Senior CRM Data Executive

We're looking for a Senior CRM Data Executive with hands-on Bloomreach experience to join our Direct to Consumer (D2C) Marketing team on a 12-month fixed-term contract. You'll use customer data and automation to deliver smarter, more relevant communications that improve the customer experience and support our ambition to help more people feel good about investing.

This is a hands-on CRM role where you'll use Bloomreach to build customer segments, deliver automated journeys and optimise marketing activity. Working closely with our Customer Marketing and Data teams, you'll turn campaign ideas into accurate, targeted communications that drive engagement and support business growth.

What does the job involve?

You'll take ownership of the technical delivery of CRM campaigns and automated customer journeys, using data and insight to make our marketing more effective.

You'll:

• Build and manage customer segments, targeting rules, scenarios and automated journeys within Bloomreach.
• Translate marketing briefs into accurate audience selections, campaign logic and CRM activity.
• Develop personalised, data-driven campaigns using customer behaviour, engagement history and other relevant data.
• Build and optimise automated customer journeys, from simple triggered emails to more complex, multi-channel programmes.
• Work closely with Customer Marketing to advise on audience targeting, data availability, campaign feasibility and journey design.
• Manage and maintain existing CRM scenarios and automated programmes, identifying opportunities to improve performance and reduce manual processes.
• Analyse campaign and journey performance, creating reports and dashboards that turn data into useful recommendations.
• Carry out testing and quality assurance to ensure campaigns are accurate and delivered correctly.
• Support the delivery of ongoing email marketing campaigns and other customer communications.
• Work with colleagues across Marketing, Product, Data and Operations to improve how we use customer data and marketing automation.
• Ensure all CRM activity meets our internal governance standards and relevant regulatory requirements, including GDPR, marketing permissions and Consumer Duty.

What are we looking for?

We're looking for someone with strong CRM and marketing automation experience who enjoys working with data, solving problems and improving how customer communications are delivered.

You'll have:

• Essential: Hands-on experience using Bloomreach, including building customer segments, scenarios, automated journeys and campaign targeting logic.
• Around 3 years' or more experience in CRM, email marketing or marketing automation, ideally within an omnichannel environment.
• A good understanding of customer segmentation, personalisation and automated marketing journeys.
• Experience delivering email marketing campaigns from audience selection and build through to testing, deployment and reporting.
• Strong analytical skills, with the ability to interpret customer and campaign data, identify trends and recommend improvements.
• Excellent attention to detail and experience following testing and quality assurance processes.
• A good understanding of GDPR, customer marketing permissions and responsible use of customer data.
• The ability to explain technical information clearly and work collaboratively with marketing and data stakeholders.
• Strong organisational skills, with the ability to manage multiple campaigns and priorities.

Experience using SQL would be useful, but isn't essential.

If you enjoy getting into the detail of CRM platforms, building effective customer journeys and using data to make marketing more relevant and impactful, we'd love to hear from you.

About AJ Bell  

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 762,000 customers trust us to manage more than £121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026, a reflection of our supportive and collaborative culture.

What we offer  

• Competitive starting salary depending on experience
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays  
• 6% Pension with matched contributions  
• Discretionary bonus scheme  
• Share schemes (including free shares and BAYE)  
• Health Cash Plan and discounted private healthcare  
• Free onsite gym  
• Enhanced family leave (subject to qualifying criteria)  
• Travel and bike loan schemes  
• Employee Assistance Programme  

Life at AJ Bell  

• Regular social events including summer and Christmas parties  
• Learning and development opportunities tailored to you  
• Casual dress code  
• Friendly, supportive team environment  

Our ways of working  

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.  

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.  

Inclusion & diversity  

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.  

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.