Manager I/Assistant Manager, Digital CRM

Posted Yesterday
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Hong Kong, Central, Central & Western District
Senior level
Fintech • Payments • Financial Services
The Role
The Manager I/Assistant Manager, Digital CRM is responsible for designing, implementing, and overseeing automated marketing campaigns using Marketo and CRM systems to enhance client retention and acquisition. This role involves managing CRM integration, analyzing campaign performance, and incorporating the latest digital marketing trends to improve client satisfaction and operational excellence in the insurance sector.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Description

  • Design, implement, and oversee marketing & campaign campaigns journey using Marketo and CRM systems. Create automated workflows for lead scoring, segmentation, and nurturing to drive client retention and acquisition in the insurance sector.

  • Ensure optimal CRM integration with marketing automation tools, maintaining data integrity and synchronization. Lead CRM development initiatives to improve functionality, user experience, and reporting capabilities.

  • Act as the business representative for CRM and campaign management, aligning strategic priorities with client-centric solutions. Develop and implement the CRM roadmap to enhance operational excellence and customer satisfaction.

  • Work closely with the Client & Marketing team to develop, execute, and measure marketing campaigns. Analyze campaign performance and provide insights to improve business outcomes and client satisfaction.

  • Continuously research and incorporate the latest digital marketing trends and CRM technologies into strategies to enhance the digital client experience and maintain a competitive edge in the insurance market.

Specialized Knowledge

  • Expert knowledge of CRM systems and marketing automation platforms, especially Marketo

  • In-depth understanding of campaign management, lead scoring, and nurturing processes

  • Proficiency in data analytics and interpretation for marketing insights

  • Comprehensive knowledge of digital marketing strategies in the insurance industry

  • Understanding of insurance products and client needs in the Hong Kong market

  • Expertise in project management methodologies

Qualifications

  • Bachelor's degree in Marketing, Business Administration, or related field;

  • Minimum of 5-7 years of experience in CRM management and digital marketing, preferably in the insurance or financial services industry

  • Proven track record of managing Marketo or similar marketing automation platforms

  • Certifications in Marketo, CRM systems, or digital marketing are highly desirable

Job Category:

Client / User Experience Design

Posting End Date:

06/03/2025

Top Skills

Marketo
The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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