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For Companies At a Glance
- Tasks: Lead CRM strategies, optimise processes, and implement AI solutions to enhance customer interactions.
- Company: Join Capital on Tap, a fintech revolutionising business credit for over 200,000 small businesses globally.
- Benefits: Enjoy hybrid work, private healthcare, sabbaticals, and a fun office vibe with perks like free snacks and office dogs.
- Why this job: Make a real impact in a dynamic environment while growing your skills in CRM and AI.
- Qualifications: 2-5 years CRM experience, preferably with HubSpot; strong analytical and project management skills required.
- Other info: Diversity and inclusion are at our core; we welcome all applicants who share our values.
The predicted salary is between 36000 - 60000 £ per year.
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.
Great Work Deserves Great Perks We try not to take ourselves too seriously (all the time) so we make sure our office is decked out with a pool table, arcade machine, beer tap, and a couple of office dogs thrown in for good measure. Check out our 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
Check out more of our benefits, values and mission here .
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)
Excited to work here? Apply!
If you’d like to progress your career within our fast growing, profitable fintech then click apply and we will aim to get back to you within 3 working days (during busy periods this could take up to 5 working days.)
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At Capital on Tap we are fully focused on equality and believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, ability, national origin and all the other characteristics that make us who we are. We want to be a place where a diverse mix of talented people want to come and do their best work and most importantly feel included and that they can be their authentic selves.
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CRM Manager New London employer: Capital on Tap
Contact Detail:
Capital on Tap Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Manager New London
✨Tip Number 1
Familiarise yourself with HubSpot's latest features and updates. As the CRM Manager, you'll need to be the in-house expert, so showing your knowledge during interviews can set you apart.
✨Tip Number 2
Demonstrate your understanding of AI and automation in CRM processes. Prepare examples of how you've previously implemented these technologies to improve efficiency, as this aligns closely with the role's requirements.
✨Tip Number 3
Highlight your project management skills by discussing specific projects where you've successfully managed multiple tasks. This will show your ability to prioritise and meet deadlines, which is crucial for the position.
✨Tip Number 4
Prepare to discuss how you've trained others on CRM systems in the past. The role involves developing training programmes, so showcasing your experience in this area will demonstrate your capability to support the team effectively.
We think you need these skills to ace CRM Manager New London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CRM experience, particularly with HubSpot. Emphasise any specific achievements related to process optimisation and automation, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping small businesses and how your skills align with Capital on Tap's mission. Mention your experience with AI and automation in CRM systems, as this is crucial for the position.
Showcase Analytical Skills: Provide examples in your application that demonstrate your analytical abilities. Discuss how you've used data to improve customer experiences or operational efficiency in previous roles.
Prepare for Interviews: Research common interview questions for CRM Manager positions and prepare your responses. Be ready to discuss your technical expertise with HubSpot and how you can contribute to the team’s goals at Capital on Tap.
How to prepare for a job interview at Capital on Tap
✨Show Your HubSpot Expertise
As the CRM Manager role requires in-depth knowledge of HubSpot, make sure to highlight your experience with the platform. Be prepared to discuss specific features you've used and how you've optimised them for better efficiency.
✨Demonstrate Your Process Improvement Skills
Capital on Tap is looking for someone who can identify opportunities for workflow automation. Come prepared with examples of how you've previously streamlined processes or implemented automation in your past roles.
✨Discuss AI Implementation Experience
Since the role involves exploring AI solutions, be ready to talk about any practical experience you have with AI in a CRM context. Share insights on how AI can enhance customer interactions and improve operational efficiency.
✨Prepare for Technical Questions
Expect technical questions related to CRM administration and data integrity. Brush up on your knowledge of custom objects, workflow automation, and integrations to confidently answer any queries during the interview.
