At a Glance
- Tasks: Lead customer engagement strategies and enhance CRM capabilities for major brands.
- Company: Fast-growing professional services firm transforming customer engagement.
- Benefits: Competitive salary, 37 days holiday, private medical insurance, and employee perks.
- Other info: Join a dynamic team with dedicated learning and career growth opportunities.
- Why this job: Make a real impact on customer engagement and work with top brands.
- Qualifications: Experience in marketing transformation and strong stakeholder management skills.
The predicted salary is between 60000 - 70000 £ per year.
Optima Partners is a fast‑growing professional services firm helping leading organisations transform customer engagement at the intersection of marketing, technology, and data. As we scale from 80 to 200 people, we’re growing our Customer Strategy & Engagement consulting team. We work with major brands including Lloyds Banking Group, NatWest, Nationwide, Aviva, Virgin Media O2, BT, Centrica, and GSK.
What You Will Be Doing
- Leading adoption and value realisation of CRM and NBA capabilities post‑implementation
- Shaping customer engagement and decisioning strategies aligned to client growth, retention, and CX goals
- Advising clients on embedding decisioning‑led ways of working across marketing, service and channels
- Defining value cases, KPIs and success measures for customer engagement programmes
- Facilitating client workshops and engaging confidently with senior stakeholders
- Partnering with delivery teams to ensure strategy, operating model and platform capability align
What We’re Looking For
- Experience in consulting or advisory roles within marketing transformation, CRM or customer engagement
- Strong understanding of Next Best Action, personalisation, and customer decisioning concepts
- Proven experience increasing CRM adoption and business value from a strategic perspective
- Technical fluency with platforms such as Pega Customer Decision Hub or similar
- Excellent stakeholder management and storytelling skills
About You
- Strategic, outcome‑focused and customer‑centric
- Comfortable influencing senior clients without authority
- Curious about technology and innovation without needing to build or configure solutions
- Pragmatic and confident operating in change and transformation environments
Join us as a Senior Consultant to help leading brands turn CRM and Next Best Action investments into real measurable customer engagement and business value by bridging strategy, decisioning and adoption.
What We Offer
- Competitive salary + bonus up to 15%
- 37 days holiday (incl. Christmas shutdown)
- Private medical insurance, life & income protection
- Pension scheme
- 1,000+ employee perks
- Dedicated learning, training, and certification support
Senior Consultant - Customer Decisioning & Engagement Strategy employer: Optima Partners
Optima Partners is an exceptional employer located in the vibrant City of Edinburgh, offering a collaborative work culture that fosters innovation and professional growth. As a Senior Data Scientist, you will not only lead impactful projects but also have the opportunity to mentor junior colleagues, ensuring a supportive environment for continuous learning. With a focus on delivering actionable insights across various sectors, you'll be part of a dynamic team dedicated to making a real difference in the field of machine learning.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Consultant - Customer Decisioning & Engagement Strategy
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at Optima Partners or similar firms. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your experience in CRM and customer engagement strategies. When you get the chance to chat with potential employers, share these stories to demonstrate your value.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to the hiring managers or team leads at Optima Partners. Express your interest and ask about upcoming opportunities – it shows initiative!
✨Tip Number 4
Prepare for interviews by understanding their clients and projects. Research brands like Lloyds Banking Group and Aviva, and think about how your skills can help them achieve their goals. This will impress them and show you’re genuinely interested.
We think you need these skills to ace Senior Consultant - Customer Decisioning & Engagement Strategy
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Consultant. Highlight your experience in marketing transformation and customer engagement, and don’t forget to mention any relevant CRM platforms you’ve worked with!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about customer decisioning and how your skills align with our goals. Be sure to include specific examples of your past successes.
Showcase Your Stakeholder Management Skills:We love candidates who can engage confidently with senior stakeholders. In your application, share instances where you've influenced decision-making or facilitated workshops. This will show us you’re the right fit for our team!
Apply Through Our Website:Don’t forget to apply 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 what we do at StudySmarter!
How to prepare for a job interview at Optima Partners
✨Know Your CRM Inside Out
Make sure you’re well-versed in CRM systems, especially Pega Customer Decision Hub or similar platforms. Brush up on how these tools can drive customer engagement and decisioning strategies, as this will be crucial in demonstrating your technical fluency during the interview.
✨Showcase Your Stakeholder Management Skills
Prepare examples of how you've successfully influenced senior clients and managed stakeholders in previous roles. Use storytelling techniques to convey your experiences, as this will help you connect with the interviewers and showcase your excellent communication skills.
✨Align with Their Goals
Familiarise yourself with the company’s key clients and their specific needs. Be ready to discuss how you can help them achieve growth, retention, and customer experience goals through effective decisioning strategies. This shows that you understand their business and are genuinely interested in contributing.
✨Be Ready for Change
Since the role involves operating in change and transformation environments, prepare to discuss your adaptability and how you've navigated similar situations in the past. Highlight your pragmatic approach to problem-solving and your curiosity about technology and innovation.
