Email and Automation Manager

We’re BDO, an accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy.

Our Sales and Marketing team is being reshaped to directly support BDO’s growth ambitions. We’re building a high-performing function that is proud of its technical skills, reliable in delivery, and outcome-led in how we prioritise and execute. You’ll join a team big enough to offer diverse roles and opportunities, yet personal enough to ensure you’re supported and empowered from day one.

You’ll bring ideas, fresh thinking and help shape how we deliver campaigns, insights and engagement across the business. Working closely with internal clients, you’ll deepen your understanding of our sectors and add value in your role.

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 HubSpot, building and deploying journeys, maintaining lists/segments, managing QA and testing, and producing performance reporting inputs.

• Build and deploy email and automation workflows in HubSpot 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 execution of email/automation components, ensuring briefs are complete and timelines are met.
• Build and maintain targeted nurture journeys for priority account sets, 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 HubSpot configuration and escalating data issues promptly.

• Hands-on experience delivering email marketing and automation in a B2B environment.
• Strong working proficiency in HubSpot (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.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you.