CRM & Automation Executive

Legal & General (L&G) is a leading UK financial services group and major global investor. 

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. 

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. 

Who we are 

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. 

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways. 

We’re recruiting for a CRM & Automation Executive to join us. 

As CRM & Automation Executive you will support the delivery of CRM campaigns and automations by assisting with build, execution, and reporting tasks, ensuring accurate implementation across digital channels and contributing to the optimisation of customer journeys through hands-on collaboration and continuous learning.

What you'll be doing;

• Supporting the build and execution of CRM campaigns and automations within the Customer Marketing Platform (Braze), ensuring accurate setup across email, SMS, and app channels
• Assisting in audience segmentation and targeting, using available data to help personalise communications
• Monitoring campaign performance and supporting reporting, contributing to insight generation and optimisation efforts
• Ensuring campaign assets and communications follow brand and compliance guidelines, including formatting, accessibility, and responsiveness
• Contributing to testing activity, helping set up A/B tests and collate results for analysis
• Providing day-to-day support to the CRM & Automation Manager, helping manage tasks, documentation, and campaign delivery timelines
• Ensuring communications are reviewed and approved by individuals who have the appropriate knowledge, skills, and expertise, and that such approval is recorded
• Managing the team in accordance with the Company’s policies and procedures, including the Partnership Agreement, so that the team’s business objectives are achieved consistently

Who we're looking for:

• Marketing (or related field) degree desirable, or relevant (1 year+) experience
• Understanding of CRM platforms and marketing automation tools
•  Working knowledge of digital channels including email, SMS, push notifications, and in-app messaging
• Familiarity with concepts of customer segmentation, journey mapping, and campaign logic
• Awareness of data privacy, compliance, and digital communication standards
• Basic understanding of agile workflows and sprint-based delivery
• Limited experience building and deploying CRM campaigns and automations
• Experience working with customer data to drive targeting and personalisation
• Experience analysing performance of marketing campaigns 
• Experience working in cross-functional teams and taking direction from senior stakeholders
• Experience using analytics tools or dashboards to monitor campaign performance
•  Detail-oriented and delivery-focused, with a proactive approach to problem-solving

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.