Customer Relationship Management Executive

The CRM Executive will build, maintain, and optimise CRM campaigns and systems to help clients convert more enquiries into bookings and revenue. This role will support with the implementation and optimisation of CRM tools, customer journeys, automation performance, and CRM usability. Working closely with the CRM manager, you will deliver best‑in‑class CRM environments, improve workflows, and support campaigns.

• Build and configure Active Campaign accounts (pipelines, automations, lead scoring, tagging).
• Integrate CRM with client platforms, Facebook Lead Ads, and Whats App.
• Audit and optimise existing CRM setups to improve lead quality, customer journeys, and conversion rates.
• Ensure accurate data management and consistent KPI tracking.
• Build and schedule automated email and nurture sequences for the customer journey.
• Support segmentation, audience targeting, and personalised CRM campaigns.
• Monitor campaign performance and identify opportunities to improve ROI.
• Analyse CRM data, including drop‑off points in the customer journey.
• Produce regular performance reports with actionable insights.
• Support client onboarding, training, and troubleshooting of CRM issues.
• Contribute to CRM documentation, SOPs, and best‑practice guidelines (including GDPR compliance).
• Work with the CRM Manager to develop new automations and improve internal processes.
• Stay up to date with Active Campaign features and apply continuous improvements.

• Experience in CRM and email marketing, either within an agency or in‑house.
• Hands‑on experience with A/B testing and a data‑driven approach to campaign optimisation, as well as a test‑and‑learn mindset.
• Confidence with automations, segmentation, tagging structures, data workflows, and pipelines.
• Understanding of data privacy regulations (where applicable) and best practices for handling sensitive information.
• Strong organisation, project management and communication skills.

• 25 days holiday + bank holidays + your birthday off.
• Flexible working over Christmas / New Year in addition to holiday allowance.
• Bonus scheme.
• Wellbeing and mental health program.
• Budget for tailored learning plan, including industry events.
• Company laptop.
• Pension contributions.
• WeWork membership.