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: Join a supportive team with opportunities for personal and professional growth.
- Why this job: Make a real impact by enhancing customer journeys and driving campaign success.
- 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 Wakefield 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 continuous improvement and innovation. Located in a vibrant workspace, we encourage collaboration and creativity, 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 Wakefield
✨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, automations, and any data-driven results you've achieved. This will give potential employers a taste of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by brushing up on ActiveCampaign features and best practices. Be ready to discuss how you’ve optimised customer journeys and improved conversion rates in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Customer Relationship Management Executive in Wakefield
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 explain why you're passionate about CRM and how you can contribute to our team. Be sure to mention specific experiences that relate to the job description.
Showcase Your Data Skills:Since this role involves a lot of data analysis, make sure to highlight your experience with A/B testing, data workflows, and KPI tracking. We love a data-driven approach, 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 everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
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 any specific campaigns you've managed or optimised.
✨Showcase Your Data Skills
Prepare examples of how you've used data to drive decisions in previous roles. Discuss your experience with A/B testing, segmentation, and how you’ve improved conversion rates through data analysis.
✨Understand Customer Journeys
Be ready to talk about customer journey mapping and how you’ve enhanced user experiences in past positions. Think of specific instances where you’ve identified drop-off points and implemented solutions.
✨Communicate Clearly
Strong communication skills are key for this role. Practice explaining complex CRM concepts in simple terms, as you may need to train clients or collaborate with team members who aren't as tech-savvy.
