interactive investor
Data Automation Manager
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Data Automations Manager
Location: Hybrid – Manchester, Leeds, OR London, 3 days on site per week, 2 days remote.
Salary: From £50,000
Who we are:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.
We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.
For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.
We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.
Purpose of the role:
The Data Automation Manager will have end-to-end ownership of the Salesforce tools that support customer engagement and commercial activity across the business, including Marketing Cloud, Data Cloud and Personalization. Together, these form the Salesforce ecosystem used to manage customer data, automation and multi-channel journeys.
The role also leads a small specialist team of Data Automation Leads, setting clear direction, building technical capability and making sure the team has the right processes, controls and shared knowledge in place.
As part of the team responsible for the Single Customer View, the role ensures reliable data flows in and out of the Salesforce ecosystem, supporting good data hygiene and clean customer records for targeting, segmentation, journey delivery and reporting. It combines technical depth, delivery discipline, people leadership and commercial understanding to strengthen the data foundations behind customer engagement and wider business decision-making.
Key responsibilities
- Set the strategic direction for how the Salesforce ecosystem powers customer communications across channels.
- Maintain and enhance the Single Customer View, supporting good data hygiene and accurate, timely data flows into the Salesforce ecosystem for targeting, segmentation and reporting.
- Ensure internal systems connect smoothly with the Salesforce ecosystem, providing solution design input and making sure data, events and logic support secure, real-time and multi-channel journeys.
- Oversee data pipelines, automations, change controls and delivery guardrails so journeys, triggers and audience logic remain consistent, compliant and safe.
- Lead, support and develop the Data Automation team, helping to reduce key-person dependency through mentoring, documentation, knowledge-sharing and clear technical guidance.
- Embed practical governance, documentation and handover processes so changes are easier to manage and technical knowledge is retained within the team.
- Work closely with CRM, Commercial, Data Insights, Analytics and Salesforce DevOps teams to support journey orchestration and measurement.
- Enable personalisation at scale by putting the right data, rules and platform capabilities in place.
- Identify opportunities to simplify processes, automate manual tasks and improve how data and platforms are used across the customer lifecycle.
- Support reliable reporting and dashboards that help teams self-serve and make informed decisions.
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Skills and experience
- Strong hands-on experience with Salesforce Marketing Cloud, including Content & Automation Studio, Journey Builder, SQL query, Cloud Pages and AMPscript
- Solid understanding of the wider Salesforce ecosystem, including Data Cloud, MCP/Personalization and Salesforce Service Cloud exposure
- Confident working with SQL, data structures, integrations, Snowflake or similar data platforms
- Experience of change management, delivery governance, documentation and knowledge transfer in a technical or data-led environment
- Experience working within technical guardrails, with a focus on data quality, security awareness and safe-to-send practices
- People management experience, with the confidence to lead, coach and build technical capability within a small specialist team
- Experience in CRM, data automation or marketing technology within data-led teams
- Able to deliver personalisation at scale using data and platform capabilities
- Comfortable creating and using reporting and dashboards to support self-serve insights
- Strong analytical and problem-solving skills, with the ability to turn data into clear actions
- Highly organised, with strong attention to detail and the ability to manage competing priorities
- Clear communicator who can explain technical concepts simply
- Experience working with AI tools such as Einstein or Agentforce is a plus
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Benefits
- Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
- Life Assurance and Group Income Protection
- Private Medical Insurance – Provided by Bupa
- 25 Days Annual Leave, plus bank holidays
- Staff Discounts on our investment products
- Personal & Well-being Fund – Supporting your physical and mental wellness
- Retail Discounts – Savings at a wide range of high street and online retailers
- Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle
Note:
Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.
interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.
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