Job title: CRM Strategy Planner
Job type: Permanent
Emp type: Full-time
Industry: Digital Marketing
Functional Expertise: CRM & Marketing Automation
Salary: GBP £50,000.00
Location: Bristol
Job published: 06/03/2024
Job ID: 34111

Job Description

Our client, a leading agency known for working with global brands, is seeking a talented and dynamic individual to join their innovative team. We're looking for a CRM Planner to play a pivotal role in developing and orchestrating CRM strategies, ensuring measurable ROI and client satisfaction.

Key Responsibilities:

  • Demonstrate understanding of the client’s strategic goals and deliver communications plans across mid-level projects, optimising them against the client’s strategies.
  • Write or provide input into briefs for mid-level projects, producing and presenting briefing documents with a clear strategic approach for creative and analytical teams.
  • Display clear, practical knowledge of analytical approaches and methodologies, translating complex information into simplified explanations.
  • Create compelling strategic narratives with support from the wider Strategy team, using data and insight at the core of the strategy.
  • Input and support the development and ongoing optimisation of annual strategies/plans to deliver against client KPIs.
  • Maintain collaborative relationships with agency stakeholders, providing support for team members in other disciplines.
  • Own and maintain excellent client-agency relationships with stakeholders up to manager level.
  • Support and contribute to conversations with an all-agency team and share discipline knowledge through key principles, industry updates, case studies, and education sessions.

Skills and Experience:

  • Good knowledge of CRM principles, channels, and case studies, with a commitment to ongoing learning and growth.
  • Excellent understanding of using data-driven insight and behavioral economics for developing strategies.
  • Working understanding of Brand & Performance Marketing theories and data-driven CRM’s role within them.
  • Ability to create compelling narratives utilising data and insights.
  • Proficiency in Microsoft programs (Word, PPT & Excel) and Google Drive equivalents.


  • Hybrid work environment – 2 days in the central Bristol office, 3 days optional office/home working.
  • 25 days’ annual leave plus a day off on your birthday, increasing annually up to 30 days, plus bank holidays.
  • Summer and Festive hours – early finish on Fridays in June, July, August, and one day in December of your choice.
  • Contributory company pension scheme.
  • Relocation package.
  • Bupa dental care.
  • Vitality health insurance.
  • Social events, including Summer and Christmas parties.
  • Cycle to work scheme.
  • Employee Assistance Programme offered by Health Assured.
  • IPA Membership.
  • Creative Industries Membership.

If you are ready to be a part of a thriving agency, contributing to the growth and success of well-known, global brands, apply now.

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