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