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- Tasks: Lead the CRM platform strategy and ensure data quality for improved client outcomes.
- Company: Join AAB, a top professional services firm with a people-first culture.
- Benefits: Enjoy a competitive salary, career growth, and a supportive work environment.
- Why this job: Make a real impact by optimising CRM processes and driving business success.
- Qualifications: Experience in CRM management and strong leadership skills required.
- Other info: Be part of a dynamic team with opportunities for personal and professional development.
The predicted salary is between 36000 - 60000 £ per year.
AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.
At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do.
The AAB CRM Product Owner is accountable for maximising the commercial value of the Fibre CRM platform by owning its roadmap, adoption, data quality and continuous improvement across the end-to-end CRM processes. Reporting to the Chief Growth Officer, the role ensures CRM becomes the single source of truth for AAB’s growth performance, driving consistent ways of working, reliable insight, and controlled change that improves client outcomes and revenue.
Roles And Responsibilities
- Own CRM product strategy, roadmap, budget and priorities (value, outcomes, sequencing)
- Drive adoption plan, usage targets and comms cadence
- Shape solution approach with CRM Admin input on feasibility/config options
- Ensure capability is enabled and measurable via dashboards that evidence adoption
- Own the end-to-end service experience and triage governance
- Run the operational governance cadence
- Ensure L2 is in place and that MI/impact views are available for decision-making
- Run supplier cadence and plan releases
- Own triage/prioritisation and coordinate resolution across L1–L3
- Ensure release readiness: config prep, testing, and comms are planned/executed
- Confirm L2 workaround guidance and admin fixes are available while supplier work progresses
- Ensure the access process exists, is followed, and is monitored
- Set the access role model and agree the access model with IT
- Own data governance KPIs
- Own process-to-system fit and resolve process decisions that impact data capture
- Ensure dedupe/validation workflows and reporting are in place to maintain integrity
- Own backlog intake, prioritisation and approvals
- Own the training/schedule and channels for changes
- Ensure admin/config changes are delivered and documented
- Own UAT approach and sign-off
- Lead release project management delivery
- Develop enhancement comms content
- Owns training in liaison with IT, Sales, Onboarding, Fibre CRM SMEs
- Own comms cadence and adoption reviews
- Ensure LoE changes follow governance and appropriate approvals
- Coordinate evidence and actions for audits/security/compliance activity
- Responsible for coordinating, directing and supporting the AAB Fibre superuser network across all business units
- Manage helpdesk team
- Responsible for coordinating and supporting members of the sales team, client onboarding team, IT support team
Experience
- Owned a CRM platform in BAU: roadmap, backlog, prioritisation and stakeholder governance.
- Led adoption across multiple teams: training/comms cadence, champions network and usage targets.
- Managed end-to-end releases: UAT/go-no-go, readiness and user comms.
- Coordinated vendors and internal tech via L1–L3 support, triage governance and supplier cadence/escalations.
- Standardised Lead-to-Account/onboarding processes to improve cycle time, rework and handover quality.
- Owned data governance outcomes: quality KPIs, hygiene routines, validation/dedupe and consistent MI/reporting.
- Worked in a regulated environment with Risk/Compliance on controlled artefacts and audit readiness.
Core Skills
- Product leadership: translate strategy into outcomes, roadmap and decision rights.
- Prioritisation: structured intake, value/risk/effort assessment, trade-offs and benefits tracking.
- Stakeholder leadership: influence senior leaders and align cross-functional teams without authority.
- Service management: triage design, KPI-led performance and prevention of repeat issues.
- Release & adoption: UAT governance, readiness, comms/training and behavioural metrics.
- Process & data discipline: process-to-system alignment, continuous improvement, SOPs, data standards and integrity controls.
- Governance & risk: change control, regulatory-aware delivery and audit evidence coordination.
CRM Product Owner employer: AAB
Contact Detail:
AAB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Product Owner
✨Tip Number 1
Network like a pro! Reach out to current employees at AAB on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral!
✨Tip Number 2
Prepare for the interview by understanding AAB's culture and values. Think about how your skills as a CRM Product Owner align with their mission. Show them you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice common interview questions related to CRM management and product ownership. Be ready to share specific examples of how you've driven adoption and improved data quality in past roles.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for AAB!
We think you need these skills to ace CRM Product Owner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the CRM Product Owner role. Highlight relevant experience, especially around CRM platforms and data governance. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit for AAB. Keep it engaging and personal – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use metrics where possible to demonstrate how you’ve made an impact in previous roles. We’re all about results here at AAB!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to the right people. Let’s get your journey started!
How to prepare for a job interview at AAB
✨Know Your CRM Inside Out
Before the interview, make sure you have a solid understanding of the Fibre CRM platform. Familiarise yourself with its features, benefits, and how it can drive business growth. Be ready to discuss how you've previously maximised the value of a CRM system in your past roles.
✨Showcase Your Stakeholder Management Skills
AAB values strong stakeholder leadership. Prepare examples of how you've influenced senior leaders and aligned cross-functional teams without direct authority. Think about specific situations where your communication and negotiation skills made a difference.
✨Demonstrate Your Data Governance Knowledge
Data quality and integrity are crucial for this role. Be prepared to discuss your experience with data governance KPIs and how you've maintained data hygiene in previous positions. Highlight any processes you've implemented to ensure consistent reporting and validation.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about challenges you've faced in managing CRM platforms, such as prioritising backlogs or coordinating releases. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
