Marketing Operations & AI Automation Manager

About The Role

Marketing Operations & Data Management

• Own and manage the marketing technology stack, including CRM, customer data platforms, marketing automation tools and reporting systems.
• Maintain accurate customer and prospect data, ensuring high standards of data quality, segmentation and consent management.
• Manage lead lifecycle processes from initial enquiry through to adviser handover.
• Ensure marketing and sales teams operate from a reliable and consistent source of truth.
• Maintain documentation, processes and governance across all marketing systems.

Marketing Automation & Lead Management

• Design, build and optimise automated workflows that improve lead generation, nurturing and conversion.
• Develop and manage lead enrichment and qualification processes.
• Improve speed -to- lead and lead routing processes through automation.
• Support campaign execution through scalable marketing workflows and operational processes.
• Identify opportunities to reduce manual work and improve team efficiency.

Attribution, Analytics & Reporting

• Manage marketing tracking and attribution infrastructure across digital channels.
• Ensure accurate conversion tracking and reporting across websites, campaigns and lead sources.
• Build dashboards and reporting frameworks that provide clear visibility of marketing performance.
• Work closely with the Marketing Director to improve marketing ROI measurement and decision - making.

Ai & Innovation

• Lead the adoption of practical AI solutions across the marketing department.
• Build and implement AI - powered workflows, assistants and automations that improve productivity and effectiveness.
• Evaluate emerging AI tools and identify opportunities to create competitive advantages.
• Document and share best practices to help the wider marketing team make effective use of AI.
• Act as the department's subject matter expert for marketing automation and AI - enabled workflows.

Digital Tools & Marketing Infrastructure

• Support the development and maintenance of lead - generation tools such as calculators, assessments, interactive experiences and website chat solutions.
• Manage integrations between marketing platforms and third - party systems.
• Work with internal stakeholders and external suppliers to ensure marketing systems remain reliable, secure and scalable.
• Support website tracking, analytics and conversion optimisation initiatives.

What Success Looks Like

• Within the first 12 months, you will:
• Improve the quality and reliability of marketing and prospect data.
• Increase marketing efficiency through automation and AI adoption.
• Strengthen attribution and reporting capabilities.
• Improve lead management processes and lead quality.
• Deliver new tools, workflows and automations that contribute measurable business value.
• Reduce manual workload across the marketing team.
• Help establish AI as a practical productivity tool across the department.

Essential

• Proven experience in Marketing Operations, Marketing Technology, Revenue Operations or a similar role.
• Strong understanding of CRM, marketing automation and customer data platforms.
• Experience building and managing marketing workflows, automations and lead management processes.
• Strong understanding of marketing attribution, conversion tracking and reporting.
• Experience working with APIs, integrations and automation platforms.
• Demonstrable experience implementing AI - powered workflows, tools or automations in a business environment.
• Comfortable using AI - assisted tools to accelerate development, automation and problem solving.
• Strong analytical and problem -solving skills.
• Excellent organisational and documentation skills.
• Ability to work independently and take ownership of systems and processes.

Desirable

• Experience within financial services or another regulated industry.
• Experience with website analytics, tracking and conversion optimisation.
• Experience building internal tools, calculators, chatbots or customer - facing digital experiences.
• Familiarity with low - code and no - code automation platforms.
• Experience supporting multi -region marketing operations.