CRM Marketing & Insights Manager
- Location: London
- Sector: Professional or Financial Services – B2B & B2B2C
- Responsible to: Head of Digital Marketing
As a key part of the Marketing, Communications and Bid team at Isio, a progressive advisory firm, working with clients of all sizes to deliver expertise in pensions, benefits, wealth planning and investment management - this position collaborates closely with marketing and sales to oversee essential data sets. This includes CRM data, segmentation, and analytics to guide our go-to-market strategies for both clients and prospects.
What does the role entail?
- Data Management: Own and manage core marketing and sales datasets, including CRM data, segmentation, and analytics, ensuring insights support objectives.
- CRM & Segmentation: Oversee the management of client relationship management (CRM) systems, developing effective segmentation strategies to optimize targeting and engagement with relationship model.
- Sales & Marketing Optimisation: Own CRM Marketing Automation & Lifecycle Roadmap that aligns account engagement and campaign marketing activity – prospect; pursuit and bid; onboarding, loyalty, retention, and reactivation.
- MI & Insights that help us improve client relationship programmes and client satisfaction insights (NPS), helping inform business performance.
- Operational efficiency and ROI: Enable effective client and prospect targeting.
- Insights Development: Analyse client and marketing data to deliver MI & insights that improve client satisfaction and inform business performance.
- Sales Funnel Optimisation: Evaluate and refine marketing data integration into the sales funnel, identifying opportunities for growth & improved conversion with marketing campaign delivery.
- Stakeholder Collaboration: Work closely with sales, marketing, and business to ensure data-driven insights align with business goals.
What we’re looking for?
- Proven experience in a data analysis or data management role, ideally in marketing and sales integrated platforms.
- Expertise in CRM systems, data segmentation techniques, and analytics tools.
- Strong analytical skills, with the ability to turn complex data into clear, actionable insights informing sales and marketing campaigns.
- Experience in optimising marketing data to enhance sales funnel performance.
- Excellent communication and organisational skills.
- A proactive, solution-focused mindset with project management in a B2B relationship model sales and marketing environment.
- Experience within PS or FS preferable both B2B and B2C environments considered.
Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com.
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