Overview The Share Registration Strategy Manager will be based from our stunning central London office on a hybrid basis, meaning you'll need to be within a commutable distance to enable you to be in the office on a weekly basis. Your role is to provide strategic support to share registration PLC clients and their Company Secretarial Teams, including the provision of industry insight. You'll match the client's needs to MUFG Pension & Market Services' offering, tailoring engagement to sell the solution/s based on their key drivers. The role will require you to use client interaction and market awareness to inform future product development. You'll be joining a close-knit team who work collaboratively with a wide range of internal stakeholders. We genuinely value a positive, friendly team dynamic, which is central to how we support each other, enjoy our work and deliver meaningful outcomes. You'll play an important role in a supportive environment where contributing to both the team culture and the wider MUFG Corporate Markets business really matters. You'll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services. You'll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we'll provide the support you need to do just that. Benefits 26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days' extra each year Health, wellbeing and lifestyle rewards that can be tailored to support you and your family. Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme Appreciate programme: Employee recognition programme Company Pension Scheme Medical insurance Life Assurance Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave What you need Exceptional verbal and written communication skills, with the ability to build and maintain relationships with a variety of stakeholders, clients and customers The ability to influence, persuade and develop strong working relationships both internally and externally to achieve favourable outcomes Strong commercial awareness and the ability to identify opportunities through innovation and industry change Demonstrable experience within financial services, ideally within securities or share registration, with an ability to evidence the value proposition to clients A collaborative approach with key stakeholders, building relationships and becoming a trusted partner and advisor whilst demonstrating strong emotional intelligence The ability to demonstrate conceptual thinking, initiative, pro activeness, innovation and persistence in order to create growth opportunities Strong analytical and problem solving capabilities, great organisational skills and the drive and desire to succeed whilst demonstrating a flexible attitude to changing deadlines and priorities Outstanding customer focus enabling you to deliver a 'best in class' experience for all clients and their shareholders Demonstrable leadership skills with an enthusiasm for new ideas and the ability to develop opportunities within MUFG Pension & Market Services Resilience, passion, drive, self motivation and a pro active, can do attitude Day to Day, you will Support the development and delivery of the most viable products/initiatives and flexible strategic solutions in conjunction with relevant stakeholders across the business, feeding into product development and user experience initiatives as appropriate Educate clients and influence through direct engagement in order to retain or sell strategic and creative solutions Direct, drive and develop key strategic programmes in response to client demands to achieve agreed revenue targets Support the monitoring and management of any industry changes, ensuring MUFG Pension & Market Services influences where appropriate, communicating change accordingly and modifying systems and procedures in time for all necessary change Help identify proposition gaps, develop products and technology solutions, innovating and driving growth into the front office and wider MUFG Pension & Market Services client base with a key focus on digital services and solutions where possible Support with key client meetings to showcase prototypes, new services and solutions, developing our thinking and demonstrating thought leadership Represent MUFG Pension & Market Services by sitting on industry working groups and forums as required Assist in checking for and responding to relevant industry consultation papers The above list of key accountabilities is not an exhaustive list and may change from time to time based on business needs. About Us MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets - safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights. About the Team Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe. Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division. MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values. We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment. Job Info Job Identification 14502 Job Category Sales & Business Development Posting Date 03/04/2026, 03:25 PM Locations 51 Lime Street, London, EC3M 7DQ, GB
Apr 22, 2026
Full time
Overview The Share Registration Strategy Manager will be based from our stunning central London office on a hybrid basis, meaning you'll need to be within a commutable distance to enable you to be in the office on a weekly basis. Your role is to provide strategic support to share registration PLC clients and their Company Secretarial Teams, including the provision of industry insight. You'll match the client's needs to MUFG Pension & Market Services' offering, tailoring engagement to sell the solution/s based on their key drivers. The role will require you to use client interaction and market awareness to inform future product development. You'll be joining a close-knit team who work collaboratively with a wide range of internal stakeholders. We genuinely value a positive, friendly team dynamic, which is central to how we support each other, enjoy our work and deliver meaningful outcomes. You'll play an important role in a supportive environment where contributing to both the team culture and the wider MUFG Corporate Markets business really matters. You'll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services. You'll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we'll provide the support you need to do just that. Benefits 26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days' extra each year Health, wellbeing and lifestyle rewards that can be tailored to support you and your family. Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme Appreciate programme: Employee recognition programme Company Pension Scheme Medical insurance Life Assurance Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave What you need Exceptional verbal and written communication skills, with the ability to build and maintain relationships with a variety of stakeholders, clients and customers The ability to influence, persuade and develop strong working relationships both internally and externally to achieve favourable outcomes Strong commercial awareness and the ability to identify opportunities through innovation and industry change Demonstrable experience within financial services, ideally within securities or share registration, with an ability to evidence the value proposition to clients A collaborative approach with key stakeholders, building relationships and becoming a trusted partner and advisor whilst demonstrating strong emotional intelligence The ability to demonstrate conceptual thinking, initiative, pro activeness, innovation and persistence in order to create growth opportunities Strong analytical and problem solving capabilities, great organisational skills and the drive and desire to succeed whilst demonstrating a flexible attitude to changing deadlines and priorities Outstanding customer focus enabling you to deliver a 'best in class' experience for all clients and their shareholders Demonstrable leadership skills with an enthusiasm for new ideas and the ability to develop opportunities within MUFG Pension & Market Services Resilience, passion, drive, self motivation and a pro active, can do attitude Day to Day, you will Support the development and delivery of the most viable products/initiatives and flexible strategic solutions in conjunction with relevant stakeholders across the business, feeding into product development and user experience initiatives as appropriate Educate clients and influence through direct engagement in order to retain or sell strategic and creative solutions Direct, drive and develop key strategic programmes in response to client demands to achieve agreed revenue targets Support the monitoring and management of any industry changes, ensuring MUFG Pension & Market Services influences where appropriate, communicating change accordingly and modifying systems and procedures in time for all necessary change Help identify proposition gaps, develop products and technology solutions, innovating and driving growth into the front office and wider MUFG Pension & Market Services client base with a key focus on digital services and solutions where possible Support with key client meetings to showcase prototypes, new services and solutions, developing our thinking and demonstrating thought leadership Represent MUFG Pension & Market Services by sitting on industry working groups and forums as required Assist in checking for and responding to relevant industry consultation papers The above list of key accountabilities is not an exhaustive list and may change from time to time based on business needs. About Us MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets - safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights. About the Team Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe. Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division. MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values. We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment. Job Info Job Identification 14502 Job Category Sales & Business Development Posting Date 03/04/2026, 03:25 PM Locations 51 Lime Street, London, EC3M 7DQ, GB
