CRM RE-PLATFORMING LEAD

A CRM/Marketing Automation expert, adept at leveraging automation tools and developing CRM strategies to drive customer engagement.

Jonathan

Additional Details

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.

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