At a Glance
- Tasks: Lead the design and optimisation of customer acquisition journeys for a leading financial services firm.
- Company: Join a dynamic financial services business undergoing exciting transformation.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Collaborate with diverse teams and leverage cutting-edge technology for success.
- Why this job: Shape customer engagement strategies and make a real impact on business growth.
- Qualifications: Proven experience in customer acquisition and digital journey design.
The predicted salary is between 56700 - 69300 £ per year.
HW Interim are working with a leading financial services business undergoing significant commercial transformation, supporting its ambitious growth plans and focus on enhancing customer acquisition. The business is looking to appoint an experienced Senior Customer Acquisition & Journey Lead to design, establish and optimise a high-performing direct customer acquisition capability, improving how prospective customers are engaged, qualified and converted. This is a highly visible, hands-on role, bringing together commercial, customer, technology, data and operational teams to deliver a seamless, personalised and commercially effective customer journey.
The Role
Working closely with senior leadership, you will take ownership of designing and implementing an end-to-end customer acquisition and conversion journey, from initial enquiry through qualification, appointment, advice opportunity and ultimately conversion. The focus will be on building a scalable, data-led acquisition model that combines digital engagement, intelligent automation and high-quality human interaction to improve conversion and customer experience.
Key responsibilities will include:
- Designing and optimising the end-to-end customer acquisition journey, improving lead response, qualification, appointment booking and conversion.
- Establishing a high-performing, omnichannel acquisition model across web, telephone, live chat, social media, WhatsApp and email.
- Identifying opportunities to leverage AI, automation and personalisation to improve response times, customer engagement and conversion.
- Developing intelligent lead-management, segmentation and routing processes to ensure customers receive timely, relevant engagement.
- Working across commercial, technology and operational teams to implement effective customer journeys and ensure seamless integration with existing services.
- Establishing clear funnel performance measures, tracking lead quality, conversion, customer acquisition costs and commercial outcomes.
- Driving continuous improvement through data analysis, customer insight and a disciplined test-and-learn approach.
About You
We are seeking an experienced customer acquisition and digital journey professional who combines strong commercial understanding with a proven track record of designing and delivering high-performing conversion journeys. You will ideally bring:
- Significant experience designing and implementing high-volume customer acquisition and conversion journeys.
- A strong track record of improving lead conversion, response times and customer engagement through measurable initiatives.
- Experience across omnichannel customer journeys, combining digital platforms with human-led sales or advisory interactions.
- Strong understanding of AI, automation, personalisation and technology-enabled customer acquisition.
- Experience within financial services, ideally wealth management, insurance, mortgages or other regulated environments.
- Strong analytical capability, using customer and funnel data to identify opportunities and drive commercial performance.
- Excellent stakeholder management skills, with the ability to influence senior leaders and work effectively across commercial, technology and operational teams.
- A hands-on, delivery-focused approach, comfortable translating customer acquisition strategy into practical implementation.
The Opportunity
This is an opportunity to join a growing financial services business at an important stage in its commercial transformation, taking ownership of a new customer acquisition capability and helping shape how the business attracts, engages and converts customers. The successful individual will play a pivotal role in establishing a scalable, technology-enabled acquisition model that delivers measurable commercial growth and an improved customer experience.
Location: North England – hybrid working, 2–3 days per week on-site
Looking to engage with experienced interims and consultants who will be available within the coming weeks.
Senior Customer Acquisition & Journey Lead in England employer: HW Interim Solutions
At HW Interim Solutions, we pride ourselves on being an excellent employer that values hands-on experience and fosters a collaborative work culture. Our West Midlands location offers a hybrid working model, allowing for flexibility while engaging in meaningful projects that drive significant savings and supplier engagement. We are committed to employee growth, providing opportunities for professional development within a dynamic multi-site consumer environment, making this role not just a job, but a rewarding career path.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Acquisition & Journey Lead in England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like HW Interim Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Customer Acquisition & Journey Lead in England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to HW Interim Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on HW Interim Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at HW Interim Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with HW Interim Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at HW Interim Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former HW Interim Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.