Customer Success Manager, Enterprise page is loaded Customer Success Manager, Enterpriseremote type: Remotelocations: London, GBR: Norfolk, GBRtime type: Full timeposted on: Vandaag geplaatstjob requisition id: REQ500185 JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. About the Role: Our Customer Success Managers (CSMs) play a crucial role in building long-term, transformational partnerships with our strategic clients across the UK region, including key stakeholders within JLL's property management group. In this high-touch role, you will serve as the trusted advisor to senior stakeholders while leading end-to-end software implementations and serving as the primary point of contact for project delivery. You will drive value through deep product expertise, strategic business alignment, proactive relationship management, and hands-on implementation leadership.Key to these outcomes is your ability to develop deep, executive-level relationships with client stakeholders, understand their complex business objectives, and align our solutions to deliver measurable value through successful implementation and ongoing optimization. You will serve as strategic consultant, trusted advisor, and implementation project manager, orchestrating resources across our organization to ensure client success from implementation through long-term partnership. Roles and Responsibilities include: Customer Retention and Adoption Strategic Relationship Management: Build and nurture relationships at multiple levels within client organizations, from operational teams to senior leadership, establishing yourself as a trusted advisor throughout implementation and beyond. Multi-level Communication: Effectively communicate with diverse audiences - presenting project updates and business value to leadership while delivering practical training and technical guidance to implementation teams and end-users. End-user Engagement: Develop and implement targeted training programs, user workshops, and hands-on sessions that drive adoption and proficiency among day-to-day platform users during and post-implementation. Workflow Optimization & Testing: Design, test, and refine client workflows to ensure optimal system performance and user experience. Propose and implement workflow enhancements based on best practices and client-specific requirements. Data Analytics: Analyze and present comprehensive adoption metrics and implementation progress to stakeholders, translating data into actionable insights for different audience levels. Change Management Consulting: Partner with client stakeholders to develop effective change management strategies that drive user adoption and maximize value realization throughout the implementation process and beyond. Cross-functional Orchestration: Coordinate internal resources across Product, Support, Professional Services, and Sales teams to deliver comprehensive implementation solutions and address evolving client needs. Expansion Planning: Partner with Sales to identify strategic expansion opportunities within your client base post-implementation. Client Advocacy: Facilitate direct feedback loops between strategic clients and internal product teams, ensuring implementation insights influence product development and service delivery. Implementation Leadership & Project Management: Lead software implementations as the primary point of contact, project manager, and delivery manager for enterprise clients Develop comprehensive project plans, timelines, and resource allocation strategies for complex implementations Coordinate cross-functional implementation teams and manage project deliverables, milestones, and stakeholder communications Test and propose optimized workflows, configurations, and integrations tailored to client business processes Conduct thorough system testing, user acceptance testing coordination, and go-live planning Manage implementation risks, issues, and change requests while maintaining project scope and timeline integrity The successful candidate will demonstrate: Executive Presence & Strategic Communication: Exceptional ability to engage confidently with senior leaders throughout implementation and partnership phases, translating technical progress and business outcomes into compelling narratives that resonate with C-suite stakeholders while effectively communicating with diverse audiences from operational teams to executives. Technical Proficiency & Process Design: Strong ability to develop deep product knowledge, perform system configurations, design and test business workflows, conduct comprehensive testing scenarios, and provide hands-on troubleshooting and optimization guidance during implementation and ongoing support phases. Relationship Mastery & Consultative Approach: Proven track record of building and maintaining deep, trust-based relationships with senior stakeholders and project teams throughout complex implementation cycles, with ability to ask insightful questions, identify underlying business needs, and craft tailored solutions that address complex organizational challenges. Implementation & Project Management Excellence: Proven track record of leading complex software implementations as primary point of contact and delivery manager, with strong experience in project planning, testing protocols, workflow optimization, and managing timelines across enterprise environments with multiple stakeholders. Change Management & Cross-functional Leadership: Experience driving technology adoption across large organizations with diverse stakeholders during implementation phases, while effectively coordinating internal resources across Product, Support, Professional Services, and Sales teams to deliver comprehensive solutions. Regional Market Expertise & Cultural Adaptability: Excellence in adapting communication styles, project management approaches, and implementation methodologies to effectively engage with diverse cultural backgrounds across the UK region, with understanding of regional business practices and requirements (CRE Technology expertise preferred) . Location: Remote -London, GBR, Norfolk, GBRIf this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For
Apr 20, 2026
Full time
Customer Success Manager, Enterprise page is loaded Customer Success Manager, Enterpriseremote type: Remotelocations: London, GBR: Norfolk, GBRtime type: Full timeposted on: Vandaag geplaatstjob requisition id: REQ500185 JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. About the Role: Our Customer Success Managers (CSMs) play a crucial role in building long-term, transformational partnerships with our strategic clients across the UK region, including key stakeholders within JLL's property management group. In this high-touch role, you will serve as the trusted advisor to senior stakeholders while leading end-to-end software implementations and serving as the primary point of contact for project delivery. You will drive value through deep product expertise, strategic business alignment, proactive relationship management, and hands-on implementation leadership.Key to these outcomes is your ability to develop deep, executive-level relationships with client stakeholders, understand their complex business objectives, and align our solutions to deliver measurable value through successful implementation and ongoing optimization. You will serve as strategic consultant, trusted advisor, and implementation project manager, orchestrating resources across our organization to ensure client success from implementation through long-term partnership. Roles and Responsibilities include: Customer Retention and Adoption Strategic Relationship Management: Build and nurture relationships at multiple levels within client organizations, from operational teams to senior leadership, establishing yourself as a trusted advisor throughout implementation and beyond. Multi-level Communication: Effectively communicate with diverse audiences - presenting project updates and business value to leadership while delivering practical training and technical guidance to implementation teams and end-users. End-user Engagement: Develop and implement targeted training programs, user workshops, and hands-on sessions that drive adoption and proficiency among day-to-day platform users during and post-implementation. Workflow Optimization & Testing: Design, test, and refine client workflows to ensure optimal system performance and user experience. Propose and implement workflow enhancements based on best practices and client-specific requirements. Data Analytics: Analyze and present comprehensive adoption metrics and implementation progress to stakeholders, translating data into actionable insights for different audience levels. Change Management Consulting: Partner with client stakeholders to develop effective change management strategies that drive user adoption and maximize value realization throughout the implementation process and beyond. Cross-functional Orchestration: Coordinate internal resources across Product, Support, Professional Services, and Sales teams to deliver comprehensive implementation solutions and address evolving client needs. Expansion Planning: Partner with Sales to identify strategic expansion opportunities within your client base post-implementation. Client Advocacy: Facilitate direct feedback loops between strategic clients and internal product teams, ensuring implementation insights influence product development and service delivery. Implementation Leadership & Project Management: Lead software implementations as the primary point of contact, project manager, and delivery manager for enterprise clients Develop comprehensive project plans, timelines, and resource allocation strategies for complex implementations Coordinate cross-functional implementation teams and manage project deliverables, milestones, and stakeholder communications Test and propose optimized workflows, configurations, and integrations tailored to client business processes Conduct thorough system testing, user acceptance testing coordination, and go-live planning Manage implementation risks, issues, and change requests while maintaining project scope and timeline integrity The successful candidate will demonstrate: Executive Presence & Strategic Communication: Exceptional ability to engage confidently with senior leaders throughout implementation and partnership phases, translating technical progress and business outcomes into compelling narratives that resonate with C-suite stakeholders while effectively communicating with diverse audiences from operational teams to executives. Technical Proficiency & Process Design: Strong ability to develop deep product knowledge, perform system configurations, design and test business workflows, conduct comprehensive testing scenarios, and provide hands-on troubleshooting and optimization guidance during implementation and ongoing support phases. Relationship Mastery & Consultative Approach: Proven track record of building and maintaining deep, trust-based relationships with senior stakeholders and project teams throughout complex implementation cycles, with ability to ask insightful questions, identify underlying business needs, and craft tailored solutions that address complex organizational challenges. Implementation & Project Management Excellence: Proven track record of leading complex software implementations as primary point of contact and delivery manager, with strong experience in project planning, testing protocols, workflow optimization, and managing timelines across enterprise environments with multiple stakeholders. Change Management & Cross-functional Leadership: Experience driving technology adoption across large organizations with diverse stakeholders during implementation phases, while effectively coordinating internal resources across Product, Support, Professional Services, and Sales teams to deliver comprehensive solutions. Regional Market Expertise & Cultural Adaptability: Excellence in adapting communication styles, project management approaches, and implementation methodologies to effectively engage with diverse cultural backgrounds across the UK region, with understanding of regional business practices and requirements (CRE Technology expertise preferred) . Location: Remote -London, GBR, Norfolk, GBRIf this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For
