CRM Loyalty and Retention Internship

Mobilize Financial Services; Rickmansworth; On-site; GBP 25,000 - 40,000; Full time

Job summary

Mobilize Financial Services is seeking a CRM Support Assistant to help deliver loyalty dashboards and the CRM strategy, acting as a customer champion across omni-channel initiatives.

You will support the CRM Manager and Specialist with data analysis, weekly dashboards, monthly retention reporting, and campaign support in a fast-paced environment.

Qualifications

• Analytical mindset.
• Confident with the Microsoft Office package, especially Excel.
• Ability to analyse and present information clearly and succinctly.
• Flexible and adaptable to a fast-paced environment.
• Able to communicate effectively at all levels across the business.
• Customer-centric approach with stakeholder management.

Responsibilities

• Assist in developing and progressing the overall CRM strategy.
• Update the Renewal dashboards and slide decks for weekly meetings.
• Submit monthly retention reporting to Head Office.
• Collate monthly CRM updates to Manufacturers.
• Create and distribute weekly dashboards.
• Prepare business update presentations and provide CRM analysis for objectives.

Skills

Analytical mindset

Communication skills

Stakeholder management

Adaptability

Independent worker

Customer-centric approach

Tools

Microsoft Excel

PowerPoint

CRM dashboards

Job description

Job Purpose

The jobholder will be responsible for assisting the CRM Manager and the CRM Specialist in developing and implementing the Loyalty dashboards and CRM strategy. They will contribute to the delivery of the CRM/CX strategy, acting as a champion for the customer and helping to develop an omni-channel customer experience.

Responsibilities

• Support the development and progression of the overall CRM strategy.
• Update the Renewal dashboards and slide decks for weekly meetings
• Submitting monthly retention reporting to Head Office
• Collating monthly CRM update to the Manufacturers
• Creation and distribution of weekly dashboards
• Compiling and preparing business update presentations
• Providing CRM analysis for objective setting
• Support the CRM Manager in building loyalty campaigns.
• Supporting the collation of data for CRM campaign launches.
• Analyse data to provide CRM insight and refine marketing campaigns.
• Monitor the CRM mailbox and address questions and requests.
• Support other ad hoc tasks and projects relevant to the role as and when they arise

Knowledge and Skills

• Analytical mindset
• Knowledge of Microsoft Office Package (confident in Excel)
• Ability to analyse and present information clearly and succinctly
• Flexible and adaptable to work in a fast-paced environment
• Ability to communicate effectively at all levels across the business
• Enthusiastic and able to work independently, using own initiative
• Customer centric approach, able to manage stakeholder expectations

Individual Conduct Rules

• Acting with integrity.
• Acting with due skill, care, and diligence.
• Being open and cooperative with regulators.
• Treating customers fairly and with respect.
• Observing proper standards of market conduct.
• Ensuring effective control of the firm’s business.