Job Description

London (Hybrid)

Do you see patterns in data that others miss? Are you excited by the idea of turning customer insights into personalised experiences at scale? Do you want to shape how a global organisation uses data to connect with its audiences more meaningfully?

We’re transforming how we use data to power smarter, more personalised marketing. As our CRM Data Lead, you’ll sit at the heart of that transformation, designing the audience strategies, data models, and segmentation approaches that underpin our global marketing efforts.

This is a role for someone who enjoys both the technical depth and the strategic impact, someone who can build sophisticated audience logic while also influencing how data is used across the organisation.

What You’ll Do

• Design and evolve audience strategies that power lifecycle marketing and personalised customer journeys

• Build and optimise segmentation logic using SQL and Salesforce Marketing Cloud to drive targeted engagement

• Partner with Data Science and Analytics teams to bring predictive models into real-world marketing use cases

• Translate complex data into actionable insights that shape campaigns, offers, and customer experiences

• Own and continuously improve audience frameworks, ensuring they are scalable, accurate, and reusable

• Collaborate with marketing, product, and technology teams to deliver data-driven campaigns end-to-end

• Champion best practice in data governance, quality, and compliance across CRM platforms

• Identify opportunities to test, learn, and optimise through experimentation and performance analysis

• Mentor others and help build organisational capability in audience strategy and segmentation

What We’re Looking For

• Strong experience in CRM, audience strategy, or lifecycle marketing within a data-rich environment

• Deep expertise in Salesforce Marketing Cloud and experience working with Data Cloud

• Advanced SQL skills and confidence working with large, complex datasets

• A strategic mindset with the ability to connect data capabilities to business outcomes

• Experience collaborating across Data, Marketing, and Technology functions

• Confidence influencing stakeholders and translating technical concepts into clear recommendations

• Curiosity about emerging trends such as AI-driven personalisation and predictive modelling

• A proactive, solutions-focused approach with strong attention to detail

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: UK £55,000-£72,000 per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k)/pension plan, and a comprehensive medical benefits package.

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.