CRM Manager (Salesforce)

Job Description

About ClearBank

ClearBank is the UK’s first purpose-built clearing bank in over 250 years. We’re transforming the banking infrastructure landscape with a cloud-native platform that enables fintech’s, banks, and regulated institutions to deliver real-time, secure, and scalable financial services.

Role Overview

We are looking for a dynamic and strategic CRM Manager (Salesforce) to lead the development, optimisation, and governance, including day-to-day management of our Salesforce platform across the ClearBank Group. This role will be instrumental in ensuring Salesforce delivers value across multiple business functions, enabling customer engagement, operational efficiency, and data-driven decision-making.

You will be responsible for aligning CRM capabilities with Group-wide priorities, managing a small but high-performing team, and collaborating with senior stakeholders to deliver scalable, compliant, and innovative CRM solutions.

Key Responsibilities

Strategic CRM Leadership

• Lead the development and execution of a comprehensive CRM strategy aimed at driving business growth, enhancing customer experience, and achieving targeted revenue outcomes.

• Serve as the owner of Salesforce, setting the vision for how CRM enables customer lifecycle management, internal collaboration, and business intelligence.

• Act as a trusted advisor to the Executive Committee on CRM-related opportunities and risks.

Enterprise Enablement

• Partner with senior leaders across the Group to identify and prioritise CRM initiatives that drive commercial outcomes, operational efficiency and enhance the organization’s competitive position

• Ensure Salesforce is embedded into core business processes, from onboarding and servicing to risk management and compliance.

• Partner with Compliance, Infosec and Data Security teams to ensure CRM initiatives meet regulatory standards (e.g., FCA, GDPR).

Platform Ownership & Innovation

• Oversee the architecture, configuration, and integration of Salesforce with other core enterprise systems.

• Drive innovation through automation, AI, and analytics capabilities within the platform.

• Ensure platform scalability, security, and compliance with regulatory standards (e.g., GDPR, FCA, DNB).

Governance & Performance

• Establish and lead CRM governance forums to manage roadmap prioritisation, data quality, and platform standards.

• Define and track KPIs to measure CRM effectiveness, adoption, and ROI across the Group.

• Ensure robust change management and training programmes to support user adoption.

Team Leadership

• Develop and lead a high-performing CRM team, including Salesforce architects, product managers, and analysts on day-to-day operations, to drive product development, prioritization and product backlog management.

• Foster a culture of collaboration, continuous improvement, and customer-centricity.

Experience & Skills

• Proven track record of success in a similar role, leading CRM strategy and Salesforce platform management in a regulated industry (preferably banking or fintech).

• Strong technical understanding of Salesforce architecture, capabilities and eco system (Apex, Lightning, Service Cloud, Experience Cloud).

• Experience with Salesforce deployment tools (e.g., Gearset, Copado) and integrations (e.g., Jitterbit, DocuSign).

• Salesforce certifications (Administrator, Advanced Admin, Sales/Service Cloud Consultant) highly desirable.

• Excellent leadership, communication, and stakeholder engagement skills.

• Strategic thinker with a data-driven mindset and passion for customer-centric innovation

What we offer in return:

• We're flexible – We support a culture of flexibility which allows our employees to achieve a strong work-life balance.

• Offices – Work in a way that works for you – whether that’s in the Amsterdam office, at home, or hybrid.

• Holiday – 27 days of annual leave per year, plus public holidays.

• Work abroad – You have the flexibility to work outside of the Netherlands for up to 30 days in a rolling 12-month period.

• Socials – Regular social events open to all.

• Holiday swap – Option to swap your bank holidays to any other day of your choice.

• Wellbeing – long term disability cover and accident cover.

• Bigger than ClearBank – Take a couple of days per year to do something that matters to you.

• Pension – We offer generous pension contribution without mandatory employee contribution.

• Expense coverage – Mobile phone allowance and travel cost reimbursement.

• Family – Enhanced family-friendly leave.

• Personal development – We offer personal development budgets, opportunities to take part in role-related training and unlimited LinkedIn Learning.

And not forgetting the biggest benefit of all. The opportunity to be part of an incredible team that’s building a tech-bank fit for the future.

A little bit more about us!

ClearBank is Where You Can belong:

At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. Not because we think we should. But because we know we should – how else can we build a happy workforce and be successful as a business. We’re committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they’re given the trust and encouragement to do their very best work. Here are some of the things we’re most proud of:

• 42% of our senior management roles are held by women

• Our enhanced family leave policies

• Launching our partnership with Code First Girls

• Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group

Our hiring process and what you can expect:

Application: a member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you’re moving forward to the next stage;

Screening: You’ll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we’ll get it know more about you, your experience and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we’ll let you know that too);

First Interview: You’ll spend one hour with a member of our hiring team focusing on your skills, competencies and your ways of working at the same time we’ll give you time to ask more questions about the role, the team and learn more about the ClearBank culture. This will be via Teams.

Second Interview: This will be a competency-based interview with one or more members of our team.

Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes.

Offer: Congratulations! Get ready to transform banking forever!

Our commitment to you as a candidate:

We will always try our best to get back to you within seven days of your interview whether you’ve been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will get it touch to let you know we need a little more time.

We’re unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully.

We wish you the best of luck with your application and maybe we’ll be celebrating your new role at ClearBank soon!

Equal Opportunities

ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration.

ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation.

As part of the Company’s commitment to equal employment opportunity, we provide reasonable adjustments, to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone so please let us know how we can accommodate you. In case you have any accessibility requirements you can share that with our Talent Acquisition team prior to your interview stage, if applicable.

The legal bit

By submitting your CV to ClearBank Limited you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purposes.