Customer Journey Manager

Lloyds Banking Group; West of England; Hybrid; GBP 61,000 - 68,000; Full time

Benefits offered by this job

Pension contribution up to 15%

Annual bonus

Share schemes including free shares

30 days’ holiday + bank holidays

Wellbeing initiatives

Job summary

Lloyds Banking Group is seeking a Customer Journey Manager in Bristol for a major finance transformation programme. You will design and deliver smarter planning capabilities to simplify processes and improve decision-making across Finance and the wider business.

Working with Finance, Technology and Data teams, you’ll drive meaningful change across large-scale projects, shaping how Finance operates and delivering measurable value while developing your skills in a collaborative, flexible hybrid

Qualifications

• Requires 3+ years delivering finance transformation initiatives within large organisations.
• Ability to translate complex requirements into clear customer journeys and outcomes.
• Experience leading workshops with Finance Directors and Product Owners.
• Strong analytical skills to simplify processes and improve controls.
• Experience in agile delivery across multiple teams.

Responsibilities

• Lead discovery, design and delivery of planning and reporting capabilities across Group Planning, Consolidation, Capital Planning and related processes.
• Translate business requirements into clear customer journeys and prioritised backlogs.
• Facilitate workshops with Finance Directors, SME and Engineers to define future operating models.
• Identify and resolve planning difficulties and control weaknesses.
• Define target journeys, outcomes and success measures.
• Shape roadmaps and prioritise delivery across feature teams.
• Collaborate with engineering to ensure solutions meet business needs and deliver value.
• Support governance forums and executive decision making.
• Align solutions with wider Finance Platform, Data and Reporting strategies.
• Champion agile delivery and continuous improvement.

Skills

Finance transformation

Stakeholder engagement

Workshop facilitation

Agile delivery

Analytical thinking

Tools

Oracle EPM

FCCS

EPBCS

Job description

End Date

Monday 26 October 2026

Salary Range

£61,344 - £68,160

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Join us as a Customer Journey Manager and play a key role in one of the UK's largest finance transformation programmes. You'll work across Finance, Technology and Data teams to design future-state planning solutions, simplify complex processes and improve decision-making. This is an exciting opportunity to influence senior stakeholders, drive meaningful change and help shape the future of strategic planning across the organisation.

Job Description

JOB TITLE: Customer Journey Manager

SALARY: As per range

LOCATION: Bristol Harbourside

HOURS: Full-time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites

About This Opportunity

Join one of the Group's most ambitious finance transformation programmes and help build the future of financial planning and reporting. As a Customer Journey Manager, you'll design and deliver smarter planning capabilities that simplify processes, improve decision-making and create better experiences across Finance and the wider business.

Working with teams across Finance, Technology and Data, you'll be part of a collaborative culture, driving meaningful change through innovative, large-scale transformation projects that shape how Finance operates. This is an opportunity to work on challenging and impactful initiatives, while developing skills and broadening your experience across Finance, Data and Technology. Ready to make a real impact?

What you’ll be doing:

• Lead the discovery, design and delivery of planning and reporting capabilities across Group Planning, Consolidation, Capital Planning, GCT Planning and related planning processes.
• Translate complex business requirements into clear outcomes, customer journeys and prioritised backlogs.
• Facilitate workshops with Finance Directors, subject matter experts, Product Owners, Engineers and Architects to define future-state operating models.
• Drive the identification and resolution of planning difficulties, manual processes and control weaknesses.
• Define target customer journeys, business outcomes and success measures.
• Shape transformation roadmaps and support prioritisation of delivery across multiple feature teams.
• Work closely with engineering teams to ensure solutions meet business needs and deliver measurable value.
• Support governance forums, people engagement and executive decision-making.
• Ensure solutions align with wider Finance Platform, Data and Reporting transformation strategies.
• Champion agile delivery and continuous improvement practices across the programme.

Why join us?

If you think all banks are the same, you’re wrong. We’re a pioneering, fast-changing business that’s shaping finance as a force for good. If you’re after a role where you can have an impact and do the best work of your career, you’ve just found it!

What we’re looking for:

• 3+ years' experience delivering Finance transformation initiatives within large, complex organisations, driving change across planning, forecasting, reporting, cost management and Finance platform environments.
• Hands-on experience working with Finance, Technology and Transformation teams, with a deep understanding of how Finance processes operate in practice, translating complex Finance requirements into clear customer journeys, prioritised outcomes and deliverable solutions.
• Experience leading and facilitating workshops and influencing Finance stakeholders, including Finance Directors, Finance Managers, Product Owners and Subject Matter Experts, to build alignment and drive decision‑making.
• Strong analytical and problem‑solving skills, with the ability to find opportunities to simplify processes and improve controls.
• Experience working in agile delivery environments, managing priorities and supporting delivery across multiple teams.

And any experience of these would be really useful:

• Knowledge of Group Planning, Capital Planning, Cost Planning or Management Reporting processes.
• Experience using Oracle EPM, FCCS, EPBCS or similar enterprise planning and performance management platforms.
• Experience within Banking, Financial Services, or product‑led and platform‑based organisations.

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long‑term health or neurodivergent condition through the Disability Confident Scheme.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We want to ensure all our candidates have the opportunity to shine. Please let us know if there is anything we can do to make the sure the assessment process works for you.

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance‑related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values‑led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.