CRM Data Executive

We are looking for a talented and highly analytical individual with a keen interest in marketing to join our award-winning eCommerce agency as a CRM Data Executive. This role is to be based at our Stockton-on-Tees HQ!

In this exciting position, you will play a crucial role in driving data-based decision-making and optimising our marketing efforts for our Demand Generation/Brand and New Business Sales team, through the effective use of HubSpot's data and analytics tools. Given the commercial focus of this role, you will primarily report to the Director of Sales, with a secondary report to our Head of Brand Marketing.

What you will be doing

• Integrity and Quality (Data Management): Maintain the accuracy and integrity of customer and prospect data within HubSpot by monitoring data collection processes, identifying data gaps and inconsistencies, and taking ownership of the required corrective actions to create clean, well-organised and accessible prospect and client data for the commercial teams to use. Develop and maintain data governance practices and standards for both teams.
• Data Analysis and Strategy Development: Collect, analyse, and interpret data from HubSpot's marketing tools, including contacts, leads, campaigns, and customer interactions. Identify trends, patterns, and insights to guide marketing strategies and initiatives for both our Demand Generation/Brand team and our New Business Sales team. Provide advice on data acquisition strategies and contact communication preferences and create the required set-up for this in HubSpot.
• Lead Generation: Research and identify potential new customers for Visualsoft, syncing new leads to HubSpot, and categorising based on industry, size, and potential in order to segment for relevant targeted marketing. Maintaining our SimilarWeb tool, maximising monthly data credits, and refreshing target lists and TAMs.
• Inbound Lead Qualification: Review and analyse inbound leads to determine their potential for conversion, prioritising high-quality prospects for the sales team to contact and identifying MAL’s and MQL’s to enter targeted marketing nurture cycles.
• Segmentation and Targeting: Utilise HubSpot's segmentation capabilities to identify and define target audiences based on customer demographics, behaviours, and preferences. Working closely with both teams, to develop personalised and targeted marketing campaigns (including HubSpot sequence campaigns), insights and data to effectively engage and convert prospective clients.
• Sales Pipeline Management: Tracking the sales pipeline and ensuring leads are moving through the sales funnel correctly and with relevant data at each stage, and own any gaps.
• Reporting and Dashboards: Develop and maintain regular reports and dashboards to track marketing performance metrics such as conversion rates, lead generation, campaign effectiveness, and customer engagement. Present findings to key stakeholders in the Demand Generation/Brand team, as well as the New Business Sales team, and provide actionable recommendations.
• Performance Optimisation: Collaborate with both the Demand Generation and Sales teams to identify joint opportunities for optimisation across various marketing channels, including email marketing, social media, content marketing, and lead nurturing. Use data-driven insights to improve campaign targeting, messaging, and overall performance for both teams.
• A/B Testing: Design and execute A/B tests to evaluate the impact of different marketing strategies and tactics. Analyse test results and provide recommendations for improvements based on statistical significance and business objectives for both teams.
• Industry Research: Stay up to date with the latest data trends and best practices in marketing analytics, including emerging tools and techniques. Provide insights and recommendations for incorporating new data sources or analytics technologies into our marketing strategies for both the Demand Generation/Brand team and the New Business Sales team.
• CRM Training and Onboarding: Assist in the delivery of training on HubSpot and SimilarWeb to new sales team members and ensure they understand the importance of maintaining accurate customer data.

Requirements:

• Proven experience in a similar analyst-focused role, ideally with a B2B, B2C, digital services environment.
• Ideally, hold a degree in Marketing, Business Analytics, Statistics, or a related field.
• Proven experience in data analysis, preferably in a marketing or digital analytics role.
• Proficiency in HubSpot marketing tools and analytics capabilities, or other CRM systems such as Salesforce, Zendesk etc.
• Proficient in SQL and data querying languages and techniques.
• Familiarity with statistical analysis and data visualisation tools (e.g., Excel, Google Charts, Tableau).
• Excellent analytical and problem-solving skills with keen attention to detail.
• Ability to translate complex data into clear, actionable insights.
• Strong communication and presentation skills to effectively communicate findings to both technical and non-technical stakeholders.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Knowledge of digital marketing concepts and creating digital marketing strategies is very desirable.
• Experience in delivering CRM system training and coaching is advantageous.

Benefits:

• Competitive basic salary with great progression options.
• Unlimited paid holidays – yes, that’s not a typo!
• Hybrid working.
• Medicash Cash Plan – covering everything from medical support, massages, optical, dental, a discounts platform, and extras like SkinVision and digital physiotherapy.
• Employee Assistance Programme – access to Vivup for mental health support, financial guidance, and wellbeing resources.
• Great working environments; our Stockton on Tees and Manchester workspaces are also dog friendly.
• A high-performance MacBook.
• VS Perks, have a monthly treat on us; from Amazon vouchers, Playstation credits, ASOS, H&M to Just Eat, there’s something for everyone!
• Free breakfast, fruit, hot and cold drinks and protein shakes.
• Friday afternoon drinks to wind down for the weekend.
• Pension scheme to help you save for the future.
• Cycle to work scheme.
• Discounts across our brands.
• Regular team social events.
• Training & development.

So if you think you’ve got what it takes to join one of the UK’s leading eCommerce providers, we’d love to hear from you.

Visualsoft is an equal opportunities employer committed to creating a diverse and inclusive environment where employees are valued for their skills, experiences, and unique perspective. We believe passionately that a diverse workforce is central to our success so we welcome applications from all sections of the community.