Overview
The CRM Consultant will play a critical role in a retail client's transformation project by migrating their CRM ecosystem from Bloomreach to Klaviyo. This position will involve collaboration with CRM, data, and technology teams to enhance customer engagement and implement efficient automation and segmentation strategies. The consultant will be responsible for shaping the future of customer communications and ensuring a smooth transition between platforms.
Responsibilities
- Lead the CRM discovery phase for migration from Bloomreach to Klaviyo.
- Define CRM, data, and event-tracking requirements in collaboration with technical stakeholders.
- Review existing segmentation and marketing automation workflows to prioritize migration tasks.
- Build and configure Klaviyo campaigns, customer journeys, and automated flows.
- Support integration planning and quality assurance activities across data sources.
- Provide best-practice guidance on CRM architecture and campaign design.
- Manage stakeholder communications and gather project requirements.
- Test and validate CRM data integrations and automation workflows.
Requirements
- Strong hands-on experience with Bloomreach and Klaviyo in CRM and marketing automation.
- Proven ability to assess Bloomreach implementations and develop scalable Klaviyo solutions.
- Experience in building customer segments and automated marketing journeys.
- Comfortable defining event-tracking requirements and engaging with data teams.
- Experience testing and validating CRM data integrations and workflows.
- Ability to communicate technical concepts to non-technical audiences.
- Experience in retail or ecommerce environments is preferred.
- Exposure to Customer.io is advantageous.