CRM Marketing Executive

CRM Marketing Executive

Hybrid working (minimum three days in Leicester office)

Full-time, permanent | competitive salary + benefits

Are you a HubSpot expert with a passion for building meaningful client relationships through smart, data-driven marketing?

We're looking for a Marketing Automation Executive to join our Digital Marketing team and help us deliver engaging, results-focused campaigns that support both new client acquisition and deeper relationships with our existing clients.

This hybrid role offers the flexibility of working from home while spending set days in our Leicester office.

The role

As a key member of our Digital Marketing team, you'll take the operational lead in deploying HubSpot for marketing automation, lead nurturing, and CRM integration with our wider digital activity. You'll collaborate closely with internal stakeholders to translate commercial objectives into impactful campaigns and journeys that align with our brand vision and client needs.

What you'll be doing

• Develop and deliver automated workflows, nurture streams, and customer journeys in HubSpot
• Build and deploy targeted email campaigns with segmentation and personalisation for client and prospect audiences
• Set up and monitor lead scoring and grading models to enhance marketing effectiveness
• Integrate HubSpot with PPC and paid media campaigns for efficient lead routing and nurturing
• Own HubSpot campaign analytics, delivering actionable performance insights to stakeholders
• Maintain UK GDPR compliance and ensure high-quality, accurate data within HubSpot
• Create and optimise landing pages, forms, and templates in line with brand standards
• Design and implement client onboarding, cross-sell, and up-sell automation journeys
• Provide HubSpot training and support for colleagues as a subject matter expert

What you'll bring

• Proven marketing experience, ideally in financial services
• Strong working knowledge of HubSpot and CRM tools
• Excellent project management and organisational skills
• Analytical mindset with the ability to turn data into actionable improvements
• Creative approach to producing engaging marketing content
• Strong communication and collaboration skills
• Understanding of UK GDPR and data protection best practice

Why join us?

At Mattioli Woods, we provide holistic wealth management, investment, and pension solutions built on trusted expertise and long-term relationships.

You'll be part of a collaborative, client-focused team with opportunities to grow your skills, progress your career, and contribute to delivering meaningful outcomes for our clients.

Benefits package

• Group pension scheme
• Life assurance and income protection
• Health cash plan
• Flexible benefits tailored to you
• Charity and social events
• Career development and progression opportunities

Ready to drive our CRM marketing success? Apply now!