Lead Strategist, CRM & Loyalty

Information Security Responsibilities

• Promote and enforce awareness of key information security practices, including acceptable use of information assets, malware protection, and password security protocols
• Identify, assess, and report security risks, focusing on how these risks impact the confidentiality, integrity, and availability of information assets
• Understand and evaluate how data is stored, processed, or transmitted, ensuring compliance with data privacy and protection standards (GDPR, CCPA, etc.)
• Ensure data protection measures are integrated throughout the information lifecycle to safeguard sensitive information

Role and Responsibilities

Engagement Leadership & Strategy 

• Lead complex loyalty and CRM engagements end-to-end: own outcomes, drive progress, and operate with minor senior-level supervision 

• Facilitate client strategic workshops, guiding stakeholders to a shared vision, objectives and action plan 

• Serve as the trusted advisor and primary strategic partner to client teams building credibility through expertise, consistency, and results 

• Develop and manage engagement roadmaps aligned to client goals, proactively identifying risks and trade-offs to maximize value 

Program Design & Performance 

• Design and refine loyalty strategies from initial concept through deployment and ongoing optimization 

• Leverage deep expertise in retention marketing, customer segmentation, lifecycle marketing, and customer engagement strategy 

• Define and own CRM and Loyalty KPIs, building measurement frameworks and benchmarking performance against competitive standards 

• Apply an insight-driven approach, partnering closely with analytics teams to explore data, surface opportunities, and translate findings into actionable strategies 

• Build business cases and clear articulation of value to client stakeholders 

• Continuously optimize end-to-end customer experiences based on consumer insights and program performance data 

 
MarTech & Platform Expertise 

• Leverage deep knowledge of CRM platforms, marketing automation tools, and Martech ecosystems to make strategic recommendations grounded in platform capabilities and feasibility 

• Understand client-level data schemas and apply user-level segmentation and targeting to drive personalization and engagement 

• Stay ahead of emerging technologies, platform updates, and industry trends and bring forward-thinking recommendations that push programs further 

Collaboration & Contribution 

• Champion account innovation to bring new thinking, emerging technologies, and creative solutions that push the boundaries of what’s possible for clients 

• Collaborate cross-functionally with Analytics & Insights, Creative, Solutions Engineering, and Customer Success teams to ensure seamless delivery and strong client outcomes 

• Contribute to the evolution of Bounteous’ Loyalty & CRM practice through participation in internal initiatives and knowledge-sharing 

• Demonstrated curiosity and willingness to learn, adopt, and apply emerging AI tools and technologies within loyalty and CRM strategy work 

• Contributes to Bounteous internal AI learning culture by sharing knowledge, best practices, and use cases across the team 

Preferred Qualifications

• 8+ years of progressive experience in Loyalty Strategy, CRM, or growth marketing with a proven track record of owning and delivering complex engagements 

• Demonstrated ability to lead client engagements independently, owning outcomes and operating with minimal senior oversight 

• Strong workshop facilitation skills. Able to lead clients through discovery, ideation, and strategic planning sessions with confidence and clarity 

• Experience using or actively exploring AI-powered marketing tools, automation platforms, or generative AI applications to improve campaign performance, personalization, or client outcomes 

• Deep expertise in retention marketing, customer segmentation, lifecycle strategy, and loyalty program design from discovery through ongoing optimization 

• Insight-driven analytical mindset. Ability to partner with analytics teams, direct data exploration, and translate consumer insights into clear strategic direction 

• Knowledge of CRM platforms, marketing automation tools, and Martech ecosystem. Able to evaluate capabilities and make recommendations grounded in feasibility 

• Proven ability to define KPIs, build measurement frameworks, and quantify ROI in ways that resonate with clients 

• Excellent written and verbal communication skills. Able to craft clear narratives and present compelling recommendations to client teams 

• Collaborative, team-first mindset with a demonstrated ability to work cross-functionally and contribute to a high-performing team culture 

• Entrepreneurial spirit and comfort navigating ambiguity in a dynamic, fast-moving environment 

• A genuine passion for innovation. Curious demeanor, always looking for smarter ways to serve clients and push programs forward