CRM Automation Manager

4 days ago

London, United Kingdom The Portfolio Group Full time

The Portfolio Group are working exclusively with one of the UKs largest medical organisations, offering expert support, advice and representation to medical professionals. The company has been developing themselves as a brand, offering a full range of supportand representation services to medical professionals across the UK. A British institution who have been at the forefront of their profession for over 100 years, this is a rare opportunity to work for a company who have a great reputation and are trusted partnerto professionals who truly make a difference

**Key Responsibilities**:
**This is a key role in developing the CRM platform for the Commercial Division, managing suppliers and data, managing a team of including implementing the CRM road map to support sales and retention activity. This role will enable deeper insights,automation and lead generation, designing customer journeys that provide the best possible customer experience as well as returning value on investment for the business.**

**This role will also provide operational support to the marketing team including providing support for the L&D programme for members.**
- To develop the commercial CRM platform
- To develop controls and oversee the management of data within the CRM
- To create and implement automated acquisition and retention processes
- To design customer centric processes within the CRM platform
- To build reporting dashboards to enable KPI's to be measured accurately, in real time.
- Building and implementing automated campaigns in conjunction with the marketing team.
- To work with commercial team managers to implement lead generation programs
- To manage direct mail activity, integrating this process into CRM.
- Managing suppliers within your remit including suppliers such as CRM software support, print and mailing, incentives, suppliers.
- Managing the renewal process and supplier working closely with the membership team.
- To work with internal colleagues to integrate other channels into the CRM to provide a single view of the customer and provide triggers for personalised activity
- Drive commercial continuous improvement initiatives ensuring the organisation grows acquisition and retention activity.
- To manage the L&D delivery team ensuring smooth running of the L&D programme working closely with the Marketing Sector teams.
- To ensure that all features are developed in line with company policy on risk, and regulatory compliance: FCA, GDPR, ASA, PECR

**Essential**
- 3 years+ CRM development experience, demonstrating understanding of campaign creation and automation using CRM technology platforms
- Experience of one of the major CRM providers such as MS dynamics / salesforce / hubspot
- Excellent communication skills, able to engage effectively with colleagues at all levels
- Well organised, with experience of working to tight deadlines
- Data driven and analytical, comfortable using BI tools & excel
- Driven, self-starter who shows a high level of personal responsibility
- Experience of planning and execution of marketing campaigns within the CRM environment.
- Attention to detail and previous experience of delivering end to end digital solutions in a complex environment.
- Strong team player

**Desirable**
- Experience of managing people
- A professional marketing qualification e.g. CIM or IDM
- Strong project management skills with experience of agile and waterfall methodologies
- Experience within financial services or insurance
- Knowledge of customer experience methodologies

**INDPENS**

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