Head of CRM and Data Enablement

5 months ago

Edinburgh, United Kingdom Phoenix Group Full time

Job Title: Head of CRM and Data Enablement

**Salary**:Competitive + 30% to 60% bonus and competitive benefits

**Location**:London or Edinburgh (Hybrid)

**Job Type**: Permanent

**Hiring Manager**: Allison Fower

**Closing Date**: 11/08/23

**Flexible working**:All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Helping our customers make the right financial choices as they plan for a better future means that we need to attract, retain and motivate the very best people in the market. We know great people have even great choices when it comes to their career. At Phoenix Group we can offer you a career opportunity second to none with a successful, innovative and growing long term savings and retirement business. Our people are our most important asset.

We’re currently recruiting for a **Head of CRM and Data Enablement **to join our **Strategy and Transformation Function, in Pensions and Savings. **The Head of CRM and Data Enablement is responsible for managing the P&S CRM and Data enablement Centre of Excellence (CoE) which is a centralised hub dedicated to driving and optimising CRM strategy, delivery and usage. CRM means the data, technology and processes that P&S use to manage and improve the relationships we have with existing and prospective corporate and individual customers, together with their advisers and consultants, triggering the right campaigns, opportunities and engagement experiences for these audiences.

**Key Responsibilities**
- Responsible for setting the Strategy and Planning of CRM solutions, working closely across P&S to ensure key business requirements are captured to plan and prioritise a CRM development roadmap.
- Design, manage and optimise the CRM infrastructure, to ensure the correct build and oversight to meet P&S Objectives
- Ownership of CRM design principles and development of P&S CRM Design authority to ensure capturing of ongoing use requirements.
- Maintenance of ongoing relationships with CRM vendors, ensuring relationship adheres to supplier management protocols and provides a centralised point of contact on behalf of the business unit.
- Customising and extending CRM functionality, ensuring the CRM systems are effectively integrated and provide system stability and performance.
- Ensure systems are effectively embedded into the organisation, by providing training, managing changes and regularly testing to identify areas of improvement
- Demonstrate a high level of understanding of the CRM market to ensure continuous innovation and provide best in class CRM capability
- Effectively partner with key stakeholders to influence and ensure appropriate engagement and alignment of CRM initiatives, supporting the management of misaligned or conflicting priorities
- Actively recruit, lead, coach and mentor a team to maximise performance and engagement, ensuring continuous education and talent development is maintained.

**What We’re Looking For**

**Essential**
- Strong planning and organisational skills
- Experience in business change
- Ability to understand and manage budgets and benefit forecasting
- Knowledge of the Pensions and Savings Market
- Education - Undergraduate Degree (or equivalent)

**What We Offer**

Bring your ‘whole self’, skills and dedication to the Phoenix Group and we’ll recognise your effort, support your development and help to drive your ambition. We’ll ensure you’re rewarded for your contribution with a competitive package that includes an attractive pension, annual bonus potential, private medical insurance, generous holiday entitlement, enhanced maternity and adoption leave and a range of other financial services and lifestyle flexible benefits.

Join us and you join a unique organisation. It’s not just the 14 million policyholders we serve, or the £300 billion of assets we look after. Or that we’re a FTSE 100 company that has been listed as one of the UK's Top Employers for nine years running. It’s our talented, inclusive and diverse workforce that makes us a success. We offer flexible working opportunities ensuring we attract and retain the very best of talent. Find out about more about our people’s stories, our values and our commitment to diversity.

**Online Interviews and Onboarding**

All our interviews, onboarding and new joiners are now managed remotely. We have in place a strong virtual support network to ensure new colleagues are supported and developed as they navigate their first few months with us

**About Us**

Phoenix Group is a member of the FTSE 100 index and is the UK’s largest long-term savings and retirement business. We specialise in the acquisition and management of Heritage life insurance and pension funds. We’ve businesses in the UK, Germany and Ireland and hold a broad range of both Heritage and Open products split across three key business segments:

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