The Opportunity
Our client is seeking a commercially driven Marketing & CRM Manager to build and lead a scalable, data-led pipeline generation engine.
This is not a brand marketing role — it is a revenue-generating role accountable for pipeline performance.
This is a hands-on leadership role, requiring expertise in:
* Microsoft Dynamics 365 CRM setup, configuration, and pipeline management
* Driving qualified pipeline growth (not just leads)
* Managing modern digital engagement channels (LinkedIn, YouTube, TikTok)
* Aligning tightly with Customer Solution Directors (CSDs)
You will play a critical role in connecting marketing activity directly to revenue outcomes, with full ownership of CRM performance and digital engagement.
This role operates within their operating framework, based on the principles of Traction. You will manage marketing performance through clear metrics, accountability, and structured execution, aligned to their vision, values, and growth ambitions.
Key Objectives
* Build a scalable, multi-region pipeline engine across the UK, Europe, and USA
* Position the company as a market leader in integrated retail solutions
* Deliver full visibility from campaign → lead → opportunity → revenue
* Ensure high-quality lead handover to Customer Solution Directors
* Maximise ROI from trade shows and industry events
* Drive adoption and optimisation of Microsoft Dynamics 365
* Align all marketing activity with OS metrics and company growth targets
Key Responsibilities
1. Revenue Marketing & Pipeline Generation
2. Sales Alignment & Lead Handover
3. CRM Ownership & Optimisation
4. Trade Shows & Event Strategy
5. Digital Engagement & Content Strategy
6. Creative & Brand Leadership
7. Commercial Insight & Performance
8. OS (Traction) Alignment & Performance Management
Experience needed
Proven experience in B2B marketing with full CRM ownership
Hands-on experience setting up, configuring, and managing Microsoft Dynamics 365 CRM
Strong experience in pipeline management and CRM-driven sales processes
Track record of delivering qualified pipeline
Experience managing B2B digital channels (LinkedIn essential; YouTube/TikTok desirable)
Experience working closely with sales/commercial teams
Background in technical, industrial, or multi-site environments
Key Skills
Highly commercial and data-driven mindset
Deep understanding of CRM pipeline structures and sales processes
Ability to connect marketing and digital engagement to revenue outcomes
Strong stakeholder management with sales leadership
Leadership and people development capability
Ability to translate technical solutions into compelling value propositions and content
Experience operating within a structured operating model (e.g. Traction/EOS or similar)
Desirable Skills
Knowledge of Refrigeration, HVAC, Controls or Engineering Marketing
Experience scaling Microsoft Dynamics 365 in a multi-region environment
Account-based marketing (ABM)
Trade show and event strategy
Experience building video-first or content-led marketing strategies