CRM & Automation Test Executive

Legal And General Group; Cardiff; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading UK financial services group is seeking a CRM & Automation Test Executive in Cardiff to support customer engagement campaigns. The ideal candidate will ensure accurate testing of communications and maintain documentation for quality assurance. A degree in Marketing or related experience is preferred, along with knowledge of testing principles and CRM platforms. The role offers competitive benefits, including a performance-related bonus plan and flexible working options.

Benefits

Performance-related bonus plan

Generous pension contribution

Healthcare plan

At least 25 days holiday

Electric car scheme

Employee discounts

Qualifications

• Degree in Marketing or relevant experience preferred.
• Basic knowledge of testing and QA methodologies.
• Familiarity with data privacy in customer communications.

Responsibilities

• Support the CRM & Automation team in campaign preparation.
• Ensure accurate testing and documentation of communications.
• Develop testing methodologies for CRM workflows.

Skills

Attention to detail

Testing principles understanding

Team collaboration

Clear communication

Proactivity in identifying issues

Education

Degree in Marketing or related field

Basic certification in testing or QA

Tools

Documentation tools

CRM platforms

Marketing automation platforms

Job description

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement. We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

We’re recruiting for a CRM & Automation Test Executive to join us.

As a CRM & Automation Test Executive you will support the CRM & Automation team in preparing customer engagement campaigns for deployment. You will also ensure the accurate testing and documentation of customer communications delivered via our Customer Engagement Platform, supporting workflow quality and adherence to testing principles. This includes creating and executing test cases, validating campaign functionality, and documenting results.

What you’ll be doing

• Developing and maintaining testing methodologies for CRM workflows and communications, ensuring consistency and alignment with platform capabilities
• Executing and documenting tests across email and automation journeys, validating functionality, logic, and data accuracy
• Supporting the Senior CRM & Automation Manager in ensuring workflows are built correctly and meet business and compliance requirements
• Collaborating with delivery, compliance, and technical teams to ensure communications are tested thoroughly before deployment
• Maintaining clear documentation of test plans, outcomes, and workflow structures to support auditability and continuous improvement
• Identifying and escalating issues or bugs, working with relevant teams to resolve them before live deployment
• Contributing to the refinement of QA and testing processes, suggesting improvements to enhance efficiency and reduce errors
• Ensuring communications are reviewed and approved by individuals who have the appropriate knowledge, skills, and expertise, and that such approval is recorded

Qualifications

Who we’re looking for:

• Marketing (or related field) degree desirable, or relevant experience
• Basic certification in testing, QA, or CRM platforms (desirable)
• Understanding of CRM platforms and customer engagement workflows
• Familiarity with testing principles and QA methodologies
• Awareness of data privacy and compliance considerations in customer communications
• Experience testing email campaigns or automated workflows in a CRM or marketing automation platform
• Exposure to documentation and workflow mapping tools
• Experience working with cross-functional teams including marketing, compliance, and tech
• Strong attention to detail and commitment to accuracy
• Ability to manage multiple tasks and meet deadlines in a fast‑paced environment
• Clear communicator, able to document and share findings effectively
• Proactive in identifying issues and suggesting improvements

Benefits

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax efficient salary sacrifice (permanent employees only)
• We offer many discounts we provide – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it’s possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.