Customer Success Manager (EMEA) Job Description About Notabene Notabene is building infrastructure that's transforming how money moves in the digital economy. We're evolving beyond our compliance foundations to enable the next generation of digital financial services between regulated institutions with unprecedented efficiency. With nearly 50 employees across 14 countries and having recently closed our Series B round last November with support from leading investors including Y Combinator, DRW, F Prime, Jump Capital, Castle Island, and Green Visor Capital, we're looking for people like you to help shape the future rails of the crypto industry. The impact you will have: At Notabene, the success of our customers drives everything that we do and our Customer Success team is at the heart of that. As a member of the Customer Success team , you will have a key role in helping to shape the Customer Success strategy while also owning and driving the growth of accounts in your book of business. You will become a trusted advisor to our customers and use data-led insights to help your customer base get the most out of Notabene's products and services. As a core component of your role, you will also own the post sales commercial journey, being responsible for renewal and upsell of customers within your Book of Business. This is an exciting opportunity to join a critical function that will support our growth and expansion. Within a year you are successful if You've directly contributed to increasing the net retention of your Book of Business You can confidently demonstrate knowledge of both our product and also the wider industry Our customers trust and rely on you to help them achieve their goals You are able to manage commercial discussions, identify and proactively mitigate risk and have been able to renewal and grow your book of business. What you will be doing: Owning the post-sales customer journey, including onboarding, adoption, renewal and upsell Establish, develop and maintain long-term relationships with stakeholders within assigned accounts and proactively identify and report on key customer health metrics Delivering expertise, education, and guidance to customers as they roll out their Travel Rule Compliance program Drive customer upsells by identifying, qualifying, and raising upgrade opportunities with the customer. Proactively monitoring and managing customer health metrics, including usage, engagement, and risk signals Driving improvements in customer health by identifying gaps in adoption and executing clear action plans Contributing to strategic decision making by sharing ideas and feedback on trends including competitor insights, customer needs, sales, product and marketing information and acting as the voice of the customer internally Maintain accurate customer records and notes in our CRM / CS tools (e.g., HubSpot, ChurnZero) There may be expectations to participate in On Call duty outside of office hours What you bring: 3-5 years working experience in Customer Success or Account Management in a the Cryptocurrency / FinTech / RegTech SaaS space or a complex technical market with experience managing your book of business Experience managing the full customer lifecycle including onboarding, adoption, retention and upsell Experience managing a range of clients from SMBs to Enterprise Experience contributing to the creation of Customer success processes and resources Exposure to compliance-driven or regulated environments High emotional intelligence and some who is motivated by learning and problem solving You are confident in creating and managing relationships with stakeholders at all levels and you are able to successfully communicate with a range of individuals. Thrive on working autonomously with an entrepreneurial mindset. Embody proactivity and are happy rolling up your sleeves and getting stuck in Nice to Have Experience in Crypto, Fintech or Regtech Experience working with API-based or technical products
Apr 20, 2026
Full time
Customer Success Manager (EMEA) Job Description About Notabene Notabene is building infrastructure that's transforming how money moves in the digital economy. We're evolving beyond our compliance foundations to enable the next generation of digital financial services between regulated institutions with unprecedented efficiency. With nearly 50 employees across 14 countries and having recently closed our Series B round last November with support from leading investors including Y Combinator, DRW, F Prime, Jump Capital, Castle Island, and Green Visor Capital, we're looking for people like you to help shape the future rails of the crypto industry. The impact you will have: At Notabene, the success of our customers drives everything that we do and our Customer Success team is at the heart of that. As a member of the Customer Success team , you will have a key role in helping to shape the Customer Success strategy while also owning and driving the growth of accounts in your book of business. You will become a trusted advisor to our customers and use data-led insights to help your customer base get the most out of Notabene's products and services. As a core component of your role, you will also own the post sales commercial journey, being responsible for renewal and upsell of customers within your Book of Business. This is an exciting opportunity to join a critical function that will support our growth and expansion. Within a year you are successful if You've directly contributed to increasing the net retention of your Book of Business You can confidently demonstrate knowledge of both our product and also the wider industry Our customers trust and rely on you to help them achieve their goals You are able to manage commercial discussions, identify and proactively mitigate risk and have been able to renewal and grow your book of business. What you will be doing: Owning the post-sales customer journey, including onboarding, adoption, renewal and upsell Establish, develop and maintain long-term relationships with stakeholders within assigned accounts and proactively identify and report on key customer health metrics Delivering expertise, education, and guidance to customers as they roll out their Travel Rule Compliance program Drive customer upsells by identifying, qualifying, and raising upgrade opportunities with the customer. Proactively monitoring and managing customer health metrics, including usage, engagement, and risk signals Driving improvements in customer health by identifying gaps in adoption and executing clear action plans Contributing to strategic decision making by sharing ideas and feedback on trends including competitor insights, customer needs, sales, product and marketing information and acting as the voice of the customer internally Maintain accurate customer records and notes in our CRM / CS tools (e.g., HubSpot, ChurnZero) There may be expectations to participate in On Call duty outside of office hours What you bring: 3-5 years working experience in Customer Success or Account Management in a the Cryptocurrency / FinTech / RegTech SaaS space or a complex technical market with experience managing your book of business Experience managing the full customer lifecycle including onboarding, adoption, retention and upsell Experience managing a range of clients from SMBs to Enterprise Experience contributing to the creation of Customer success processes and resources Exposure to compliance-driven or regulated environments High emotional intelligence and some who is motivated by learning and problem solving You are confident in creating and managing relationships with stakeholders at all levels and you are able to successfully communicate with a range of individuals. Thrive on working autonomously with an entrepreneurial mindset. Embody proactivity and are happy rolling up your sleeves and getting stuck in Nice to Have Experience in Crypto, Fintech or Regtech Experience working with API-based or technical products
You can view our cookie policyCustomer Success Manager page is loaded Customer Success Managerremote type: Hybridlocations: UK - London: UK - Cambridge (PQ)time type: Full timeposted on: Posted Todayjob requisition id: JREQ135211We are looking for an experienced Customer Success Manager to join our global Customer Success team! The main purpose of the Customer Success Manager is to retain an assigned book of business, identify and mitigate risk, and support the growth of key customers. Working proactively with customers, you will help drive value derived from the library software solutions by supporting their desired business outcomes.You will add value and build trusting, lasting relationships by applying industry and product knowledge, relevant experience, and a deep understanding of your customers. Utilizing your strong attention to detail, you will identify early indicators of account risk, proactively mitigating and escalating to leadership when necessary. If this sounds like an opportunity you are interested in, then we would love to talk to you! About You - experience, education, skills, and accomplishments. Bachelor's degree in related field / or equivalent work experience. 5 years of Customer Success, Account Management or similar experience managing customer relationships. It would be great if you also had Technical experience with library software solutions from Ex Libris, such as, Alma, PrimoVE or Leganto or similar library solution(s.) A background in academic libraries, government, or higher education Experience using a Customer Success software platform ( Gainsight, etc.) Ability to define and establish goals based on customer needs and our business capabilities and execute a well-defined customer success and engagement plan Experience providing online training and/or customer support in a similar information services or SaaS organizations that sell to the academic library market. Become a trusted advocate/advisor to customers: gain insight, offer recommendations, and provide the support needed to attain stated outcomes. Deliver an exceptional customer experience: ensure customers are deriving value from Ex Libris (part of Clarivate) products and services; work with colleagues across the organization to ensure swift issue resolution. Oversee customer training & implement customer adoption strategies to maximize usage, satisfaction, and ROI. Drive growth: secure the existing business and identify expansion opportunities across the range of products and services offered by Clarivate. Provide high-level governance and operational oversight: establish and maintain effective internal working relationships by coordinating with geographically distributed virtual matrix teams across multiple business verticals and functions, including Sales, Finance, Product Management, Product Marketing, Software Support, Professional Services, and Customer Service; conduct internal reviews with relevant stakeholders to ensure continuous customer focus, commitment and engagement. Deliver regular business reviews: collaborate with Sales and other internal partners to coordinate and deliver regular reviews of progress against documented goals, priorities, and success criteria to key customer operational contacts and decision-makers. Support the Customer Success mission: assist Customer Success leadership by identifying, leading, and reporting on key initiatives to further the mission and expansion of Customer Success within Clarivate. Partner and Mentor: support goal of best-in-class team by sharing knowledge in areas of expertise; provide input to leadership on areas of potential improvement. About the Team Our A & G Customer Success team sits within the Revenue organization. Our team is comprised of colleagues across the Americas and the globe who are passionate about helping higher education institutions and libraries achieve their goals. What we do matters to librarians who need smoother paths to fulfilling their missions to help students, faculty, and researchers think forward. Hours of Work This is a full-time, permanent position based in UK. This role will require hybrid working from our London or Cambridge offices (2-3 days per week in office, rest of week remote).This position requires weekday (Monday - Friday) attendance with some scheduling flexibility available to adjust to various global time zones as needed., Clarivate, we are committed to providing equal employment opportunities for all persons with respect to hiring, compensation, promotion, training, and other terms, conditions, and privileges of employment. We comply with applicable laws and regulations governing non-discrimination in all locations.At Clarivate, we are committed to providing equal employment opportunities for all qualified persons with respect to hiring, compensation, promotion, training, and other terms, conditions, and privileges of employment. We comply with applicable laws and regulations governing non-discrimination in all locations.Clarivate is a global leader in trusted and transformative intelligence. We bring together enriched data, insights, analytics and workflow solutions, grounded in deep domain expertise across the spectrum of knowledge, research and innovation.Whether it's providing insights to transform the water industry or accelerating the delivery of a critical vaccine, our aim is to fuel the world's greatest breakthroughs by harnessing the power of human ingenuity.For more information, please visit
