CRM Marketing & Insights Manager

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

A key part of the Marketing, Communications and Bid team at Isio, a progressive advisory firm, the role collaborates closely with marketing and sales to oversee essential data sets, including CRM data, segmentation, and analytics to guide go-to-market strategies for clients and prospects.

Responsibilities

• Own and manage core marketing and sales datasets, including CRM data, segmentation, and analytics, ensuring insights support objectives.
• Oversee the management of client relationship management (CRM) systems, developing effective segmentation strategies to optimize targeting and engagement.
• Own CRM Marketing Automation & Lifecycle Roadmap that aligns account engagement and campaign marketing activity across prospect, pursuit, bid, onboarding, loyalty, retention, and reactivation stages.
• Generate insights that help improve client relationship programmes and client satisfaction (NPS), informing business performance.
• Enable effective client and prospect targeting to increase operational efficiency and ROI.
• Analyse client and marketing data to deliver insights that improve client satisfaction and inform business performance.
• Evaluate and refine marketing data integration into the sales funnel, identifying opportunities for growth and improved conversion with marketing campaign delivery.
• Work closely with sales, marketing, and business teams to ensure data‑driven insights align with business goals.

Qualifications

• Proven experience in a data analysis or data management role, ideally in marketing and sales integrated platforms.
• Expertise in CRM systems, 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.
• Excellent communication and organisational skills.
• A proactive, solution‑focused mindset with project management experience in a B2B relationship model sales and marketing environment.
• Experience within professional or financial services, preferably in both B2B and B2C environments.

Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. For reasonable adjustments, please contact

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