CRM Marketing Manager

40 hours per week, hybrid (majority in office) Mondays to Fridays, 10:00 to 19:00

This role sits within the operating arm of a global investment group. The Ops team and this role works across a portfolio of high-growth businesses operating across finance and workforce solutions.

We are seeking an experienced CRM Marketing Manager to manage the team responsible for the CRM and software systems that power our group. In this role, you will own the end-to-end administration, optimisation, and strategy of our CRM systems and the outreach to the companies within the CRM system.

We use Close CRM and Recruiter Flow alongside our broader business system suite (Google Workspace, Slack).

You won't just organise systems and execute workflows, you will drive sales and system efficiency, supporting the sales leaders with lead-routing intelligence, and ensuring data integrity across our CRM and ATS systems. The ideal candidate blends technical skills with holistic systems-thinking to drive sales efficiency, reporting and performance.

• End-to-End: Implement and continuously refine custom pipelines, automated workflows, and Smart Views aligned with sales process and business growth goals. We use Close CRM and Recruiter Flow.
• In-Funnel Lead Motion & Status Triggers: Work with Sales Leadership to build automated status-driven workflows to move leads through the pipeline and trigger precise actions based on prospect activity and pipeline stage based on stage in the sales funnel. Collaborate directly with Marketing to ensure leads in active statuses receive timely, automated communications like newsletters and core business updates, ensuring no prospect goes unengaged or sits idle.
• Leadflow & Re-engagement Automation: Work with sales leadership and marketing to implement intelligent lead routing and automated re-engagement triggers for stale records to maintain high touchpoints across all funnel stages..

• System Health & Governance: Establish clear data entry guidelines, deduplication protocols, and user permissions to maintain pristine database hygiene across all our systems.
• Data Enrichment & Completeness: Enforce strict data hygiene standards to ensure all records are fully enriched, verifying that custom fields, contact details, lead sources, introducers, tasks, active deals, and sales team assignments are 100% accurate and up-to-date across every system.
• Reporting & Revenue Intelligence: Build executive dashboards and pipeline performance reports tracking KPIs such as CAC, conversion rates, pipeline velocity, and marketing and sales team performance during various stages of the sales cycle.
• Compliance & Auditing: Conduct regular system audits to ensure data security, GDPR and POPI readiness, and compliance across communication channels.

• Team Training & Documentation: Drive maximum CRM/ATS adoption across the Sales and Customer Success teams. Implement robust training schedules for teams based on the standard operating procedures (SOPs) and run hands-on training sessions to new starters and refresher training sessions when required.
• Cross-Functional Collaboration: Partner closely with leadership to translate business requirements into efficient technical infrastructure and policing of usage.
• Onboarding and Offboarding: Establish seamless onboarding and offboarding procedures for CRM and ATS system to keep system seats organized and secure.

• Cloud telephony & Business Whatsapp Management: Administer and optimise enterprise telephony and messaging platforms (3CX and Business Whatsapp) to ensure our systems and the optimum communication tools are operationally efficient.
• Goog…