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- Tasks: Lead and enhance CRM operations while coaching a growing team in Bloomreach best practices.
- Company: Join AJ Bell, a fast-growing investment platform with a collaborative culture.
- Benefits: Enjoy competitive salary, generous holiday, hybrid working, and personal development opportunities.
- Why this job: Make a real impact in a dynamic environment while developing your skills in CRM management.
- Qualifications: Experience in Bloomreach and financial services, with strong people management and communication skills.
- Other info: Be part of a company recognised as one of the UK’s ‘Best 100 Companies to Work For’.
The predicted salary is between 48000 - 72000 £ per year.
We\’re looking for an experienced Senior CRM Manager with hands on Bloomreach expertise to join AJ Bell on a 6-month fixed term contract. You\’ll play a key role in enhancing, strengthening, and future proofing our CRM operations as the team continues to grow and evolve. This is a hands‑on, delivery focused role for someone who thrives on improving processes, ensuring quality, and upskilling others in Bloomreach best practice. You\’ll take ownership of CRM activity across BAU and campaign work, ensuring accuracy, compliance, and timeliness, while embedding best practice processes and coaching a growing team to confidently manage Bloomreach.
Responsibilities
- Oversee the daily operations of the CRM team, managing workloads, priorities, and delivery timelines across BAU and campaign activity.
- Act as the final QA checkpoint for all CRM communications, ensuring the right message reaches the right customer, at the right time.
- Review and re-document CRM processes (including approvals and governance), creating clear, user friendly documentation.
- Work with internal stakeholders to embed new ways of working and drive accountability across teams.
- Ensure adherence to Consumer Duty requirements, including process compliance and testing.
- Progress several paused or complex CRM projects, such as IP warm‑up, triggered/automated journeys, onboarding and lifecycle communications, and exploring new channels like push notifications.
- Collaborate closely with the Data Team on data and scenario dictionaries and ongoing Bloomreach development work.
- Manage the relationship with Bloomreach to ensure full utilisation and optimisation of platform capabilities.
Qualifications
- Support and upskill newer team members, building confidence and capability in Bloomreach and CRM best practice.
- You\’re an experienced Bloomreach user or subject matter expert who can hit the ground running and train others.
- You have previous experience in financial services or another regulated environment.
- You\’re process driven, methodical, and take pride in getting the details right.
- You\’re a confident people manager who enjoys developing individuals and creating structure within teams.
- You have strong communication skills and can engage with cross‑functional stakeholders to drive alignment and improvement.
Company Overview
AJ Bell is one of the fastest‑growing investment platform businesses in the UK offering an award‑winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award‑winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK\’s ‘Best 100 Companies to Work For’ for six consecutive years and in 2024 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Benefits
- Competitive starting salary
- Starting holiday entitlement of 27, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 8%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by Simply Health
- Discounted private healthcare scheme and dental plan
- Free gym
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid Working
Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That\’s why we offer a hybrid working model, where you\’ll spend 3–4 days per week in the office. For new team members, the first 3 months will be spent full‑time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
Equal Opportunity & Inclusion
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we\’d love to speak to you.
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Interim Senior CRM Manager employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim Senior CRM Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at AJ Bell. A friendly chat can sometimes lead to a referral, which is a great way to get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching AJ Bell and their CRM operations. Understand their use of Bloomreach and think about how your experience aligns with their needs. This will help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Show off your skills! If you have any relevant projects or case studies, be ready to discuss them during the interview. Demonstrating your hands-on experience with Bloomreach can really impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the AJ Bell team.
We think you need these skills to ace Interim Senior CRM Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior CRM Manager. Highlight your hands-on Bloomreach experience and any relevant achievements in CRM operations. We want to see how you can enhance and future-proof our processes!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've improved CRM processes and upskilled team members in the past. We love a good story!
Showcase Your People Skills: As a people manager, it's crucial to demonstrate your ability to develop individuals and create structure within teams. Mention any experiences where you've successfully managed workloads or coached others in best practices. We value strong communication skills!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step to connect with us directly.
How to prepare for a job interview at Aj Bell
✨Know Your Bloomreach Inside Out
Since the role requires hands-on Bloomreach expertise, make sure you brush up on all its features and functionalities. Familiarise yourself with best practices and be ready to discuss how you've used Bloomreach in past roles to improve CRM processes.
✨Showcase Your People Management Skills
As a Senior CRM Manager, you'll be expected to support and upskill team members. Prepare examples of how you've successfully managed teams in the past, focusing on your coaching style and how you've helped others grow their skills in CRM.
✨Demonstrate Process Improvement Mindset
This role is all about enhancing and future-proofing CRM operations. Be ready to share specific instances where you've identified inefficiencies and implemented changes that led to better outcomes. Highlight your methodical approach to process documentation and compliance.
✨Engage with Cross-Functional Stakeholders
Strong communication skills are key for this position. Think of examples where you've collaborated with different teams to drive alignment and improvement. Be prepared to discuss how you can build relationships with internal stakeholders to embed new ways of working.
