CRM & Automation Specialist (Pardot)

TLDR

Design and optimize customer and sales journeys using Salesforce Marketing Cloud Account Engagement (Pardot) while collaborating closely with Sales and Product teams.

Hi, we’re PEXA! We know you’ll Google us before applying, so let’s keep this brief. PEXA revolutionised the way that property is settled in Australia, turning a paper-based process into a digital one. Our solution is a world-first, with over 500 people across Australia and an expanding international team, we’re helping 20,000+ families into their homes each week.   We’re passionate about solving problems for our customers – always striving to set the standard for how property is bought and sold. Being awarded as one of the best places to work in Australia is a recognition of our culture and commitment to innovation, customers and our community.   We’re growing fast, that is where you come in. We believe our success in Australia is worth sharing and that our proven technology will advance how the UK buys and sells homes. Establishing ourselves within the UK in late 2020, we are committed to collaborating with lawyers, conveyancers, lenders, government and the property industry, to set the new standard for both remortgages and buying and selling property. We’re looking for a CRM & Automation Specialist (Pardot) to design, build and optimise customer and sales journeys using Salesforce Marketing Cloud Account Engagement (Pardot).   This role is responsible for creating structured nurture programmes, campaign journeys and sales enablement automations that support pipeline growth and customer engagement across the UK business.   You will translate commercial objectives into scalable, automated CRM journeys — working closely with Sales and Product teams to ensure the right message reaches the right audience at the right time.   This is a hands-on role focused on journey execution, nurture strategy and lifecycle optimisation, rather than platform architecture or heavy technical development Key Accountabilities
  • Design and build multi-step nurture journeys and lifecycle programmes in Pardot (Engagement Studio)
  • Develop automated campaign journeys aligned to product launches and sales initiatives
  • Create and optimise lead scoring, grading and qualification frameworks
  • Build and maintain automation rules, dynamic lists and behavioural triggers
  • Ensure accurate segmentation, targeting, suppression and consent management
  • Align Pardot with Salesforce to support seamless lead handover and pipeline progression
  • Partner with Sales to improve lead nurturing and conversion performance
  • Track, analyse and optimise engagement, conversion and pipeline metrics
  • Run A/B testing and continuously refine journeys based on data insights
  • Maintain data hygiene, QA standards and email deliverability best practice
  • Skills & Experience
  • Demonstratable experience in CRM, automation or lifecycle roles
  • Strong hands-on experience with Pardot (Marketing Cloud Account Engagement)
  • Engagement Studio
  • Automation Rules
  • Dynamic Lists
  • Lead Scoring & Grading
  • Experience designing and building multi-stage nurture journeys
  • Strong understanding of Salesforce CRM integration
  • Experience working closely with Sales teams on lead progression
  • Analytical mindset with ability to optimise based on performance data
  • Strong attention to detail and QA discipline
  • Experience in a B2B or regulated environment
  • Exposure to broader Salesforce ecosystem (Sales Cloud / Service Cloud)
  • Experience building lifecycle frameworks or nurture playbooks
  • Key Attributes
  • Lifecycle and journey mindset
  • Commercially driven and sales-aligned
  • Structured and detail-oriented
  • Confident hands-on Pardot builder
  • Data-led optimiser
  • Operates with a high degree of ownership and self-direction, driving work forward without the need for close oversight.
  • Actively proposes and implements new strategies, optimisations, and incremental initiatives to accelerate progress against Marketing OKRs.

  • What we’re NOT looking for:
  • A Salesforce platform owner
  • An integration architect
  • A marketing strategy director
  • A MarTech stack designer
  • Why become a PEXArian?
    Great question! Being a PEXArian is so much more than just a job. We’re a passionate, motivated and unashamedly enthusiastic bunch at PEXA – we love what we do and we’re proud to admit it! Creating brilliant experiences for our members and their clients wouldn’t be possible without ensuring we deliver an exceptional employee experience.

    Here’s a snapshot of what your life at PEXA could look like:

    Your growth:
    We encourage you to hit your personal and professional learning and development goals with our tailored programs and tools.

    Your wellness:
    We care about your holistic wellbeing

    Your work/life blend:
    We know that work is just one aspect of your life – we want to help you create your ideal work/life blend, rather than squeezing in life around work.

    Sounds like you?
    We at PEXA are ready so if this role sounds like you apply today.

    To be conducted as part of post offer employment checks:
    The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected, you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, and your data protection rights, can be found at [Cifas].

    GDPR Compliance
    Digital Completion UK Limited (trading name “PEXA”), Optima Legal Services Limited (trading name "Optima Legal") and Smoove Limited (a holding company which comprises of the following wholly owned trading Subsidiary companies: United Legal Services Limited, United Home Services Limited, Legal-Eye Limited, and Amity Law Limited) are all owned directly by DigCom UK Holdings Limited, which is a wholly owned Subsidiary of PEXA Group Limited in Australia (ACN 140 677 792; ASX: PXA) (referred to collectively as “PEXA Group”).

    When we process your applicant personal data for recruitment purposes, we do so as a controller. If as part of the recruitment process, we share your personal data with another company within the PEXA Group, that company may process your personal data as either an independent controller or, in certain circumstances, a joint controller. By applying for this role, you consent to us processing your personal data in accordance with the UK General Data Protection Regulation ("UK GDPR") and the Data Protection Act 2018, and further information can be found in our privacy notice https://pexa.co.uk/applicant-policy/.

    #PEXAUK

    Benefits

    Equity Compensation

    Eligibility for participation in our Group-wide employee share plan, subject to annual invitation.

    Health Insurance

    Health Flex Pot via Benifex: – £800 flexible benefit to spend on health options of your choice.

    Paid Volunteer Day

    Paid Volunteer Day: 1 paid day per year to volunteer at a charity of your choice.

    Paid Time Off

    Annual Leave: 25 days per year (Jan-Dec), increasing to 27 days after 5 years, plus Bank Holidays.

    Wellness Stipend

    Wellness Days: 4 paid days per year to rest and recharge (pro-rata for part-time).

    PEXA has developed a pioneering digital settlement platform that transforms the property settlement process in Australia, moving it from a cumbersome paper-based system to a streamlined digital experience. Serving over 20,000 customers each week, we simplify home ownership and transactions while expanding our innovation to the UK property market.

    View all jobs
    Salary
    £50,000 – £55,000 per year
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