Max Rozmetov
CRM Systems & Automation Specialist
I build CRM systems and automations that turn email programmes into revenue.
Seven years across fintech and insurtech, designing lifecycle programmes, Salesforce Marketing Cloud journeys, and AI-enabled workflows that ship measurable growth.
Teams & products I've worked with
01 · About me.
Hey, I'm Max Rozmetov, a CRM specialist who builds the systems behind retention: segmentation, automation and campaigns that lift conversion and customer lifetime value.
7+0+
Years in CRM & lifecycle
4x0x
Open-rate growth, weekly rates email
75%0%
Relative conversion lift at Flagstone
6.5k0k
Paying customers built at OctoLearn
02 · Work
Case studies & projects
Selected work showing CRM strategy, automation builds, and measurable impact.
Flagstone - adviser CRM programme
Owned adviser-side CRM on Salesforce: automated the weekly Top Rates email, quadrupling open rates to 18% on a 50,000-strong list and lifting conversions 75%.
Simply Business - lifecycle & retention
Cross-sell and renewal programmes at 6–10% CTR against a 4–5% benchmark, plus a GDPR-compliant re-permission campaign.
03 · Capabilities
What I bring
The four things I'll do for your CRM function from week one.
CRM strategy & lifecycle programmes
Retention, cross-sell, onboarding & renewal journeys
Marketing automation
Salesforce Marketing Cloud, Pardot, AMPscript, Journey Builder
Data, segmentation & reporting
SQL segments, A/B testing, deliverability, campaign analytics
AI-enabled CRM workflows
LLM-assisted campaign QA, automation agents, workflow design
04 · Career
Experience
From disciplined operational systems to fintech CRM and AI-enabled lifecycle architecture.
2025 – Present
Senior CRM Architect · OctoLearn
Helped co-found the brand and own everything CRM: built it from zero to a 30,000-contact database with 6,500 paying customers.
2022 – 2024
CRM Marketing Executive · Flagstone
Adviser-side CRM on Salesforce. Automated the weekly Top Rates email; opens up 4.5% to 18% on a 50,000-strong list, conversions up 75% relative.
2019 – 2022
Marketing Practitioner (freelance) · University of Brighton
Independent strategy and campaign delivery alongside my BSc Marketing Management degree (First Class Honours).
2017 – 2019
eCRM Apprentice → eCRM Executive · Simply Business
Lifecycle, cross-sell and renewal email programmes; GDPR re-permission campaign; deliverability and testing.
2013 – 2016
Military Police → Adjutant · Ministry of Defence, Turkmenistan
Administration and document systems. That's where the process discipline started.
Tool stack
05 · References
What colleagues say
Recommendations from people I've worked with, straight from LinkedIn.
“Max is in all honesty one of the best people I've had the pleasure of working with. He is incredibly hard working, intelligent and genuine. He made such a big impression within the business and was very highly regarded throughout the company. … Max would undoubtedly be a huge asset to any company.”
Rochelle HarmanHead of Marketing, Hothouse Media“Max has endless energy, he is a machine and this is apparent by his incredible focus and dedication to his job. … He is super positive, doesn't give up when faced with challenges, remains calm and is an absolutely lovely guy all at the same time! … He will be a great asset to any organisation that he joins.”
Ata AtaSenior eCRM Manager, Simply Business“Max is incredibly smart, and well organised, which makes him a great team member. He helped me out when I was stuck on issues with data or other projects, and he is a great person to bounce ideas off. … Whatever he goes on to do, he will excel at.”
Kayleigh BuchananEmail Marketing & Automation Lead, Moasure06 · Where CRM is heading.
CRM is going through a seismic shift. The teams that win it will be AI-first.
AI is changing the production layer of CRM: teams can create more segments, journeys and campaigns without scaling headcount at the same rate.
The value moves from assembling campaigns to deciding, governing and directing them. What I believe that looks like:
Judgement over production
As AI accelerates production, the differentiator becomes judgement: audience logic, timing, suppression and tone.
Governance is the new capability
AI-first teams pair speed with systematic pre-send checks: deterministic where possible, reasoning models where needed.
Executives who build
Modern CRM leaders build with AI: campaign QA agents, adaptive workflows and reporting that explains what changed.
I'm not writing this from the sidelines. I build this future in my own products: Anveal is AI pre-send governance for CRM teams. If you're building an AI-first CRM function, that's the team I want to be on.
07 · FAQ
Frequently asked questions
The things CRM managers usually ask first.
London, United Kingdom. Comfortable with on-site, hybrid or remote setups.
Hiring for CRM? Let's talk.
I'm open to CRM Manager and Marketing Automation roles. No forms, just reach me directly.