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CRM Assistant – Nurture

No impact on credit score

The Company

  • We’re a dynamic and fast-growing company, achieving great things in the mortgage and finance industry with a relatively small team.
  • That small team is growing rapidly to keep up with the demand of all the ideas, innovation & opportunity available to the business.
  • This is a place of zero egos and zero politics. Just a team of talented, enthusiastic, hard-working, dedicated and lovely experts, who think outside of their box and genuinely care about achieving the key business objectives, as well as our vision in helping everyone in the UK have access to the right advice.
  • You don’t need to be a CRM or email marketing expert to take on this role, simply a willingness to work hard and develop new skills.

The Role

What is CRM?

CRM starts at customer data, uses this data to speak to customers in a relevant and timely way and then gives us the ability to report on the net benefit of our activity. This doesn’t just mean SMS & Email campaigns (albeit building and deploying these are a large part of the role), it can also include personalised social targeting, website development to improve customer journey, data quality, enrichment to improve our understanding of customer segments, and more.

As enquiry numbers continue to grow rapidly the business has recognised a need to better serve and nurture customers through CRM channels to build a community and improve conversion of dormant/return enquiries.

This CRM Assistant role will focus on the following deliverables:

  • Build customer engagement rates through non-acquisition campaigning.
  • Build trust and reputation within our community
  • Originate interactive and engaging content
  • Work cross functionally with website marketing to improve customer experience

The Person

The person we are looking for will be the right fit for the business & team, over and above academic history, and whilst credentials and proven experience are important, we feel the following are essential requirements for successful delivery:

  • A dynamic problem solver
  • Pragmatic decision maker.
  • Collaborative, approachable, and a team player, with a fun and positive attitude
  • Comfortable to challenge and be challenged without ego
  • Ability to work dynamically in a small team to meet the changing needs of the business.
  • Foresight and awareness to think ahead and anticipate potential roadblocks in advance
  • A sleeve-roller. Someone unafraid to get their hands dirty and stuck in wherever needed and confident enough to do/try new things.




  • Willingness to learn & understand the power of CRM - Again you don’t need to be an expert already, we’ll take the time to explain and train you so that you soon you will be.
  • Good eye for attention to detail primarily with regards to data & analytics but also design.
  • Huge amounts of creativity with a high attention to detail.

Nice to haves:

  • Marketing-related work experience.
  • HTML email development experience.
  • Experience using CRM Solutions (like Salesforce Marketing Cloud) or a mass email marketing deployment system.


Of course, aside from the opportunity to become part of a growing, innovative business at the forefront of the mortgage and finance industries, there are various benefits that we think make our business one of the most exciting and rewarding to work for you could dream of, including:

  • CRM is a new function within the business, giving you the opportunity to build something brilliant with us and leave a legacy.
  • Flexible working at a company where respect for work/life balance is important - predominantly a remote working role with occasional meet-ups in person in the midlands.
  • Camaraderie and a fun, family atmosphere
  • Training and learning opportunities. We are happy to invest in the right candidate and help them grow their skill set and experience.
  • Attractive company benefits including: Workplace Pension, Sick pay, Bupa Cash Health Plan, Life Insurance & Income Protection, day-off on birthday and company anniversary.
  • A company that truly appreciates your hard work and isn’t afraid to reward the successes you help create with bonuses and other tokens of our gratitude

If you want to know if we are for you, then feel free to contact ANY of our team on Linkedin before applying, we’re confident they’ll fill you in on what life at OMA is like!

FCA disclaimer

*Based on our research, the content contained in this article is accurate as of the most recent time of writing. Lender criteria and policies change regularly so speak to one of the advisors we work with to confirm the most accurate up to date information. The information on the site is not tailored advice to each individual reader, and as such does not constitute financial advice. All advisors working with us are fully qualified to provide mortgage advice and work only for firms who are authorised and regulated by the Financial Conduct Authority. They will offer any advice specific to you and your needs.

Some types of buy to let mortgages are not regulated by the FCA. Think carefully before securing other debts against your home. As a mortgage is secured against your home, it may be repossessed if you do not keep up with repayments on your mortgage. Equity released from your home will also be secured against it.

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