Established 2020
Issue date
Rui Santiago — SFMC Consultant, Lisbon
A senior CRM & marketing-automation consultant who has shipped 300 campaigns a year, trained 500 marketers across five countries, and still answers his own emails.
Senior CRM and Marketing Automation Consultant - Salesforce Marketing Cloud - Lisbon, Portugal
Rui Santiago is a senior CRM and marketing-automation specialist based in Lisbon, with five-plus years building multichannel campaigns on Salesforce Marketing Cloud for retail, DTC and consumer brands across Europe. He is hands-on across the platform - Journey Builder, Email Studio, Mobile Studio, AMPscript, SQL - and equally hands-on with the analytics layer that proves what worked.
What separates him, in his own words, is that he is “equally comfortable having a meeting with a CMO or a Systems Architect - creating the perfect bridge between the two.”
The Latest 3 Chapters
1st Consulting, then in-house, then consulting again - each role compounding the last.
Senior CRM & Marketing Automation Consultant
SFMC implementation & maintenance and lifecycle delivery for retail, DTC, consumer goods, financial-services and other clients across Europe. Hands-on across the platform; lead delivery on the campaign and journey side.
Builds and configures multichannel campaigns directly in SFMC - Email Studio, Mobile Studio, Journey Builder, Automation Studio - covering Email, SMS, Push, WhatsApp and even Postal.
- Segments customers using RFM scoring, behavioural triggers, personal, product-affinity audiences and predictive models.
- Develops personalised templates with AMPscript, including dynamic blocks, language variants and product recommendations powered by Einstein and custom AI models. And many many more complex blocks
- Runs A/B tests and incrementality experiments; documents learnings in Power BI, Datorama, Adobe Reports, Tableau dashboards used by client marketing teams.
- Sets up subscriber data flows, suppression rules, consent management, GDPR-compliant preference centres and contact-deletion processes - with constant automated checks.
- Works in Agile delivery cycles (Scrum/Kanban, Jira) alongside engineers and analytics; acts as the CRM lead inside cross-functional squads.
- Introduces Data Cloud and Einstein use cases to move clients from batch-and-blast to one-to-one journeys.
CRM & Lifecycle Marketing Manager
Brand-side ownership of the retention and reactivation programme for a European DTC and omnichannel fashion retailer. The job that turned a consultant into an operator.
Planned and executed 300+ multichannel campaigns/year on SFMC - email, SMS, app push, WhatsApp, postal and in-store coordination - contributing to double-digit reactivation of lapsed customers and a 15% lift in loyalty engagement.
- Built RFM segmentation with the data-science team managing the dataflow into SFMC via APIs.
- Created always-on 1:1 journeys for post-purchase, churn and loyalty in Journey Builder.
- Defined the KPI framework and five standard Power BI dashboards used by marketing leadership to steer omnichannel investment, contributing to roughly 20% ROI uplift.
- Ran a continuous A/B-testing program; turned results into the team's playbook for repeatable lifts.
- Worked transversally with marketing, e-commerce, retail operations and IT to align CRM activity with the commercial calendar, inventory priorities and digital roadmap.
- Managed external agencies and platform partners, holding them accountable for quality, deadlines and KPI commitments.
CRM & Marketing Automation Consultant
Consulting at scale. Diverse industries, fast cycles, lots of client conversations, a real apprenticeship in how SFMC actually meets the boardroom.
Implemented SFMC for 30+ B2C, DTC and B2Bclients across retail, consumer goods, telco, financial services and utilities; configured Business Units, Data Extensions, journeys and triggered sends.
- Translated client briefs into segmentation logic, journey blueprints and measurement plans, then built them inside SFMC alongside platform engineers.
- Executed the Salesforce Marketing Cloud (SFMC) rollout across +10 European countries and led executive enablement sessions for regional CMOs
- Designed and delivered 200+ hours of training (Email Specialist, Admin, Journey Builder fundamentals) to ~500 marketers and directors.
- Supported clients on GDPR-aligned consent management, preference centres and subscriber lifecycle hygiene.
Certified Expertise
The certificates on the wall, the courses on the shelf.
- Salesforce
- Salesforce Certified Data Cloud Consultant
- Salesforce Certified AI Associate
- SFMC Administrator
- SFMC Email Specialist
- Continuing Education
- Digital Marketing: Data, Automation, AI & Analytics
- Inside LVMH Certificate · Luxury Brand Management
- Foundation
- BSc Business Management - Marketing
The Toolkit
What he reaches for, every day.
- Salesforce Marketing Cloud
- Email Studio
- Mobile Studio
- Journey Builder
- Automation Studio
- Content Builder & Contact Builder
- Data Extensions
- Einstein Recommendations
- Send Time Optimization
- Interaction Studio
- Data Cloud
- Channels
- SMS
- Push
- App
- Postal
- In-store coordination
- Web Personalization
- Data & Analytics
- SQL
- AMPscript
- SSJS
- Power BI · Tableau
- Datorama
- Google Analytics
- Tealium
- Databricks
- Practice
- Customer segmentation & RFM
- Lifecycle journeys
- Loyalty & win-back programs
- A/B testing & incrementality
- Personalisation
- KPI design & ROI reporting
- GDPR alignment
- Delivery
- Agile (Scrum, Kanban)
- Jira
- Figma
- Cross-functional coordination
- Languages
- Portuguese
- English
How To Reach The Editor
All channels are read. Email is fastest.
Rui Santiago
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