CRM Automation Manager

4 weeks ago

London, United Kingdom AJ Bell Management Limited Full time

We are now looking for a CRM Automation Manager to join our energetic marketing team based in London. You will be an experienced team member who is looking to join a growing company with great career progression. It is a great opportunity to be part of a sociable and welcoming team, working with some great leaders within the financial industry.

You will play a pivotal role in maximising the potential of our new CRM platform, Bloomreach. Taking the Marketing and CRM roadmap, you will be responsible for overseeing the execution of our strategy: managing complex, trigger-based, automated lifecycle journeys.

We are looking for someone who has advanced knowledge of using Email Marketing tools and/or Marketing Automation technology. The ideal candidate will have a deep understanding how they work, how they can be configured to build segments and workflows, as well as how they can integrate with other systems, creating opportunities for efficiencies, data management, reporting and automation across the platform.

You should have both marketing and technical experience, along with an analytical approach to presenting key findings. You will need to be comfortable at engaging with stakeholders at all levels and across functions.

You will have line management responsibility, managing a Senior CRM Data Executive.

Key Responsibilities

  • Work with the marketing team to ensure an in-depth understanding of the key objectives and deliverables of the seasonal campaign plan.
  • Be a CRM platform ‘super user’, who can comfortably manage complex automation journeys as well as troubleshoot when problems arise from data feeds.
  • Build close working relationships with our marketing platform vendor (Bloomreach), ensuring platform capabilities are fully utilised and optimised across all channels.
  • Work on omni-channel marketing campaigns e.g., email, in-app and SMS.
  • Collaborate with the UX and Design team to develop a range of reusable templates and toolkits to reduce creative production overhead and ensuring creative consistency
  • Achieve a balance of 80% programme/automation based and 20% campaign-based CRM activity, using workflow and automation functions within the tools. Reduce manual production wherever possible
  • Effectively manage, execute, and track the performance of marketing activity
  • Analyse campaign performance to identify tactical and strategic areas for improvement
  • Train and educate all team members on CRM best practices, ensuring effective utilisation of the CRM system throughout the organisation

About you:

  • 5 years+ experience of working in a CRM / Data role
  • Experience of building automated customer journeys in a CRM platform – ideally Bloomreach (our internal platform) or similar
  • Previous experience working with Digital Analytics Platforms such as: Google Analytics Explore, Adobe Analytics, Acoustic / IBM Digital Analytics
  • Ability to understand data collection methods from websites and build relevant reporting inside the platform
  • Ability to track and evaluate the performance of emails and other marketing campaigns
  • Knowledge of digital marketing and CRM methodologies (LTV, Retention, Loyalty, upsell & cross-sale)
  • Ability to present and interpret data to the senior management team
  • Ability to troubleshoot and investigate issues based on data points
  • Understanding of data evaluation concepts such as A/B testing and statistical significance
  • Basic knowledge of personalization languages -Jinja or similar
  • Knowledge of customer journey mapping and experience in executing multi-channel campaigns
  • Experience in the end-to-end delivery of email marketing campaigns
  • Experience in working with customer data, including permissions, data protection, GDPR, segmentation
  • Self-motivator and good communicator
  • Ability to manage and delegate work to junior team members,
  • Ability to manage and coordinate multiple projects and multiple 3rd party stakeholders to achieve desired outcomes at the highest level, within the given timescales
  • Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ forsix consecutive years.

What we offer:

  • Generous holiday allowance increasing up to 31 days with service, plus bank holidays
  • Casual dress code
  • Discretionary bonus
  • Contributory pension scheme
  • Buy as you earn share scheme
  • Free annual share scheme
  • Enhanced maternity/paternity scheme from day one
  • Bike loan
  • Season ticket loan portal
  • Discounted PMI and Dental
  • Free gym
  • Paid volunteering opportunities, free social events and more

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

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