CRM Marketing Automation Manager (Salesforce)

Term: 12-month contract - with the team having at least a 3 year roadmap ahead of it.

Salary: £45k to £55k plus bonus, 25 days leave, good pension, healthcare, life assurance, etc.

Location: Hybrid, two days a week in office, which can be in either Bournemouth or Bristol offices.

The team you’ll be joining is mid transformation of CRM journeys for this financial services giant. You’ll join an existing team who are growing to support the creation of new customer journeys and CRM workflows being built upon Salesforce Marketing Cloud.

With this role leaning into the technical side of the platform, handling the build and creation of said journeys, implementing dynamic content within complex customer communications across both promotional and operational communication journeys. Because this sits within financial services, there’s a heavier emphasis on regulations within the dynamic content being served. Think things like policy pricing, exclusions, underwriting terms which need to be applied – all at an individual level and how that’s delivered at scale through automation.

This team are building a whole new ‘next generation’ of CRM capability for the business. Looking to level up the sophistication of CRM journeys and automation. Which will include testing AI capabilities too within Salesforce.

With all this comes the need for testing – both through logic specs, considering what should appear and why on communications, as well as whether dynamic content is pulling through correctly into the final communications. So having a solid understanding in how to create and implement effective test and learn strategies will be important.

What you’ll be involved in:

• Creating, testing and improving digital customer journeys across the Salesforce Marketing Cloud ecosystem.
• Working with BA and tech teams to align workflows, architecture and product requirements.
• Translating commercial objectives into clear, usable CRM objectives and comms.
• Shaping propositions for new capabilities and guiding them from idea to launch.
• Using insight from customer behaviour, brokers and performance data to refine CRM journeys, customer comms and enhance CRM journeys.
• Spotting friction points and recommending changes that will lift engagement and enhance the customer experience.
• Keeping delivery on track across product, digital, engineering and operational teams.

What helps you succeed here:

• Experience within CRM Operations/CRM Automation working with Salesforce/SFMC.
• Confidence turning data, research and customer behaviour into sophisticated CRM journeys.
• Experience of the above within a regulated environment – financial service, utilities, insurance, healthcare, telecoms, etc.
• Good understanding of creating, testing and optimising sophisticated customer journey comms which utilise dynamic content.
• The ability to simplify technical detail for stakeholders and keep teams aligned.
• Curiosity, structure and a habit of nudging things forward even when the detail is evolving.

Want to Apply? Here’s how:

Applicants must have the right to live and work in the UK. You can share your Linked-in profile or email me a CV – it doesn’t have to be up to date, we can work on that once you decide you want to take this forward. Or, for a chat and more information please contact me on: Colin Doree Recruiter | Blue Pelican 01892 507122.