CRM Marketing Automation Manager (Salesforce)

Blue Pelican Consulting Limited; Greater London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A financial services consultancy is seeking a CRM Marketing Automation Specialist to enhance digital customer journeys using Salesforce Marketing Cloud. This hybrid role involves creating, testing, and optimizing CRM workflows, with a strong emphasis on data-driven strategies and regulatory compliance. Ideal candidates will have experience in CRM Automation within regulated sectors. The compensation ranges from £45k to £55k, along with bonuses and benefits. Applications are welcome from individuals eligible to work in the UK.

Benefits

25 days leave

Good pension

Healthcare

Life assurance

Qualifications

• Experience within CRM Operations / CRM Automation.
• Confidence in creating CRM journeys based on data and customer behaviour.
• Experience in a regulated environment like financial services or healthcare.

Responsibilities

• Creating, testing and improving digital customer journeys across Salesforce Marketing Cloud.
• Working with BA and tech teams to align workflows and requirements.
• Translating commercial objectives into usable CRM objectives.

Skills

CRM Operations / CRM Automation

Salesforce / SFMC

Data analysis and customer behaviour

Creating and testing dynamic content

Stakeholder communication

Curiosity and structure

Job description

CRM Marketing Automation Specialist (Salesforce)

Term : 12-month contract - with the team having at least a 3 year roadmap ahead of it

Salary : £45k to £55k plus bonus, 25 days leave, good pension, healthcare, life assurance, etc.

Location : Hybrid, two days a week in office, which can be in either Bournemouth or Bristol offices

The team you’ll be joining is mid transformation of CRM journeys for this financial services giant. You’ll join an existing team that are growing to support the creation of new customer journeys and CRM workflows being built upon Salesforce Marketing Cloud.

With this role leaning into the technical side of the platform, handling the build and creation of said journeys, implementing dynamic content within complex customer communications across both promotional and operational communication journeys.

Because this sits within financial services, there’s a heavier emphasis on regulations within the dynamic content being served. Think things like policy pricing, exclusions, underwriting terms which need to be applied all at an individual level and how that’s delivered at scale through automation.

This team is building a whole new next generation of CRM capability for the business. Looking to level up the sophistication of CRM journeys and automation. Which will include testing AI capabilities too within Salesforce.

With all this comes the need for testing

Both through logic specs, considering what should appear and why on communications, as well as whether dynamic content is pulling through correctly into the final communications. So having a solid understanding in how to create and implement effective test and learn strategies will be important.

What you’ll be involved in

• Creating, testing and improving digital customer journeys across the Salesforce Marketing Cloud ecosystem
• Working with BA and tech teams to align workflows, architecture and product requirements
• Translating commercial objectives into clear, usable CRM objectives and communications
• Shaping propositions for new capabilities and guiding them from idea to launch
• Using insight from customer behaviour, brokers and performance data to refine CRM journeys, customer communications and enhance CRM journeys
• Spotting friction points and recommending changes that will lift engagement and enhance the customer experience
• Keeping delivery on track across product, digital, engineering and operational teams

What helps you succeed here

• Experience within CRM Operations / CRM Automation working with Salesforce / SFMC
• Confidence turning data, research and customer behaviour into sophisticated CRM journeys
• Experience of the above within a regulated environment: financial service, utilities, insurance, healthcare, telecoms, etc.
• Good understanding of creating, testing and optimising sophisticated customer journey communications which utilise dynamic content
• The ability to simplify technical detail for stakeholders and keep teams aligned
• Curiosity, structure and a habit of nudging things forward even when the detail is evolving

Want to Apply? Here’s how:

Applicants must have the right to live and work in the UK.

You can share your Linked‑in profile or email me a CV

It doesn’t have to be up to date; we can work on that once you decide you want to take this forward.

Or, for a chat and more information please contact me on:

Colin Doree

Recruiter | Blue Pelican

01892 507122

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