CRM Data Executive Contractor

AJ Bell is looking for a Senior CRM Data Executive to join our DirecttoConsumer Marketing team on a contract basis. This role plays a key part in driving customer growth and increasing customer value through smart strategic use of data and automation.

What does the job involve:

As a Senior CRM Data Executive youll take the lead on CRM campaign using Bloomreach our customer engagement platform owning workflows segmentation automation and reporting to optimise marketing performance. Youll collaborate closely with the wider marketing team and stakeholders across the business to ensure campaigns are targeted effective and always evolving.

Key responsibilities:

• Develop targeted datadriven campaigns to specific customer segments
• Perform as a Bloomreach super user and building close working relationships with our marketing platform vendor ensuring platform capabilities are utilised and optimised across all channels
• Produce regular campaign and automated programme reporting to thoroughly understand performance of all campaigns and identify insights to make recommendations to drive future performance
• Work with the marketing teams to ensure an indepth understanding of the key objectives and deliverables of the annual campaign plans
• Generate comprehensive campaign reports using data from Bloomreach and other marketing and business tools
• Use workflow and automation functions within the tools reducing manual production wherever possible. (Longterm aims are to achieve a balance of 80 programme/automation based and 20 campaignbased CRM activity)
• Effectively manage execute and track the performance of marketing activity through CRM channels
• Support and enable the business to deliver good outcomes for D2C customers through adherence of regulatory requirements including consumer duty

Competence Knowledge and Skills:

• 3 years experience in CRM in an omnichannel business or similar role
• Excellent analytical skills (SQL is a bonus) with the ability to interpret data identify trends and present key findings in an impactful way
• Experience of working with Bloomreach or similar Customer Marketing Platforms
• Good understanding and active experience in the endtoend delivery of email marketing campaigns
• Experience in working with customer data including permissions data protection GDPR segmentation.
• Selfmotivator and good communicator

About us:

AJ Bell is one of the fastestgrowing investment platform businesses in the UK offering an awardwinning range of solutions that cater to everyone from professional financial advisers to DIY investors with little to no experience. We have over 561000 customers using our awardwinning platform propositions to manage assets totalling more than 89.5 billion. Our customers trust us with their investments and by continuously striving to make investing easier we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018 AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol we now have over 1500 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years and in 2024 named a Great Place to Work.

What We Offer:

• Starting holiday entitlement of 25 days increasing up to 31 days with length of service plus a holiday buy and sell scheme.
• A choice of pension schemes with matched contributions up to 6.
• Discretionary bonus scheme.
• Annual free share awards scheme.
• Buy As You Earn (BAYE) Scheme.
• Health Cash Plan provided by SimplyHealth.
• Discounted private healthcare scheme and dental plan.
• Free onsite gym providing a wide range of free classes.
• Employee Assistance Programme.
• Bike loan scheme.
• Sick pay pledge.
• Enhanced maternity paternity and shared parental leave.
• Discounted nursery fees at Kids Planet on Exchange Quay.
• Loans for travel season tickets.
• Death in service scheme.
• Paid time off for volunteer work.
• Charitable giving opportunities through salary sacrifice.
• Calendar of social events including monthly payday drinks annual Christmas party summer party and much more.
• Parking at Exchange Quay (Subject to availability).
• Personal development programmes built around you and your career goals including access to personal skills workshops.
• Ongoing technical training.
• Professional qualification support.
• Peer recognition scheme with rewards including restaurant and shopping vouchers or time off.
• Monthly leadership breakfasts and lunches.
• Casual dress code.
• Access to a range of benefits from our sponsorship deals.

Hybrid Working:

At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. Thats why we offer a hybrid working model where youll spend a minimum of 50 of your working time per month in the office. For new team members an initial period will be fulltime in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race sex gender identity sexual orientation age pregnancy religion physical and mental disability marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications merit and business need.

If you like the sound of the above or just want to know more about the company and the role wed love to speak to you.

Remote Work :

Yes

Employment Type :

Contract