CRM Specialist

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

The CRM Specialist will play a pivotal role in delivering on Canada Life's strategy to become data and insight led. The role will drive marketing forward in more tangible commercial strategies, in addition to delivering against the ethos Customer First, Always. The role holder will collaborate with the data and insight team and marketing function to deploy the insight and strategic objectives, recommending ways of delivering greater incremental revenue into the business. The role holder will be building and managing data selections to translate briefs into data and CRM activities. Reporting into Hof B2B Marketing, the role holder will help deliver the operational data aspects of CLUK campaigns helping to improve adviser engagement, activation and retention through CRM optimised strategies.

What You'll Do

• Accountable for delivering marketing plans through targeted and effective data selections and campaign flows to ensure all email marketing campaigns are delivered in accordance to best practice.
• Segment the adviser data to best fit message with type and active status of each audience. Channels will initially be email with the expectation of expanding these into targeted, CRM channels for example push into customer portals.
• Devise and implement actions that will improve the effectiveness of customer and adviser communication strategies, demonstrating a culture of continuous improvement through AB testing, ensuring they are up to date with new methods and strategies to drive engagement and efficiency.
• Deliver channel targets, tracking and post-campaign performance management to make certain that all campaign activity is effectively and continuously tracked, to embed marketing effectiveness across the marketing function to guarantee continuous improvement and an increasing return on investment.
• No campaign should be delivered without a clear definition of targets, tracking and post-campaign performance management. Tracking initiatives against business line and department OKRs for clear performance KPIs.
• Act as the CRM specialist in the marketing team for data and CRM deploying the strategy set by the Data and Insight team and act as the key relationship contact for CRM in marketing.

Who You Are

• Demonstrable experience working and managing in a CRM marketing role, specifically in automation and email marketing, with a wider knowledge of working with other communication channels would be advantageous (e.g., direct mail, SMS, audience matching in social platforms, programmatic digital marketing etc).
• Strong verbal and written communication skills.
• Strong attention to detail.
• Good organisational and time-management skills and the ability to work well under pressure.
• Work as a strong team player, enjoying working collaboratively, asking questions, and understanding other perspectives whilst also taking ownership and working independently.
• A self-starter, who can work independently and seek information confidently from members of the team to help meet goals.
• Data focused/analytical mind-set; management/segmentation/reporting and skilled in manipulating data and combining data from multiple sources.
• Experience using insight to drive performance.
• Ideally your experience will cover both business and consumer segments.

Qualifications

• Demonstrable experience of Salesforce and Pardot (or equivalent selections technology).
• Degree level education or equivalent.
• Marketing qualification - CIM or equivalent.
• Experience working in a CRM function.

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.

At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.

We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.