CRM, Insights and Data Manager

Job Title: CRM, Data and Insights Manager

Location: Fulwood, Preston

Contract Type: Permanent, 37.5 hours a week

We’re seeking an experienced CRM Manager who will be responsible for leading the CRM strategy, marketing automation and customer insight, ensuring all activity is data-driven, performance-focused and aligned to commercial objectives.

This role acts as the organisation’s HubSpot expert, embedding best practice, improving data integrity, and enabling a single customer view to unlock growth.

We are looking for someone who can:

• Act as the data, performance and insights expert within the business for CRM (HubSpot)
• Own marketing and CRM performance reporting
• Build and maintain HubSpot dashboards for marketing, sales and SLT
• Analyse full funnel performance and identify drop-off points and growth opportunities
• Partner with IT, Finance and Sales to align CRM reporting with revenue and ROI
• Work closely with HubSpot account manager to optimise service provision, understand functionality, utilise training opportunities and drive improvement.
• Design, own and optimise end to end customer journeys.
• Increase lead to appointment conversions, repeat and referrals rates
• Be an advocate for a customer data centred approach across the business, championing adoption of the CRM and creating a wider understanding of the value it brings.
• Set, track and deliver insights on performance to aid decision making across the teams.

What you’ll bring to the role:

• Strong understanding of customer relationship management principles and lifecycle
• Previous experience with CRM platforms (HubSpot) in terms of data set up/cleansing and all aspects of Sales, Marketing & Service Hubs
• Knowledge of customer data protection regulations
• Excellent analytical, interpersonal and communication skills
• Strong organisation and time management skills
• Experience in using HubSpot CRM System to manage customer pipelines, reports and interactions both across Marketing and Sales Hubs
• Experience working within a service led organisation delivering campaigns via HubSpot.
• Proven strong experience of working within a similar role
• Prior experience of working across marketing and sales teams
• Experience delivering insight led reports and demonstrating actionable insight led decisions
• The ability to collaborate with multiple teams across the business

About CHEC

Community Health and Eyecare (CHEC) is an independent service provider specialising in ophthalmology and endoscopy services supporting the NHS.

Why work for us?

• Buy and sell annual leave scheme
• Refer a friend scheme
• Company pension
• Bluelight Card – 100’s of discount and cashback options
• Performance review with a training and development plan
• Employee discounts portal
• Cycle to work scheme

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