CRM Manager
This is a {Advertised Permanent / Temporary}, {Advertised Full Time / Part Time} vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
Join Our Team as a CRM Manager at OneFamily!
Are you an experienced CRM professional ready to take on a dynamic role in a thriving marketing team? OneFamily has recently implemented Microsoft Dynamics CRM, and we're looking for a talented CRM Manager to help us elevate our customer engagement strategies.
Purpose of the Role
We’ve recently implemented the Microsoft Dynamics CRM system so now need an experienced CRM manager to join the marketing team to start developing campaigns that improve customer LTV through upsell, cross sell and retention campaigns.
This is a hands-on role where you’ll be in the platform creating audience selections, developing automation and next action rules, building the emails, implementing tracking requirements and setting up bespoke and regular reporting as required. You’ll be supported by the wider marketing team who will assist with content / email designs and our digital team who will be able to develop bespoke campaign landing pages and tracking.
You will also support broader acquisition activity, working with the performance lead and sales team to develop nurture journeys that contribute to increased conversion rates on 1st and 3rd party prospect data.
You’ll be the responsible for the evolution of the CRM system to maximise its effectiveness for the business, working with teams from across the organisation to ensure data integrity, availability of data points, oversee system upgrades, development, and expansion of features. You’ll work across the business to help trouble shoot any system issues and implement solutions.
As the primary user of the system, you’ll need to ensure we have robust processes and structures in place to ensure the smooth running of the system, managing user access and ensuring all regulatory requirements are adhered to.
Key Responsibilities:
Data Management:
• Assisting with the collection, organisation, and maintenance of customer and prospect data in the CRM system.
• Ensuring data accuracy and integrity by identifying and rectifying any discrepancies or issues in the CRM database.
• Identifying the data points we need to create more impactful campaigns and share meaningful MI back to the business to aid decision making.
Campaign Development and Execution:
• Helping to execute marketing campaigns across different channels (email, social media, SMS, phone etc.) using the CRM tools.
• Monitoring campaign performance, reporting results and recommending opportunities for improvement
• Assisting in the segmentation of customer data to target the right audience with the right campaign aligned to the best fit journey.
Customer Segmentation & Personalisation:
• Assisting in segmenting customers based on various criteria like behaviour, purchase history, or demographics.
• Helping create personalised customer experiences based on CRM insights and data points.
Reporting & Analytics:
• Generating CRM reports to track customer interactions, sales and commercial benefits.
• Providing insights and recommendations for improving customer engagement based on CRM data.
CRM System Maintenance:
• Overseeing system updates, troubleshooting, and ensuring that the CRM system is functioning smoothly. Collaboration:
• Working closely with marketing, sales, and customer service teams to ensure alignment in CRM strategies and goals.
• Assisting with customer retention and loyalty programs.
• Supporting the broader business deliver regulatory and membership communications
Skills & Experience:
Technical Skills:
• Experienced using CRM platforms (e.g., Microsoft Dynamics, Salesforce, HubSpot).
• Technical understanding of CRM systems and integrations into other systems
• Good understanding of data management and customer segmentation.
• Strong proficiency in Excel or other data management tools.
Communication Skills:
• Good verbal and written communication skills to collaborate with team members and stakeholders.
• Ability to assist in creating plans for customer-facing content
• Able to support in creating engaging, persuasive and action focused communication
Analytical Skills:
• Ability to analyse data, identify trends, and provide recommendations based on insights.
• Attention to detail for accurate data entry, proof reading and reporting.
• An interest in the broader business mechanics to help understand the impact of your role and activity
Organisational Skills:
• Ability to manage multiple tasks and projects efficiently.
• Time management skills to meet deadlines across various initiatives. Commercial focus
• Experience of working in a commercial environment working to targets
• Proactive in identifying opportunities to drive growth for the business
The Company
OneFamily are an award-winning financial services company, providing products and services that help modern families thrive.
We believe that finance isn’t just personal. Every decision you make affects the people you care about most. That’s why we believe in creating products for modern families: the dual parents, the divorced, the single parents, the live-in grandma and the mate that your kid calls ‘Uncle’ - whatever family means to you.
Work With Us
The Benefits
Did you also know that OneFamily have been listed as one of the best places to work by The Sunday Times! Click here to find out more.
Find out more about what it’s like to work with us by clicking here.
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