Apr 19, 2026
Full time
You can view our cookie policyCustomer Success Manager page is loaded Customer Success Managerremote type: Hybridlocations: UK - London: UK - Cambridge (PQ)time type: Full timeposted on: Posted Todayjob requisition id: JREQ135211We are looking for an experienced Customer Success Manager to join our global Customer Success team! The main purpose of the Customer Success Manager is to retain an assigned book of business, identify and mitigate risk, and support the growth of key customers. Working proactively with customers, you will help drive value derived from the library software solutions by supporting their desired business outcomes.You will add value and build trusting, lasting relationships by applying industry and product knowledge, relevant experience, and a deep understanding of your customers. Utilizing your strong attention to detail, you will identify early indicators of account risk, proactively mitigating and escalating to leadership when necessary. If this sounds like an opportunity you are interested in, then we would love to talk to you! About You - experience, education, skills, and accomplishments. Bachelor's degree in related field / or equivalent work experience. 5 years of Customer Success, Account Management or similar experience managing customer relationships. It would be great if you also had Technical experience with library software solutions from Ex Libris, such as, Alma, PrimoVE or Leganto or similar library solution(s.) A background in academic libraries, government, or higher education Experience using a Customer Success software platform ( Gainsight, etc.) Ability to define and establish goals based on customer needs and our business capabilities and execute a well-defined customer success and engagement plan Experience providing online training and/or customer support in a similar information services or SaaS organizations that sell to the academic library market. Become a trusted advocate/advisor to customers: gain insight, offer recommendations, and provide the support needed to attain stated outcomes. Deliver an exceptional customer experience: ensure customers are deriving value from Ex Libris (part of Clarivate) products and services; work with colleagues across the organization to ensure swift issue resolution. Oversee customer training & implement customer adoption strategies to maximize usage, satisfaction, and ROI. Drive growth: secure the existing business and identify expansion opportunities across the range of products and services offered by Clarivate. Provide high-level governance and operational oversight: establish and maintain effective internal working relationships by coordinating with geographically distributed virtual matrix teams across multiple business verticals and functions, including Sales, Finance, Product Management, Product Marketing, Software Support, Professional Services, and Customer Service; conduct internal reviews with relevant stakeholders to ensure continuous customer focus, commitment and engagement. Deliver regular business reviews: collaborate with Sales and other internal partners to coordinate and deliver regular reviews of progress against documented goals, priorities, and success criteria to key customer operational contacts and decision-makers. Support the Customer Success mission: assist Customer Success leadership by identifying, leading, and reporting on key initiatives to further the mission and expansion of Customer Success within Clarivate. Partner and Mentor: support goal of best-in-class team by sharing knowledge in areas of expertise; provide input to leadership on areas of potential improvement. About the Team Our A & G Customer Success team sits within the Revenue organization. Our team is comprised of colleagues across the Americas and the globe who are passionate about helping higher education institutions and libraries achieve their goals. What we do matters to librarians who need smoother paths to fulfilling their missions to help students, faculty, and researchers think forward. Hours of Work This is a full-time, permanent position based in UK. This role will require hybrid working from our London or Cambridge offices (2-3 days per week in office, rest of week remote).This position requires weekday (Monday - Friday) attendance with some scheduling flexibility available to adjust to various global time zones as needed., Clarivate, we are committed to providing equal employment opportunities for all persons with respect to hiring, compensation, promotion, training, and other terms, conditions, and privileges of employment. We comply with applicable laws and regulations governing non-discrimination in all locations.At Clarivate, we are committed to providing equal employment opportunities for all qualified persons with respect to hiring, compensation, promotion, training, and other terms, conditions, and privileges of employment. We comply with applicable laws and regulations governing non-discrimination in all locations.Clarivate is a global leader in trusted and transformative intelligence. We bring together enriched data, insights, analytics and workflow solutions, grounded in deep domain expertise across the spectrum of knowledge, research and innovation.Whether it's providing insights to transform the water industry or accelerating the delivery of a critical vaccine, our aim is to fuel the world's greatest breakthroughs by harnessing the power of human ingenuity.For more information, please visit
Join the creative revolution at XR! XR is on a mission to transform how the world creates, connects, and experiences advertising. As the global leader in creative operations, we help brands and agencies bring their ideas to life and deliver them seamlessly across every screen. Our leading technology and services power creativity for the marketing and entertainment industries, and you can be a part of it! At XR,you'lljoin a high-energy, collaborative environment where your ideas can spark real change. We champion innovation at every level, empowering our teams to take risks, challenge norms, and unlock new possibilities. Your voice, your talent, and your vision matter here- XR is where you come to grow, learn, and thrive. Ready to make an impact?Ifyou'repassionate about technology, solving complex challenges, and joining a teamthat'schanging the game, XR is the place for you.Let'sshape the future together! The Opportunity The role of Customer Success Manager (CSM)istheprimary point of contact, relationship owner, and internal advocate for XR's enterprise Brands. Partnering with the Sales team for pre-salesopportunitiesand owning the account post-sale, the CSMis responsible formanaging onboarding, training, and the foundation for a long-term successful engagement. The Customer Success teamcomprisesteam members who are experts on the suite of XR products. Acting asthe experts, they can craft meaningful solutions to our customer challenges, always on the lookout for ways they can help solve client needs. The CSMis responsible fornurturing the relationship post-onboarding by creatingtailoredrelationship journeys full of proactivetouch-points, continued training, learning, consultation, and acting as the Subject Matter Expert (SME) for the client and their usage of the XR Platform and services. Internally, the CSM is the client's advocate, working cross-departmentally with all groups that touch the client's business to understand and improve products, services, workflows, communication, opportunities,or solutions for the client. This role is also revenue-responsible; instrumentaltorenewals, growth, andadditionalservices or featureswhere theyfit into the client's needs. Team members in this role are passionate about Clients and their experiences. They are strategic problem solvers: organized, analytical, and thoughtful. They are team players but are also comfortable taking the lead or working independently. Their high EQ and interpersonal skills make them a trusted resource internally and externally, and they arefrequentlyconsidered someone you can depend on for a creative solution, a thoughtful response, or a listening ear. Job Responsibilities Cultivate and own close client relationships with multiple stakeholders including Senior Members of the client team, respective agency partners, etc. Create customized Client Success Plan for enterprise clients that dictates scheduledtouch-pointsfor proactive outreach, including weekly,monthlyor quarterly calls, video or in-person meetings Conduct and/or coordinate client onboarding sessions, as well as continued training sessions for suite of XR products and offerings Drive client engagement, adoption, and retention by understanding client business needs and goals; helping them tohigh levelsof success using XR products and services Develop deep insight and knowledge of the clients' teams and operational structure by building a network of relationships UtilizeXR-supported analytical tools tomonitorand analyze engagement, operational and business progression, to provide recommendations and guidance based on data results, both to client and internal teams Present business reviews to clients, and share suggestions andoptimalsolutions. Proactivelymaintaina high knowledge level of all supported services, products, and projects for client Adviseclient of existing resources such as platform guides, knowledgebase articles, tutorials, and how-to-videos, or work with internal teams to create where needed Work with departmental leaders, Product Owners, and Marketing to create personalized communication focused on company initiatives,changesor improvements to existing products in use, newfeaturesand products they might find useful,etc Represent the VoiceOfthe Customer (VOC) to provide input into core products, marketing, sales processes, and service improvements that may enhance the client experience Participate in the creation of interdepartmental support models,workflowsand SOPs Act as the Subject Matter Expert (SME) on client-specific items, including acting as an escalation point for internal teams on business rules and best practices Collaborate and/or guide internal teams who support the client or client projects, including Activation Management & Campaign Services (SME), Center of Excellence, Insights (Reporting), Product, Development, Sales Operations and Technical Support Partner with the Deal Desk to ensureoptimalaccount performance, and present renewals to existing clients that are aligned with XR strategy. Work with clients on other contractual initiatives such as amendments, SOWs, SLAs,etcwith Legal/Contracts team Align with Global Business Partner to upsell and cross-selladditionalproducts or services to contribute to the client's success Assist Global Business Partner and Marketing in managing and executing RFP requests Minimum qualifications Minimum3years' experience in a B2B/Enterprise Customer Successor5 years of experience managing large client accounts, preferably in