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Role Overview
The
Role Overview
The CRM Manager – Everyday Banking will be responsible for planning and executing customer engagement campaigns for Everyday Banking products (e.g., current & savings accounts, deposits, payments). This role will leverage the Dynamics 365 Marketing platform to deliver targeted, data-driven, and personalized communications aimed at increasing product usage, engagement, and customer retention.
Key Responsibilities
- Be a CRM champion - Develop and manage CRM campaigns for Everyday Banking customers, ensuring alignment with business objectives.
- Build powerful client journeys - Utilize Dynamics 365 Marketing to automate and optimize customer journeys across email, SMS, push, and in-app notifications.
- Leverage data and insights:
- Work closely with data teams to define customer segments and behavioural triggers for targeted campaigns.
- Monitor, analyse, and report on campaign performance, customer engagement, and conversion rates, using insights to drive improvements.
- Collaborate with product, digital, and analytics teams to ensure campaigns are data-driven and insight-led.
- Collaborate and innovate:
- Partner with UX and creative teams to develop compelling CRM content and messaging.
- Continuously explore new features and enhancements within Dynamics 365 Marketing to drive efficiency and effectiveness.
- Test learn and improve - Support test-and-learn initiatives, leveraging A/B testing to optimize engagement strategies.
- Protect the business - Ensure all CRM activities comply with regulatory requirements, privacy laws, and internal governance policies.
- 5+ years of experience in CRM, lifecycle marketing, or digital marketing, preferably within banking or financial services.
- Hands-on experience with Dynamics 365 Marketing (Customer Insights – Journeys) or other marketing automation platforms.
- Strong understanding of customer segmentation, journey mapping, and campaign execution.
- Experience in omni-channel marketing (email, SMS, push, in-app, web personalization).
- Evidence of working with Marketers and agencies to generate compelling copy and content and create engaging email, SMS and Push messages
- Ability to manage multiple campaigns simultaneously while meeting deadlines.
- Strong communication and stakeholder management skills. You can influence, innovate and execute with confidence
- Knowledge of Dynamics 365 Marketing (Customer Insights – Data) or similar platforms.
- Proficiency in data analysis and reporting, with experience using dashboards and analytics tools.
- Seniority level
Not Applicable
- Employment type
Contract
- Job function Other
- Industries
IT Services and IT Consulting
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