CRM Manager – Investment & Pension Products (m/f/d)

Raisin; Berlin; On-site; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Development budget

Flexible hours and home office

Company pension (Betriebliche Altersva

Job summary

Raisin in Berlin is seeking a CRM Manager for Investment & Pension Products to own the CRM strategy, campaigns, and performance across markets. You will drive growth and engagement across email, push, web, and direct mail, collaborating with the Investment Products team to simplify complex financial topics for customers.

You will scale cross-sell and expand campaigns as Raisin grows in Europe. The ideal candidate has 3+ years of CRM experience, strong knowledge of pensions, ETFs, and tax

Qualifications

• 3+ years of professional CRM experience.
• Strong knowledge of investment products (pensions, ETFs, tax implications).
• Excellent English communication; German is a plus.

Responsibilities

• Own the CRM strategy for investment products: develop, implement, and analyze campaigns to drive growth.
• Scale cross-sell between savings and investments and optimize conversions.
• Lead CRM expansion into the Netherlands, Ireland, and Spain.
• Collaborate with Investment Products team to translate complex topics into customer-friendly marketing.
• Create and optimize communications across email, mobile, web, and direct mail.
• Drive data-led innovation using AI and behavioral data to improve CRM performance.

Skills

CRM experience

Investment products knowledge

English communication

Data analysis

AI in CRM

Tools

Bloomreach

Looker

Job description

CRM Manager – Investment & Pension Products (m/f/d)

Raisin is the world’s leading platform for savings and investment products. Founded in 2012, theFinTech connects consumers with banks in the EU, the UK and the US. This gives consumers better interest rates and banks a diversified form of refinancing. Our vision is to offer savings and investments without barriers and thus open up the global 160 trillion euro market.

Raisin currently employs more than 800 people from over 75 countries worldwide. Today, the platform holds over 80 billion euros in assets frommore than one million investors which have accrued over 5 billion euros in returns.

Team

The CRM team drives marketing communications to connect with our existing customers and engage interested prospects across multiple channels. From emails and direct mail to mobile notifications and website banners, we create campaigns that are clear, well-timed, and highly relevant.

We develop, execute and refine customer communications across different markets and around different products. With a deep understanding of our customers’ needs, regional differences and compliance requirements, we craft tailored communications that really speak to our audience.

Join us, and you’ll be part of a team that combines creativity, precision, and insight to deliver exceptional customer experiences at every touchpoint.

Your Responsibilities

• Own the CRM strategy for investment products: Develop, implement, and analyze campaigns that drive growth and engagement.
• Scale our cross-sell strategy: Take full ownership of the savings-to-investment cross-sell ratio, continuously testing and innovating to drive conversion.
• Lead international expansion: Spearhead CRM efforts as we scale investment products beyond Germany into the Netherlands, Ireland, and Spain.
• Partner for impact: Work directly with the Investment Products team to synthesize complex financial topics (pensions, tax) into consumer-friendly marketing.
• Elevate customer touchpoints: Create and optimize communications across email, mobile, web, and direct mail.
• Drive data-led innovation: Translate performance insights into actionable patterns, leveraging AI and behavioral data to refine our approach.

Your Profile

We are looking for a highly motivated CRM specialist with a sharp analytical mind and a passion for financial products to help us drive our investment strategy forward.

Your Expertise

• A passion for and strong knowledge of investment products (pensions, ETFs, tax implications).
• 3+ years of professional CRM experience.
• Excellent communication skills in English is mandatory due to the rigorous communication standards of the investment product team. German is a nice to have.
• Expert command of CRM channels (email/push/weblayer) including automation, segmentation, and KPI reporting.
• A natural drive for quality and a collaborative mindset that supports team goals.
• A creative thinker who is also comfortable digging into data to understand performance, discover patterns and find new audience segments
• An interest in AI and how it can help improve the way we do things in CRM

What Will Set You Apart

• Prior experience in the financial sector, specifically with investment-focused CRM.
• Proficiency with our core tools such as Bloomreach or Looker.
• Experience managing CRM strategies across multiple European markets
• Having Dutch or Spanish language skills.
• A strong background in cross-selling strategies and Print Direct Marketing.
• Curiosity about how AI can transform CRM workflows and performance.

Join our mission, join our team – and grow with us!

At Raisin, we care about each other and it is one of our top priorities to foster an open and caring environment in which everyone feels welcome and comfortable. Our culture is strongly driven by our ambitious team, which connects more than 75 different nationalities.

As part of our team, you will benefit from:

• Employee Development Budget of €2,000 and four full training days per year.
• Flexible working hours, home office and 30 vacation days.
• A company pension scheme (Betriebliche Altersvorsorge), which we support with 20%.
• Enjoy more than 50+ different sports with Urban Sports Club: We subsidize your membership with more than €20 per month.
• Do you miss being in the office? The Deutschland Ticket gets you there, which we subsidize with €25 per month.
• Love cycling? With JobRad, lease the bike of your choice and enjoy tax savings, plus Raisin covers your monthly insurance costs.
• Hungry all the time? Snacks, daily fresh fruit as well as drinks provided at the office.
• You are moving from another country or city to join us? We may support your relocation.

We value diversity and the unique experiences each individual brings. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply.

We are an equal opportunity employer and are committed to creating an inclusive environment for everyone, regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.