CRM Planning

**Job Title: CRM Planning & Execution Manager**
**Location: Potters Bar**
**Type: Permanent**

**Job Purpose**

The role holder will manage the planning through to execution for customer and advisory communications. Reporting into the Head of Insight, Data and CRM, the role holder will look to plan and implement focused, strategic marketing campaigns through to delivery.You will be responsible for expanding customer and advisor reach, engagement, product usage and revenue growth. You will work closely with the wider data team and marketing function, to deploy the insight and strategic objectives, recommending ways of deliveringgreater incremental revenue into the business. Whilst Canada Life is in a transformation stage, you will combine strategic, creative and technical CRM skills to shape the future of CRM and drive the business forward.

The role holder will define our CRM technical capability, provide expert advice to the wider team on improving campaign effectiveness through smarter data selections, trigger events and multi-contact, multi-channel opportunities. This includes building andmanaging varied and complex data-science selections to translate creative briefs into data and CRM activities.

Day to day the work will involve using data and analytics skills to develop campaign data and journey builds whilst helping to shape the future direction of CRM, including leading initially the development of Pardot, alongside strategic input into the developmentof Salesforce and future automation opportunities.

The role holder will have two direct reports, supporting delivery of the CRM capability for today’s requirements and training an academy role for the future. You will work closely with Account Managers and Marketing teams to deeply understand customer opportunitiesand challenges, and engage them with a mix of education, inspiration and relevant product information.

**What you'll do**
- To lead and manage the development of the Customer Relationship Management function and targeting capability (including analytics, modelling and measurement).
- To build the capability to engage directly with the end customer, ensuring technically effective selections, risk management and data accuracy. This will include managing the onboarding of the most appropriate selection software, embedding an effectivedata infrastructure through clear requirement setting and building an internal process to instigate a new campaign and communication method.
- To devise and implement actions that will improve the effectiveness of customer and adviser communication strategies, demonstrating a culture of continuous improvement
- To make certain that all campaign activity is effectively and continuously tracked, to embed marketing effectiveness across the marketing function to guarantee continuous improvement and an increasing return on investment. No campaign should be deliveredwithout a clear definition of targets, tracking and post-campaign performance management.

**Knowledge/Skills/Experience Required**
- Experience optimising landing pages and improving acquisition funnel conversion
- Data focused/ analytical mind-set; management/ segmentation/ reporting and skilled in manipulating data and combining data from multiple sources
- Excellent influencer, with strong verbal and written communication skills, with a high standard in reviewing and finalising customer facing communications.
- Strong attention to detail and experience using insight to drive performance
- Good organisational and time-management skills and the ability to work well under pressure
- Be able to work as an individual contributor well as part of a team.
- You are a strong team player, enjoying working collaboratively, asking questions, and understanding other perspectives whilst also taking ownership and working independently.
- Ideally your experience will cover both business and consumer segments

**Qualifications**
- Demonstrable experience of Salesforce and Pardot (or equivalent selections technology), Google Analytics and BI tools such as Power BI, Qlik Sense or Tableau
- Degree level education or equivalent
- Marketing qualification - CIM or equivalent
- Experience working in a CRM function

**What you’ll like about working here**

As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You’ll also receive the supportyou need with your personal and professional development.

**Diversity and inclusion**

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences