Merchant McIntyre & Associates, LLC

• Support the development and execution of MM’s Salesforce CRM marketing strategy aligned with firm growth and client engagement goals • Serve as primary owner of CRM platform(s), ensuring data integrity, usability, and alignment with business needs • Collaborate with firm leadership, aligning business objectives with CRM workflows, segmentation strategies, and campaign architecture • Work with leadership to plan and build multi-channel campaigns within Salesforce (e.g., email, newsletters, targeted outreach) • Develop audience segmentation strategies to deliver relevant, tailored messaging to key client segments • Collaborate with the Business Development team to execute the campaign lifecycle, including briefing, copy development, deployment, and optimization • Support business development efforts through targeted CRM-enabled outreach and cultivating campaigns • Map and optimize client and prospect journeys across touchpoints • Work with leadership to identify opportunities to improve engagement and conversion through personalized communication strategies • Partner with client service teams to align outreach with potential client needs and the cultivation stage • Monitor and report on Salesforce and campaign performance (e.g., engagement rates, conversion, retention) • Use CRM data to generate actionable insights and continuously improve marketing effectiveness • Partner with leadership to support pipeline development and strategic initiatives • Coordinate with external vendors or consultants as needed