The Purpose
The CRM Executive plays a key role in driving client engagement and commercial performance through the planning, execution, and optimisation of CRM activity.
This role combines campaign delivery, client journey execution, and data-driven insight generation to enhance client experience, improve retention, and support revenue growth.
Working cross-functionally with marketing, retail, and data teams, the CRM Executive ensures all client communications are delivered to a high standard, while continuously identifying opportunities to optimise performance and deepen client relationships.
Main Responsibilities
CRM Campaigns & Client Engagement
Own the end-to-end delivery of CRM campaigns, including management of the EDM calendar and execution from brief through to deployment
Coordinate with copywriting, translation, and marketing teams to ensure all communications reflect brand tone of voice and visual excellence
Track competitor CRM activity and maintain awareness of industry best practice
Develop and implement a test-and-learn roadmap to optimise campaign performance and engagement metrics
Support the planning and delivery of client lifecycle journeys, ensuring relevance across key touchpoints
Act as a super user for Salesforce Marketing Cloud and Service Cloud, supporting campaign execution and system utilisation
Prepare and present weekly CRM updates, including performance reporting, to key stakeholders
Champion CRM database hygiene, supporting accuracy, segmentation quality, and overall data health
Support UAT testing and ongoing CRM platform enhancements
Data Insights & Reporting
Deliver regular and ad hoc reporting on client KPIs, campaign performance, and CRM activity
Translate complex data into clear, actionable insights to support commercial decision-making
Develop a strong understanding of client data, identifying patterns, trends, and opportunities
Evaluate campaign performance and client journeys, recommending optimisation actions
Partner with IT and data teams to enhance reporting frameworks, dashboards, and analytics capability
What You’ll Do
Act Like an Owner: Take accountability for your deliverables and deadlines. Anticipate needs, resolve problems proactively and always consider what will deliver the strongest client and commercial outcome.
Create Clarity: Use data and insight to provide clear, structured and actionable recommendations. Communicate information in a way that supports confident decision making across teams.
Empower Teams: Build strong relationships across Commercial and Marketing teams. Share information openly, work transparently and bring people together to deliver the best possible result for partners.
Succeed Together: Contribute to a high performing team environment by supporting colleagues, sharing knowledge and driving consistent execution. Celebrate collective achievements and approach challenges with a solutions focused mindset.
Challenge Conventions: Seek opportunities to simplify, improve and innovate. Look for smarter ways of working and bring ideas that strengthen the client experience.
17 Charterhouse St, London EC1N 6SA, UK Hybrid Full-time