Customer Engagement & Marketing Automation Manager

Customer Engagement & Marketing Automation Manager

We are looking for a detail-oriented Customer Engagement Manager to join our team remotely. This role combines traditional customer service responsibilities with a focus on CRM management, workflow automation, and integration. The ideal candidate is personable, proactive, and comfortable using modern automation tools like SwipeOne, Boost.Space (Make), ActivePieces, ReachInbox, FluentForms/Wordpress, and similar CRM, email, and integration platforms.

Customer Service and Customer Engagement:
- Respond promptly and personally to inbound lead emails and chats, developing template answers.
- Personalize outreach and follow-up emails to enhance customer engagement.
- Prepare and manage invoices and summary receipts
- Proactively follow up on client program billing.
- Address customer inquiries related to billing, shipping, and general support, in email and chat

CRM Automation and Campaign Management:
- Create, maintain, and optimize automations and CRM workflows (SwipeOne, Boost, ActivePieces).
- Integrate customer presales/postsales activities into our CRM and automation platforms from FluentForms / FluentCRM, Trafft (scheduling), ReachInbox, AcumbaMail
- Design campaigns and funnels and implement, for presales, postsales, and re-engagement
- Manage integration with Google Ads and Meta Ads
- Optimize spend on Ads

Skills & Qualifications:
- Excellent written communication and customer service skills.
- Comfortable working with invoicing and billing follow-up.
- Familiarity with CRM systems, preferably SwipeOne,etc
- Workflow automation and integrations (Boost.Space, Upgrade to see actual info/Integromat, ActivePieces a plus).
- Proactive, solution-oriented mindset with a passion for customer satisfaction.

Why Join Us:
This is a fantastic opportunity to leverage your customer engagement skills and expand into CRM management and automation. You'll have a chance to directly impact customer experience and help shape streamlined operational processes in a supportive, flexible work environment.

Please respond with examples of your experience with CRM and automation, especially with familiarity of the tools we are using or similar tools.

The role is ideally full time, and will grow and evolve from initial activities, into more senior customer facing roles or more technical work, depending on skills and interest.