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.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 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.n Assist in executing and iterating of end-to-end CRM lifecycle programs, including email, in-app messages, push notifications, and on-platform messaging nn 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 nn Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels nn Assist in preparing and distributing post-campaign performance reports, recommending actionable insights for continuous improvement nn Contribute and implement A/B tests to continually improve campaign effectiveness through structured testing plans nn Collaborate closely with Marketing, Product, and Insight teams to ensure alignment and effective execution of automation comms. n At least 3 years of relevant CRM experience in a consumer-facing environment nn Knowledge of HTML and CMS systems is essential nn Hands-on experience using CRM platforms is essential, such as Braze, to build and execute campaigns nn Capable of building data infrastructure and designing experiments with key stakeholders to generate actionable insights nn Experience in project managing multiple workstreams and able to prioritise effectively. …
