CRM & Analytics Lead: B2B Lifecycle Marketing

Key Retirement Group Ltd; Preston; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

Key Group is seeking a Marketing CRM & Analytics Manager in Preston to own the CRM roadmap and lifecycle marketing strategy. You will drive adviser engagement, segmentation and personalisation, partnering with Sales, Product and Data teams to translate business aims into CRM requirements and measurable campaigns.

The role emphasises data-led marketing, analytics capabilities and driving commercial recommendations within a regulated, B2B financial services environment.

Qualifications

• Proven experience developing and delivering CRM strategy in a B2B environment.
• Experience building CRM roadmaps and lifecycle marketing programmes.
• Experience using marketing analytics to drive data-led recommendations.

Responsibilities

• Define and own the CRM strategy, engagement strategy and CRM roadmap.
• Develop lifecycle marketing strategies to support acquisition, engagement and retention.
• Design adviser journey strategies with segmentation and personalisation.
• Translate objectives into CRM requirements and prioritised plans.
• Collaborate with Sales, Product, Change and Data teams on initiatives.
• Establish measurement frameworks and report on campaign effectiveness.
• Support CRM platform development and capability enhancements.

Skills

CRM strategy

Lifecycle marketing

Data-driven marketing

Segmentation & personalisation

Marketing automation

Stakeholder management

Campaign performance optimisation

CRM roadmap development

Tools

CRM platforms

Marketing analytics

Job description

Key Group is seeking a Marketing CRM & Analytics Manager in Preston to own the CRM roadmap and lifecycle marketing strategy. You will drive adviser engagement, segmentation and personalisation, partnering with Sales, Product and Data teams to translate business aims into CRM requirements and measurable campaigns.

The role emphasises data-led marketing, analytics capabilities and driving commercial recommendations within a regulated, B2B financial services environment.