Customer Relationship Marketing Specialist

2 weeks ago


Cardiff, Cardiff, United Kingdom LegalAndGeneral Full time

Role Overview

We are seeking a highly skilled Customer Relationship Marketing Manager to join our team at Legal & General. This role is responsible for optimizing the use of Salesforce by collaborating closely with sales and marketing teams.

Main Responsibilities

  • Campaign Coordination: Collaborate with sales and marketing teams to plan, execute, and monitor campaigns, ensuring alignment with business objectives.
  • System Optimization: Continuously enhance Salesforce capabilities and functionalities to improve efficiency and effectiveness.
  • Data Management: Maintain accurate and up-to-date customer data within Salesforce, ensuring data integrity and compliance.
  • Reporting and Insights: Generate and analyze reports to provide actionable insights that drive business decisions and improve adviser experiences.
  • Training and Support: Educate and support sales and marketing teams on best practices and new features within Salesforce.
  • Process Improvement: Identify and implement process improvements to streamline workflows and enhance productivity.
  • Customer Engagement: Develop and manage personalized adviser journeys and segmented experiences to boost engagement and satisfaction.
  • Performance Monitoring: Track and measure the performance of campaigns and activities, making data-driven recommendations for optimization.

Requirements

  • Certified in Salesforce and Pardot (desirable)
  • Proven experience and understanding of Marketing Cloud Account Engagement configuration, customization, and reporting
  • Strong understanding of CRM best practices and methodologies
  • Proficiency in maintaining accurate and up-to-date customer data
  • Familiarity with tools that enhance marketing processes
  • Knowledge of planning, executing, and monitoring marketing campaigns
  • Understanding of compliance and data privacy laws
  • Experience and knowledge of B2B sales and marketing dynamics

What We Offer

  • The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Private medical insurance (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice
  • Many discounts we offer – both for our own products and at a range of high street stores and online
  • Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

About Us

Legal & General is a leading financial services group and major global investor, named Britain's Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers' money in things that make life better for everyone.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.



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