InHeritage is a UK estate-planning business focused on helping families protect and pass on their legacy. The company is expanding its CRM capabilities and is looking for a commercially minded, hands-on CRM & Lifecycle Marketing Specialist.
This is a practical CRM role rather than a purely strategic position. You’ll work directly with customer data, CRM configuration, segmentation, campaign execution, automation and performance analysis. The role is fully remote from South Africa, with regular overlap with UK working hours.
Key Responsibilities
CRM Platform & Campaign Management
You’ll take ownership of configuring and improving Zoho CRM, including data imports, customer segmentation, automation workflows and integrations.
You’ll also manage email and CRM campaigns from start to finish, including audience selection, campaign setup, testing, scheduling and deployment.
Lifecycle Marketing
A major part of the role involves creating automated customer journeys that improve engagement, retention and customer value.
You’ll work on journeys such as cross-sell, retention and re-engagement campaigns, while identifying opportunities to improve the overall customer experience.
Segmentation & Personalisation
You’ll turn customer data into practical audiences and segments that can be used for targeted marketing.
The role also involves developing personalised communications and experimenting with different messaging and customer experiences.
Testing & Optimisation
You’ll conduct A/B tests across campaigns and customer journeys, analysing the results to determine what improves open rates, click-through rates, conversions and revenue.
Reporting & Insights
You’ll monitor campaign performance and customer behaviour, identify trends and opportunities, and translate the data into practical recommendations for the business.
What They’re Looking For
Experience & Qualifications
The ideal candidate has at least 3 years of hands-on experience in CRM, lifecycle or email marketing.
Experience should include customer segmentation, marketing automation, campaign deployment and performance analysis.
Experience with Zoho CRM, Zoho Campaigns or Zoho Marketing Automation is preferred. However, experience with other major CRM platforms such as HubSpot, Microsoft Dynamics or Salesforce may also be considered.
You should be comfortable working as both the CRM system owner and campaign operator, turning commercial objectives into audiences, workflows, communications, tests and measurable outcomes.
What Success Looks Like
Your First Six Months
During your first six months, you’ll be expected to establish a reliable CRM and campaign framework in Zoho, create clean customer segments and improve data quality.
You’ll also launch priority automated journeys, establish campaign QA and reporting processes, and introduce a consistent test-and-learn approach.
Ultimately, your work should contribute to measurable improvements in campaign engagement, lead conversion and incremental revenue.
Salary & Benefits
The position offers a salary of R600,000–R750,000 gross per year, depending on experience.
Additional benefits include a competitive compensation package, performance-related elements, regular reviews, generous leave and a clear progression path.
The position is fully remote for candidates based in South Africa, with meaningful overlap with UK working hours.
About InHeritage
InHeritage, previously known as Redstone Wills UK, is a UK estate-planning business with an established customer base. The company is investing in new products, stronger customer journeys and a more sophisticated CRM-led growth strategy.
This role provides an opportunity to contribute directly to that growth by using customer data, automation and targeted communication to improve both customer value and commercial performance.