CRM Lead Specialist

Domaine

. Own production oversight across all CRM clients, including migration projects and ongoing retainers .

Posted 9/29/2026full-timeRemote • United States, CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep expertise in Klaviyo-centric CRM execution, including email and SMS builds, segmentation, and automation. Proven ability to manage and mentor a team while driving innovation and best practices across ESP/SMS platforms.

Highest-signal resume keywords

Klaviyo-Centric CRM ExecutionEmail/SMS Build ProductionTeam Management and MentoringAI Tools in Production WorkflowsESP/SMS Platform Fluency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Email Build ProductionSegmentationAutomationQuality AssuranceMigration MethodologiesKlaviyo Product FeaturesESP/SMS Platform FluencyDocumentation PracticesExecution StandardsLifecycle Programming

Soft Skills

Proactive CommunicationOrganizational SkillsCoaching and FeedbackCross-Functional Liaison

Tools & Technologies

KlaviyoBrazeAI ToolsESP/SMS Platforms

Certifications & Qualifications

ESP CertificationsKlaviyo CertificationsBraze Certifications

Industry Keywords

DTCRetailProduction WorkflowsClient Account ManagementCreative and Technical Disciplines

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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