CRM Manager

About us:

YuLife is a tech driven insurance company on a mission to transform insurance into a force for good. We work with employers and insurer partners to deliver group insurance products that people actually engage with, helping shift the industry from claims led to prevention focused outcomes.

Our model combines insurance, technology, and behavioural science to create hyper engaging insurance experiences. Through our award winning platform, employees interact with their insurance every day, building healthier habits while staying protected. This engagement benefits everyone involved. Individuals are more proactive about their health, employers see stronger engagement and retention, and insurers benefit from improved risk profiles over time.

At YuLife, we are building a game changing insurance business with a clear commercial edge and a strong sense of purpose. Our culture reflects that ambition. We are a people first, values led company that believes great products are built by teams who feel trusted, supported, and inspired by the mission they are working on.

If you want to help reinvent a global industry, work on products with real world impact, and build alongside smart, kind, driven people, YuLife is a place where you can do meaningful work and grow with the business.

We're looking for a CRM Manager to join us. They will be responsible for the strategic ownership of YuLife’s sales and marketing tech stack (including Hub Spot) to drive revenue operations performance, ensure exceptional customer data quality, and automate personalised campaigns for revenue growth.

• Manage YuLife’s internal sales and marketing tech stack, owning Hub Spot and other tools including, Cognism and Fathom, to produce analysis and reports on YuLife’s revenue operations performance.
• Update and document processes.
• Manage customer data across both new and existing business journeys, ensuring cohesive data definitions and reportings on customers across all departments within YuLife. Ensure a high quality of customer data across YuLife.
• Proactively manage the contacts database ensuring all data falls in line with the YuLife’s data management policy.
• Track marketing campaign performance, to allow commercial teams at YuLife to know what is the most effective campaigns: work with Rev Ops Manager and Marketing Performance Managers to adapt these campaigns where necessary.
• Adapt our customer journey to reflect the changing landscape of AI, where relevant.
• Create journeys for targeted and personalised marketing campaigns to new and existing customers, automating where possible to improve customer experience and improve revenue (either new or existing business).
• Work alongside Customer Success to ensure usage of YuLife is at targeted levels, driving change where necessary to improve performance.
• Proactively report on customer metrics (inclusive of, but not exclusively, retention, revenue growth etc) to relevant stakeholders, leveraging data analytics to inform decision making and discover trends; work with stakeholders to create and implement solutions to enhance performance.
• Ensure alignment in customer data between the Product, Data and Customer Success teams.
• Help to improve productivity for customer facing teams by implementing CRM tools that meaningfully improve processes; ensure high adoption of these tools via structured training sessions and ongoing support.
• Train new starters on with the CRM database and do regular training sessions with the different teams to enhance learning.
• Help manage CRM support requests, have a proactive attitude in resolving user issues.

• A minimum of 3-4 years experience in managing a CRM and related BAU activities.
• Passion about data quality.
• Excellent Microsoft office skills (specifically but not exclusively Excel).
• Experience with CRM systems, specifically Hubspot.
• High attention to detail.
• Exceptional ability to read & interpret data.
• Strong communication skills, both verbal and written.
• Excellent organisational and forward planning skills.
• Self-motivation & punctuality with the ability to work independently to…