Suntera Careers: CRM Manager IOM

CRM Manager

Commercial Office & Marketing | Isle of Man | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

We are looking for an experienced CRM Manager to lead the development, optimisation and day-to-day management of our CRM platform and customer data strategy.

This role is responsible for ensuring the CRM supports the commercial and marketing objectives of the business through effective processes, automation, reporting and customer engagement. Working closely with Marketing, Business Development and operational teams, the CRM Manager will drive improvements in data quality, user adoption, customer journey management and marketing effectiveness. The role will also play a key part in supporting business growth through CRM enhancements, integrations, migrations and process optimisation.

Your duties will include:

CRM Strategy & Management

Own and develop the CRM roadmap, ensuring it supports business objectives.
Manage the day-to-day administration and continuous improvement of the CRM platform.
Drive CRM best practices, governance and user adoption across the business.
Act as the primary point of contact for CRM-related projects, enhancements and support.

Marketing Automation & Email Marketing

Manage and optimise email marketing and customer journey programmes.
Develop automated campaigns, workflows and lifecycle communications.
Work with Marketing to improve lead generation, lead nurturing and campaign performance.
Support customer segmentation and personalisation initiatives.
Ensure all email marketing activity complies with GDPR and data privacy regulations.

Data, Reporting & Insights

Maintain high standards of CRM data quality, accuracy and integrity.
Develop dashboards, reports and insights to support commercial decision-making.
Monitor lead performance, sales pipelines and marketing effectiveness.
Support lead attribution, lead scoring and customer lifecycle reporting.

Process Improvement & Automation

Identify opportunities to streamline processes through automation and technology.
Support CRM integrations and the flow of data across business systems.
Lead CRM-related migrations, data cleansing and system enhancement projects.
Explore new technologies, including AI, to improve efficiency and user experience.

Stakeholder Management

Partner with teams across Marketing, Sales, Business Development and Operations.
Gather business requirements and translate them into practical CRM solutions.
Deliver user training, guidance and support.
Manage relationships with external CRM partners and vendors.

What i love about my job

"Suntera considered my role and long-term professional journey and gave me the opportunity to study whilst working. With support from my manager and the wider team, I achieved my STEP-certified qualification and earned the STEP Isle of Man award with the highest marks. Suntera provided me with training opportunities and is committed to creating an environment where all employees can grow and hone their skills."

Jake Kelly
Trust Manager, Private Wealth

About you.

Skills and Requirements:

Essential

Experience managing and developing CRM platforms.
Strong understanding of CRM best practice, customer journeys and marketing automation.
Experience delivering email marketing campaigns and automated customer communications.
Strong analytical and reporting skills.
Excellent stakeholder management and communication skills.
Experience improving business processes and driving user adoption.
Good understanding of GDPR and data governance principles.
Strong organisational and project management skills.

Desirable

Experience in the Funds/TCSP sector.
Experience with HubSpot or similar CRM platforms.
Experience of CRM migrations and systems integration projects.
Knowledge of lead scoring, customer segmentation and attribution reporting.
Experience using automation and AI tools within a CRM environment.
Experience working within a professional services or regulated business environment.

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Apply now

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