Insurance Recruitment Services

Our client is seeking a Salesforce - Head of CRM and Data Management. Reporting to the Director of Business Solutions, you will take full ownership of the organisation's CRM and data ecosystem, managing it end-to-end across the business. You will play a key role in shaping CRM architecture while ensuring the highest standards of data integrity. Your expertise in data management will enable insight-led decision-making across Sales, Marketing, Customer Success, and Finance. Through strong operational leadership, you will translate business objectives into scalable processes, automation, and actionable analytics. Key Responsibilities CRM Ownership Administer, configure, and optimise Salesforce Oversee and optimise data migration from Acturis and Schemeserve systems Design scalable data models, including fields, page layouts, validation rules, and approval processes Maintain automations and ensure adherence to best-practice governance Manage profiles, permission sets, roles, sharing rules, and security controls Own the release cycle, including sandbox management, change sets, documentation, and user training Lead the configuration and optimisation of the opportunity lifecycle Data Management & Governance Establish and maintain data handling standards and data dictionaries across systems Implement robust data quality frameworks, including deduplication, enrichment, validation, and monitoring Own integrations between Salesforce and core systems Ensure compliance with data privacy standards and regulations Analytics and Insight Develop executive-level dashboards and reports covering pipeline, forecasting, revenue, customer health, and operational KPIs Partner with senior leadership to define key metrics, segmentation strategies, forecasting models, attribution, and cohort analysis Enablement and Change Management Lead user onboarding, training, documentation, and ongoing support to drive adoption and data literacy Manage vendor relationships and licensing agreements Oversee UAT processes, troubleshooting, and continuous system improvements Regulatory Compliance and Risk Management Maintain and uphold all relevant regulatory and compliance standards Requirements: To be considered for this role, you should have: Minimum 5 years' experience in a commercial CRM and data analysis role At least 3 years' hands-on Salesforce experience Experience with Acturis (advantageous) Proven track record of Salesforce administration within a high-growth environment Strong proficiency in Salesforce flows, validation rules, permissions, data imports, and reporting Solid experience in data governance and privacy compliance Excellent stakeholder management and communication skills Salesforce certifications (preferred), or willingness to obtain within 12 months Experience with Salesforce automation tools (preferred) Familiarity with Acturis and Schemeserve (desirable but not essential) Strong verbal communication skills Understanding of lead-to-cash processes (advantageous) Ability to work both independently and collaboratively How to Apply To apply, please submit your CV in confidence. If you do not hear from us within 7 days, please assume your application has not been successful on this occasion.