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- Tasks: Lead the CRM and data management strategy, optimising Salesforce for business success.
- Company: Join a forward-thinking organisation focused on data-driven decision-making.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic work environment with a focus on innovation and collaboration.
- Why this job: Shape the future of CRM and data management while making a real impact.
- Qualifications: 5+ years in CRM roles, with strong Salesforce experience and data governance skills.
The predicted salary is between 70000 - 90000 £ per year.
Our client is seeking a Salesforce - Head of CRM and Data Management. Reporting to the Director of Business Solutions, you will take full ownership of the organisation's CRM and data ecosystem, managing it end-to-end across the business. You will play a key role in shaping CRM architecture while ensuring the highest standards of data integrity. Your expertise in data management will enable insight-led decision-making across Sales, Marketing, Customer Success, and Finance. Through strong operational leadership, you will translate business objectives into scalable processes, automation, and actionable analytics.
Key Responsibilities
- CRM Ownership
- Administer, configure, and optimise Salesforce
- Oversee and optimise data migration from Acturis and Schemeserve systems
- Design scalable data models, including fields, page layouts, validation rules, and approval processes
- Maintain automations and ensure adherence to best-practice governance
- Manage profiles, permission sets, roles, sharing rules, and security controls
- Own the release cycle, including sandbox management, change sets, documentation, and user training
- Lead the configuration and optimisation of the opportunity lifecycle
- Establish and maintain data handling standards and data dictionaries across systems
- Implement robust data quality frameworks, including deduplication, enrichment, validation, and monitoring
- Own integrations between Salesforce and core systems
- Ensure compliance with data privacy standards and regulations
- Develop executive-level dashboards and reports covering pipeline, forecasting, revenue, customer health, and operational KPIs
- Partner with senior leadership to define key metrics, segmentation strategies, forecasting models, attribution, and cohort analysis
- Lead user onboarding, training, documentation, and ongoing support to drive adoption and data literacy
- Manage vendor relationships and licensing agreements
- Oversee UAT processes, troubleshooting, and continuous system improvements
- Maintain and uphold all relevant regulatory and compliance standards
Requirements:
- Minimum 5 years' experience in a commercial CRM and data analysis role
- At least 3 years' hands-on Salesforce experience
- Experience with Acturis (advantageous)
- Proven track record of Salesforce administration within a high-growth environment
- Strong proficiency in Salesforce flows, validation rules, permissions, data imports, and reporting
- Solid experience in data governance and privacy compliance
- Excellent stakeholder management and communication skills
- Salesforce certifications (preferred), or willingness to obtain within 12 months
- Experience with Salesforce automation tools (preferred)
- Familiarity with Acturis and Schemeserve (desirable but not essential)
- Strong verbal communication skills
- Understanding of lead-to-cash processes (advantageous)
- Ability to work both independently and collaboratively
How to Apply
To apply, please submit your CV in confidence. If you do not hear from us within 7 days, please assume your application has not been successful on this occasion.
Salesforce - Head of CRM and Data Management in Manchester employer: Insurance Recruitment Services
Contact Detail:
Insurance Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce - Head of CRM and Data Management in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work with Salesforce or in CRM roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website showcasing your Salesforce projects and data management successes. This gives potential employers a taste of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common questions related to CRM and data management. Think about how your experience aligns with the key responsibilities listed in the job description, and be ready to share specific examples.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Salesforce - Head of CRM and Data Management in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your Salesforce experience and any relevant data management skills. We want to see how you can take ownership of CRM systems like a pro!
Showcase Your Achievements: Don’t just list your responsibilities; show us what you've achieved in your previous roles. Use numbers and examples to demonstrate your impact on CRM and data management. We love seeing results!
Keep It Clear and Concise: Your application should be easy to read and straight to the point. Avoid jargon unless it’s relevant to the role. We appreciate clarity, so make sure your key skills and experiences shine through without fluff.
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’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Insurance Recruitment Services
✨Know Your Salesforce Inside Out
Make sure you brush up on your Salesforce knowledge before the interview. Be ready to discuss your hands-on experience with Salesforce administration, including flows, validation rules, and data imports. Highlight specific projects where you've optimised Salesforce for better performance.
✨Showcase Your Data Management Skills
Prepare examples that demonstrate your expertise in data governance and compliance. Discuss how you've implemented data quality frameworks or managed integrations between systems. This will show that you can maintain high standards of data integrity, which is crucial for the role.
✨Communicate Like a Pro
Since this role involves stakeholder management, practice articulating your thoughts clearly and confidently. Think about how you would explain complex CRM concepts to non-technical team members. Good communication skills can set you apart from other candidates.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare to discuss how you would handle challenges related to CRM ownership or data migration. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.