CRM Manager

As a CRM Manager, you will report into the Head of Data and play a key role in executing and optimising our CRM operations.This role focuses heavily on working within HubSpot as our primary CRM platform.

You’ll work under the guidance of the Head of Data focusing on building, improving, maintaining and reporting from our CRM system to support the execution of broader Sales, Retention and Marketing strategies. This is a hands-on role that supports business growth by managing HubSpot configuration, workflows and reporting.

The role operates across multiple regulated jurisdictions such as the United Kingdom, South Africa, Australia, Bahamas, and the Seychelles, with further expansion underway. As such, the successful candidate will need to work confidently and compliantly with data across all regions, ensuring CRM outputs meet both regulatory standards and high internal quality expectations.

Who we are

We are Trade Nation. We help our customers power up their trading through killer insights, transparent costs, and fairer ways to trade. We’re innovators, and proud of it. And we’ve grown a lot in our decade as a market-leading low-cost trading powerhouse. Our reach is global through our teams in the UK, Australia, South Africa, Seychelles and The Bahamas

Founded on transparency, forged in trust and powered by people, we’re committed to empowering our customers to outperform the markets. How? By minimising expenses and harnessing technology to prioritise the lowest trading costs.

But enough about us. Let’s hear about you.

Who you are

You’re something special. You pride yourself on being unique and bringing your own history to the table – finding solutions to daily challenges in a way that can’t be done by anyone else. Maybe you talk a big game, maybe you don’t. The important thing is that you do what you say and follow through to see every customer thrive.

You don’t play with the bumpers up. That means breaking out of your lane when needed to help others – or forging your own completely. Every problem is our problem and that’s how you see it too. Because Trade Nation’s people have a shared vision, and you want to be part of making it a reality.

You know when to take the right sort of risks, the ones that push you to be better. You’re not afraid to try, fail, and then try harder. But don’t worry, you’ll have all the support you need to thrive with us at Trade Nation, and we can’t wait to enable you to learn and grow.

Ready to roll up your sleeves and get stuck in?

Our commitments to each other

We have each other’s backs

There when we need each other most

We challenge each other

Be more creative, more curious, more bold

We thrive together

Taking our work to the next level

We form strong bonds

Through team building and social events

We don’t judge

Instead, we teach and are open to learning

We step up

Taking ownership and supporting each other to do the same

Responsibilities

• Oversee all operational aspects of HubSpot including workflows, reporting, segmentation, email automation and third-party integrations - ensuring everything functions as it should.
• Work with the Data team to identify any discrepancies and issues with data flowing into HubSpot and with time & exposure, work with data to best resolve any issues as they arise.
• Produce and interpret reports on email engagement, form performance, automation flows and customer behaviour. Use data to identify improvements and inform future planning.
• Collaborate with Marketing, Sales, Retention and wider business on understanding their requirements from Hubspot, managing the end to end planning & implementation of relevant within HubSpot and co-ordinating with Tech / Data where required.
• Create and uphold detailed documentation for CRM processes, workflows and system configurations. Implement structured post-mortems when issues occur to support accountability and learning.
• Work with wider CRM Team to leverage behavioural and transactional data to refine, personalise and improve life cycle journeys. Apply segmentation and trigger-based logic to increase relevance and drive conversion.

Requirements

• 5+ years’ experience in CRM, ideally within a high-growth digital environment.

• Advanced, hands-on HubSpot CRM expertise, including complex workflows, segmentation and reporting.

• Comfortable working with data, with an understanding of different data types and a desire to upskill in this area.
• Ability to build out reports and dashboards to identify meaningful insights around client engagement & campaign performance.
• Ability to work in a fast paced environment, working towards tight deadlines (at times) and prioritisation.
• Foundational understanding of data architecture and integration (e.g. ETL pipelines or cloud-based data movement) and a desire to upskill in this area.
• Excellent stakeholder management and cross-functional collaboration skills.
• Proactive, collaborative and committed to delivering high-quality work.
• Deep process orientation, with a detail-driven and highly organised approach; demonstrated ability to implement structured systems, ensure adoption, and drive continuous process improvement.

Benefits

• Competitive salary, and discretionary annual bonus.

• Private healthcare.
• Life Insurance, Critical Illness & Income Protection cover.
• Active Lifestyle allowance.
• Annual leave above minimum entitlement.
• Up to 3 weeks allowance to work in any location.
• Fresh fruit weekly