At a Glance
- Tasks: Lead CRM initiatives to enhance member engagement and retention through automated communication journeys.
- Company: Join TPT Retirement Solutions, a top UK workplace pensions provider with 80 years of experience.
- Benefits: Competitive salary, professional development, and the chance to make a real impact.
- Other info: Collaborative environment with opportunities for growth and influence across teams.
- Why this job: Shape the future of pension communications while working with innovative technology.
- Qualifications: Experience in CRM or marketing automation and a passion for member-focused communication.
TPT Retirement Solutions are seeking to recruit an experienced CRM (Customer Relationship Management) Manager to establish and grow our CRM capability, helping us deliver clear, engaging and insight‑led communications to members and employers. This is a key role where you’ll design and embed automated journeys that support engagement, retention and long‑term value. You’ll also take ownership of our CRM platform (Zoho), ensuring it is well‑governed, scalable and aligned to our future propositions. You’ll work across Marketing, IT, Data and Compliance teams, bringing people together to create simple, effective and member‑focused communication experiences.
You will be responsible for:
- Owning and developing our CRM platform to support segmentation, communication delivery and future growth
- Designing and delivering automated, lifecycle-based and behaviour-driven journeys
- Translating business needs into clear, scalable CRM frameworks
- Ensuring data governance and GDPR compliance in all communications
- Leading a test-and-learn approach, using insight to improve engagement and outcomes
- Building reporting and dashboards to measure performance and drive continuous improvement
- Supporting new pensions scheme propositions (e.g. Defined Contribution, Collective Defined Contribution & Superfund) from a CRM perspective
- Providing guidance and coaching to build CRM capability within the team
- Working collaboratively across teams to align systems, data and communication approaches
- Working with 3rd party providers as required.
Skills, Experience and Qualifications:
- A passion for creating clear, accessible and member-focused communications
- Experienced in CRM or marketing automation, including building and managing automated journeys
- Understanding of customer/member lifecycle, segmentation and data-led communication
- Experience using CRM platforms (e.g. Zoho, Salesforce, HubSpot or similar)
- Knowledge and experience of GDPR and data governance within a CRM or marketing environment
- Strong sense of ownership and accountability for delivering multiple projects.
- Works collaboratively and able to influence teams and stakeholders
- High attention to detail, particularly when working with data and systems
- Comfortable using data, KPIs and reporting to measure impact and drive decisions
The Company TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with 80 years’ experience of managing defined benefit and defined contribution pension schemes. It has £11.4 billion of assets under management (as at 30 September 2025) and 490,000 members. TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.
CRM Manager in Leeds employer: TPT Retirement Solutions
TPT Retirement Solutions is an exceptional employer, offering a collaborative work culture that prioritises employee growth and development. With a focus on meaningful projects in the pensions sector, employees benefit from comprehensive training opportunities and a supportive environment that encourages innovation and teamwork. Located in a vibrant area, the company also provides competitive benefits and a commitment to work-life balance, making it an ideal place for professionals seeking a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Manager in Leeds
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at TPT Retirement Solutions. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like TPT Retirement Solutions before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace CRM Manager in Leeds
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to TPT Retirement Solutions:Your cover letter is your chance to shine! Tell us why you want to work at TPT Retirement Solutions specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at TPT Retirement Solutions!
How to prepare for a job interview at TPT Retirement Solutions
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
