CRM Automation Manager

1 month ago

London, Greater London, United Kingdom AJ Bell Management Limited Full time
About the Role

We are seeking a highly skilled CRM Automation Manager to join our marketing team in London. As a key member of our team, you will play a pivotal role in maximising the potential of our new CRM platform, Bloomreach.

Key Responsibilities
  • Work closely with the marketing team to ensure an in-depth understanding of the key objectives and deliverables of the seasonal campaign plan.
  • Manage complex automation journeys and troubleshoot issues arising from data feeds as a CRM platform 'super user'.
  • Build strong relationships with our marketing platform vendor (Bloomreach) to ensure platform capabilities are fully utilised and optimised across all channels.
  • Collaborate with the UX and Design team to develop reusable templates and toolkits to reduce creative production overhead and ensure creative consistency.
  • Balance programme/automation-based and campaign-based CRM activity, using workflow and automation functions within the tools to reduce manual production.
  • Effectively manage, execute, and track the performance of marketing activity.
  • Analyse campaign performance to identify tactical and strategic areas for improvement.
  • Train and educate team members on CRM best practices, ensuring effective utilisation of the CRM system throughout the organisation.
About You
  • 5+ years of experience in a CRM/Data role.
  • Experience in building automated customer journeys in a CRM platform, ideally Bloomreach or similar.
  • Previous experience working with Digital Analytics Platforms such as Google Analytics Explore, Adobe Analytics, or 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, including LTV, Retention, Loyalty, upsell & cross-sale.
  • Ability to present and interpret data to senior management.
  • 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, such as 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.
  • Ability to manage and coordinate multiple projects and stakeholders to achieve desired outcomes within given timescales.
  • Supporting the business to achieve regulatory requirements, including consumer duty.
About Us

AJ Bell is a leading investment platform business in the UK, offering award-winning solutions for professional financial advisers and DIY investors. We have over 484,000 customers using our platform propositions to manage assets totalling more than £76 billion. Our customers trust us with their investments, and we aim to help them take control of their financial futures.

  • Generous holiday allowance increasing up to 31 days with service, plus bank holidays.
  • Discretionary bonus.
  • Contributory pension scheme.
  • Buy as you earn share scheme.
  • Free annual share scheme.
  • Bike loan.
  • Season ticket loan portal.
  • Discounted PMI and Dental.
  • Paid volunteering opportunities, free social events, and more.

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