At a Glance
- 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 with Bloomreach and strong people management skills are essential.
 - 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 43200 - 72000 £ per year.
Overview
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 grows. 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.
What You’ll Do
- 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.
 - Support and upskill newer team members, building confidence and capability in Bloomreach and CRM best practice.
 
About You
- 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.
 
About Us
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.
What we offer:
- 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: 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 a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
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 opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching AJ Bell and their CRM operations. Show us you’re not just another candidate; demonstrate your knowledge of Bloomreach and how you can enhance their processes.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role. We want to hear about your hands-on experience and how you’ve successfully managed CRM projects in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in 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 our team!
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 processes or upskilled others in previous positions.
Showcase Your People Skills: As a people manager, it's crucial to demonstrate your ability to develop individuals and create structure within teams. Share stories that highlight your communication skills and how you've engaged with cross-functional stakeholders.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Aj Bell
✨Know Your Bloomreach Inside Out
Since this 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 coach and upskill others. Prepare examples of how you've successfully developed team members in the past. Highlight your approach to building confidence and capability within a team, especially in a regulated environment.
✨Demonstrate Process Improvement Mindset
This role is all about enhancing and future-proofing CRM operations. Be ready to discuss specific instances where you've improved processes or ensured compliance. Think about how you can articulate your methodical approach to getting the details right.
✨Engage with Cross-Functional Stakeholders
Strong communication skills are key for this position. Prepare to share experiences where you've collaborated with different teams to drive alignment and improvement. Show that you can effectively engage with stakeholders to ensure successful CRM activity.