CRM Marketing & Insights Manager

ISIO; Greater London; On-site; GBP 35,000 - 55,000; Full time

Job summary

Isio in Greater London is seeking a skilled Data Analyst to manage marketing and sales datasets and optimize CRM systems. This role requires proven experience in data analysis and a strong understanding of segmentation techniques. The successful candidate will work closely with marketing and sales teams to deliver actionable insights and improve client relationship programs. Excellent communication and project management skills are essential, with prior experience in professional or financial services being preferred.

Qualifications

• Proven experience in a data analysis or data management role, ideally in marketing and sales integrated platforms.
• Expertise in CRM systems, data segmentation techniques, and analytics tools.
• Strong analytical skills, with the ability to turn complex data into clear, actionable insights informing sales and marketing campaigns.
• Experience in optimising marketing data to enhance sales funnel performance.
• Excellent communication and organisational skills.
• A proactive, solution-focused mindset with project management experience in a B2B relationship model sales and marketing environment.
• Experience within professional or financial services, preferably in both B2B and B2C environments.

Responsibilities

• Own and manage core marketing and sales datasets including CRM data.
• Develop effective segmentation strategies to optimize targeting and engagement.
• Own CRM Marketing Automation & Lifecycle Roadmap.
• Generate insights to improve client relationship programmes and satisfaction.
• Analyse client and marketing data to deliver actionable insights.

Skills

Data analysis

CRM systems expertise

Data segmentation techniques

Analytical skills

Communication skills

Project management

Tools

Analytics tools

Job description

Location: London. Sector: Professional or Financial Services – B2B & B2B2C. Report to: Head of Digital Marketing.

A key part of the Marketing, Communications and Bid team at Isio, a progressive advisory firm, the role collaborates closely with marketing and sales to oversee essential data sets, including CRM data, segmentation, and analytics to guide go-to-market strategies for clients and prospects.

Responsibilities

• Own and manage core marketing and sales datasets, including CRM data, segmentation, and analytics, ensuring insights support objectives.
• Oversee the management of client relationship management (CRM) systems, developing effective segmentation strategies to optimize targeting and engagement.
• Own CRM Marketing Automation & Lifecycle Roadmap that aligns account engagement and campaign marketing activity across prospect, pursuit, bid, onboarding, loyalty, retention, and reactivation stages.
• Generate insights that help improve client relationship programmes and client satisfaction (NPS), informing business performance.
• Enable effective client and prospect targeting to increase operational efficiency and ROI.
• Analyse client and marketing data to deliver insights that improve client satisfaction and inform business performance.
• Evaluate and refine marketing data integration into the sales funnel, identifying opportunities for growth and improved conversion with marketing campaign delivery.
• Work closely with sales, marketing, and business teams to ensure data‑driven insights align with business goals.

Qualifications

• Proven experience in a data analysis or data management role, ideally in marketing and sales integrated platforms.
• Expertise in CRM systems, data segmentation techniques, and analytics tools.
• Strong analytical skills, with the ability to turn complex data into clear, actionable insights informing sales and marketing campaigns.
• Experience in optimising marketing data to enhance sales funnel performance.
• Excellent communication and organisational skills.
• A proactive, solution‑focused mindset with project management experience in a B2B relationship model sales and marketing environment.
• Experience within professional or financial services, preferably in both B2B and B2C environments.

Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. For reasonable adjustments, please contact [e-mail].