CRM Manager (6 month contract)

Helios is a leading provider of neurodevelopmental assessment and treatment services. Through our Helios brand, we work in partnership with the NHS to deliver high-quality clinical services, helping to improve access to assessment , mental health support and care. Our private brand, Melios, supports employers, employees and direct-to-consumer customers, providing neurodevelopmental assessment, treatment and ongoing support.

As both brands continue to grow, we’re investing in our CRM capability to create a more connected, data-driven customer experience. This is a unique opportunity to shape how CRM supports two distinct audiences while creating a scalable platform for future growth.

We’re looking for an experienced CRM Manager to lead the optimisation and development of our HubSpot platform during an exciting period of growth. 

This is a hands-on role requiring someone who can quickly become part of the team, understand our commercial objectives, and build a scalable CRM capability that supports both our sales and marketing functions. 

Working across both Helios and Melios, you’ll develop the CRM strategy, implement best practice and ensure HubSpot is configured to meet today’s business needs while providing a future-proof foundation for continued growth.

The successful candidate will play a key role in shaping the CRM capability of two growing brands, creating a connected, insight-led customer experience that delivers measurable impact across sales, marketing and patient engagement.

• →Work with stakeholders to define the CRM data model, governance framework and customer lifecycle, ensuring high-quality data supports sales, marketing, reporting and future AI-driven personalisation.
• →Lead the configuration and optimisation of HubSpot to meet sales and marketing requirements across both brands.
• →Configure and manage core CRM functionality, including contact management, data auditing and mapping, lifecycle stages, segmentation and sequencing.
• →Develop a scalable segmentation framework that enables customer personas to be embedded within the CRM, supporting personalised customer experiences and targeted campaigns.
• →Design and implement marketing automations, nurture journeys, email templates, marketing assets and campaign workflows.
• →Integrate HubSpot with other business platforms and ensure robust data architecture and governance.
• →Define and document a scalable CRM strategy, recommending best-practice processes that are aligned to business growth and future requirements.
• →Develop a reporting and measurement framework that tracks performance across the entire customer journey, creating dashboards and visualisations that provide actionable insight and enable continuous optimisation.
• →Partner closely with Sales, Marketing, Digital and Content teams to maximise CRM adoption, improve customer engagement and drive measurable commercial outcomes.

• 5+ years’ CRM experience, with extensive hands-on expertise in HubSpot.
• Proven experience configuring HubSpot across both Sales Hub and Marketing Hub.
• Strong understanding of CRM strategy, marketing automation, customer segmentation and sales enablement.
• Experience designing CRM structures that support persona-based targeting and personalised customer journeys.
• Excellent analytical and reporting skills, with the ability to build dashboards, define KPIs and translate data into clear recommendations that improve performance across the customer lifecycle.
• Experience integrating HubSpot with third-party platforms.
• A strategic thinker who is equally comfortable developing long-term CRM strategy and delivering hands-on implementation.
• Able to build strong relationships quickly and embed within a fast-paced, collaborative team.

• Experience within healthcare, clinical services or another regulated environment would be highly desirable.
• Current HubSpot Sales and Marketing Hub essential

• 33 days holiday (including Bank Holidays) 

• Birthday Leave - paid day off on your birthday
• "Life Leave" - 2 days of extra leave to take when things you can't plan for happen
• Enhanced family friendly policies including a phased return to work and receive full pay
• Paid company sick pay scheme
• Contributory Pension Scheme (6% matched)
• Employee Discount to access a private assessment (for ADHD, Autism or a combined assessment) through our Melios service for your child
• Fully personalised flexible benefits package including; Health Cash Plan, Life Assurance, EAP Service, Will Writing, Critical Illness Cover, employee discount and savings portal, Cycle to Work Scheme, Tech Scheme and Wine Club!
• Work from anywhere policy
• Access to NHS and Perks at Work discounts, including the Blue Light Card
• Free access to co-working spaces
• CPD/Growth day per year, plus personal development allowance to invest in your growth
• Bespoke Healios Training and on demand learning including schedule of monthly CPD for clinicians

We’re glad to accommodate candidates who need adjustments throughout the hiring process and we're always learning about different accessibility needs to ensure our hiring process is accessible for all candidates. We encourage you to be open about the adjustments you need so we can adapt our interview process. You can read more about Healios being an Inclusive Employer on our Notion page

Healios is a Disability Confident Committed Employer and  we are committed to inclusivity and equality for people with different needs in the workplace.

“Do the right thing” is one of our core Healios values. And building a diverse and inclusive workplace where everyone feels supported is absolutely the right thing to do. Whether we’re developing a new service line or enhancing one of our products, we need people with different skills, backgrounds, identities and perspectives to ensure our innovations will work for the children and young people we are here to serve. By embracing diversity, we can deliver better care experiences and outcomes, while tackling the inequalities in healthcare provision that exist today.

Healios ensures that supporting people to be safe is at the heart of our work and a key priority across all areas of the organisation, We will do our absolute best to keep the people that we support, safe from harm. This starts with our recruitment processes.

As part of our pre-employment checks, all employees of Healios will be asked to have a Disclosure and Barring Service (DBS) check. Dependent on your role within the business, this will either be an Enhanced or Basic. A Protecting Vulnerable Groups (PVG) check will be required. You will also be asked to provide two professional references as a minimum.