Customer Engagement Specialist - Financial Services (Banking & Insurance)

Apply Job no: 8JBHN We're seeking an experienced Customer Engagement Specialist to join a dynamic Financial Services team, partnering closely with sales leaders, marketing, and senior stakeholders to deliver strategic customer engagement initiatives across the banking and insurance sectors. This is an exciting opportunity for someone who thrives on building relationships, managing high-profile events, creating compelling content, and delivering engagement strategies that make a real impact. About the Role As the Customer Engagement Specialist, you'll be responsible for planning and executing customer and market engagement initiatives that strengthen key client relationships and support strategic growth across priority Financial Services accounts. Working in a fast-paced, collaborative environment, you'll coordinate everything from executive presentations and account-based marketing campaigns to industry events, customer roundtables, internal communications, and sales enablement activities. Key Responsibilities Partner with Financial Services sales teams to develop and execute customer engagement strategies across key banking and insurance accounts. Coordinate and deliver account-based marketing initiatives and targeted customer activations. Manage sales plays, ensuring projects are delivered on time and aligned across multiple stakeholders. Collaborate with marketing teams and subject matter experts to develop engaging, industry-relevant customer messaging. Create content for newsletters, social media, customer communications, and broader engagement campaigns. Plan and deliver customer roundtables, networking events, industry forums, and client partnership events from concept through to execution. Coordinate internal communications including town halls, workshops, newsletters, and business updates. Develop executive-level presentations and customer-facing engagement materials that support client conversations and business growth. Produce sales enablement collateral, reusable assets, and presentation material to support account teams. Build strong relationships with internal stakeholders while managing multiple concurrent projects. About You You'll be a highly organised marketing and engagement professional who enjoys working with senior stakeholders and delivering exceptional customer experiences. You'll bring: Bachelor's degree in Marketing, Business, Communications, or a related discipline. 3-5+ years' experience in customer engagement, marketing, communications, event management, or a similar role. Previous experience within the Financial Services industry, ideally supporting banking and/or insurance clients. Strong project management skills with the ability to manage multiple priorities simultaneously. Exceptional written and verbal communication skills. Experience creating executive presentations, customer communications, and marketing collateral. Proven ability to coordinate end-to-end events and stakeholder engagement activities. Strong collaboration skills and confidence working with senior leaders, sales teams, marketing, and subject matter experts. A proactive, organised approach with excellent attention to detail. Why You'll Love This Opportunity Work alongside senior leaders within a high-performing Financial Services team. Deliver strategic customer engagement initiatives for leading banking and insurance clients. Lead exciting industry events, customer roundtables, and executive engagement programs. Enjoy a varied role combining strategy, marketing, communications, events, and sales enablement. Be part of a collaborative, fast-paced environment where your ideas and contributions will make a genuine impact. Published on 20 Jul 2026, 1:22 AM