CRM Data and Martech Manager

AJ Bell; London; Hybrid; GBP 60,000; Full time

Job summary

AJ Bell, a rapidly growing UK investment platform, is seeking a CRM Data and Martech Manager to optimize their customer data platform and enhance marketing performance. This role involves leading CRM strategies, ensuring data quality, and promoting automation within the marketing team. Candidates should possess extensive CRM experience and strong analytical skills, with a salary of up to £60,000 and a range of benefits including flexible working arrangements.

Benefits

Holiday entitlement starting at 27 days

Matched pension contributions up to 8%

Discretionary bonus

Private healthcare

On-site gym

Flexible working arrangements

Qualifications

• 5-6+ years in CRM and data management.
• Hands-on experience with CDPs or CRMs.
• Strong SQL skills preferred.

Responsibilities

• Lead CRM segmentation and campaign targeting.
• Develop multi-channel CRM campaigns focused on automation.
• Ensure data quality and compliance with regulations.

Skills

Analytical Skills

Data Management

Stakeholder Management

Problem Solving

Tools

Bloomreach

Salesforce

Adobe

Job description

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We are seeking a data-driven CRM and Martech expert to take ownership of our customer data platform. As part of our dynamic Direct to Consumer marketing team, you will help drive customer growth, boost engagement, and improve marketing performance across all channels.

About the Role:

As our CRM Data and Martech Manager, you will leverage customer data to deliver impactful marketing campaigns and automation programs. You will be the go-to expert for our customer data platform (Bloomreach), responsible for platform optimization, data integration, and campaign effectiveness.

You will collaborate closely with marketing and business stakeholders, combining technical expertise with strategic thinking to build smart workflows, champion data quality, and deliver insights that inform decision-making.

Experience with Bloomreach is a plus, but we also welcome applications from candidates with experience in similar CDPs or CRMs (e.g., Salesforce, Adobe).

Key Responsibilities:

• Lead CRM segmentation, campaign targeting, and automation workflows across the customer lifecycle.
• Act as a super user and owner of the Bloomreach platform, maintaining strong relationships with the vendor and internal teams.
• Develop, execute, and monitor multi-channel CRM campaigns, focusing on automation and efficiency.
• Produce performance reports and insights to enhance marketing effectiveness.
• Ensure data quality, accuracy, and compliance with regulations (e.g., GDPR, Consumer Duty).
• Work with marketing teams to translate campaign objectives into data-led strategies.
• Create a roadmap to achieve 80% automated CRM activity.
• Promote a culture of high-quality, error-free communication and service excellence.
• Manage and develop a small team.

What We're Looking For:

• 5–6+ years of experience in CRM and data management, ideally within omnichannel or digital businesses.
• Hands-on experience with CDPs or CRMs (Bloomreach, Salesforce, Adobe preferred).
• Strong analytical skills (SQL a bonus) and experience with campaign reporting and customer insights.
• A strategic thinker who can also execute tactically.
• Experience managing data integration, protection, and segmentation.
• Understanding of end-to-end email and digital marketing processes.
• Excellent communication and stakeholder management skills.
• A proactive, data-driven problem solver who aims to improve systems and processes.

About Us:

AJ Bell is one of the UK's fastest-growing investment platforms, offering a range of solutions for financial advisers and DIY investors. We serve over 593,000 customers managing assets over £90.4 billion. Listed on the London Stock Exchange's Main Market since December 2018, we are a FTSE 250 company.

Headquartered in Manchester with offices in London and Bristol, we have over 1,500 employees. We have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and a Great Place to Work in 2024.

Benefits include:

• Salary up to £60,000
• Holiday entitlement starting at 27 days, increasing with service
• Matched pension contributions up to 8%
• Discretionary bonus, share schemes, health plans, private healthcare, and more
• On-site gym, social events, personal development programs, and flexible working arrangements

We foster an inclusive environment where everyone can thrive and bring their whole selves to work. Our hybrid working model requires a minimum of 50% office presence per month, with an initial full-time office period for new hires.