ii has been investing in our customers’ success for almost 30 years. That’s why over 420,000 people put their trust in our award-winning investment platform.
With a low, flat monthly fee, you can keep more of what you make and take control of your financial future. Whether you’re investing in an ISA, pension, or Trading Account, you have access to one of the widest ranges of investments on the market - including shares, funds, trusts and ETFs.
Lean on our award-winning, UK-based customer service team if you ever need help. And if you’re looking for investment inspiration, you can look to our expert team of journalists and their regular news and insights.
Join an engaged community of investors on the UK’s number one flat-fee investment platform.
We’ve got our ii open for our next outstanding CRM Executive:
Reporting to the Senior CRM Manager, the CRM Executive (internally known as a CRM Lead) forms an integral part of the CRM team at interactive investor. The CRM team is accountable for building, optimising and managing a customer communication strategy which delivers on our commercial and customer objectives.
Requirements
Key Responsibilities:
• Review campaign briefs and develop multi-channel CRM strategies, predominantly focusing on email with future plans to include push notifications, driven by insights to effectively meet campaign and customer objectives.
• Write concise, engaging copy that aligns with brand and FCA guidelines across various marketing channels, formats, and target audiences.
• Execute and deliver campaigns through our CRM platform with precision and timeliness.
• Collaborate with the commercial team to ensure consistency across all customer touchpoints.
• Monitor CRM campaign performance regularly and identify opportunities for improvement through testing and optimization.
• Uphold the first line of Risk/Compliance defence by adhering to business processes and procedures designed to meet FCA regulatory standards.
• Make informed risk decisions and credibly debate and challenge management recommendations within the framework of the approved Risk Management Framework.
• Support the first line of defence by reviewing and managing the risks and controls assigned to the department.
Skills and experience:
• Experience in translating email designs and briefs into live campaigns, with the ability to apply similar skills to push notifications.
• Skilled in writing content for CRM campaigns, particularly for email, and enjoys creating engaging copy for both email and push notifications.
• Experienced in querying databases to build targeted audiences.
• Hands-on experience with email service and marketing automation platforms, with a strong preference for Salesforce Marketing Cloud.
• Strong knowledge of core marketing automation technologies, including email content writing, HTML, CSS, and database infrastructures.
• Proven experience in designing, planning, and delivering multi-channel communication programs, including email and push notifications, both automated and ad-hoc, with dynamic content.
• Adept at applying test-and-learn methodologies to optimize performance.
• Effective organizational and prioritization skills in a fast-paced environment.
• Keen attention to detail.
• Excellent stakeholder relationship and communication skills.
Conduct rules The FCA Conduct Rules underpin our actions as an organization and are essential for every role at ii:
• Act with integrity.
• Act with due skill, care, and diligence.
• Be open and cooperative with the FCA, PRA, and other regulators.
• Pay due regard to the interests of customers and treat them fairly.
• Observe proper standards of market conduct.