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-orientated, diligent, and methodical approach
Skills Required
- At least 3 years of relevant CRM experience in a consumer-facing environment
- Knowledge of HTML
- Knowledge of CMS systems
- 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 stakeholders
- Experience contributing to and implementing A/B tests and structured testing plans
- Experience preparing and distributing post-campaign performance reports and recommending insights
- Experience project managing multiple workstreams and prioritising effectively
- Highly detail-orientated, diligent, and methodical approach
- Collaborative teamwork and strong communication skills to work with Marketing, Product and Insight teams
- Based in the UK and able to work hybrid (2 days in the London office)
- Willingness to undergo satisfactory pre-employment checks including criminal record and adverse credit history
What We Do
At Moneybox, we help you turn your money into something greater. Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started. This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing. This means that our money often isn’t working hard enough and our goals are much harder to achieve. So, we made a solution. We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.
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