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  • Deliver a new customer marketing strategy for the business and increase cross-sell, upsell and retention.
  • Build a new contact strategy for the business to improve the process for customer leads generated by branches.
  • Implement a programme of test and learn across all channels including email, SMS and outbound aimed at increasing efficiency and improving conversion/value.
  • Actively manage the CRM solution (Salesforce) including the in-house delivery of campaigns and reporting.
  • Work with the insurance business unit to create customer centric propositions which deliver increased value for customers.
  • Manage a range of internal stakeholders to improve the integration between key financial services products.
  • Manage external agencies to ensure high quality delivery of creative and technical solutions.
  • Segment the customer database and identify most valuable customers and create a targeted strategy to build long-term relationships.
  • Regularly provide reporting to a range of stakeholders.
  • Manage a small team of campaign managers and customer analysts.


  • Delivery of cross-sell, up-sell and retention targets.
  • Management of marketing budgets.
  • Delivery of campaigns through a range of direct marketing channels.
  • Internal and external stakeholder management.
  • Approval of all content in line with financial promotions approval process.
  • Competitor monitoring.
  • Reporting and analysis of activity.
  • Effective management and coaching of a small team of campaign managers and customer analysts.
  • UK experience is essential

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