Support the execution of lifecycle marketing programmes that move customers through the funnel: sign-up, KYC approval, first deposit (FTD), first trade (FTT), and ongoing trading activity.
Work within the lifecycle function to build, deploy, and optimise CRM campaigns across email, push and other channels. The role combines campaign execution, journey build, QA, and performance tracking, ensuring communications are delivered on time, compliant, and aligned with business objectives.
CRM campaigns are a key driver of activation and engagement, requiring close coordination with Lifecycle, Product, Data, Sales and Compliance teams.
Key responsibilities:
- Build and execute lifecycle campaigns across activation, retention and reactivation stages.
- Implement customer journeys and workflows in HubSpot including triggers, segmentation and automation.
- Support the design and execution of onboarding, activation, retention and re-engagement programmes.
- Maintain CRM campaign calendars, ensuring campaigns are delivered on time and to brief.
- Ensure campaigns meet compliance requirements, including correct use of claims, disclosures and approvals.
- Ensure all customer communications are compliant across active jurisdictions, adapting messaging and requirements to each regulatory environment.
- Work with the Data team to ensure campaign tracking and reporting are accurate.
- Monitor campaign performance and support ongoing optimisation through testing and iteration.
- Coordinate with Sales and Lifecycle teams to align messaging, timing and customer contact rules.
Requirements
Key Skills:
- Hands-on experience with CRM or marketing automation platforms (HubSpot).
- Strong understanding of lifecycle marketing and campaign execution.
- Good knowledge of segmentation, triggers and customer journey logic.
- Strong attention to detail and ability to manage multiple campaigns simultaneously.
- Comfortable working within regulated environments and approval workflows.
- Ability to collaborate effectively with Lifecycle, Data, Sales and Compliance teams.
Benefits
- Competitive salary, and discretionary annual bonus.
- Private healthcare.
- Active Lifestyle allowance.
- Annual leave above minimum entitlement.
- Up to 3 weeks allowance to work in any location.
Skills Required
- Hands-on experience with CRM or marketing automation platforms, especially HubSpot.
- Strong understanding of lifecycle marketing and campaign execution.
- Good knowledge of segmentation, triggers, and customer journey logic.
- Strong attention to detail and ability to manage multiple campaigns simultaneously.
- Comfort working within regulated environments and approval workflows.
- Ability to collaborate effectively with Lifecycle, Data, Sales, and Compliance teams.
What We Do
Helping you power up your trading since 2014. 🚀 What makes Trade Nation stand out from the crowd? Well, we could say a decade of infusing our products with a relentless drive, unwavering passion, and boundless pride. Or, our unparalleled expertise in spread betting and CFD trading with a management team boasting 200+ years of collective industry experience. Maybe it’s our belief that trading should be accessible to all and how we embrace those who champion this vision with us. Or the high standards we set for excellence and value, creating an environment where new and seasoned traders can thrive. We think it’s all of the above. 👆🙌 Financial spread trading comes with a high risk of losing money rapidly due to leverage. 74.1% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how spread trading works and whether you can afford to take the high risk of losing your money. Trade Nation is a trading name of Trade Nation Financial UK Ltd a financial services company registered in England and Wales under company number 07073413, and authorised and regulated by the Financial Conduct Authority under firm reference number 525164.
