At a Glance
- Tasks: Build and optimise CRM campaigns to boost client bookings and revenue.
- Company: Dynamic company focused on innovative customer relationship management.
- Benefits: 25 days holiday, flexible working, bonus scheme, and tailored learning budget.
- Other info: Opportunity for personal growth and a supportive work environment.
- Why this job: Join a team that drives impactful CRM strategies and enhances customer journeys.
- Qualifications: Experience in CRM and email marketing with strong project management skills.
The predicted salary is between 30000 - 40000 £ per year.
The CRM Executive will build, maintain, and optimise CRM campaigns and systems to help clients convert more enquiries into bookings and revenue. This role will support with the implementation and optimisation of CRM tools, customer journeys, automation performance, and CRM usability. Working closely with the CRM manager, you will deliver best‑in‑class CRM environments, improve workflows, and support campaigns.
Responsibilities
- Build and configure ActiveCampaign accounts (pipelines, automations, lead scoring, tagging).
- Integrate CRM with client platforms, Facebook Lead Ads, and WhatsApp.
- Audit and optimise existing CRM setups to improve lead quality, customer journeys, and conversion rates.
- Ensure accurate data management and consistent KPI tracking.
- Build and schedule automated email and nurture sequences for the customer journey.
- Support segmentation, audience targeting, and personalised CRM campaigns.
- Monitor campaign performance and identify opportunities to improve ROI.
- Analyse CRM data, including drop‑off points in the customer journey.
- Produce regular performance reports with actionable insights.
- Support client onboarding, training, and troubleshooting of CRM issues.
- Contribute to CRM documentation, SOPs, and best‑practice guidelines (including GDPR compliance).
- Work with the CRM Manager to develop new automations and improve internal processes.
- Stay up to date with ActiveCampaign features and apply continuous improvements.
Qualifications
- Experience in CRM and email marketing, either within an agency or in‑house.
- Hands‑on experience with A/B testing and a data‑driven approach to campaign optimisation, as well as a test‑and‑learn mindset.
- Confidence with automations, segmentation, tagging structures, data workflows, and pipelines.
- Understanding of data privacy regulations (where applicable) and best practices for handling sensitive information.
- Strong organisation, project management and communication skills.
Benefits
- 25 days holiday + bank holidays + your birthday off.
- Flexible working over Christmas / New Year in addition to holiday allowance.
- Bonus scheme.
- Wellbeing and mental health program.
- Budget for tailored learning plan, including industry events.
- Company laptop.
- Pension contributions.
- WeWork membership.
Customer Relationship Management Executive in Cardiff employer: WeWork
As a Customer Relationship Management Executive, you will thrive in a dynamic and supportive environment that prioritises employee wellbeing and professional growth. With benefits like 25 days of holiday plus bank holidays, a bonus scheme, and a tailored learning budget, our company fosters a culture of flexibility and continuous improvement. Located in a vibrant workspace, we encourage collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Management Executive in Cardiff
✨Tip Number 1
Network like a pro! Reach out to people in the CRM field on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your CRM campaigns and successes. This gives potential employers a taste of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common CRM-related questions. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Customer Relationship Management Executive in Cardiff
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the CRM Executive role. Highlight your experience with CRM tools, email marketing, and any relevant campaigns you've worked on. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about CRM and how you can contribute to our team. Be specific about your achievements and how they relate to the responsibilities listed in the job description.
Showcase Your Data Skills:Since this role involves a lot of data analysis, make sure to mention any experience you have with A/B testing, data workflows, or performance reporting. We love a data-driven mindset, so let us know how you've used data to improve campaigns in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the StudySmarter family!
How to prepare for a job interview at WeWork
✨Know Your CRM Tools
Familiarise yourself with ActiveCampaign and other CRM tools mentioned in the job description. Be ready to discuss your hands-on experience with these platforms, including how you've built automations or optimised campaigns in the past.
✨Showcase Your Data Skills
Prepare to talk about your experience with data analysis and A/B testing. Bring examples of how you've used data to improve campaign performance or customer journeys, and be ready to discuss specific metrics you've tracked.
✨Understand Customer Journeys
Think about the customer journey from enquiry to booking. Be prepared to explain how you would optimise this process using CRM strategies, and share any relevant experiences where you've successfully improved customer engagement.
✨Be GDPR Savvy
Since data privacy is crucial, brush up on GDPR regulations and best practices for handling sensitive information. Be ready to discuss how you ensure compliance in your CRM processes and why it's important for client trust.
