CRM & Automation Test Executive

LegalAndGeneral

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profile Job Location:

Cardiff - UK

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

Were recruiting for a CRM & Automation Test Executive to join us. 

As a CRM & Automation Test Executive you will support the CRM & Automation team in preparing customer engagement campaigns for deployment. You will also ensure the accurate testing and documentation of customer communications delivered via our Customer Engagement Platform supporting workflow quality and adherence to testing principles. This includes creating and executing test cases validating campaign functionality and documenting results.

    What youll be doing:

    • Developing and maintaining testing methodologies for CRM workflows and communications ensuring consistency and alignment with platform capabilities
    • Executing and documenting tests across email and automation journeys validating functionality logic and data accuracy
    • Supporting the Senior CRM & Automation Manager in ensuring workflows are built correctly and meet business and compliance requirements
    • Collaborating with delivery compliance and technical teams to ensure communications are tested thoroughly before deployment
    • Maintaining clear documentation of test plans outcomes and workflow structures to support auditability and continuous improvement
    • Identifying and escalating issues or bugs working with relevant teams to resolve them before live deployment
    • Contributing to the refinement of QA and testing processes suggesting improvements to enhance efficiency and reduce errors
    • Ensuring communications are reviewed and approved by individuals who have the appropriate knowledge skills and expertise and that such approval is recorded

    Qualifications :

    Who were looking for:

    • Marketing (or related field) degree desirable or relevant experience
    • Basic certification in testing QA or CRM platforms (desirable)
    • Understanding of CRM platforms and customer engagement workflows
    • Familiarity with testing principles and QA methodologies
    • Awareness of data privacy and compliance considerations in customer communications
    • Experience testing email campaigns or automated workflows in a CRM or marketing automation platform
    • Exposure to documentation and workflow mapping tools
    • Experience working with cross-functional teams including marketing compliance and tech
    • Strong attention to detail and commitment to accuracy
    • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
    • Clear communicator able to document and share findings effectively
    • Proactive in identifying issues and suggesting improvements

    Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

    • The opportunity to participate in our annual performance -related bonus plan and valuable share schemes
    • Generous pension contribution
    • Life assurance
    • Healthcare Plan (permanent employees only)
    • At least 25 days holiday plus public holidays 26 days after 2 years service. Theres also the option to buy and sell holiday
    • Competitive family leave
    • Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
    • There are the many discounts we offer both for our own products and at a range of high street stores and online
    • In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

    Additional Information :

    At L&G we believe its possible to generate positive returns today while helping to build a better future for all. 

    If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

    We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. 

    It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose. 


    Remote Work :

    No


    Employment Type :

    Full-time

    Were recruiting for a CRM & Automation Test Executive to join us. As a CRM & Automation Test Executive you will support the CRM & Automation team in preparing customer engagement campaigns for deployment. You will also ensure the accurate testing and documentation of customer communications delivere...
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    Key Skills

    • Account Payable
    • Apprentice
    • English Language
    • Mac Os
    • Facilities Management
    • CPA

    About Company

    Legal & General (L&G) is a leading UK financial services group and major global investor.We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of th ... View more

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