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Jonathan Nail

CRM Re-Platforming Lead

5Case studies
30+Clients served
Jonathan Nail

About

Throughout his career, Jonathan has managed and nurtured teams in front-end development, creative design, and CRM. For the past six years, he has served as an interim leader, brought in to develop customer-focused strategies, guide CRM team and technology transformation, lead MarTech selection and implementation, and support the organizational shifts needed to operationalize a truly customer-centric approach. Jonathan has deep experience across ecommerce, entertainment, lead generation, and consumer services, holding leadership roles with companies such as Netflix (DVD), Beautycounter, Driven Brands, WorldRemit, Solutionreach, LowerMyBills, and DVD Express. He's also integrated AI tools like ChatGPT into his work to support teams more effectively—accelerating content development, brainstorming solutions, and helping CRM managers scale their impact without burning out.

Works acrossCA

How Jonathan helps

The roles Jonathan steps into. Select one to see how they work in it.

Role

CRM RE-PLATFORMING LEAD

Over his 25-year career in B2C (ecomm & customer services) and B2B sales, Jonathan has researched, product managed, optimized, provisioned, and implemented over 20 different ESP & CRM/Marketing Automation platforms including Klaviyo, Braze, Hubspot, Iterable, Salesforce Marketing Cloud, Bronto, DotDigital, and ActiveCampaign-integrating these platforms with Shopify, Magento and bespoke ecomm/POS solutions. Leveraging his background in Agile product management, Jonathan begins with identifying and prioritizing the needs, features, and challenges for his clients. He leads them through the selection process, taking utmost care during implementation, while directing and coordinating across multiple departments. He takes a platform agnostic approach to choosing the right platform to fit the client's exact requirements. He has successfully guided a dozen companies through re-platforming to Klaviyo, as well as helping companies fully leverage and optimize their existing CRM infrastructure and processes.

Selected work in this role

  • Interim Senior Director, CRM at WorldRemit

    Jonathan led WorldRemit's CRM team through a transformation to optimize retention, stabilizing operations and building a high-performing team.

  • Interim Director, CRM at Solutionreach

    Over 13 months, rebuilt HubSpot and B2B sales automation strategy, coordinated cross-department lead management, and trained sales on email.

  • Interim Director, CRM at Malin+Goetz

    Built the CRM roadmap and re-platformed to Bronto, integrating Lightspeed POS and Magento, leading the email production team and revamping strategy.

Focus areas

CRMKlaviyoAgile ManagementB2C E-commerceIterable

Selected clients

Samuel Hubbard Shoe Co
XCVI
Circle Of Security
Hirshleifer'S, Inc.
Ned Stevens Gutter Cleaning
LifeWorx, Inc
Madison Reed Inc
Klaviyo
Kiwico, Inc.
50Floor
American Technologies, Inc.
Parts Town

Case studies

CRM team transformation at WorldRemit

CRM team transformation at WorldRemit

In 2020, global fintech company WorldRemit brought me in through Chameleon Collective for what began as a three-month engagement to optimize their retention strategy. However, it quickly became clear that the CRM organization needed more than strategy—it needed leadership, structure, and stability. That initial scope evolved into a nine-month engagement focused on team transformation.The Global CRM team of eight had been through a period of high turnover, including the loss of their Senior Director and Senior Manager. Morale was low, internal processes were chaotic, and the team had a reputation across the company as unreliable and disorganized.Two months into the engagement, I was asked to step in as interim Senior Director of CRM Engagement, with full leadership responsibility for the team. My role shifted to focus on implementing clear workflows, improving communication across departments, establishing reliable delivery processes, and mentoring individual team members.Within three months, the turnaround was clear. The CRM team went from one of the least trusted to one of the most respected and dependable teams in the company. We didn’t lose a single team member during this time—morale improved significantly, collaboration across departments was restored, and output became more consistent and strategic. One of my proudest moments was mentoring a high-performing email marketing manager, who was promoted to Senior Marketing Manager during my tenure.When WorldRemit hired a permanent Senior Director to take over the team, I remained on for an additional month to support a smooth transition and collaborate on a long-term CRM strategy.As Cecilia Mourain, VP of Revenue Strategy & Operations, shared: “Jonathan is thoughtful, consistently reliable, and brings a very calming and positive energy to those around him... His biggest contribution was all the knowledge and experience he shared so generously with the team, leaving behind a lasting heritage.”Antony Lea, who succeeded me as Senior Director of CRM, added: “Through his assured, experienced leadership style, Jonathan translated all the ‘noise’ into a considered, coherent CRM strategy. The team I inherited was skilled, confident, and well prepared—100% a reflection of his guidance.”The legacy? A well-functioning, confident, and engaged CRM team—built not just for recovery, but for sustainable success. This engagement remains one of my most meaningful leadership experiences.

