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CRM Marketing & Insights Manager

• Location: London

• Sector: Professional or Financial Services – B2B & B2B2C

• Responsible to: Head of Digital Marketing

As a key part of the Marketing, Communications and Bid team at Isio, a progressive advisory firm, working with clients of all sizes to deliver expertise in pensions, benefits, wealth planning and investment management - this position collaborates closely with marketing and sales to oversee essential data sets. This includes CRM data, segmentation, and analytics to guide our go-to-market strategies for both clients and prospects.

Role and Responsibilities

• Data Management: Own and manage core marketing and sales datasets, including CRM data, segmentation, and analytics, ensuring insights support objectives.

• CRM & Segmentation: Oversee the management of client relationship management (CRM) systems, developing effective segmentation strategies to optimize targeting and engagement with relationship model.

• Sales & Marketing Optimisation: Own CRM Marketing Automation & Lifecycle Roadmap that aligns account engagement and campaign marketing activity – prospect; pursuit and bid; onboarding, loyalty, retention, and reactivation.

• MI & Insights that help us improve client relationship programmes and client satisfaction insights (NPS), helping inform business performance.

• Operational efficiency and ROI: Enable effective client and prospect targeting.

• Insights Development: Analyse client and marketing data to deliver MI & insights that improve client satisfaction and inform business performance.

• Sales Funnel Optimisation: Evaluate and refine marketing data integration into the sales funnel, identifying opportunities for growth & improved conversion with marketing campaign delivery.

• Stakeholder Collaboration: Work closely with sales, marketing, and business to ensure data-driven insights align with business goals.

Key Skills & Experience

• 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 in a B2B relationship model sales and marketing environment.

• Experience within PS or FS preferable both B2B and B2C environments considered.

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.

• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.

• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.

• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com