CRM Marketing & Insights Manager

CRM Marketing & Insights Manager

• Location: London
• Sector: Professional or Financial Services – B2B & B2B2C
• Responsible to: Head of Digital Marketing

• Data Management:
  Own and manage core marketing and sales datasets, including CRM data, segmentation, and analytics, ensuring insights support objectives
• CRM & Segmentation:
  Oversee the management and optimisation of the Hub Spot CRM platform, developing segmentation strategies, lifecycle management frameworks, data governance standards and contact structures that support effective targeting, reporting and campaign execution
• Sales & Marketing Optimisation:
  Own the Hub Spot Marketing Automation & Lifecycle Framework, building and maintaining workflows, lifecycle stages, lead routing processes and automation programmes that support marketing and sales objectives
• MI & Insights that help us improve client relationship programmes and client satisfaction insights (NPS), helping inform business performance
• Operational efficiency and ROI:
  Enable effective client and prospect targeting
• Insights Development:
  Analyse client and marketing data to deliver MI & insights that improve client satisfaction and inform business performance
• Sales Funnel Optimisation:
  Evaluate and refine marketing data integration into the sales funnel, identifying opportunities for growth & improved conversion with marketing campaign delivery
• Stakeholder
  
  Collaboration:
  
  Work closely with sales, marketing, and business to ensure data-driven insights align with business goals
• Lead management &
  
  Qualification:
  
  Develop and maintain lead scoring models, qualification frameworks and lifecycle definitions, ensuring clear progression from Lead to MQL, SQL and Opportunity stages
• CRM Process Optimisation:
  Design and implement CRM processes, automation and governance standards that improve operational efficiency, lead management and sales/ marketing alignment
• Reporting:
  Develop and maintain marketing, sales and CRM dashboards that provide visibility of campaign performance, lead generation, MQLs, SQLs, conversion rates, engagement and pipeline contribution

• Proven experience in a data analysis or data management role, ideally in marketing and sales integrated platforms
• Expertise in Hub Spot CRM, marketing automation, workflow creation, lead scoring, data segmentation techniques and analytics tools Strong analytical skills, with the ability to turn complex data into clear, actionable insights informing sales and marketing campaigns
• Experience in optimising marketing data to enhance sales funnel performance
• Experience developing and managing lead scoring models, lifecycle stages, marketing automation workflows and Lead, MQL and SQL qualification frameworks
• Excellent communication and organisational skills
• A proactive, solution focused mindset with project management in a B2B relationship model sales and marketing environment
• Experience with in Professional Services or Financial Services preferable B2B, B2B2C and B2C environments considered

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

Isio is a progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

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