Purpose
About The Role
The Digital Growth & CRM Manager is primarily responsible for driving measurable growth by ensuring that all digitally generated demand is effectively nurtured, progressed and converted across the 7IM businesses (7IM, Partners Wealth Management, Amicus Wealth Management and Lync Wealth Management). This role leverages CRM led journeys as the central mechanism for scaling personalised, timely and outcome focused engagement, turning digital interest into qualified opportunities and conversion.
While CRM expertise and the design and management of CRM led journeys are the primary focus of the role, the Digital Growth & CRM Manager must also have a strong understanding of end to end digital journeys. The role contributes to shaping digital growth and conversion strategy upstream — before leads enter the CRM — ensuring that digital experiences, acquisition activity and on site journeys are intentionally designed to maximise lead quality, progression and downstream conversion performance.
Working in close partnership with Senior Marketing Managers who own channel strategy and execution, this role acts as the pivotal link between initial digital engagement and ongoing CRM management. The Digital Growth & CRM Manager ensures that leads generated from partnership sources, paid and organic social media, webinars, events and other digitally enabled activity are seamlessly handed into structured CRM workflows, where their status, engagement history and progression are actively tracked and optimised.
By owning lead flow, nurture, conversion and visibility within the CRM, this outcome driven position ensures that the CRM operates as the single source of truth for all digital lead activity, while insight and learning from CRM journeys are used to continuously inform and improve digital growth and conversion performance across the full funnel.
Responsibilities
CRM Led Lead Nurturing & Conversion (Primary Accountability)
- Own the design, delivery and performance of CRM driven nurture journeys that progress prospects from first interaction through to conversion.
- Ensure all leads entering the CRM are placed into clear, intentional journeys aligned to level of intent and source.
- Define how and when prospects are reengaged using CRM based triggers, automated journeys and follow up activity.
- Continuously optimise CRM journeys to improve engagement, progression and conversion rates.
- Ensure the CRM operates as the single source of truth for lead status, engagement history and progression.
Digital Lead Flow & Journey Ownership
- Own the end-to-end digital lead journey once a prospect engages - from first interaction through to conversion.
- Ensure all digital lead generation activity (including partnership led sources, social media, webinars and events) is seamlessly connected to the website and CRM.
- Map and optimise journeys to reduce drop off, improve engagement and increase conversion across the funnel.
Cross Channel Enablement & Collaboration
- Work in close partnership with Senior Marketing Managers across all channels.
- Enable channel leads by defining how leads are captured, tracked, nurtured and progressed after engagement - without duplicating or owning channel strategy or execution.
- Establish consistent standards for lead capture, tagging, attribution and hand off across channels.
- Provide insight and recommendations that help channel teams improve lead quality and downstream performance.
Website & Conversion Optimisation
- Ensure the website operates as a central conversion hub for all digital activity.
- Improve management of form starts, form completions and partial submissions, including re engagement strategies.
- Work closely with website, UX and content teams to reduce friction and improve journey progression.
- Test and optimise digital touchpoints to support CRM led nurturing and conversion.
CRM Connectivity & Capability Development
- Strengthen the connection between website behaviour and CRM workflows so leads are visible, actionable and measurable.
- Partner with internal stakeholders to improve CRM data quality, structure and usability, recognising that capability is evolving.
- Support the development of automated journeys and follow up activity aligned to lead intent and lifecycle stage.
Performance, Insight & Optimisation
- Track and report on digital funnel performance from first interaction through to conversion
- Use insight to identify gaps, opportunities and priorities for optimisation.
- Provide clear, actionable reporting to senior stakeholders on lead performance and growth impact.
Compliance and best practice
- Ensure all activity complies with GDPR, cookie policy and privacy regulations.
- Stay up to date with digital marketing standards.
- Ensure all external facing comms are in line with FCA financial promotion rules
Skills
About You
- Strong analytical and problem-solving abilities, with a clear focus on improving lead progression, nurturing effectiveness and conversion performance.
- Ability to design and optimise end-to-end digital journeys, using data and behavioural insight to drive engagement and conversion.
- Strong understanding of how CRM led automation, triggers and journeys can be used to move prospects from interest to intent.
- Excellent stakeholder management skills, with the ability to work collaboratively across channel teams and influence outcomes without direct ownership.
- Confidence translating complex journey logic, data flows and performance insight into clear, practical recommendations for non technical stakeholders.
- Strong attention to detail, particularly around lead capture, data quality, journey logic and reporting accuracy.
- Comfortable working in environments where systems and processes are evolving, with a pragmatic, solution oriented mindset.
Knowledge
- Proven experience in a digital growth, CRM, marketing automation or journey optimisation role, ideally within a regulated or complex organisation.
- Strong understanding of digital marketing principles, lead generation models, customer intent and funnel management.
- Practical experience designing and managing CRM led nurture journeys to support lead progression and conversion.
- Knowledge of customer journey mapping, conversion optimisation and lifecycle based engagement.
- Experience working with CRM and marketing automation platforms such as Dynamics 365, Customer Insights Journeys, Mailchimp and Campaign Monitor.
- Understanding of attribution, lead tracking and performance measurement across multiple digital lead generation sources.
- Familiarity with website analytics, form performance and conversion metrics, and how these connect into CRM workflows.
Qualifications
- No specific qualifications are required, but degrees or qualifications in marketing, communications or similar are highly desirable.
Other Relevant Information
- Reports to Head of Brand, Marketing & Communications
- Occasional travel to our regional offices across the UK may be required.
- The successful candidate will be a team player, self-motivated, adaptable and resilient.
- The candidate will need to understand and subscribe to 7IM’s mission and tenets and in particular, the Code of Conduct.
About Us
Not Specified
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