the advertising space. A strong passion for the client's experience, with the ability and willingness to engage directly with them In-depth knowledge of the advertising production industry with experience in creativelogisticsand campaign management, ordemonstratedability toquickly and effectively learn various products and services Comfortable leading client workshops, onboarding sessions, or meetings Accountability, and comfort in being the face of both good andbad newsto the client Exceptionally high EQ and ability to understand verbal and non-verbal feedback from external and internal stakeholders toproperly assessand understand complex situations Attention to detail and organizational skills Ability to communicate across all departments and levels, providing difficult-to-deliver feedback where needed in a delicate way Ability to take initiative and prioritize while working independently or collaborating with a team Strategic problem-solver, who is open to coaching and training A record of accomplishment of success and strategy in turning new clients into raving advocates Ability to effectively upsell and cross-selladditionalservices that would support the specific Client needs Familiarity in working within CRMs, Support Ticketing Systems, or other important tools for tracking user relationships and engagement Proficient in MS Excel, PowerPoint, Google Business Suite, data analysis, and visualization tools KPIs Outlined below are some of the metrics you will be responsible for: User engagement - % and number of active users per month Net Promoter Score (NPS), Customer Satisfaction Score (CSAT)and other client feedback Revenue growth Conversion rate Client churn rate Client and Extreme Reach agreed upon cadence of formal business reviews (i.e.Quarterly) The wonderful world of XR Impactful Work:You'll be at the heart of a company revolutionizing the media and creative industries. From a cutting-edge platform to AI-driven insights, your work will help our clients produce and deliver world-class content to millions worldwide. Global Reach, Local Impact:With a team of over 1,100 talented professionals serving 140 markets, we blend global scale with personalized service. Join us, and be part of a diverse, dynamic team that's making waves across the globe! Innovation & Growth:We're all about pushing boundaries and staying ahead of the curve. At XR Extreme Reach, you'll be working on groundbreaking products that power TV, film, digital marketing, and entertainment. Creative Culture:We celebrate creativity and collaboration. Whether you're working in tech, media, or creative services, we foster a culture that encourages fresh ideas, innovation, and out-of-the-box thinking. Make a Difference:Here, you'll help clients tell their stories on a global stage, while ensuring their creative vision is executed with precision and style. Let's Redefine What's Possible If you're ready to elevate brand growth, connect creativity across platforms, and unlock a new era of creative intelligence, we'd love to hear from you. Pitch us your vision- and let's build the future, together.
Apr 19, 2026
Full time
Join the creative revolution at XR! XR is on a mission to transform how the world creates, connects, and experiences advertising. As the global leader in creative operations, we help brands and agencies bring their ideas to life and deliver them seamlessly across every screen. Our leading technology and services power creativity for the marketing and entertainment industries, and you can be a part of it! At XR,you'lljoin a high-energy, collaborative environment where your ideas can spark real change. We champion innovation at every level, empowering our teams to take risks, challenge norms, and unlock new possibilities. Your voice, your talent, and your vision matter here- XR is where you come to grow, learn, and thrive. Ready to make an impact?Ifyou'repassionate about technology, solving complex challenges, and joining a teamthat'schanging the game, XR is the place for you.Let'sshape the future together! The Opportunity The role of Customer Success Manager (CSM)istheprimary point of contact, relationship owner, and internal advocate for XR's enterprise Brands. Partnering with the Sales team for pre-salesopportunitiesand owning the account post-sale, the CSMis responsible formanaging onboarding, training, and the foundation for a long-term successful engagement. The Customer Success teamcomprisesteam members who are experts on the suite of XR products. Acting asthe experts, they can craft meaningful solutions to our customer challenges, always on the lookout for ways they can help solve client needs. The CSMis responsible fornurturing the relationship post-onboarding by creatingtailoredrelationship journeys full of proactivetouch-points, continued training, learning, consultation, and acting as the Subject Matter Expert (SME) for the client and their usage of the XR Platform and services. Internally, the CSM is the client's advocate, working cross-departmentally with all groups that touch the client's business to understand and improve products, services, workflows, communication, opportunities,or solutions for the client. This role is also revenue-responsible; instrumentaltorenewals, growth, andadditionalservices or featureswhere theyfit into the client's needs. Team members in this role are passionate about Clients and their experiences. They are strategic problem solvers: organized, analytical, and thoughtful. They are team players but are also comfortable taking the lead or working independently. Their high EQ and interpersonal skills make them a trusted resource internally and externally, and they arefrequentlyconsidered someone you can depend on for a creative solution, a thoughtful response, or a listening ear. Job Responsibilities Cultivate and own close client relationships with multiple stakeholders including Senior Members of the client team, respective agency partners, etc. Create customized Client Success Plan for enterprise clients that dictates scheduledtouch-pointsfor proactive outreach, including weekly,monthlyor quarterly calls, video or in-person meetings Conduct and/or coordinate client onboarding sessions, as well as continued training sessions for suite of XR products and offerings Drive client engagement, adoption, and retention by understanding client business needs and goals; helping them tohigh levelsof success using XR products and services Develop deep insight and knowledge of the clients' teams and operational structure by building a network of relationships UtilizeXR-supported analytical tools tomonitorand analyze engagement, operational and business progression, to provide recommendations and guidance based on data results, both to client and internal teams Present business reviews to clients, and share suggestions andoptimalsolutions. Proactivelymaintaina high knowledge level of all supported services, products, and projects for client Adviseclient of existing resources such as platform guides, knowledgebase articles, tutorials, and how-to-videos, or work with internal teams to create where needed Work with departmental leaders, Product Owners, and Marketing to create personalized communication focused on company initiatives,changesor improvements to existing products in use, newfeaturesand products they might find useful,etc Represent the VoiceOfthe Customer (VOC) to provide input into core products, marketing, sales processes, and service improvements that may enhance the client experience Participate in the creation of interdepartmental support models,workflowsand SOPs Act as the Subject Matter Expert (SME) on client-specific items, including acting as an escalation point for internal teams on business rules and best practices Collaborate and/or guide internal teams who support the client or client projects, including Activation Management & Campaign Services (SME), Center of Excellence, Insights (Reporting), Product, Development, Sales Operations and Technical Support Partner with the Deal Desk to ensureoptimalaccount performance, and present renewals to existing clients that are aligned with XR strategy. Work with clients on other contractual initiatives such as amendments, SOWs, SLAs,etcwith Legal/Contracts team Align with Global Business Partner to upsell and cross-selladditionalproducts or services to contribute to the client's success Assist Global Business Partner and Marketing in managing and executing RFP requests Minimum qualifications Minimum3years' experience in a B2B/Enterprise Customer Successor5 years of experience managing large client accounts, preferably in the advertising space. A strong passion for the client's experience, with the ability and willingness to engage directly with them In-depth knowledge of the advertising production industry with experience in creativelogisticsand campaign management, ordemonstratedability toquickly and effectively learn various products and services Comfortable leading client workshops, onboarding sessions, or meetings Accountability, and comfort in being the face of both good andbad newsto the client Exceptionally high EQ and ability to understand verbal and non-verbal feedback from external and internal stakeholders toproperly assessand understand complex situations Attention to detail and organizational skills Ability to communicate across all departments and levels, providing difficult-to-deliver feedback where needed in a delicate way Ability to take initiative and prioritize while working independently or collaborating with a team Strategic problem-solver, who is open to coaching and training A record of accomplishment of success and strategy in turning new clients into raving advocates Ability to effectively upsell and cross-selladditionalservices that would support the specific Client needs Familiarity in working within CRMs, Support Ticketing Systems, or other important tools for tracking user relationships and engagement Proficient in MS Excel, PowerPoint, Google Business Suite, data analysis, and visualization tools KPIs Outlined below are some of the metrics you will be responsible for: User engagement - % and number of active users per month Net Promoter Score (NPS), Customer Satisfaction Score (CSAT)and other client feedback Revenue growth Conversion rate Client churn rate Client and Extreme Reach agreed upon cadence of formal business reviews (i.e.Quarterly) The wonderful world of XR Impactful Work:You'll be at the heart of a company revolutionizing the media and creative industries. From a cutting-edge platform to AI-driven insights, your work will help our clients produce and deliver world-class content to millions worldwide. Global Reach, Local Impact:With a team of over 1,100 talented professionals serving 140 markets, we blend global scale with personalized service. Join us, and be part of a diverse, dynamic team that's making waves across the globe! Innovation & Growth:We're all about pushing boundaries and staying ahead of the curve. At XR Extreme Reach, you'll be working on groundbreaking products that power TV, film, digital marketing, and entertainment. Creative Culture:We celebrate creativity and collaboration. Whether you're working in tech, media, or creative services, we foster a culture that encourages fresh ideas, innovation, and out-of-the-box thinking. Make a Difference:Here, you'll help clients tell their stories on a global stage, while ensuring their creative vision is executed with precision and style. Let's Redefine What's Possible If you're ready to elevate brand growth, connect creativity across platforms, and unlock a new era of creative intelligence, we'd love to hear from you. Pitch us your vision- and let's build the future, together.