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Building a Digital Marketing Presence

Technology & Software

Building a Digital Marketing Presence

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eCommerce Growth Strategy

Education & Training

eCommerce Growth Strategy

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Data Driven Marketing & Media Performance

Manufacturing & Industrial

Data Driven Marketing & Media Performance

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5-brand ESP migration for Parts Town

5-brand ESP migration for Parts Town

Parts Town, a global distributor and parent company to several B2C ecommerce properties—including PartSelect.com and eReplacementParts.com—engaged me to lead the technical replatforming of five consumer brands from Mailchimp to Klaviyo. The objective: unlock Klaviyo’s advanced segmentation, automation, and integration capabilities to support their custom ecommerce infrastructure—just in time for peak holiday season.While Klaviyo had already been selected and contracted, I was brought in to serve as both project manager and hands-on execution lead. As a Klaviyo Platinum Partner, I provisioned and configured all five brand accounts, built the project plan, and coordinated across internal stakeholders including marketing, development, and data teams. I also served as the primary liaison with Klaviyo’s partner success team.The migration involved building a custom integration between Klaviyo and Parts Town’s ecommerce and data platforms. I worked closely with two dev teams to ensure successful deployment of key event APIs (e.g., product views, cart activity, orders), and partnered with the data team to ingest historical purchase data for deep segmentation and lifecycle targeting.In parallel, I led the full ESP migration: designing the data migration and list hygiene strategy, executing IP and domain warmups, rebuilding core flows (e.g., welcome, abandonment), and supporting campaign readiness across all brands. Wunderkind, previously integrated with Mailchimp, was reconnected to Klaviyo to continue capturing onsite behaviors and funneling subscribers into the system.Our biggest win? We launched campaign functionality across all five brands ahead of schedule—before Black Friday/Cyber Monday—ensuring the teams could execute at full speed during the busiest sales period of the year. I'm especially proud of the speed and efficiency of the rollout, made possible by close collaboration with outstanding internal dev and data teams.

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Writing

Experience

  • Chameleon Collective

    Chameleon Collective

    • Interim Director, CRM @ 50Floor
    • Klaviyo Re-platform Leader | Email Strategist @ Parts Town
    • CRM & Lifecycle Marketing | Fractional CRM Leadership | Partner
    • Interim Director, CRM | SMS Strategy Advisor @ Driven Brands
    • Interim Senior Director, CRM @ WorldRemit
    • Iterable Re-platform Leader | Marketing Automation Strategist @ Asurion
    • Fractional CRM Strategy Advisor @ Madison Reed
    • Interim Director, CRM @ Malin + Goetz
    • CRM & Lifecycle Marketing Leader | Fractional CRM Leadership | Partner
  • Beautycounter

    Beautycounter

    • Director, CRM & Retention
    • Director, CRM & Retention
  • Netflix

    Netflix

    • Head of DVD Marketing
    • Head of DVD Marketing
  • Liftopia, Inc.

    Liftopia, Inc.

    • Senior Marketing Manager, Email
    • Senior Marketing Manager, Email
  • 50Floor

    50Floor

    • Interim Director, CRM
    • Interim Director, CRM
  • Parts Town

    Parts Town

    • Klaviyo Re-platform Leader | Email Strategist
    • Mailchimp > Klaviyo Re-platforming Lead
    • Klaviyo Replatforming Lead | Email Strategist
  • D

    Interim Director, CRM | SMS Strategy Advisor at Driven Brands

  • WorldRemit

    WorldRemit

    • Interim Senior Director, CRM
    • Interim Senior Director, CRM
  • Asurion

    Asurion

    • Iterable Re-platform Leader | Marketing Automation Strategist
    • SF Marketing Cloud > Iterable Re-platform Leader
  • Madison Reed

    Madison Reed

    • Fractional CRM Strategy Advisor
    • CRM Strategy, Automation Optimization
  • M

    Interim Director, CRM at Malin + Goetz

  • S

    Interim Director, CRM at Solutionreach

  • Malin+Goetz

    Interim Director, CRM at Malin+Goetz

  • RecoveryOne

    Healthcare CRM Strategist at RecoveryOne

  • Samuel Hubbard Shoe Co

    Interim Director, CRM at Samuel Hubbard Shoe Co

  • Birdies

    Email Marketing Manager (Interim) at Birdies

  • H

    OmniSend > Klaviyo Re-platforming Leader at Hirshleifers

  • N

    Interim CDP at Ned's Home

Expertise

Email Marketing AutomationMarketing AutomationTechnology Strategy DevelopmentCustomer Relationship ManagementLead NurturingCustomer SegmentationCustomer Data ManagementProduct Roadmap ManagementCustomer Relationship Management (CRM) SoftwareProcess ImplementationsEmail MarketingHTML Emails+73 more

Work With
Jonathan

Interested in bringing Jonathan onto your transformation? Let’s start the conversation.