Digital and CRM Manager

Purpose

The Digital Growth & CRM Manager is primarily responsible for driving measurable growth by ensuring that all digitally generated demand is effectively nurtured, progressed and converted across the 7IM businesses (7IM, Partners Wealth Management, Amicus Wealth Management and Lync Wealth Management). This role leverages CRM led journeys as the central mechanism for scaling personalised, timely and outcome focused engagement, turning digital interest into qualified opportunities and conversion.

While CRM expertise and the design and management of CRM led journeys are the primary focus of the role, the Digital Growth & CRM Manager must also have a strong understanding of end to end digital journeys. The role contributes to shaping digital growth and conversion strategy upstream — before leads enter the CRM — ensuring that digital experiences, acquisition activity and on site journeys are intentionally designed to maximise lead quality, progression and downstream conversion performance.

Working in close partnership with Senior Marketing Managers who own channel strategy and execution, this role acts as the pivotal link between initial digital engagement and ongoing CRM management. The Digital Growth & CRM Manager ensures that leads generated from partnership sources, paid and organic social media, webinars, events and other digitally enabled activity are seamlessly handed into structured CRM workflows, where their status, engagement history and progression are actively tracked and optimised.

By owning lead flow, nurture, conversion and visibility within the CRM, this outcome driven position ensures that the CRM operates as the single source of truth for all digital lead activity, while insight and learning from CRM journeys are used to continuously inform and improve digital growth and conversion performance across the full funnel.

• Own the design, delivery and performance of CRM driven nurture journeys that progress prospects from first interaction through to conversion.
• Ensure all leads entering the CRM are placed into clear, intentional journeys aligned to level of intent and source.
• Define how and when prospects are reengaged using CRM based triggers, automated journeys and follow up activity.
• Continuously optimise CRM journeys to improve engagement, progression and conversion rates.
• Ensure the CRM operates as the single source of truth for lead status, engagement history and progression.

• Own the end-to-end digital lead journey once a prospect engages - from first interaction through to conversion.
• Ensure all digital lead generation activity (including partnership led sources, social media, webinars and events) is seamlessly connected to the website and CRM.
• Map and optimise journeys to reduce drop off, improve engagement and increase conversion across the funnel.

• Work in close partnership with Senior Marketing Managers across all channels.
• Enable channel leads by defining how leads are captured, tracked, nurtured and progressed after engagement - without duplicating or owning channel strategy or execution.
• Establish consistent standards for lead capture, tagging, attribution and hand off across channels.
• Provide insight and recommendations that help channel teams improve lead quality and downstream performance.

• Ensure the website operates as a central conversion hub for all digital activity.
• Improve management of form starts, form completions and partial submissions, including re engagement strategies.
• Work closely with website, UX and content teams to reduce friction and improve journey progression.
• Test and optimise digital touchpoints to support CRM led nurturing and conversion.

• Strengthen the connection between website behaviour and CRM workflows so leads are visible, actionable and measurable.
• Partner with internal stakeholders to improve CRM data quality, structure and usability, recognising that capability is evolving.
• Support the development of automated journeys and…