Steve O.

Senior Email Marketing & CRM Specialist | Automation + HTML

Companies and agency teams bring me in to plan, build and improve email programs - from lifecycle strategy and marketing automation through responsive HTML development, campaign production, QA and reporting. With more than 16 years of hands-on email marketing experience, I’ve managed B2C, B2B and regulated communications for Fortune 500 companies, national agencies and growth-stage organizations across financial services, healthcare, technology, energy, nonprofit and consumer markets. Brands I’ve supported include American Express, Barclays Luxury Card, Johnson & Johnson, Salesforce, Royal Bank of Canada, Citrix and Mozilla. My background combines strategy, design, development and platform execution. I can map the customer journey, define the audience and campaign logic, design the email, hand-code the responsive HTML, configure the automation, troubleshoot rendering problems and evaluate performance after deployment. Core capabilities: • Email strategy, campaign planning and program audits • Lifecycle marketing and automated customer journeys • Responsive HTML email design and development • Modular, reusable and internally editable templates • Figma-to-email development • Outlook, Gmail and mobile rendering troubleshooting • Segmentation, eligibility and suppression logic • Lead nurture and behavior-based campaigns • A/B testing and campaign optimization • Deliverability and domain-warming support • Cross-client QA, dark mode and accessibility • Campaign reporting and performance analysis • AI-assisted QA and production workflows Platforms include: Salesforce Marketing Cloud, Salesforce Account Engagement/Pardot, Acoustic Campaign, HubSpot, Iterable, Marketo, SAP Marketing Cloud, Mailchimp and Campaign Monitor. Agencies also hire me as a behind-the-scenes email specialist when they need additional capacity or deeper technical expertise. This can include overflow production, complex responsive builds, Outlook troubleshooting, modular template development, automation projects or platform-specific work that falls outside the internal team’s capabilities. That support can be provided as a white-label extension of an agency or directly to the end client. Engagements range from a single template or campaign to a complete lifecycle program. Many of my Upwork engagements have developed into long-term client partnerships. Clients rely on me for consistent, production-ready work, clear communication and dependable delivery - completed on time, within the agreed scope and within budget. If you have questions about my experience, platforms or technical skill set, send me a message. I’ll give you a direct assessment of where I can help.