Comms & CRM Operations Manager - Financial Services

Posted 3 Days Ago
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Londoni, Sawakasa, Tailevu, Central, FJI
In-Office
50K-78K Annually
Entry level
Retail • Software
The Role
Manage CRM operations for financial services marketing, including audience segmentation, data integrity, workflow automation, campaign delivery, personalization, and performance reporting. Partner with marketing, insight, planning, and data teams to execute lifecycle and trigger-based communications. Use SQL and CRM platforms to extract and manipulate customer data, develop dashboards, coordinate operational requests, document processes, and provide actionable insights to stakeholders.
Summary Generated by Built In

ABOUT THE ROLE

As our CRM Operations Manager, you’ll be the bridge between our data and our customers. Your main focus will be building and managing the audience targeting and selections that power our Financial Services marketing, making sure we’re always reaching the right people at the right time.
You’ll be right in the heart of the action—you’ll partner closely with Marketing and CRM Managers on marketing campaigns to turn raw data into actionable insights and clear performance reports. Essentially, you’re our ambassador for personalisation; you’ll champion the customer’s perspective and use data to make sure every interaction we have is brilliant, relevant, and effective.
You’ll be right in the heart of the action—you’ll partner closely with Marketing and CRM Managers on marketing campaigns to turn raw data into actionable insights and clear performance reports. Essentially, you’re our ambassador for personalisation; you’ll champion the customer’s perspective and use data to make sure every interaction we have is brilliant, relevant, and effective. In addition to your contractual pay, any time worked between 22:00 - 06:00 will attract Night Premium at a rate of £5.25 per hour. This will also apply to existing Partners who have enrolled onto Enhanced Hours Premium arrangements.

At a glance

Salary range: Expected Salary - £50,200 - £60,000, depending on skills and experience

Contract type: This is a Fixed Term Contract, internally known as a Secondment until July 2027

Working pattern/flexible working: The Partnership has adopted a hybrid working approach, meaning you'll be able to work a mixture between the office and home based upon your personal needs whilst balancing the needs of the business. The team meets in the office a minimum 1 day a week to connect and on a more ad-hoc basis to attend key meetings.

Hours of Work: 35 hours per week 

Location: Pimlico, London 

Key responsibilities

  • CRM Strategy & Growth: Drive marketing CRM strategy to achieve customer acquisition, pipeline growth, and retention targets through audience profiling and customer insight.

  • Data Integrity: Maintain the accuracy and cleanliness of all data within the CRM platform.

  • Workflow Automation: Develop and manage audience selections and workflows, identifying opportunities to optimize and automate internal processes.

  • Data Analysis: Partner with the insight team to perform deep-dive data analysis to optimize marketing activities.

  • Reporting & Dashboards: Support the development of CRM reporting capabilities and dashboards in collaboration with DI&A and Planning teams.

  • Campaign Delivery: Collaborate with stakeholders to execute a 1:1 communications calendar, including trigger-based, lifecycle, and reactive messaging.

  • Personalisation & SQL: Leverage SQL and platforms like Salesforce DESelect/Data 360 to extract and manipulate large datasets for personalised content delivery.

  • Operational Coordination: Manage CRM operational requests and lead the subsequent planning and delivery of responses.

  • Process Documentation: Maintain comprehensive process documentation and ensure adherence to industry best practices.

Essential skills/experience you’ll need

  • CRM Expertise: Proven experience managing high-volume, multi-channel campaigns for a major consumer brand (Retail, FMCG, or Financial Services preferred).

  • Technical Proficiency: Hands-on experience with top-tier ESPs (Salesforce Marketing Cloud preferred) and audience tools like DESelect or Data360 (or equivalent) .

  • Data & SQL: Intermediate SQL skills with a strong background in database segmentation and complex data extraction.

  • Strategy & Targeting: Skilled in designing and managing dynamic email and DM campaigns from targeting through to fulfillment.

  • Analytics: Proficient in monitoring campaign performance and using reporting tools like Tableau or Power BI.

  • Communication: Ability to translate complex technical data into clear, actionable insights for senior stakeholders.

Desirable skills/experience you may have

  • Regulated Industry: Experience working within Financial Services or a similar regulated environment.

  • Personalisation: Hands-on experience with recommendation engines and personalisation tools.

  • Omnichannel Strategy: A solid understanding of how to drive and influence customer behavior across multiple channels.

Closing Date:

September 8, 2026


Pay:

£50,200.00 - £77,900.00 Annual


Contract Type:

Temporary


Hours of Work:

35


Job Level:

Partnership Level 7

Where You'll Be Working:

London Central Office, 1 Drummond Gate, London, , SW1V 2QQ

ABOUT THE PARTNERSHIP

We’re the largest employee owned business in the UK and home of our cherished brands, John Lewis and Waitrose. We’re not just employees, we’re Partners, driven by our purpose to build a happier world. As we look to our future, there’s never been a more exciting time to join us.  

We’re ruthlessly focused on being brilliant at retail. We continue to innovate, adapt and diversify. Never Knowingly Undersold on price, quality and service in John Lewis and passionately serving food-lovers in Waitrose.   

As Partners we all share the responsibility of ownership and in its rewards. We use our voices to contribute to our success, working together through the good and challenging times, holding true to our behaviours and treating everyone with kindness and respect. 

We all own making the Partnership somewhere we belong. Embracing our differences and creating an environment where we’re free to be ourselves and can THRIVE. Growing ourselves individually, and as a collective. 

As Partners, we make all the difference. And, we all own it.  

Important points to note:  

It’s important to note that some of our roles are subject to pre-employment vetting (which may include DBS checks for successful candidates). If required, you’ll be informed and provided with information about vetting during the recruitment process and we encourage you to complete any vetting documents quickly to avoid delays. Any DBS checks required will be carried out by a third-party registered body and financial probity checks may also be required for some of our roles.

We also recommend that you apply as soon as possible as vacancies can close early if we see a high number of applicants.  

We want all of our Partners to have a good work-life balance and we support flexible working. This might mean flexible or compressed hours, job sharing or shorter hour contracts, where possible. Please discuss this further with the hiring manager during your interview. 

Skills Required

  • Proven experience managing high-volume, multi-channel campaigns for a major consumer brand; Retail, FMCG, or Financial Services experience preferred.
  • Hands-on experience with enterprise email service providers, preferably Salesforce Marketing Cloud, and audience tools such as DESelect or Data 360 or equivalent.
  • Intermediate SQL skills and a strong background in database segmentation and complex data extraction.
  • Experience designing and managing dynamic email and direct mail campaigns from targeting through fulfillment.
  • Proficiency monitoring campaign performance and using reporting tools such as Tableau or Power BI.
  • Ability to translate complex technical data into clear, actionable insights for senior stakeholders.
  • Experience working in Financial Services or a similar regulated environment.
  • Hands-on experience with recommendation engines and personalization tools.
  • Understanding of how to influence customer behavior across multiple channels through omnichannel strategy.
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The Company
HQ: London
33,083 Employees

What We Do

Working in Partnership for a happier world. Our Partnership is an ongoing experiment to find happier, more trusted ways of doing business, for the benefit of us all. We work together to create a successful business and a fairer, more sustainable future for Partners, customers, suppliers and communities. Our Partnership is owned entirely in trust by Partners which means we are more than employees; we share knowledge, power and profit. Our Purpose inspires our principles, drives our decisions and acts as our guide. Visit www.jlpjobs.com directly to view our current opportunities.

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