Join the creative revolution at XR! XR is on a mission to transform how the world creates, connects, and experiences advertising. As the global leader in creative operations, we help brands and agencies bring their ideas to life and deliver them seamlessly across every screen. Our leading technology and services power creativity for the marketing and entertainment industries, and you can be a part of it! At XR,you'lljoin a high-energy, collaborative environment where your ideas can spark real change. We champion innovation at every level, empowering our teams to take risks, challenge norms, and unlock new possibilities. Your voice, your talent, and your vision matter here- XR is where you come to grow, learn, and thrive. Ready to make an impact?Ifyou'repassionate about technology, solving complex challenges, and joining a teamthat'schanging the game, XR is the place for you.Let'sshape the future together! The Opportunity The role of Customer Success Manager (CSM)istheprimary point of contact, relationship owner, and internal advocate for XR's enterprise Brands. Partnering with the Sales team for pre-salesopportunitiesand owning the account post-sale, the CSMis responsible formanaging onboarding, training, and the foundation for a long-term successful engagement. The Customer Success teamcomprisesteam members who are experts on the suite of XR products. Acting asthe experts, they can craft meaningful solutions to our customer challenges, always on the lookout for ways they can help solve client needs. The CSMis responsible fornurturing the relationship post-onboarding by creatingtailoredrelationship journeys full of proactivetouch-points, continued training, learning, consultation, and acting as the Subject Matter Expert (SME) for the client and their usage of the XR Platform and services. Internally, the CSM is the client's advocate, working cross-departmentally with all groups that touch the client's business to understand and improve products, services, workflows, communication, opportunities,or solutions for the client. This role is also revenue-responsible; instrumentaltorenewals, growth, andadditionalservices or featureswhere theyfit into the client's needs. Team members in this role are passionate about Clients and their experiences. They are strategic problem solvers: organized, analytical, and thoughtful. They are team players but are also comfortable taking the lead or working independently. Their high EQ and interpersonal skills make them a trusted resource internally and externally, and they arefrequentlyconsidered someone you can depend on for a creative solution, a thoughtful response, or a listening ear. Job Responsibilities Cultivate and own close client relationships with multiple stakeholders including Senior Members of the client team, respective agency partners, etc. Create customized Client Success Plan for enterprise clients that dictates scheduledtouch-pointsfor proactive outreach, including weekly,monthlyor quarterly calls, video or in-person meetings Conduct and/or coordinate client onboarding sessions, as well as continued training sessions for suite of XR products and offerings Drive client engagement, adoption, and retention by understanding client business needs and goals; helping them tohigh levelsof success using XR products and services Develop deep insight and knowledge of the clients' teams and operational structure by building a network of relationships UtilizeXR-supported analytical tools tomonitorand analyze engagement, operational and business progression, to provide recommendations and guidance based on data results, both to client and internal teams Present business reviews to clients, and share suggestions andoptimalsolutions. Proactivelymaintaina high knowledge level of all supported services, products, and projects for client Adviseclient of existing resources such as platform guides, knowledgebase articles, tutorials, and how-to-videos, or work with internal teams to create where needed Work with departmental leaders, Product Owners, and Marketing to create personalized communication focused on company initiatives,changesor improvements to existing products in use, newfeaturesand products they might find useful,etc Represent the VoiceOfthe Customer (VOC) to provide input into core products, marketing, sales processes, and service improvements that may enhance the client experience Participate in the creation of interdepartmental support models,workflowsand SOPs Act as the Subject Matter Expert (SME) on client-specific items, including acting as an escalation point for internal teams on business rules and best practices Collaborate and/or guide internal teams who support the client or client projects, including Activation Management & Campaign Services (SME), Center of Excellence, Insights (Reporting), Product, Development, Sales Operations and Technical Support Partner with the Deal Desk to ensureoptimalaccount performance, and present renewals to existing clients that are aligned with XR strategy. Work with clients on other contractual initiatives such as amendments, SOWs, SLAs,etcwith Legal/Contracts team Align with Global Business Partner to upsell and cross-selladditionalproducts or services to contribute to the client's success Assist Global Business Partner and Marketing in managing and executing RFP requests Minimum qualifications Minimum3years' experience in a B2B/Enterprise Customer Successor5 years of experience managing large client accounts, preferably in the advertising space. A strong passion for the client's experience, with the ability and willingness to engage directly with them In-depth knowledge of the advertising production industry with experience in creativelogisticsand campaign management, ordemonstratedability toquickly and effectively learn various products and services Comfortable leading client workshops, onboarding sessions, or meetings Accountability, and comfort in being the face of both good andbad newsto the client Exceptionally high EQ and ability to understand verbal and non-verbal feedback from external and internal stakeholders toproperly assessand understand complex situations Attention to detail and organizational skills Ability to communicate across all departments and levels, providing difficult-to-deliver feedback where needed in a delicate way Ability to take initiative and prioritize while working independently or collaborating with a team Strategic problem-solver, who is open to coaching and training A record of accomplishment of success and strategy in turning new clients into raving advocates Ability to effectively upsell and cross-selladditionalservices that would support the specific Client needs Familiarity in working within CRMs, Support Ticketing Systems, or other important tools for tracking user relationships and engagement Proficient in MS Excel, PowerPoint, Google Business Suite, data analysis, and visualization tools KPIs Outlined below are some of the metrics you will be responsible for: User engagement - % and number of active users per month Net Promoter Score (NPS), Customer Satisfaction Score (CSAT)and other client feedback Revenue growth Conversion rate Client churn rate Client and Extreme Reach agreed upon cadence of formal business reviews (i.e.Quarterly) The wonderful world of XR Impactful Work:You'll be at the heart of a company revolutionizing the media and creative industries. From a cutting-edge platform to AI-driven insights, your work will help our clients produce and deliver world-class content to millions worldwide. Global Reach, Local Impact:With a team of over 1,100 talented professionals serving 140 markets, we blend global scale with personalized service. Join us, and be part of a diverse, dynamic team that's making waves across the globe! Innovation & Growth:We're all about pushing boundaries and staying ahead of the curve. At XR Extreme Reach, you'll be working on groundbreaking products that power TV, film, digital marketing, and entertainment. Creative Culture:We celebrate creativity and collaboration. Whether you're working in tech, media, or creative services, we foster a culture that encourages fresh ideas, innovation, and out-of-the-box thinking. Make a Difference:Here, you'll help clients tell their stories on a global stage, while ensuring their creative vision is executed with precision and style. Let's Redefine What's Possible If you're ready to elevate brand growth, connect creativity across platforms, and unlock a new era of creative intelligence, we'd love to hear from you. Pitch us your vision- and let's build the future, together.
