CRM Executive

Moneybox; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Moneybox is seeking an experienced CRM Lifecycle Executive to manage end-to-end customer journeys using owned touchpoints across our Wealth, Savings and Homebuying teams. The role focuses on engaging customers, improving retention, and driving cross-sell through targeted, data-driven campaigns.

You will work with Marketing, Product, and Insight to optimise and personalise communications, leveraging HTML/CMS skills and Braze to deliver effective automation across channels.

Qualifications

• At least 3 years of CRM experience in a consumer-facing environment.
• Knowledge of HTML and CMS systems is essential.
• Hands-on experience using CRM platforms such as Braze.
• Ability to translate customer needs into actionable strategy.
• Experience building data infrastructure and running experiments.
• Experience in managing multiple workstreams and prioritising.
• Detail-oriented, diligent, and methodical.

Responsibilities

• Execute end-to-end CRM lifecycle programs including email, in-app messages, push notifications, and on-platform messages.
• Collaborate to execute the lifecycle roadmap across Wealth, Savings and Homebuying.
• Use data and segmentation to deliver targeted messages at the right time.
• Prepare post-campaign performance reports with actionable insights.
• Contribute to and implement A/B tests to improve campaign effectiveness.
• Work with Marketing, Product, and Insight to align automation communications.

Skills

CRM lifecycle management

Data segmentation

A/B testing

Email marketing

Cross-functional collaboration

Communication

Project management

Detail-oriented

Tools

Braze

CMS systems

HTML

Job description

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

Job Brief

Moneybox is growing rapidly, and our CRM team is no exception. We have more customers, more accounts, more content and more features than ever before. A key driver of that growth has been our ongoing communication and engagement with existing customers. The management of these communications (both automated and manual) is getting understandably more complex in line with the increasing number of products and features we offer.

We’re looking for an experienced CRM Lifecycle Executive to coordinate our ever-growing customer marketing campaigns. This person will play a key role in building a more engaging and personalised experience for our community and in driving commercial value for the business.

The CRM Lifecycle Executive will have a strong focus on the end-to-end management of a customer’s journey using owned touchpoints to deliver the best possible experience for the customer and for the business. They will be responsible for overseeing the use of owned channels to drive engagement, improve retention and maximise cross-sell. They will work closely with our mission-based teams (Wealth, Savings & Homebuying) to help manage, optimise and personalise the user journey throughout the app and our communications.

What you’ll do

• Assist in executing and iterating of end-to-end CRM lifecycle programs, including email, in-app messages, push notifications, and on-platform messaging
• Collaborate with the CRM Lifecycle Manager to execute the lifecycle roadmap across Wealth, Savings and Homebuying, ensuring ongoing monitoring, evaluation, and optimisation of all activities
• Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels
• Assist in preparing and distributing post-campaign performance reports, recommending actionable insights for continuous improvement
• Contribute and implement A/B tests to continually improve campaign effectiveness through structured testing plans
• Collaborate closely with Marketing, Product, and Insight teams to ensure alignment and effective execution of automation comms.

Who You Are

• Have a genuine interest in Moneybox and the services we offer. Excited about being part of a fast-growing company that’s trying to make a positive mark on the world.
• A driven, ambitious individual who’s looking to continue to build their career at an exciting, very- fast-growing company.
• A proactive self-starter who combines a bias for action, with strong organisational skills, attention to detail and a willingness to learn and solve problems independently.
• Outgoing and confident outlook with a willingness to start conversations with people and get stuck in.
• Collaborative team player who can take feedback on board.
• Naturally personable, great communicator with a passion for their work and the people they work with.
• Knows how to have fun whilst maintaining a professional outlook

Experience and Skills

• At least 3 years of relevant CRM experience in a consumer-facing environment
• Knowledge of HTML and CMS systems is essential
• Hands‑on experience using CRM platforms is essential, such as Braze, to build and execute campaigns
• Ability to translate customer needs and insights into a meaningful, actionable strategy
• Capable of building data infrastructure and designing experiments with key stakeholders to generate actionable insights
• Experience in project managing multiple workstreams and able to prioritise effectively.
• Able to take a highly detail‑oriented, diligent, and methodical approach