Email and Automation Manager

Ideas | People | Trust 

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.  

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.  

We’ll broaden your horizons  

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. You’ll join a team big enough to offer diverse roles and opportunities, big priorities and commercial challenges, yet personal enough to ensure you’re supported and empowered from day one. 

Here, we think beyond activity. You’ll bring ideas, fresh thinking and help shape how we deliver campaigns, insights and engagement across the business. Working closely with internal clients, you’ll deepen your understanding of our sectors and add value in your role. From strategic storytelling to capability building and smarter ways of working, you’ll grow your skills while working with people who care about doing the right thing and doing it well.   

We’ll help you succeed  

Leading organisations trust us because of the quality of our advice.  That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. 

You’ll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.  

The Sales and Marketing team are recruiting for an Email and Automation Manager.

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.

Th role 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’re in it together 

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.  From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. 

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another.  At BDO, you’ll always have access to the people and resources you need to do your best work. 

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices.  BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.  With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. 

We’re looking forward to the future  

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.  Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions 

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.  

#LI-MM1 and #TJ-MM1