At KeyInvest, we are building a modern, customer-focused financial services organisation. As part of our continued growth and transformation, we are seeking a Marketing Manager – Digital & CRM to drive impactful, data-led marketing that directly supports sales outcomes and customer engagement.
This is a high-impact role for a commercially minded marketing leader who thrives on execution, optimisation, and turning strategy into measurable results.
About the Role
Reporting to the Chief Sales & Distribution Officer, you will lead the execution and optimisation of digital and CRM-led marketing activity across the business.
You will play a key role in shaping customer journeys, enabling sales performance, and driving conversion through well-planned, well-executed campaigns and automation.
Working closely with Sales, external partners, and internal stakeholders, you will ensure marketing activity is aligned, compliant, and delivering clear commercial value.
Key Responsibilities
Marketing Execution & Sales Enablement
Lead the delivery of targeted, mid- to bottom-of-funnel campaigns to drive engagement, conversion, and retention
Translate sales priorities into clear, actionable marketing initiatives
Partner with Sales to support campaign execution, communications, and growth objectives
Ensure all marketing activity delivers measurable commercial outcomes
CRM, Customer Journeys & Automation
Own and optimise CRM-led campaigns, lead nurturing, and engagement journeys
Build and enhance Salesforce and marketing automation workflows (e.g. onboarding, education, retention)
Partner with Sales on lead management, scoring, and pipeline visibility
Maintain strong data governance, segmentation, and reporting integrity
Collaboration & Delivery
Act as the central coordination point across internal teams and external agencies
Establish and maintain efficient marketing processes, workflows, and prioritisation
Ensure alignment with risk, compliance, and governance requirements
Provide clear internal communication on marketing initiatives and performance
Performance & Optimisation
Track and report on campaign performance, engagement, and conversion metrics
Use insights to continuously improve marketing effectiveness and delivery speed
Drive ongoing optimisation of marketing processes and tools
About You
You are a commercially focused marketing professional who enjoys working at the intersection of digital, CRM, and sales enablement.
You bring:
Strong experience in digital marketing, CRM, or marketing operations at a senior level
Hands-on capability with Salesforce and marketing automation platforms
Experience working with external agencies in a partnership model
A strong commercial mindset, with the ability to support sales growth and conversion
Proven ability to manage multiple priorities and stakeholders in a regulated environment
Excellent written communication skills, with the ability to translate complex information into clear, compliant messaging
High levels of autonomy, judgement, and professionalism
Experience in financial services or another regulated industry will be highly regarded.
Qualifications
Bachelor’s degree in Marketing, Business, Communications, Finance, or a related field
Postgraduate qualifications in Marketing, Professional Writing, or Financial Planning (desirable)
Why KeyInvest?
Be part of a values-led organisation undergoing meaningful transformation
Work closely with senior leaders and directly influence commercial outcomes
Opportunity to shape and uplift digital and CRM capability
Collaborative environment with strong focus on delivery, clarity, and impact
