Marketing Executive, CRM and Email

Board Intelligence is a technology and advisory firm on a mission to make boards more effective, and through them, build better businesses and benefit society. Over twenty years we have established ourselves as the market leader in governance and board effectiveness, trusted by more than 80,000 directors, executives, and governance professionals globally, including across the Fortune 500, FTSE 100, and OMX 30. Our AI-powered platform and smart board advisor give us a competitive advantage that is widening, not narrowing.

Our Mission: We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefitting society.

The Role: You own CRM and email as a performance channel. You will build, QA and send emails across HubSpot and PlanHat, own database quality, own the cross channel send calendar, and report on how the channel performs. You will generate and test your own copy variants using AI rather than waiting on someone else. You will work closely with Sales, Customer Success and our GTM Engineer so that outbound sequences and marketing communications complement each other instead of competing for the same inbox.

Main Responsibilities:

• Build, QA, schedule and send emails across HubSpot and PlanHat, generating and testing your own copy variants against segment behaviour.
• Own database hygiene, enrichment and list building, automating the repeatable parts.
• Own the cross channel send calendar, deciding how much we send and when, protecting the contact experience.
• Own engagement health across the database, including re-engagement decisions, flow design, and measuring whether flows still work over time.
• Report on CRM as a performance channel: deliverability, opens, clicks, conversions, and what to do differently next month.
• Ensure leads entering the CRM are compliant, enriched, correctly tracked, and triggering the right downstream actions, including opportunity creation.
• Work with Sales and Customer Success so outbound sequences complement marketing communications.
• Work with the GTM Engineer on CRM integrations, lead scoring models, and data flows.
• Flag and escalate site issues that affect campaign performance, including page speed and broken journeys.

Person Specification: This role suits someone at the start of their marketing career who is already AI native in how they work, comfortable with data, and exacting about detail. We are open to candidates with one to three years in a CRM, lifecycle or email marketing role, ideally in B2B SaaS, and equally open to strong early career candidates with no marketing experience who can evidence the qualities below.

Required Skills and Experience:

• You are AI native, using AI as a standard part of how you work, for copy variants, segmentation logic, QA and reporting summaries.
• You are data first, reading your own campaign data and spotting your own problems.
• You learn fast and can prove it.
• You have exacting standards, catching errors before a contact does.
• You understand email best practice or have a genuine appetite to learn it.
• You are a clear communicator who can explain channel performance to people who do not work in CRM.
• You are organised across several workstreams at once.
• You are a collaborative operator across Sales, Customer Success and Marketing.

Nice to haves:

• Hands on experience with HubSpot.
• Familiarity with PlanHat or a comparable customer success platform.
• Working knowledge of HTML.

What good looks like in this role:

• You have rebuilt at least one core lifecycle flow, with the data showing it outperforms what it replaced.
• You have established a send calendar and a contact frequency standard.
• Database quality is at a measurable standard, with enrichment and hygiene largely automated.
• You produce a quarterly CRM performance view that leadership uses to make decisions.
• You have redesigned something you inherited, because the data told you to.

Benefits: We pride ourselves on our great working environment and package. Here's some of what's on offer: Pension scheme, Personal performance bonus, 26 days holiday each calendar year, Bupa health & dental cover, Group life assurance, EAP, Cycle to work scheme.

Diversity, equity and inclusion: Board Intelligence is committed to building a team that reflects the breadth of experience, background and perspective needed to do this work well. We welcome applications from candidates of all backgrounds and do not discriminate on the basis of age, disability, ethnicity, gender, religion, sexual orientation or any other protected characteristic.