Marketing Automation & CRM Operations Manager

Regent College London; Greater London; On-site; GBP 42,000 - 48,000; Full time

Job summary

An educational institution in London seeks a Marketing Automation & CRM Operations Manager to manage lead management and customer journeys using Microsoft Dynamics 365 and Click Dimensions. Successful candidates will have strong CRM experience, knowledge of marketing automation, and expertise in data analysis and reporting tools. The role offers a competitive salary and the opportunity to work on strategic projects to enhance marketing efficiency.

Qualifications

• Proven experience using Dynamics 365 for marketing operations.
• Hands-on experience with Click Dimensions for automation.
• Strong understanding of GDPR compliance.

Responsibilities

• Design and maintain automated marketing journeys in ClickDimensions.
• Manage integrations with tools like Zapier and WhatsApp Business.
• Build and maintain marketing dashboards in Looker Studio and Power BI.

Skills

Dynamics 365 for marketing operations

Click Dimensions

CRM data structures

Looker Studio

Power BI

Zapier

WhatsApp Business

Analytical mindset

Communication skills

Project management

Job description

Job title: Marketing Automation & CRM Operations Manager

Function: UK Marketing Team

Salary: £42,000 - £48,000 per annum

Location: London (on‑site role)

Overview

This role is responsible for managing and optimising lead management, customer journeys, and performance reporting. The post holder will be responsible for the configuration, integration, and optimisation of Microsoft Dynamics 365 CRM and Click Dimensions, ensuring both systems meet business requirements and deliver measurable marketing impact.

Working closely with marketing, sales and insights teams, the Marketing Automation Manager will design automated nurture journeys, improve CRM processes and connect reporting across multiple data sources using Looker Studio and Power BI. The role also involves maintaining and configuring integrations between platforms such as Zapier, WhatsApp Business and advertising channels, ensuring data accuracy and campaign visibility across online and offline sources. On occasion the holder will be expected to be a business lead on joint projects with the Technology team, especially in terms of providing business requirements for system development.

This position bridges marketing, data and technology ensuring every prospect and customer interaction is seamless, insight‑driven and contributes to business growth.

Key responsibilities

• Design, implement and maintain automated marketing journeys in ClickDimensions, including email campaigns, lead scoring, event triggers and nurture workflows.
• Oversee the day‑to‑day management and optimisation of commercial pipeline processes on the CRM (lead capture, qualification inputs, campaign attribution) ensuring data integrity, efficient lead tracking and smooth integration with other systems.
• Map and manage end‑to‑end customer journeys, from enquiry through to conversion and retention.
• Design and implement operational CRM strategies that enhance engagement, conversion and overall customer experience.
• Collaborate with sales and marketing teams to streamline lead qualification, follow‑up and reporting processes.
• Manage and maintain integrations with tools such as ClickDimensions, Zapier and WhatsApp Business, ensuring consistent and reliable data flow.
• Configure and maintain workflows, automations, dashboards and custom fields within Dynamics to support operational needs.
• Build and maintain marketing dashboards and request schema changes via change control.
• Manage audience segmentation and personalisation to deliver relevant and timely communications across email, SMS and WhatsApp Business.
• Work with the creative and content teams to produce engaging and effective campaign templates.
• Conduct A/B testing and analyse engagement metrics to continuously optimise campaigns.
• Ensure seamless integration and data synchronisation between ClickDimensions and Microsoft Dynamics.
• Build and maintain dashboards in Looker Studio and Power BI, integrating CRM data with online and offline advertising performance.
• Connect and visualise data from multiple sources including Microsoft Dynamics, ClickDimensions and advertising platforms (e.g. Google Ads, Meta, LinkedIn).
• Monitor campaign performance, conversion rates and lead source attribution to provide actionable insights.
• Support the marketing and leadership teams with regular performance reports and recommendations.
• Identify opportunities to enhance data connections and streamline marketing reporting processes.
• Stay informed on new features, tools and automation best practices to continuously improve performance.
• Deliver training and support to team members on CRM and marketing automation tools.
• Main POC for marketing‑tool issues (ClickDimensions, forms, Zapier) and escalation of CRM platform issues to the CRM Product/Power Platform team.
• Maintain compliance with GDPR and internal data management policies.

Skills and experience

Essential

• Proven experience using Dynamics 365 for marketing operations, writing requirements for automation/integrations and collaborating with delivery teams.
• Hands‑on experience using Click Dimensions for marketing automation and lead nurturing.
• Strong understanding of CRM data structures and automation processes.
• Experience connecting data sources and building reports in Looker Studio and/or Power BI.
• Experience using Zapier or similar RPA tools to connect marketing and CRM systems.
• Familiarity with WhatsApp Business for customer communication and automation.
• Analytical mindset with the ability to interpret data and deliver actionable insights.
• Excellent communication, documentation and project management skills.
• Strong understanding of GDPR and marketing data compliance.

Desirable

• Experience with campaign attribution, UTM tracking or paid media reporting.
• Exposure to both online and offline marketing data environments.
• Experience working in a fast‑paced, data‑driven marketing or digital team.

Managing and optimising the marketing use of Microsoft Dynamics 365 and ClickDimensions, designing journeys, improving lead handling and connecting campaign data in partnership with the CRM Product/Power Platform team.

Oversee the marketing processes within Microsoft Dynamics 365 (lead capture, qualification inputs, campaign attribution).

Define requirements for automations and data; CRM team builds & releases in Power Automate. Build/maintain marketing dashboards and request schema changes via change control.

Compliance Statement

Successful applicants will be required to complete pre‑employment checks, including a criminal records check, two references, ID and Right to Work verification and education confirmation. We are an equal‑opportunity employer and value diversity and inclusion; selection for employment is based solely on an individual’s skills, qualifications and experience relevant to the role.