Email and Automation Manager

Role Purpose

The Email and Automation Manager supports the delivery and optimisation of email and automation journeys that drive engagement, nurture and progression aligned to BDO’s sales methodology. The role is hands‑on in Hub Spot, building and deploying journeys, maintaining lists/segments, managing QA and testing, and producing performance reporting inputs.

• Build and deploy email and automation workflows in Hub Spot using approved templates and governance standards.
• Create and manage lists/segments, workflows, triggers and basic scoring components as required.
• Maintain campaign set‑up accuracy including naming conventions, tagging and required fields.
• Run QA for journeys and emails (links, personalisation, rendering, segmentation logic, suppression rules).
• Support campaigns with the execution of email/automation components, ensuring briefs are complete and timelines are met.
• Build and maintain targeted nurture journeys for priority account sets as defined by the senior role, ensuring accuracy of segmentation and messaging.
• Support reporting inputs to help evaluate effectiveness and recommend improvements.
• Produce performance reports (engagement, conversions, progression signals) and highlight what is working and what needs adjustment.
• Implement optimisation changes to journeys based on insight and direction from the senior role.
• Ensure tagging, lifecycle stage fields and handoff indicators are applied correctly where relevant.
• Support CRM integration processes by maintaining clean Hub Spot configuration and escalating data issues promptly.

• Hands‑on experience delivering email marketing and automation in a B2B environment.
• Strong working proficiency in Hub Spot (building workflows, emails, segmentation and reporting).
• Strong attention to detail and QA discipline; comfortable working to deadlines.
• Comfortable using performance data, reporting and KPI tracking to inform improvements.
• Good stakeholder communication and ability to coordinate inputs and timelines.
• Commercial outlook and ability to understand client needs.