CRM Manager (Salesforce)

Clearbank Limited; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading UK fintech is seeking a dynamic CRM Manager to lead the development and management of their Salesforce platform. This role ensures that CRM capabilities align with group priorities while enhancing customer engagement and operational efficiency. The ideal candidate has a proven track record in CRM strategy within a regulated industry, strong understanding of Salesforce, and excellent leadership skills. This position offers flexibility and competitive benefits, fostering a culture of collaboration and innovation.

Benefits

27 days annual leave plus public holidays

Flexible work arrangements

Pension contribution without mandatory employee contribution

Personal development budgets

Qualifications

• Proven track record of success in a similar role in a regulated industry.
• Strong technical understanding of Salesforce capabilities.
• Excellent communication and stakeholder engagement skills.

Responsibilities

• Lead CRM strategy and execution across the organization.
• Manage Salesforce platform and ensure alignment with business goals.
• Oversee CRM team and manage day-to-day operations.

Skills

Salesforce architecture

Leadership

CRM strategy

Stakeholder engagement

Data-driven innovation

Education

Salesforce certifications

Tools

Salesforce

Gearset

Copado

Jitterbit

DocuSign

Job description

We are looking for a dynamic and strategic CRM Manager (Salesforce) to lead the development, optimisation, and governance, including day‑to‑day management of our Salesforce platform across the ClearBank Group. This role will be instrumental in ensuring Salesforce delivers value across multiple business functions, enabling customer engagement, operational efficiency, and data‑driven decision‑making. You will be responsible for aligning CRM capabilities with Group‑wide priorities, managing a small but high‑performing team, and collaborating with senior stakeholders to deliver scalable, compliant, and innovative CRM solutions.

Key Responsibilities

Strategic CRM Leadership

• Lead the development and execution of a comprehensive CRM strategy aimed at driving business growth, enhancing customer experience, and achieving targeted revenue outcomes.
• Serve as the owner of Salesforce, setting the vision for how CRM enables customer lifecycle management, internal collaboration, and business intelligence.
• Act as a trusted advisor to the Executive Committee on CRM‑related opportunities and risks.

Enterprise Enablement

• Partner with senior leaders across the Group to identify and prioritise CRM initiatives that drive commercial outcomes, operational efficiency and enhance the organization’s competitive position.
• Ensure Salesforce is embedded into core business processes, from onboarding and servicing to risk management and compliance.
• Partner with Compliance, Infosec and Data Security teams to ensure CRM initiatives meet regulatory standards (e.g., FCA, GDPR).

Platform Ownership & Innovation

• Oversee the architecture, configuration, and integration of Salesforce with other core enterprise systems.
• Drive innovation through automation, AI, and analytics capabilities within the platform.
• Ensure platform scalability, security and compliance with regulatory standards (e.g., GDPR, FCA, DNB).

Governance & Performance

• Establish and lead CRM governance forums to manage roadmap prioritisation, data quality and platform standards.
• Define and track KPIs to measure CRM effectiveness, adoption and ROI across the Group.
• Ensure robust change management and training programmes to support user adoption.

Team Leadership

• Develop and lead a high‑performing CRM team, including Salesforce architects, product managers and analysts on day‑to‑day operations to drive product development, prioritisation and product backlog management.
• Foster a culture of collaboration, continuous improvement and customer‑centricity.

Qualifications

• Proven track record of success in a similar role, leading CRM strategy and Salesforce platform management in a regulated industry (preferably banking or fintech).
• Strong technical understanding of Salesforce architecture, capabilities and ecosystem (Apex, Lightning, Service Cloud, Experience Cloud).
• Experience with Salesforce deployment tools (e.g., Gearset, Copado) and integrations (e.g., Jitterbit, DocuSign).
• Salesforce certifications (Administrator, Advanced Admin, Sales/Service Cloud Consultant) highly desirable.
• Excellent leadership, communication and stakeholder engagement skills.
• Strategic thinker with a data‑driven mindset and passion for customer‑centric innovation.

ClearBank is the UK’s first purpose‑built clearing bank in over 250 years. We’re transforming the banking infrastructure landscape with a cloud‑native platform that enables fintechs, banks and regulated institutions to deliver real‑time, secure and scalable financial services.

First Interview: You will spend one hour with a member of our hiring team focusing on your skills, competencies and your ways of working, while you also have time to ask more questions about the role, the team and learn more about the ClearBank culture. This will be via Teams.

Second Interview: This will be a competency‑based interview with one or more members of our team.

Final Stage: You will have a final meeting with the Head of Department. This will be around 45‑60 minutes.

Offer: Congratulations! Get ready to transform banking forever! Our commitment to you as a candidate: We will always try to get back to you within seven days of your interview whether you’ve been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will keep you in touch to let you know we need a little more time. We’re unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully. We wish you the best of luck with your application and maybe we’ll be celebrating your new role at ClearBank soon!

Equal Opportunities: ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. We recognise that diversity is vital to the long‑term success of the business in the communities and markets in which we operate. We are a firm believer that an inclusive culture fosters greater employee engagement and collaboration. We strive for diversity and inclusion of all forms, including (but not limited to) gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation. As part of the Company’s commitment to equal employment opportunity, we provide reasonable adjustments to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone so please let us know how we can accommodate you. If you have any accessibility requirements you can share that with our Talent Acquisition team prior to your interview stage, if applicable.

Benefits

• We’re flexible – We support a culture of flexibility which allows our employees to achieve a strong work‑life balance.
• Offices – Work in a way that works for you – whether that’s in the Amsterdam office, at home or hybrid.
• Holiday – 27 days of annual leave per year, plus public holidays.
• Work abroad – You have the flexibility to work outside of the Netherlands for up to 30 days in a rolling 12‑month period.
• Socials – Regular social events open to all.
• Holiday swap – Option to swap your bank holidays to any other day of your choice.
• Wellbeing – long term disability cover and accident cover.
• Bigger than ClearBank – Take a couple of days per year to do something that matters to you.
• Pension – We offer generous pension contribution without mandatory employee contribution.
• Expense coverage – Mobile phone allowance and travel cost reimbursement.
• Family – Enhanced family‑friendly leave.
• Personal development – We offer personal development budgets, opportunities to take part in role‑related training and unlimited LinkedIn Learning.

Our Pride and Commitment

• 42% of our senior management roles are held by women.
• Our enhanced family leave policies.
• Launching our partnership with Code First Girls.
• Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group.