CRM Data and Martech Manager

Job Description

We are looking for a data driven CRM and Martech expert to take ownership of a our customer data platform. As part of our dynamic Direct to Consumer marketing team, you will help us drive customer growth, boost engagement, and improve marketing performance across all channels.

About the Role:

As our CRM Data and Martech Manager, you’ll play a key role in leveraging customer data to deliver impactful marketing campaigns and automation programmes. You’ll be the go to expert for our customer data platform (Bloomreach) and take ownership of platform optimisation, data integration, and campaign effectiveness.

You’ll work closely with marketing and business stakeholders, combining technical know how with strategic thinking to build smart workflows, champion data quality, and deliver meaningful insights that drive decision making.

Experience with Bloomreach is a plus, but we also welcome applications from candidates with experience in similar CDPs or CRMs (e.g. Salesforce, Adobe, etc.).

Key Responsibilities:

• Lead on CRM segmentation, campaign targeting, and automation workflows across the customer lifecycle.
• Act as a super user and owner of the Bloomreach platform, building strong relationships with the vendor and internal teams.
• Develop, execute and track multi channel CRM campaigns, driving automation and reducing manual effort.
• Produce performance reports and uncover insights to improve marketing effectiveness.
• Champion data quality, accuracy, and compliance with regulatory requirements (e.g. GDPR, Consumer Duty).
• Work with marketing teams to understand campaign objectives and translate them into smart data led strategies.
• Create a roadmap to shift towards 80% automated CRM activity.
• Foster a culture of high quality, error free communication, and service excellence.
• Line manage and develop a small team

What We’re Looking For:

• 5–6+ years of experience in CRM and data management, ideally in an omnichannel or digital business.
• Hands on experience with CDPs or CRMs (Bloomreach, Salesforce, or Adobe preferred).
• Strong analytical skills (SQL a bonus) and experience with campaign reporting and customer insights.
• A strategic thinker who can also roll up their sleeves and execute.
• Proven experience in managing data integration, data protection, and segmentation.
• Solid understanding of end to end email and digital marketing processes.
• Confident communicator with strong stakeholder management skills.
• A proactive, data-obsessed problem-solver who thrives on improving systems and processes.

About Us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK’s ‘Best 100 Companies to Work For’ for six consecutive years and in 2024 named a Great Place to Work®.

In return for your hard work you will be entitled to:

• Starting salary up to £60,000
• Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 8%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent development programmes
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Access to a range of benefits from our sponsorship deals

Hybrid working

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That’s why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we’d love to speak to you.