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For Companies At a Glance
- Tasks: Enhance CRM processes, optimise workflows, and implement AI solutions for customer interactions.
- Company: Join Capital on Tap, a mission-driven company supporting small businesses globally.
- Benefits: Enjoy private healthcare, generous holiday, learning budget, and a dog-friendly office.
- Why this job: Make a real impact by innovating CRM strategies in a dynamic, agile environment.
- Qualifications: 2-5 years CRM experience, preferably with HubSpot, and strong analytical skills.
- Other info: Embrace diversity and inclusivity while thriving in a supportive workplace.
The predicted salary is between 36000 - 60000 £ per year.
Overview
We’re Capital on Tap. Capital on Tap was founded with the mission to help small business owners and make their lives easier. Today, we provide an all-in-one business credit card & spend management platform that helps business owners save time and money. Capital on Tap proudly serves over 200,000 businesses across the world and our goal is to help 1 million small businesses by 2030.
Why Join Us? We empower you to be innovative and solve complex problems. Take ownership, make an impact, and thrive in our scaling and agile environment. This is a Hybrid role; the Business Operations team work from our London (Moorgate) Offices 3 days per week.
What You\’ll Be Doing
The CRM Manager will be responsible for enhancing how all our customer-facing teams use HubSpot, driving significant efficiencies, and integrating new processes to streamline and automate operations using AI.
- Strategic HubSpot Management: Be the in-house expert for HubSpot, ensuring it meets the evolving needs of our teams.
- Process Optimisation & Automation: Identify opportunities to improve workflows, automate manual tasks, and build new processes within HubSpot.
- AI Implementation: Explore and implement AI solutions to automate routine tasks, personalise interactions, and provide valuable insights.
- Technical Expertise & Support: Act as the main technical resource for HubSpot, handling troubleshooting, configuration, and data integrity.
- Training & Reporting: Develop training programs for users and create dashboards to track key CRM metrics and provide actionable insights.
- Stay Current: Keep up-to-date with the latest HubSpot features, integrations, and CRM best practices, particularly in AI and automation.
What We\’re Looking For
- Proven CRM Experience: 2-5 years of experience managing and optimising a CRM platform, with HubSpot experience being a plus.
- Technical Proficiency: Comfortable with CRM administration, including custom objects, workflow automation, and integrations.
- Efficiency-Driven Mindset: A track record of using a CRM to improve operational efficiency and enhance customer experiences.
- AI/Automation Acumen: Practical experience or a strong understanding of how AI can be applied within a CRM.
- Strong Analytical & Communication Skills: Adept at analysing data and effectively communicating technical concepts to non-technical stakeholders.
- Project Management Skills: The ability to manage multiple projects, prioritise tasks, and meet deadlines.
- Autonomous & Proactive: A self-motivated individual who can independently solve problems, identify needs, and drive projects from start to finish.
- Agile & Adaptable: Comfortable working in an agile environment, embracing iteration and adapting to evolving requirements.
Diversity & Inclusion
We welcome, consider and encourage applications from anyone who shares our commitment to inclusivity. Join us in creating a space where authenticity thrives, and everyone can do their best work.
Benefits
- Private Healthcare including dental and opticians services through Vitality
- Worldwide travel insurance through Vitality
- Anniversary Rewards (£250, £500, £750, 4-week fully paid sabbatical)
- Salary Sacrifice Pension Scheme up to 7% match
- 28 days holiday (plus bank holidays)
- Annual Learning and Wellbeing Budget
- Enhanced Parental Leave
- Cycle to Work Scheme
- Season Ticket Loan
- 6 free therapy sessions per year
- Dog Friendly Offices
- Free drinks and snacks in our offices
Interview Process
- First stage: 30 minute intro and values call with Talent Partner (Video call)
- Second stage: 45 minute CV overview with Team Manager (Video call)
- Final stage: 60 minute assessment with Head of Operations and Team Manager (Video call/In Person)
How to Apply
Excited to work here? Apply. We aim to respond within 3 working days (may take up to 5 during busy periods).
UK DE&I Data
At Capital on Tap we are committed to equality and diversity across race, gender, sexual orientation, religion, ethnicity, ability, national origin and other characteristics. We collect anonymous data to understand and improve our processes. Participation is optional and does not affect your application.
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CRM Manager employer: Capital on Tap
Contact Detail:
Capital on Tap Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Manager
✨Tip Number 1
Get to know the company inside out! Research Capital on Tap's mission, values, and recent news. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can boost your chances of landing that CRM Manager role.
✨Tip Number 3
Prepare for those interviews! Think about how your experience aligns with the job description, especially around HubSpot and AI implementation. Practise answering common questions and have examples ready that showcase your skills in CRM management.
✨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 us at Capital on Tap!
We think you need these skills to ace CRM Manager
Some tips for your application 🫡
Show Your CRM Skills: Make sure to highlight your experience with CRM platforms, especially HubSpot. We want to see how you've used these tools to improve efficiency and enhance customer experiences.
Be Specific About Your Achievements: When detailing your past roles, focus on specific projects or tasks where you made a significant impact. Numbers and results speak volumes, so don’t shy away from showcasing your successes!
Tailor Your Application: Take the time to tailor your CV and cover letter to match our job description. We love seeing candidates who understand our mission and can articulate how they fit into our vision.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Capital on Tap
✨Know Your HubSpot Inside Out
As the CRM Manager role heavily revolves around HubSpot, make sure you’re well-versed in its features and functionalities. Brush up on your knowledge of custom objects, workflow automation, and integrations so you can confidently discuss how you’ve used these tools to drive efficiencies in past roles.
✨Showcase Your Process Optimisation Skills
Prepare examples of how you've identified opportunities for process improvement in previous positions. Be ready to discuss specific workflows you’ve automated or streamlined, and how those changes positively impacted customer experiences and operational efficiency.
✨Demonstrate Your AI Acumen
Since AI implementation is a key part of this role, think about how you’ve previously leveraged AI solutions in CRM settings. Bring examples of how AI has helped you automate tasks or personalise customer interactions, and be prepared to share your thoughts on future trends in AI within CRM systems.
✨Communicate Clearly with Non-Technical Stakeholders
You’ll need to explain technical concepts to team members who may not have a technical background. Practice articulating complex ideas in simple terms, and prepare to discuss how you’ve successfully trained others on CRM tools and processes in the past.
