We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. 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.
Role purpose
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. It ensures journeys are delivered reliably, consistently and to agreed standards, and supports integration discipline by ensuring data capture and tagging are accurate and complete.
Key Responsibilities
- 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 as defined by the senior role, 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.
You’ll be someone with
- 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. We also invest in state‑of‑the‑art collaboration spaces and dedicated resources so you can continually grow and learn.
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