CRM Specialist

The CRM Specialist will play a pivotal role in delivering on Canada Life's strategy to become data and insight led. The role will drive marketing forward by deploying insights and strategic objectives, recommending ways of delivering greater incremental revenue into the business. The role holder will build and manage data selections to translate briefs into data and CRM activities, and report to B2B Marketing.

What You’ll Do

• Accountable for delivering marketing plans through targeted and effective data selections and campaign flows to ensure all email marketing campaigns are delivered in accordance to best practice.
• Segment adviser data to fit message with type and active status of each audience.
• Channels will initially be email with the expectation of expanding into targeted CRM channels such as push into customer portals.
• Devise and implement actions that will improve the effectiveness of customer and adviser communication strategies, demonstrating a culture of continuous improvement through A/B testing, and ensuring strategies are up to date with new methods to drive engagement and efficiency.
• Deliver channel targets, tracking and post‑campaign performance management.
• Ensure all campaign activity is effectively tracked, embedding marketing effectiveness across the marketing function to guarantee continuous improvement and an increasing return on investment.
• No campaign should be delivered without a clear definition of targets, tracking and post‑campaign management, with initiatives tracked against business line and department OKRs for clear performance KPIs.
• Act as the CRM specialist in the marketing team for data and CRM, deploying the strategy set by the Data and Insight team and serving as the key relationship contact for CRM in marketing.

Who You Are

• Demonstrable experience working and managing in a CRM marketing role, specifically in automation and email marketing, with broader knowledge of other communication channels advantageous (e.g., direct mail, SMS, audience matching in social platforms, programmatic digital marketing).
• Strong verbal and written communication skills.
• Strong attention to detail.
• Good organisational and time‑management skills and the ability to work well under pressure.
• Team player who enjoys collaborating, asking questions, and understanding other perspectives while also taking ownership and working independently.
• A self‑starter who can work independently and confidently seek information from team members to meet goals.
• Data‑focused/analytical mindset; skilled in manipulating data and combining data from multiple sources for segmentation and reporting.
• Experience using insight to drive performance.
• Ideally experience covers both business and consumer segments.

Qualifications

• Demonstrable experience with Salesforce and Pardot (or equivalent selections technology).
• Degree level education or equivalent.
• Marketing qualification such as CIM or equivalent.
• Experience working in a CRM function.

Benefits Of Working At Canada Life

We offer a competitive salary and comprehensive reward package that includes a generous pension and bonus scheme, income protection, private medical insurance, and life assurance. Additional benefits support personal and professional development and other employee wellbeing programs.