CRM Lifestyle Executive

Moneybox; Greater London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services app is seeking a CRM Lifecycle Executive to manage and enhance customer marketing campaigns. This role involves executing CRM strategies, collaborating with various teams, and utilizing data for targeted communication, aimed at improving customer retention and engagement. Candidates should have 2-3 years of CRM experience and a proactive, detail-oriented approach to their work. Join a dynamic and fast-growing team committed to providing excellent service and improving customer experiences.

Qualifications

• 2-3 years of relevant CRM experience in a consumer-facing environment.
• Hands-on experience using CRM platforms to build and execute campaigns.
• Ability to translate customer needs into actionable strategies.

Responsibilities

• Assist in executing end-to-end CRM lifecycle programs.
• Collaborate with the CRM Lifecycle Manager on the lifecycle roadmap.
• Utilise data models for targeted messaging.

Skills

CRM experience

Data analysis

Communication

Project management

Tools

Braze

HTML

Job description

About Moneybox

Moneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it's easier than ever to achieve your goals and build wealth, whatever your starting point.

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.
• Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels
• Support channel measurement for automated campaigns and help report on performance and impact
• 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

• 2-3 years of relevant CRM experience in a consumer-facing environment. Basic knowledge of HTML and CMS systems preferred, but not essential.
• Hands‑on experience using CRM platforms, 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 work streams and able to prioritise effectively.
• Able to take a highly detail‑orientated, diligent, and methodical approach.