructure and technical considerations
Project management certification (PMP, Agile, Scrum)
Platform-specific certifications (High Level, HubSpot, Salesforce)

Responsibilities

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