Apr 17, 2026
Full time
Join the creative revolution at XR! XR is on a mission to transform how the world creates, connects, and experiences advertising. As the global leader in creative operations, we help brands and agencies bring their ideas to life and deliver them seamlessly across every screen. Our leading technology and services power creativity for the marketing and entertainment industries, and you can be a part of it! At XR,you'lljoin a high-energy, collaborative environment where your ideas can spark real change. We champion innovation at every level, empowering our teams to take risks, challenge norms, and unlock new possibilities. Your voice, your talent, and your vision matter here- XR is where you come to grow, learn, and thrive. Ready to make an impact?Ifyou'repassionate about technology, solving complex challenges, and joining a teamthat'schanging the game, XR is the place for you.Let'sshape the future together! The Opportunity The role of Customer Success Manager (CSM)istheprimary point of contact, relationship owner, and internal advocate for XR's enterprise Brands. Partnering with the Sales team for pre-salesopportunitiesand owning the account post-sale, the CSMis responsible formanaging onboarding, training, and the foundation for a long-term successful engagement. The Customer Success teamcomprisesteam members who are experts on the suite of XR products. Acting asthe experts, they can craft meaningful solutions to our customer challenges, always on the lookout for ways they can help solve client needs. The CSMis responsible fornurturing the relationship post-onboarding by creatingtailoredrelationship journeys full of proactivetouch-points, continued training, learning, consultation, and acting as the Subject Matter Expert (SME) for the client and their usage of the XR Platform and services. Internally, the CSM is the client's advocate, working cross-departmentally with all groups that touch the client's business to understand and improve products, services, workflows, communication, opportunities,or solutions for the client. This role is also revenue-responsible; instrumentaltorenewals, growth, andadditionalservices or featureswhere theyfit into the client's needs. Team members in this role are passionate about Clients and their experiences. They are strategic problem solvers: organized, analytical, and thoughtful. They are team players but are also comfortable taking the lead or working independently. Their high EQ and interpersonal skills make them a trusted resource internally and externally, and they arefrequentlyconsidered someone you can depend on for a creative solution, a thoughtful response, or a listening ear. Job Responsibilities Cultivate and own close client relationships with multiple stakeholders including Senior Members of the client team, respective agency partners, etc. Create customized Client Success Plan for enterprise clients that dictates scheduledtouch-pointsfor proactive outreach, including weekly,monthlyor quarterly calls, video or in-person meetings Conduct and/or coordinate client onboarding sessions, as well as continued training sessions for suite of XR products and offerings Drive client engagement, adoption, and retention by understanding client business needs and goals; helping them tohigh levelsof success using XR products and services Develop deep insight and knowledge of the clients' teams and operational structure by building a network of relationships UtilizeXR-supported analytical tools tomonitorand analyze engagement, operational and business progression, to provide recommendations and guidance based on data results, both to client and internal teams Present business reviews to clients, and share suggestions andoptimalsolutions. Proactivelymaintaina high knowledge level of all supported services, products, and projects for client Adviseclient of existing resources such as platform guides, knowledgebase articles, tutorials, and how-to-videos, or work with internal teams to create where needed Work with departmental leaders, Product Owners, and Marketing to create personalized communication focused on company initiatives,changesor improvements to existing products in use, newfeaturesand products they might find useful,etc Represent the VoiceOfthe Customer (VOC) to provide input into core products, marketing, sales processes, and service improvements that may enhance the client experience Participate in the creation of interdepartmental support models,workflowsand SOPs Act as the Subject Matter Expert (SME) on client-specific items, including acting as an escalation point for internal teams on business rules and best practices Collaborate and/or guide internal teams who support the client or client projects, including Activation Management & Campaign Services (SME), Center of Excellence, Insights (Reporting), Product, Development, Sales Operations and Technical Support Partner with the Deal Desk to ensureoptimalaccount performance, and present renewals to existing clients that are aligned with XR strategy. Work with clients on other contractual initiatives such as amendments, SOWs, SLAs,etcwith Legal/Contracts team Align with Global Business Partner to upsell and cross-selladditionalproducts or services to contribute to the client's success Assist Global Business Partner and Marketing in managing and executing RFP requests Minimum qualifications Minimum3years' experience in a B2B/Enterprise Customer Successor5 years of experience managing large client accounts, preferably in the advertising space. A strong passion for the client's experience, with the ability and willingness to engage directly with them In-depth knowledge of the advertising production industry with experience in creativelogisticsand campaign management, ordemonstratedability toquickly and effectively learn various products and services Comfortable leading client workshops, onboarding sessions, or meetings Accountability, and comfort in being the face of both good andbad newsto the client Exceptionally high EQ and ability to understand verbal and non-verbal feedback from external and internal stakeholders toproperly assessand understand complex situations Attention to detail and organizational skills Ability to communicate across all departments and levels, providing difficult-to-deliver feedback where needed in a delicate way Ability to take initiative and prioritize while working independently or collaborating with a team Strategic problem-solver, who is open to coaching and training A record of accomplishment of success and strategy in turning new clients into raving advocates Ability to effectively upsell and cross-selladditionalservices that would support the specific Client needs Familiarity in working within CRMs, Support Ticketing Systems, or other important tools for tracking user relationships and engagement Proficient in MS Excel, PowerPoint, Google Business Suite, data analysis, and visualization tools KPIs Outlined below are some of the metrics you will be responsible for: User engagement - % and number of active users per month Net Promoter Score (NPS), Customer Satisfaction Score (CSAT)and other client feedback Revenue growth Conversion rate Client churn rate Client and Extreme Reach agreed upon cadence of formal business reviews (i.e.Quarterly) The wonderful world of XR Impactful Work:You'll be at the heart of a company revolutionizing the media and creative industries. From a cutting-edge platform to AI-driven insights, your work will help our clients produce and deliver world-class content to millions worldwide. Global Reach, Local Impact:With a team of over 1,100 talented professionals serving 140 markets, we blend global scale with personalized service. Join us, and be part of a diverse, dynamic team that's making waves across the globe! Innovation & Growth:We're all about pushing boundaries and staying ahead of the curve. At XR Extreme Reach, you'll be working on groundbreaking products that power TV, film, digital marketing, and entertainment. Creative Culture:We celebrate creativity and collaboration. Whether you're working in tech, media, or creative services, we foster a culture that encourages fresh ideas, innovation, and out-of-the-box thinking. Make a Difference:Here, you'll help clients tell their stories on a global stage, while ensuring their creative vision is executed with precision and style. Let's Redefine What's Possible If you're ready to elevate brand growth, connect creativity across platforms, and unlock a new era of creative intelligence, we'd love to hear from you. Pitch us your vision- and let's build the future, together.
