CRM Lead

JobsCloseBy Editorial Insights

Geelong West full-time CRM Lead role at KordaMentha seeks a proactive, commercially minded CRM specialist to govern Dynamics 365, build journeys, segment audiences and elevate CRM adoption. You’ll manage campaigns, events and data quality, partner with Marketing, and drive automation and reporting while upholding compliance such as the Spam Act and NCPF. The ideal candidate has 3+ years CRM experience, strong campaign building, data insights and stakeholder management; experience in financial or professional services is a plus. How to apply: submit your resume via our online portal, tailor it with concrete examples, and include a note on why you fit the culture and growth opportunities.

Company Description

For more than 20 years, KordaMentha has supported businesses through some of their most complex matters and opportunities. Founder owned and led; we are an advisory firm that helps corporations, financiers, lawyers, private investors and government clients to grow, protect and recover value.

That’s what we do, but it’s how we do this that makes us who we are.

Proudly independent, strategically local, and with a bias for action to get things done, we focus on doing what is right by our clients, our people, and the wider community. Our track record shows that we help navigate the best path forward in challenging times, and do so across cities, regions and territories.

In the most stressful or demanding environments, we continue to drive change where it really counts.

Job Description

We are looking for a proactive and commercially minded CRM Lead to join our Marketing team and play a key role in managing, optimising and evolving our firmwide CRM capability.

In this role, you will be responsible for the day-to-day management, governance and optimisation of the firm’s CRM platform, including the creation of contacts, lists, campaigns, EDMs and customer journeys. You will lead segmentation and personalisation activity to deliver more tailored, effective and engaging client and prospect experiences.

Working closely with Marketing, Design and teams across our offices, you will support the effective use of CRM across the firm, helping to lift adoption, improve data quality and enable high-quality CRM campaigns that support client engagement, business development and prospecting activity.

In this role, you will:

• Oversee the administration, governance and optimisation of the CRM platform to support best practice, data integrity and a positive user experience. 
• Build and manage end-to-end CRM marketing campaigns, including customer journeys, event communications, marketing and transactional automations. 
• Act as the firm’s marketing CRM subject matter expert, providing guidance on CRM functionality, email best practice, campaign tracking, customer journeys and marketing automation.
• Lead CRM-driven event management activity, including event set-up, registrations, attendee communications, reporting and closure processes. 
• Lead and implement Microsoft Dynamics 365 Customer Insights, Journeys and CRM platform enhancements, upgrades and new capabilities. 
• Develop and maintain audience segmentation strategies to support targeted marketing, business development and client engagement initiatives. 
• Identify opportunities for automation, process improvement and system optimisation to improve efficiency, consistency and user experience. 
• Monitor, maintain and troubleshoot CRM automations, customer journeys and platform processes, proactively identifying and resolving issues. 
• Develop CRM training materials, process documentation and user guidance to support adoption and best-practice use across the firm. 
• Lead CRM data quality initiatives, including data cleansing, duplicate management, governance activities and ongoing improvement of data standards.

Qualifications

You are a hands-on CRM specialist who enjoys combining technical capability with stakeholder engagement, data integrity and campaign optimisation. You are comfortable working autonomously, but also enjoy collaborating with others to deliver practical, high-quality outcomes. 

You will bring:

• At least 3 years’ CRM experience.
• Strong CRM campaign build, monitoring, optimisation and reporting skills. 
• A strong understanding of channel management and CRM best practice.
• Analytical capability, with the ability to interpret data and metrics to develop actionable insights and recommendations for campaign optimisation. 
• Experience with Microsoft Dynamics 365 reporting and integration.
• A solid understanding of relevant regulations and best practices for compliance in CRM operations, including the Spam Act and NCPF. 
• Strong communication and stakeholder management skills. 
• The ability to work autonomously while also supporting team members as required. 
• Intermediate Microsoft Office skills. 

Experience working in a financial services or professional services environment, particularly in a B2B context, will be highly regarded.

Additional Information

Join Kinkora Investments— Build your future, shape ours

We don’t just hire talent; we invest in it - with support that accelerates your success in every way

Why Join Us?

• Professional Development: Expert mentorship, tailored training via KordaMentha Business School, study support, and our Accelerate program for Analysts to Associate Directors — build your brand, expand your network, and gain strategic insights from senior leaders
• Flexibility: We champion work/life integration with options that fit your lifestyle.
• Career Growth: Merit-based promotions, secondments, and opportunities to work alongside senior leaders on impactful projects.
• Leave That Works for You: Buy extra leave and access volunteer, generous parental leave and career break options.
• Culture & Connection:Social events, cultural celebrations, be part of our diversity and inclusion program, KMConnect.
• Family Support: Flexible parental leave, return-to-work support through our partner GracePapers, and resources for every stage of family life.
• Health & Wellbeing: Inclusive wellness initiatives and confidential and industry leading EAP for you and your family.

This isn’t just a job — it’s a place where your ambitions are nurtured, your wellbeing is valued, and your contributions celebrated. Ready to shape your future with us?

How to Apply:

Please submit your resume via our online portal.

Recruitment and Search Firms:

While your interest is appreciated, KordaMentha does not take responsibility or accept charges for unsolicited approaches.

At KordaMentha, we're at our best when different perspectives come together to solve complex problems. We believe better outcomes come from people with diverse experiences, backgrounds and ways of thinking.

We bring together the right teams to help our clients tackle complex challenges and move forward with confidence. That collaborative mindset is central to how we work. We foster an environment where ideas are welcomed, curiosity is encouraged and people are empowered to contribute from day one.

It's how we create opportunities and deliver outcomes that count for our clients, our people and the communities in which we operate.

If you're looking for meaningful work, real responsibility and the opportunity to make an impact, we'd like to hear from you.