At a Glance
- Tasks: Lead and optimise our Salesforce platform to enhance customer engagement and operational efficiency.
- Company: Join ClearBank, the UK's first purpose-built clearing bank, transforming banking infrastructure.
- Benefits: Flexible work options, 27 days holiday, personal development budgets, and a supportive team culture.
- Why this job: Be at the forefront of banking innovation and make a real impact in a dynamic environment.
- Qualifications: Experience in CRM strategy and Salesforce management, preferably in banking or fintech.
- Other info: Diversity and inclusion are at our core; we celebrate unique perspectives and backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
About ClearBank
ClearBank is the UK's first purpose-built clearing bank in over 250 years. We are transforming the banking infrastructure landscape with a cloud-native platform that enables fintechs, banks, and regulated institutions to deliver real-time, secure, and scalable financial services.
Role Overview
We are looking for a dynamic and strategic CRM Manager (Salesforce) to lead the development, optimisation, and governance, including day-to-day management of our Salesforce platform across the ClearBank Group. This role will be instrumental in ensuring Salesforce delivers value across multiple business functions, enabling customer engagement, operational efficiency, and data-driven decision-making.
You will be responsible for aligning CRM capabilities with Group-wide priorities, managing a small but high-performing team, and collaborating with senior stakeholders to deliver scalable, compliant, and innovative CRM solutions.
Key Responsibilities
- Strategic CRM Leadership
- Lead the development and execution of a comprehensive CRM strategy aimed at driving business growth, enhancing customer experience, and achieving targeted revenue outcomes.
- Serve as the owner of Salesforce, setting the vision for how CRM enables customer lifecycle management, internal collaboration, and business intelligence.
- Act as a trusted advisor to the Executive Committee on CRM-related opportunities and risks.
- Enterprise Enablement
- Partner with senior leaders across the Group to identify and prioritise CRM initiatives that drive commercial outcomes, operational efficiency and enhance the organisation's competitive position.
- Ensure Salesforce is embedded into core business processes, from onboarding and servicing to risk management and compliance.
- Partner with Compliance, Infosec and Data Security teams to ensure CRM initiatives meet regulatory standards (e.g., FCA, GDPR).
- Platform Ownership & Innovation
- Oversee the architecture, configuration, and integration of Salesforce with other core enterprise systems.
- Drive innovation through automation, AI, and analytics capabilities within the platform.
- Ensure platform scalability, security, and compliance with regulatory standards (e.g., GDPR, FCA, DNB).
- Governance & Performance
- Establish and lead CRM governance forums to manage roadmap prioritisation, data quality, and platform standards.
- Define and track KPIs to measure CRM effectiveness, adoption, and ROI across the Group.
- Ensure robust change management and training programmes to support user adoption.
- Team Leadership
- Develop and lead a high-performing CRM team, including Salesforce architects, product managers, and analysts on day-to-day operations, to drive product development, prioritisation and product backlog management.
- Foster a culture of collaboration, continuous improvement, and customer-centricity.
Experience & Skills
- Proven track record of success in a similar role, leading CRM strategy and Salesforce platform management in a regulated industry (preferably banking or fintech).
- Strong technical understanding of Salesforce architecture, capabilities and ecosystem (Apex, Lightning, Service Cloud, Experience Cloud).
- Experience with Salesforce deployment tools (e.g., Gearset, Copado) and integrations (e.g., Jitterbit, DocuSign).
- Salesforce certifications (Administrator, Advanced Admin, Sales/Service Cloud Consultant) highly desirable.
- Excellent leadership, communication, and stakeholder engagement skills.
- Strategic thinker with a data-driven mindset and passion for customer-centric innovation.
What we offer in return
- Flexible work culture supporting a strong work-life balance.
- 27 days of annual leave per year, plus public holidays.
- Option to work abroad for up to 30 days in a rolling 12-month period.
- Regular social events open to all.
- Option to swap bank holidays to any other day of your choice.
- Long term disability cover and accident cover.
- Opportunity to take a couple of days per year to do something that matters to you.
- Generous pension contribution without mandatory employee contribution.
- Mobile phone allowance and travel cost reimbursement.
- Enhanced family-friendly leave.
- Personal development budgets and opportunities for role-related training and unlimited LinkedIn Learning.
A little bit more about us
At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. We are committed to making sure our teams reflect society and creating a place where everyone feels at home, where they are given the trust and encouragement to do their very best work.
Equal Opportunities
ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. We strive for diversity and inclusion of all forms, including gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation.
CRM Manager (Salesforce) in London employer: ClearBank Ltd
Contact Detail:
ClearBank Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Manager (Salesforce) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and fintech sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings at ClearBank!
✨Tip Number 2
Prepare for those interviews! Research ClearBank’s values and recent projects. Think about how your experience with Salesforce can align with their goals. Practise common interview questions and be ready to showcase your strategic thinking.
✨Tip Number 3
Show off your skills! If you’ve got a portfolio or examples of successful CRM strategies you’ve implemented, bring them along. Demonstrating your hands-on experience with Salesforce will definitely make you stand out.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the ClearBank team. Don’t miss out on this opportunity!
We think you need these skills to ace CRM Manager (Salesforce) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the CRM Manager role. Highlight your experience with Salesforce and any relevant achievements that align with ClearBank's goals. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills can help us transform the banking infrastructure. Keep it engaging and personal – we love a good story!
Showcase Your Leadership Skills: As a CRM Manager, you'll be leading a team. Make sure to highlight your leadership experience in your application. Share examples of how you've successfully managed teams or projects in the past – we want to know how you inspire others!
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. Plus, it gives you a chance to explore more about ClearBank while you’re at it!
How to prepare for a job interview at ClearBank Ltd
✨Know Your Salesforce Inside Out
Make sure you have a solid understanding of Salesforce architecture and its capabilities. Brush up on key features like Apex, Lightning, and Service Cloud, as well as deployment tools like Gearset and Copado. Being able to discuss these in detail will show your technical prowess and readiness for the role.
✨Align with ClearBank's Vision
Familiarise yourself with ClearBank's mission and values. Think about how your experience aligns with their goals of enhancing customer experience and driving business growth. Be prepared to share specific examples of how you've successfully implemented CRM strategies in previous roles.
✨Prepare for Stakeholder Engagement
Since this role involves collaborating with senior leaders, practice articulating your ideas clearly and confidently. Prepare to discuss how you've previously partnered with stakeholders to drive CRM initiatives and ensure compliance with regulatory standards like FCA and GDPR.
✨Showcase Your Leadership Skills
As a CRM Manager, you'll be leading a team, so be ready to talk about your leadership style. Share examples of how you've fostered collaboration and continuous improvement within your teams. Highlight any experience you have in managing change and training programmes to support user adoption.