Title:  Salesforce CRM Data Specialist

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Summary

 
•    Reporting to the Head of B2B Marketing, the Salesforce CRM Data Specialist will play a pivotal role in delivering on Canada Life’s marketing strategy to become data and insight led.
•    You’ll take ownership of the CRM channel, collaborating with the data and insight team and marketing function to deploy the insight and deliver strategic objectives.
•    In addition, you’ll own the B2B data infrastructure and be building and managing data selections to translate briefs into data and CRM activities. 
•    This role is key to delivering data driven campaigns through smarter targeting and implementation of an overarching email channel strategy.

What You'll Do

•    Directly responsible for owning and managing the B2B CRM tool (Salesforce Pardot), managing and maintaining the B2B data infrastructure and understanding marketing requirements and existing data sources to optimise data accuracy, availability and effectiveness. Responsibility for writing programming codes to support future CRM developments.
•    Responsibility for collaborating with various internal teams to identify audience segmentation, optimise campaign testing and analyse results. Creating test plans, scripts and bridging the gap between the system and users who interact with it. 
•    Directly responsible for optimising the CRM platform and devising and implementing actions that will improve the effectiveness of marketing strategies, enhance the user experience and deliver forward-looking solutions, including marketing preference centre development and lead scoring.
•    Accountable for ensuring that campaigns are coherent, aligned and collectively driving toward overarching organisational goals with hands-on lead of the creation of best-in-class CRM campaigns.
•    Represent marketing and act as the key relationship contact for data and CRM in marketing, working collaboratively with internal stakeholders inc. the senior leadership team, data team, distribution and proposition teams. Training staff to ensure they are familiar with any revisions to software or ways of working.
•    Accountable for ensuring that each CRM campaign is fully compliant with FCA, GDPR, regulatory, and organisational standards, with robust data safeguards. Understanding required data security parameters and conducting frequent audits to ensure data security is maintained.

Who You Are

Essential:

 
•    A bachelors degree in information technology, computer science, or business administration
•    Demonstrable experience working in a CRM data or administrator role, specifically in automation and email marketing
•    Data focused/analytical mind-set; management/segmentation/reporting and skilled in manipulating data and combining data from multiple sources
•    Previous experience of working with Salesforce Pardot and/or Marketing Cloud. To include knowledge of Salesforce configuration, workflows, data management, security, and reporting
•    Strong verbal and written communication skills
•    Strong attention to detail
•    Good organisational and time-management skills and the ability to work well under pressure
•    Be able to work as an individual contributor as well as part of a team
•    A strong team player, enjoying working collaboratively, asking questions, and understanding other perspectives whilst also taking ownership and working independently

Desirable:

 
•    Wider knowledge of working with other communication channels would be advantageous (e.g. direct mail, SMS, audience matching in social platforms, programmatic digital marketing etc)
•    Experience using insight to drive performance
•    Both B2B and B2C experience is advantageous 

Qualification:

•    Demonstrable experience of Salesforce and Pardot (or equivalent selections technology)
•    Degree level education or equivalent
•    1-2 years’ experience working in a CRM function
•    Salesforce Administration certification is desirable but not essential

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance.  We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us.  We care about doing the right thing for our people, customers and community and helping others to build better futures.  Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others.  Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. 

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us.  We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus. 

“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.”  Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.