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- Tasks: Join our team as a CRM Marketing Executive, focusing on email campaigns and client relationships.
- Company: Mattioli Woods offers tailored wealth management and investment solutions with a client-focused approach.
- Benefits: Enjoy flexible benefits, charity events, and a hybrid work model for better work-life balance.
- Why this job: Be part of a collaborative culture that values personal growth and impactful financial outcomes.
- Qualifications: Proven marketing experience, strong HubSpot knowledge, and excellent project management skills required.
- Other info: This is a full-time, permanent role with opportunities for career progression.
The predicted salary is between 28800 - 42000 £ per year.
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Direct message the job poster from Mattioli Woods
Recruitment Co-ordinator | Human Resources @ Mattioli Woods plc
We\’re currently on the lookout for a skilled CRM Marketing Executive to join our growing team on a full-time, permanent basis. This is a hybrid role, meaning you\’ll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.
The Role
Our CRM Marketing Executives are pivotal members of the digital marketing team, responsible for deploying HubSpot to achieve new client acquisition and deepen relationships with prospects and clients.
You\’ll work closely with the digital marketing and consultant teams, taking an operational lead in campaign setup, lead nurturing workflows, and email campaign management. Whether it\’s building automated journeys, integrating with paid media, or delivering analytics insights—your expertise will help us achieve our commercial ambitions through best practice marketing automation.
What You\’ll Be Doing
- Develop and deliver automated email workflows and customer journeys within HubSpot
- Build and deploy targeted email campaigns with segmentation and personalisation
- Set up and monitor lead scoring models to support marketing campaigns
- Integrate HubSpot with paid digital campaigns for efficient lead routing
- Own reporting and analytics for HubSpot campaigns with performance insights
- Ensure data compliance and quality within HubSpot following GDPR guidelines
- Create landing pages, forms, and templates maintaining brand consistency
- Deliver client onboarding and cross-sell/up-sell automation journeys
- Provide HubSpot training and support as subject matter expert
What You\’ll Bring
- Proven marketing experience with focus on financial services
- Strong working knowledge of HubSpot and marketing automation
- Excellent project management and analytical skills
- Strong communication and collaboration abilities
- Proficiency in CRM tools and data analysis
- Strategic thinking with focus on results-driven campaigns
- Strong organisational and time-management skills
- Understanding of GDPR and data protection requirements
Why Join Us?
At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.
You’ll be part of a collaborative, client-focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients.
Benefits Package:
️ A choice of flexible voluntary benefits to suit your lifestyle
Access to charity fundraising and social events
Ready to drive our CRM marketing success? Apply now!
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Marketing
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CRM Marketing Executive employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Marketing Executive
✨Tip Number 1
Familiarise yourself with HubSpot's features and functionalities. Since the role heavily relies on this platform, showcasing your proficiency in using HubSpot for email campaigns and automation will set you apart from other candidates.
✨Tip Number 2
Understand the financial services sector and its marketing nuances. Tailoring your knowledge to demonstrate how you can apply CRM strategies specifically within this industry will resonate well with the hiring team.
✨Tip Number 3
Prepare to discuss your experience with lead nurturing workflows and analytics insights. Be ready to share specific examples of how you've successfully managed campaigns and improved client relationships through data-driven decisions.
✨Tip Number 4
Network with current or former employees of Mattioli Woods. Engaging with them can provide valuable insights into the company culture and expectations, which can help you tailor your approach during interviews.
We think you need these skills to ace CRM Marketing Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in CRM marketing, particularly with HubSpot and financial services. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for digital marketing and your understanding of CRM strategies. Mention specific examples of past successes in email campaigns or lead nurturing workflows.
Showcase Analytical Skills: In your application, emphasise your analytical skills and experience with reporting and performance insights. Provide examples of how you've used data to drive marketing decisions.
Highlight Collaboration Experience: Since this role involves working closely with various teams, include examples of successful collaboration in your application. Mention any experience you have in training others or leading projects.
How to prepare for a job interview at Mattioli Woods
✨Showcase Your HubSpot Expertise
Make sure to highlight your experience with HubSpot during the interview. Be prepared to discuss specific campaigns you've managed, how you set up automated workflows, and any challenges you faced while using the platform.
✨Demonstrate Your Analytical Skills
Since the role involves reporting and analytics, come ready to talk about how you've used data to drive marketing decisions. Share examples of how you've monitored campaign performance and adjusted strategies based on insights.
✨Understand GDPR Compliance
Familiarise yourself with GDPR guidelines as they relate to CRM and marketing. Be ready to discuss how you ensure data compliance in your previous roles, as this is crucial for the position.
✨Prepare for Collaboration Questions
As this role requires working closely with various teams, think of examples that demonstrate your collaboration skills. Be ready to explain how you've successfully worked with others to achieve common goals in past projects.
