Who we are:
We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over £4 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz.
We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
About the Role
We are seeking an experienced and strategic CRM Marketing Specialist to lead the development and execution of our multi-channel communication strategy. This role will be pivotal in driving customer conversion, retention, and overall lifetime value through targeted, data-driven campaigns. Reporting to the Head of Product Marketing, you will collaborate with cross-functional teams and contribute to shaping the broader customer engagement strategy, ensuring alignment with business goals and customer needs.
Key Responsibilities
- Lead the strategic planning, execution, and optimisation of multi-channel CRM campaigns across email, SMS, push notifications, in-app messages, and other emerging channels to drive customer engagement, retention, and lifetime value. Ensure campaigns are aligned with business goals and tailored to various customer segments.
- Use customer data and analytics to create targeted campaigns, measuring and improving performance based on KPIs such as engagement, retention, and lifetime value.
- Own the customer segmentation strategy to ensure precise targeting and personalisation for different customer segments, based on behavioural and demographic data.
- Collaborate with Product, Investment Advisory, Content, and Data teams to identify new opportunities to deepen customer relationships and drive growth through CRM initiatives.
- Take ownership of the end-to-end campaign lifecycle, from ideation and implementation to testing, execution, post-campaign analysis, and reporting. Leverage data insights to drive continuous improvement.
- Continuously optimise campaigns through A/B testing and performance analysis to drive engagement, deliver results, and improve customer satisfaction.
- Act as the CRM expert, advising the business on best practices, new trends, and technological advancements that can enhance customer communication efforts.
- Develop and maintain the CRM roadmap, working closely with senior leadership to align CRM initiatives with overall business objectives and KPIs.
- Champion a data-driven approach, utilising marketing analytics tools to measure and report on campaign performance, customer behaviour, and overall CRM effectiveness.
- Ensure compliance with data protection regulations (e.g., GDPR) and implement best practices in data management and usage.
Requirements
Requirements
- 3+ years of proven experience in CRM systems and marketing automation platforms (e.g., Salesforce, HubSpot), with a track record of delivering results.
- Fluency in English is a must.
- Strong project management skills, with the ability to manage complex, cross-functional initiatives and multiple stakeholders in a fast-paced environment.
- Analytical mindset, with the ability to base engagement strategy on solid numbers and insights.
- A data-driven, customer-centric mindset with strong commercial awareness to design campaigns that drive measurable business results.
- Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
- High attention to detail, with the ability to manage campaigns from concept to execution while ensuring quality and consistency.
- Strong understanding of segmentation, targeting, and personalisation techniques.
Nice to Have
- Basic knowledge of SQL and HTML.
- Prior experience with Salesforce Marketing Cloud or similar platforms.
- Experience in the financial services industry or familiarity with fintech.
