Customer Relationship Marketing Executive

Wesleyan; Birmingham; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading financial services firm in Birmingham is seeking a CRM Marketing Executive to enhance customer relationships and increase retention. This role involves developing impactful customer journeys and leveraging data insights to reduce churn. Ideal candidates will have strong CRM experience and a background in financial services. This is a hybrid position offering flexible work arrangements.

Benefits

Annual Performance based Bonus

28 days annual leave

Company pension scheme

Free secure parking

Cashback and discounts

Enhanced maternity & paternity pay

2 volunteering days per year

Qualifications

• Experience within a comparable role in customer retention, lifecycle marketing or CRM required.
• Experience working with financial services or subscription-based models is a plus.
• Background in working with data analytics, segmentation and predictive modelling is beneficial.

Responsibilities

• Execute customer retention marketing strategies to increase engagement.
• Use customer segmentation strategies to tailor retention initiatives.
• Design and implement automated customer journeys.

Skills

Customer retention

Lifecycle marketing

CRM experience

Data analytics

Tools

Salesforce

HubSpot

Adobe Campaign

Job description

CRM Marketing Executive (Customer Relationship Marketing Executive)

Salary : Up to £35,000 dependent on skills and experience

Permanent

Hybrid working (office based in Birmingham) – Currently 1 - 2 days in the office per week

Closing Date : 04 / 12 / 2025

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions : GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website : https://www.wesleyan.co.uk/about

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

Your role

We’re looking for a Customer Relationship Marketing Executive to join our CRM team and help transform strong relationships into lasting ones.

In this role, you’ll collaborate with our Customer Marketing Manager to design impactful customer journeys, develop retention strategies that drive loyalty, and launch win-back campaigns that re‑engage customers. You’ll leverage data insights to identify cross‑sell opportunities and proactively address customer attrition before it happens.

Your focus will be on increasing customer lifetime value, expanding product holdings, and reducing churn across WFS, direct ISA, and General Insurance products. If you’re passionate about turning insights into action and creating meaningful customer experiences, this is your opportunity to make a real impact.

What you’ll be doing

• Execute customer retention marketing strategies to increase engagement and reduce churn.
• Use customer segmentation strategies to tailor retention initiatives effectively.
• Work with the Customer Marketing Manager to design and implement automated customer journeys.
• Ensure seamless customer experiences across multiple touchpoints, including email, SMS, direct.
• Continuously test and optimise journeys to improve share of wallet and retention metrics.
• Execute targeted retention offers to enhance customer loyalty.
• Track and evaluate the effectiveness of retention promotions to refine future strategies.
• Work with the Customer Marketing Manager to identify and execute win‑back strategies to re‑engage lapsed customers.
• Develop personalised messaging and offers based on customer behaviour and previous engagement.
• Leverage digital, CRM, and paid media channels to maximise win‑back effectiveness.
• Use data science and analytics to identify customer needs and behaviour in order to develop targeted interventions to increase share of wallet or reduce attrition.
• Manage relationships with external agencies or vendors supporting retention and win‑back activities.

We’re looking for

• Experience within a comparable role in customer retention, lifecycle marketing, CRM, or related positions.
• Experience working with financial services (WFS, ISAs, GI) or other subscription‑based models is a plus.
• Experience working in CRM platforms (Salesforce, HubSpot, Adobe Campaign, or similar).
• Background in working with data analytics, segmentation, and predictive modelling would be beneficial.

Benefits

• Annual Performance based Bonus – based on a mixture of company and personal performance.
• 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service.
• Company pension scheme - matched plus 2% (up to 10%).
• Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability).
• Cashback and discounts on major brands in retail, leisure, health, and wellbeing.
• Enhanced maternity & paternity pay.
• 2 volunteering days per year.

To find out more about some of the great benefits Wesleyan offer, visit our careers page : https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying

Equal Opportunities : Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments : We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship : We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing : We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Regulatory Requirements : Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).