Digital Demand Generation Manager

Y Tree Limited; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Y TREE Limited is seeking a Digital Demand Generation Manager to own the digital client acquisition engine end to end, including CRM and marketing technology, the website, and paid media, from planning through to live buying.

The role focuses on HubSpot administration (workflows, segmentation, data hygiene) and collaboration with the Product team on CRM integrations with Salesforce, as well as extending to other digital platforms and licensing.

Qualifications

• Experience in designing and executing digital demand generation campaigns.
• Ability to manage CRM-driven lead lifecycle and analytics.
• Strong collaboration with product and marketing teams.

Responsibilities

• Own and administer HubSpot day to day: workflows, list segmentation, data hygiene.
• Liaise with Product on HubSpot and Salesforce integrations; brief requirements, test changes, troubleshoot CRM integrations.
• Coordinate with other digital platforms including website and ad platforms; ensure alignment across channels.
• Manage wider digital subscriptions and platform stack: evaluate tools, renewals and licences; recommend consolidations or additions.
• Identify and implement AI-enabled features within the marketing stack.

Skills

Digital marketing strategy

Cross-functional collaboration

Tools

HubSpot

Salesforce

Ad platforms

Website analytics

Job description

About Y TREE

We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management, and is backed by some of Europe’s leading investors

Job title : Digital Demand Generation Manager (1 Year FTC Maternity Cover)

Department : Marketing

Hiring Manager: Head of Brand & Marketing.

About Y TREE

We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.

The Role

The Digital Demand Generation Manager owns Y TREE’s digital client acquisition engine end to end, CRM and marketing technology stack, the website, and paid media, from planning through to live buying.

CRM & Marketing Technology

• Own and administer HubSpot day to day: workflows, list segmentation, data hygiene.
• Act as marketing’s primary liaison with the Product team on Hubspot and salesforce integrations — briefing requirements, testing changes, and troubleshooting issues between CRMs and downstream systems.
• Similar liaison for any other digital platform that needs technical input or support, including the website and ad platforms.
• Own the wider digital subscriptions and platform stack: evaluate tools, manage renewals and licences, and recommend consolidations or additions as the stack evolves.
• Identify and implement AI-enabled features within