CRM Data & Personalization Lead

Cfa Institute; England; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

Generous time off

Flexible work options

Wellbeing programs

Professional development

Job summary

CFA Institute is seeking a CRM Data Manager in the United Kingdom to drive data-driven marketing and personalized engagement. You will design segmentation models, map data for dynamic personalization, and build predictive churn/loyalty models in partnership with Data Science.

You will govern data in Salesforce ecosystems and collaborate across teams to ensure data accuracy and privacy compliance. You will lead lifecycle campaigns, support offer design, and mentor analysts while staying current

Qualifications

• Bachelor's degree in Marketing, Data Science, Statistics, or related field.
• Minimum 3 years in CRM analytics, lifecycle marketing, or audience strategy.
• Advanced proficiency with Microsoft Office.
• Fluency in English; strong written and verbal communication.
• Advanced SQL proficiency and large dataset handling.
• Hands-on Salesforce Marketing Cloud experience (Data Extensions, AMPSCRIPT, Journey Builder).

Responsibilities

• Develop and optimize segmentation strategies and data models for CRM campaigns.
• Map AMPSCRIPT fields to data sources for dynamic personalization.
• Build predictive models (e.g., churn, next purchase) with Data Science partners.
• Govern Salesforce Data Cloud data extensions and integrations with privacy controls.
• Collaborate with Data Engineering, Marketing Analytics and stakeholders to validate data pipelines.
• Provide governance and QA across CRM channels and lifecycle campaigns.

Skills

CRM analytics

Lifecycle marketing

Audience strategy

SQL proficiency

Cross-functional communication

Analytical thinking

Education

Bachelor's degree in Marketing/Data Science/Statistics

Tools

Salesforce Marketing Cloud

AMPSCRIPT

Salesforce Data Cloud

Automation Studio

Journey Builder

Job description

CFA Institute is seeking a CRM Data Manager in the United Kingdom to drive data-driven marketing and personalized engagement. You will design segmentation models, map data for dynamic personalization, and build predictive churn/loyalty models in partnership with Data Science.

You will govern data in Salesforce ecosystems and collaborate across teams to ensure data accuracy and privacy compliance. You will lead lifecycle campaigns, support offer design, and mentor analysts while staying current