What you’ll be doing 

• Assisting the Head of CRM indeveloping and refining strategic plans based on client insights and business priorities for Workplace clients 

• Supporting the design and management of project roadmaps, milestones, and KPIs. 

• Preparing clear, concise reports, presentations, and business cases to communicate project goals, progress, and results. 

• Collaborating with marketing, data, product, and service teams to ensure smooth execution of initiatives. 

• Monitoring project delivery,identify risks or blockers, and propose solutions to keep efforts on track. 

• Contributing to test-and-learn frameworks and help analyse results to inform next steps. 

• Being hands on in the creation of workflows and analysis to design andmonitornew activity  

About you 

• Previousexperiencein financial services and CRM, customer strategy, or transformation roles. 

• Demonstrated success leading initiatives that improved client experience, retention, orrevenue. 

• Experience working with or managing CRM technology implementations or enhancements. 

• Exposure to regulatory and compliance considerations in client data and communications. 

• Experience of building and executing campaigns using the Braze CRM platform.   

• Knowledge of data structures, customer data management, and integration with marketing, sales, and service platforms. 

•  Able to analyse data and present findings in clear and concise manner.   

• Ability to interpret data and analytics to inform decisions and measure impact. 

• Ability to translate business goals into CRM activity & roadmaps. 

• Good communication and influence skills 

• Understanding of ourclients lifecycle, segmentation, and engagement models. 

• Experience aligning CRM initiatives with broader commercial and client strategies. 

Interview process 

The interview process for this role will beatwostage interview consisting of competency and technical questions, as well as a presentation. 

Working Schedule