Product Lifecycle Marketing Manager, International Marketing (Hybrid) page is loaded Product Lifecycle Marketing Manager, International Marketing (Hybrid)locations: London, United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: REQ-7 Position Overview: Insulet Corporation is one of the fastest growing medical device companies, thanks to the global success of the Omnipod(R) System in reducing the daily burden for people living with diabetes.We are seeking a strategic and commercially minded Product Lifecycle Marketing Manager, International Marketing to join our International Marketing team. This person will build and contribute to a strong team culture focused on energizing, speaking-up, collaboration, innovation and delivery.This pivotal role will manage the marketing activities that support product lifecycle of both the Omnipod portfolio products and third-party products and platforms that support Omnipod. The primary objectives of the role will ensure we are offering a seamless process and positive experience to our customers (both HCP and DTC) as we help them to navigate through the product lifecycle stages and transitions, which may include upgrades and updates with both physical product and digital platforms within our portfolio of products.The focus will be on developing and executing the marketing strategy, marketing communications and tactical marketing activities to deliver against portfolio optimization, product conversion, and retirement strategies, ensuring seamless transitions while safeguarding customer loyalty and minimizing brand attrition.This role will lead cross-functional marketing and communication planning to ensure timely and effective execution of product changes. The scope includes both HCP and DTC channels across all global markets (excluding the USA). The successful candidate will have strong communication and collaboration skills as they will need to work closely with rest of the International Marketing Team, as well as the Global Franchise teams, Global Marketing, Country Marketing, Legal, Medical, Regulatory, Market Access, Supply Chain, Customer Support & agency partners. Responsibilities Collaborate with Global Franchise, International and local commercial teams to align lifecycle decisions with business goals and customer needs. Develop and implement lifecycle strategies and communication plans for product upgrades, conversion and retirement of products. Design and execute conversion strategies that guide customers from legacy to new products with minimal disruption. Develop marketing and communication plans to support product transitions, ensuring clarity and continuity for customers. Partner with Sales, Customer Service, and Digital teams to manage customer migration and minimize churn. Define KPIs to measure lifecycle performance and customer retention during transitions. Analyse product performance, market trends, and customer insights to identify opportunities for rationalization or enhancement. Drive portfolio simplification initiatives while maintaining brand equity and customer satisfaction. Ensure alignment of messaging, timing, and execution across all touchpoints. Lead stakeholder engagement sessions to communicate lifecycle plans and gather feedback. Identify risks associated with product transitions and develop mitigation plans. Monitor customer sentiment and brand impact during lifecycle changes, adjusting strategies as needed. Preferred Skills & Competencies: Experience with email marketing and CRM preferred. Strong communication, leadership and collaboration skills are required with proven ability to build and maintain relationships with a diverse group of people and across the organization. Proven writing skills to a professional audience Demonstrated ability to work cross functionally and align others behind a program or activity with strong project management skills Outcomes & action oriented Ability to take ownership and accountability for wide-ranging project needs Ability to deliver programs on time & on budget Ability to analyse data to assess performance & impact Demonstrated ability to manage concurrent, complex and projects required with internal and external stakeholders Education and Experience Bachelor's degree required (with a concentration in Marketing preferred). Demonstrated experience marketing healthcare products - either through a Field Sales Team experience or other channels Demonstrated experience in helping develop & implement marketing campaigns to drive conversation and build brand equity Experience with Digital Marketing in the healthcare environment including understanding of digital media channels, digital creative, digital KPIs and metrics, social media management, website optimization (SEO) and CRM/email marketing preferred Experience working within a regional or global team preferred. Prior experience of working within Diabetes (or similar health related industry) preferred. Prior experience of developing communications within a regulated environment (eg. Pharmaceuticals, Medical Devices, and Consumer Healthcare). Experience working with Veeva Vault and/or Salesforce would be an asset. Fluent in English - and 1 additional language (e.g. German, Dutch, Italian, Spanish) would be an advantage Travel This is a regional role, across multiple geographies, so periodic travel will be required - this will be to attend meetings in key markets, attend trade shows/conferences, join in market sales meetings or attend research. Travel is estimated at up to 25% but will flex depending on business needs Additional Information The position is a hybrid role at our UK office, based in Hammersmith Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet's flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, please visit and We are looking for highly motivated, performance-driven individuals to be a part of our expanding team. We do this by hiring amazing people guided by shared values who exceed customer expectations. Our continued success depends on it!Please read our Privacy Notice to learn how Insulet handles your personal information when you apply for a vacancy with us .
Apr 16, 2026
Full time
Product Lifecycle Marketing Manager, International Marketing (Hybrid) page is loaded Product Lifecycle Marketing Manager, International Marketing (Hybrid)locations: London, United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: REQ-7 Position Overview: Insulet Corporation is one of the fastest growing medical device companies, thanks to the global success of the Omnipod(R) System in reducing the daily burden for people living with diabetes.We are seeking a strategic and commercially minded Product Lifecycle Marketing Manager, International Marketing to join our International Marketing team. This person will build and contribute to a strong team culture focused on energizing, speaking-up, collaboration, innovation and delivery.This pivotal role will manage the marketing activities that support product lifecycle of both the Omnipod portfolio products and third-party products and platforms that support Omnipod. The primary objectives of the role will ensure we are offering a seamless process and positive experience to our customers (both HCP and DTC) as we help them to navigate through the product lifecycle stages and transitions, which may include upgrades and updates with both physical product and digital platforms within our portfolio of products.The focus will be on developing and executing the marketing strategy, marketing communications and tactical marketing activities to deliver against portfolio optimization, product conversion, and retirement strategies, ensuring seamless transitions while safeguarding customer loyalty and minimizing brand attrition.This role will lead cross-functional marketing and communication planning to ensure timely and effective execution of product changes. The scope includes both HCP and DTC channels across all global markets (excluding the USA). The successful candidate will have strong communication and collaboration skills as they will need to work closely with rest of the International Marketing Team, as well as the Global Franchise teams, Global Marketing, Country Marketing, Legal, Medical, Regulatory, Market Access, Supply Chain, Customer Support & agency partners. Responsibilities Collaborate with Global Franchise, International and local commercial teams to align lifecycle decisions with business goals and customer needs. Develop and implement lifecycle strategies and communication plans for product upgrades, conversion and retirement of products. Design and execute conversion strategies that guide customers from legacy to new products with minimal disruption. Develop marketing and communication plans to support product transitions, ensuring clarity and continuity for customers. Partner with Sales, Customer Service, and Digital teams to manage customer migration and minimize churn. Define KPIs to measure lifecycle performance and customer retention during transitions. Analyse product performance, market trends, and customer insights to identify opportunities for rationalization or enhancement. Drive portfolio simplification initiatives while maintaining brand equity and customer satisfaction. Ensure alignment of messaging, timing, and execution across all touchpoints. Lead stakeholder engagement sessions to communicate lifecycle plans and gather feedback. Identify risks associated with product transitions and develop mitigation plans. Monitor customer sentiment and brand impact during lifecycle changes, adjusting strategies as needed. Preferred Skills & Competencies: Experience with email marketing and CRM preferred. Strong communication, leadership and collaboration skills are required with proven ability to build and maintain relationships with a diverse group of people and across the organization. Proven writing skills to a professional audience Demonstrated ability to work cross functionally and align others behind a program or activity with strong project management skills Outcomes & action oriented Ability to take ownership and accountability for wide-ranging project needs Ability to deliver programs on time & on budget Ability to analyse data to assess performance & impact Demonstrated ability to manage concurrent, complex and projects required with internal and external stakeholders Education and Experience Bachelor's degree required (with a concentration in Marketing preferred). Demonstrated experience marketing healthcare products - either through a Field Sales Team experience or other channels Demonstrated experience in helping develop & implement marketing campaigns to drive conversation and build brand equity Experience with Digital Marketing in the healthcare environment including understanding of digital media channels, digital creative, digital KPIs and metrics, social media management, website optimization (SEO) and CRM/email marketing preferred Experience working within a regional or global team preferred. Prior experience of working within Diabetes (or similar health related industry) preferred. Prior experience of developing communications within a regulated environment (eg. Pharmaceuticals, Medical Devices, and Consumer Healthcare). Experience working with Veeva Vault and/or Salesforce would be an asset. Fluent in English - and 1 additional language (e.g. German, Dutch, Italian, Spanish) would be an advantage Travel This is a regional role, across multiple geographies, so periodic travel will be required - this will be to attend meetings in key markets, attend trade shows/conferences, join in market sales meetings or attend research. Travel is estimated at up to 25% but will flex depending on business needs Additional Information The position is a hybrid role at our UK office, based in Hammersmith Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet's flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, please visit and We are looking for highly motivated, performance-driven individuals to be a part of our expanding team. We do this by hiring amazing people guided by shared values who exceed customer expectations. Our continued success depends on it!Please read our Privacy Notice to learn how Insulet handles your personal information when you apply for a vacancy with us .
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 06, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 04, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
