Senior CRM Planner
CASE STUDY

Senior CRM Planner

Find out how DNA secured CRM Planner for a Creative Agency.

Creative Agency

DNA secures Senior CRM Planner for a Creative Agency

The consultant had a thorough discussion with the client to comprehend the ideal candidate. The conclusion was that the perfect fit would be someone adept at multitasking while aligning with the team and company ethos.To identify suitable candidates, the consultant reached out to individuals from the internal database who seemed like a good match. Additionally, the job particulars were posted on the company website and promoted through relevant channels.


Three candidates were shortlisted and introduced to the client, all possessing the necessary skills and experience.


The interview process involved an initial telephone conversation followed by a face-to-face meeting. One candidate particularly stood out, hailing from the creative industry and harbouring a deep enthusiasm for CRM. Post-interview, this candidate was promptly offered the position and accepted with enthusiasm.


Since taking on the new role, the consultant has maintained regular contact with the candidate, ensuring a smooth transition. The candidate has settled in comfortably and finds genuine satisfaction in the role.

Our client needed an expert in CRM, a Strategist, to join their team.


The objective was to enhance the connection with their target consumers by understanding how to engage with them effectively. This was a pivotal role within the agency, driving customer engagement and data offerings forward.

HOW WE OPERATE

Our process

Explore DNA process which helped to secure a CRM Planner for a Creative Agency.

This was a pivotal role in the agency, as they needed to drive their customer engagement and data offering forward.

Three candidates were shortlisted and presented to the client - all of which had the relevant skills and experience. 

We remain in contact with both candidate and client to support them through onboarding and beyond. 

Our client required a Strategist with expertise in CRM to join their team. This role was needed to support the business in developing a closer relationship with their target consumers, through understanding how to engage with them. 

Our consultant discussed the role with the client to gain a full understanding of the ideal candidate. It was devised that the ideal person for the role would be able to manage multiple tasks at once, whilst fitting in with the team and company culture.  

The DNA team supported the client at every step of the hiring process, providing real-time feedback to ensure recruitment for this position was as smooth as possible. 


Creating Purposeful Partnerships

The outcome

Strategic Hire

A CRM Strategist was expertly recruited to enhance consumer engagement, aligning with company values and demonstrating multitasking prowess.

Effective Transition

Rapidly securing an enthusiastic CRM Strategist, DNA ensured a smooth integration, resulting in the candidate's contentment in contributing to enhanced consumer engagement.

Integrated Expertise

A creative CRM Strategist's recruitment reinvigorated customer engagement, aligning multitasking skills with company ethos for a seamless fit.

Skilled Impact

DNA's precise recruitment of a CRM Strategist with creative industry roots has significantly enhanced customer engagement, driving data-driven offerings forward.

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The keyword that I would use to describe DNA is pro-active. Ali was fantastic at approaching the types of organisations that would make a perfect fit for my aspiration. He did so from the point of real understanding. He spent time understanding my experience and what I could bring to an organisation, and what I was looking for from my next appointment. Ali understands the business and the role, and I found him insightful as we discussed my next move. Fast forward ten years, and I still love it!

Ashley Patterson

Executive Planning Director

6 / 6
Stephen rapidly provided a range of great candidates for a senior sales role utilising-DNAs platform so succinct first interviews were provided. These could be viewed, discussed internally and re-reviewed prior to shortlisting for final interviews. The main challenge was the selection decisions as all the professionals proposed were excellent.

Adam Hainsworth

CEO & Owner, be the brand experience

1 / 6
I was highly recommended to meet Ali Wallace 19 years ago after working for a few agencies and looking for a new challenge – Ali was full of great advice, very focused on cultural fit and well connected to agency leaders. Within days I was meeting the co-founders of TLC Worldwide and rapidly offered a role as an Account Director. Since then, I have been on an incredible journey around the world with TLC, for almost 2 decades. I would strongly recommend anyone in marketing to speak to Ali about hiring great talent or looking for an exciting role.

Alex Javer

Chief Strategy Officer, TLC Worldwide

2 / 6
​I first engaged with DNA when Ali and his team visited UAE 10 years ago where he and the team were looking to place some very talented positions into Grey Group in Dubai. Within minutes I understood that DNA’s agency knowledge, insight and global spread was impressive, and the team had obviously done some very thorough research on candidacy and needs. Ever since then, DNA has always been engaged, looking for opportunities for my staffing needs and reassuringly, looking for the right opportunities for myself, aiding my personal creative journey. Ali recently presented me with a ‘glove’ opportunity, where the brief could have literally been written with myself in mind, and through a very interpersonal approach, DNA coached and facilitated everything needed to make the introduction and interview process an informative, pleasurable and successful experience. Always reassuring to have a team who are driven and knowledgeable, who research positions that don’t just fit, but can immerse candidates seamlessly into creative organisations – DNA is an apt naming moniker for a personal partnership like this.

Andrew Mitchell

Executive Creative Director

3 / 6
In the world of advertising, you’re only as good as the people around you. Having led creative departments for some of London’s leading agencies throughout my career, Ali Wallace is the epitome of this, and on many fronts. He has helped me find talent to make me look great for well over 15 years and introduced me to Trouble Maker, which he knew would be my dream home. All this has been made possible by Ali getting to know how I tick as a human being and creative leader, by building both a great friendship and trusted ear – he has been an amazing counsel both in business and in life, helping me navigate my way through my career and beyond. Whether you’re looking to hire, be hired, or fancy some thoroughly enjoyable company at the Oval or for someone to find your ball(s) on the golf course, I couldn’t recommend Ali more highly.

Andy Taylor

Chief Creative Officer, Trouble Maker

4 / 6
The process was inspiring and my recruiter, Yasir, felt more like my spokesperson than a recruiter. We created a video CV through the DNAScreen platform, which allowed me to demonstrate my experience and abilities as a "Video CV" for the client which helped push for exactly what I was looking for: my dream job. Communication was cogent and I was kept well informed throughout the process. It's easy to lose talent to nerves, so I recommend DNA's approach to recruitment.

Arthur Brennan

Roblox Developer

5 / 6
The keyword that I would use to describe DNA is pro-active. Ali was fantastic at approaching the types of organisations that would make a perfect fit for my aspiration. He did so from the point of real understanding. He spent time understanding my experience and what I could bring to an organisation, and what I was looking for from my next appointment. Ali understands the business and the role, and I found him insightful as we discussed my next move. Fast forward ten years, and I still love it!

Ashley Patterson

Executive Planning Director

6 / 6
Stephen rapidly provided a range of great candidates for a senior sales role utilising-DNAs platform so succinct first interviews were provided. These could be viewed, discussed internally and re-reviewed prior to shortlisting for final interviews. The main challenge was the selection decisions as all the professionals proposed were excellent.

Adam Hainsworth

CEO & Owner, be the brand experience

1 / 6
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