CRM Manager, YuLife
Office located in Office between Moorgate & Old Street
Wellbeing business redefining insurance
Be an early applicant
Wellbeing business redefining insurance
201-500 employees
Be an early applicant
Office located in Office between Moorgate & Old Street
201-500 employees
Company mission
YuLife's mission is to help people to live their best lives by rewarding its members for living well.
Role
Who you are
- A minimum of 3-4 years experience in managing a CRM and related BAU activities
- Passion about data quality
- Excellent Microsoft office skills (specifically but not exclusively Excel)
- Experience with CRM systems, specifically Hubspot
- High attention to detail
- Exceptional ability to read & interpret data
- Strong communication skills, both verbal and written
- Excellent organisational and forward planning skills
- Self-motivation & punctuality with the ability to work independently to deadlines
- Proven experience with multitasking
What the job involves
- We're looking for a CRM Manager to join us. They will be responsible for the strategic ownership of YuLife’s sales and marketing tech stack (including HubSpot) to drive revenue operations performance, ensure exceptional customer data quality, and automate personalised campaigns for revenue growth
- Manage YuLife’s internal sales and marketing tech stack, owning HubSpot and other tools including, Cognism and Fathom, to produce analysis and reports on YuLife’s revenue operations performance
- Update and document processes
- Manage customer data across both new and existing business journeys, ensuring cohesive data definitions and reportings on customers across all departments within YuLife. Ensure a high quality of customer data across YuLife
- Proactively manage the contacts database ensuring all data falls in line with the YuLife’s data management policy
- Track marketing campaign performance, to allow commercial teams at YuLife to know what is the most effective campaigns: work with Rev Ops Manager and Marketing Performance Managers to adapt these campaigns where necessary
- Adapt our customer journey to reflect the changing landscape of AI, where relevant
- Create journeys for targeted and personalised marketing campaigns to new and existing customers, automating where possible to improve customer experience and improve revenue (either new or existing business)
- Work alongside Customer Success to ensure usage of YuLife is at targeted levels, driving change where necessary to improve performance
- Proactively report on customer metrics (inclusive of, but not exclusively, retention, revenue growth etc) to relevant stakeholders, leveraging data analytics to inform decision making and discover trends; work with stakeholders to create and implement solutions to enhance performance
- Ensure alignment in customer data between the Product, Data and Customer Success teams
- Help to improve productivity for customer facing teams by implementing CRM tools that meaningfully improve processes; ensure high adoption of these tools via structured training sessions and ongoing support
- Train new starters on with the CRM database and do regular training sessions with the different teams to enhance learning
- Help manage CRM support requests, have a proactive attitude in resolving user issues
Salary benchmarks
Our take
YuLife wants to change the life insurance landscape, by gamifying health and wellbeing. Working with businesses and their employees, YuLife rewards people for their everyday healthy behaviours, encouraging users to complete activities like walking or meditation then rewarding them with air miles, vouchers, and gift cards from partners.
With over 85% of SMEs having no life insurance for their employees in place, YuLife also wants to streamline the process of purchasing insurance. Through the company, employers can offer membership as a perk. Users can then progress through levels, compete with colleagues and earn yucoin for healthy choices. The currency can be exchanged for rewards such as gym memberships and gift cards.
YuLife has experienced significant success in the UK, and is now seeking to use this momentum to propel itself into global operations, staring with the US market. It continues to launch new features, such as health insurance options, gamified training courses for brokers, and an AI-powered metric that assesses business health and wellbeing.
Steph
Company Specialist at Welcome to the Jungle
Insights
76% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jul 2022
$120m
SERIES C
Jul 2021
$70m
SERIES B
Total funding: $207.5m
Company benefits
- Potential to earn share options
- 6x salary life assurance policy
- Income protection policy
- Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Calm and Fiit)
- £20 per month to a "be your best Yu" budget
- Unlimited Monthly professional coaching with More Happi
- OnHand Volunteering app
- £25 monthly budget with Learnerbly
- Financial coaching with Octopus Money coach
- Generous parental leave policies
- Remote working packing; includes laptop, desk, chair etc
- Contributory pension = 3% of basic
- 24 days Annual Leave + 1 ‘personal’ day (e.g your birthday, moving house anything else that is for Yu)
- Remote and flexible working
- Currently our lovely office in Shoreditch is available if people want (and only if they want) to use it
Company HQ
Old Street, London, UK
Leadership
Jaco Oosthuizen
(MD (YuLife SA))Since co-founding the company, has held the roles of Chief Wellbeing Officer, CPO and Chief Insurance Office before becoming MD. Previously, they were an Actuarial Analyst at Sage Life for 8 years, and Chief Exponential Officer at Exponential Ventures.
Jonathan Roomer
(Head of Customer Success)Previously worked for 6 years at KPMG, first as Executive Advisor (Life Actuarial), and then as Early Stage Lead (KPMG Tech Growth) for 3 years.
Josh Hart
(Chief Product & Technology Officer)Previously Chief Operating Officer at WhatSchoolNext and Digital Operations Advisor and Programme Director at Healthstar.
Sam Fromson
(COO)Previously worked for 5 years at Invoice Cycle, first as VP Business Development and Operations and then as Strategic Advisor for 4 years.
Sammy Rubin
(CEO)Previously Co-founder and CEO at Policy Portfolio for 8 years, then at Vitality UK for 1 year.
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