Overview

Location: Hybrid (4 days remote - 1 day at Head Office in Wilmslow)

At The Citation Group, we've been on an incredible growth journey. Through a combination of organic expansion and strategic acquisitions, we've built an ecosystem of compliance software and services that help small and medium-sized businesses (SMBs) run safely, successfully and with peace of mind. From HR and Health & Safety to ISO Certification, Cybersecurity, E-learning, and Screening (to name a few!), our B2B solutions are designed to make life easier for SMB owners who already wear multiple hats.

We\'re not your typical B2B company. We\'re fast-paced, innovative, and unafraid to try new things. Our brand gives us the freedom to push boundaries, and we\'re passionate about delivering value to our clients in a way that\'s anything but boring!

As we acquire new businesses, our client base grows (globally, we have 120,000 clients!), and with it, the opportunity to introduce them to our amazing ecosystem of products delivered via our one-stop compliance hub, Atlas. Atlas is where we bring all our products and services together through single sign-on, offering clients the tools they need to solve their compliance challenges. This is where you come in.

We\'re looking for a Senior Marketing Executive to take our client marketing strategy to the next level. This is a critical role in ensuring our clients\' happiness and loyalty while driving growth. You\'ll be responsible for activating upsell strategies defined by our brilliant Group Commercial team, ensuring every campaign is personalised, relevant, and delivered through the right channels. You\'ll be the guardian of the client experience, balancing their needs with the huge opportunities in our portfolio. The more products our clients use, the happier they are - and the more likely they are to stay with us.

You\'ll report to our Head of Client Marketing, who oversees all client-focused initiatives, including referrals, upsell, advocacy, and retention. This is a key pillar of our growth strategy, and you\'ll have plenty of opportunities to collaborate with stakeholders, innovate, and grow your career.

What you\'ll be doing

• Own & Activate Client Cross-Sell & Upsell Campaigns. Develop and implement personalised, multi-channel cross-sell marketing plans across our Group businesses. You\'ll work closely with the Commercial team to turn strategy into action, generating leads and driving revenue growth.
• Client-Centric Marketing. Be the voice of the client, ensuring all campaigns are relevant, engaging, and add value. Work collaboratively with our in-house Product, Content, Design, and Events teams to create a content-rich, end-to-end cross-sell journey that resonates with our SMB audience.
• Data-Driven Decision Making. Monitor and analyse campaign performance by channel, content type, product, and client type. Use insights to test, refine, and optimise approaches, reporting findings to Sales and Commercial leaders.
• Leverage Technology and AI. Use and challenge existing Citation Group AI tools, while exploring new solutions to create smarter, more efficient cross-sell campaigns. Collaborate with our Global Product team to maximise opportunities through targeted advertising on group service platforms.
• Stakeholder Collaboration. Build strong relationships with marketing stakeholders, sales teams, and senior commercial leaders. Provide sales teams with the tools they need, including follow-up templates, touchpoint content, and sales collateral.
• Support Business Integration. Help nurture and introduce additional products to clients of newly acquired businesses as they integrate into the group.
• Drive Automation and Efficiency. Develop effective automated pipeline journeys to improve conversion rates and lead velocity, ensuring a seamless experience for clients.
• Champion Client Loyalty. Understand that upselling isn\'t just about revenue—it\'s about making our clients\' lives easier. Every additional product or service we provide helps them run their businesses more safely and efficiently.

About you

• You\'re a data-driven, strategic thinker with a passion for delivering results.
• You have a proven track record of running multi-channel marketing campaigns in a B2B environment.
• You\'re a natural collaborator, with strong stakeholder management skills and the ability to build relationships across teams.
• You\'re client-obsessed, always looking for ways to add value and improve their experience.
• You\'re highly self-motivated, with a positive attitude and the confidence to take risks, learn, and adapt.
• You have a creative flair for engaging content and messaging, paired with an acute attention to detail.
• You thrive in a fast-paced, dynamic environment and are excited by the opportunity to innovate and grow.

Why join us?

At The Citation Group, you\'ll be part of a business that\'s transforming the compliance landscape for SMBs. You\'ll have the chance to work on exciting projects, collaborate with talented teams, and make a real impact on our clients\' lives.

We\'re growing fast, and we want you to grow with us. If you\'re ready to take on a role that\'s as challenging as it is rewarding, we\'d love to hear from you.

Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements.