CRM Senior Executive

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 Senior CRM 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 Senior CRM 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

Develop and execute advanced customer marketing strategies that drive engagement, retention, and lifetime value End-to-end management and optimisation of multi-channel (email, push & in-app message) campaigns, ensuring seamless customer experiences Utilise data-driven insights to personalise communications and customer interactions, tailoring strategies to various customer segments Collaborate with cross-functional teams, including Product, Marketing, and Insight, to enhance the customer journey Monitor and analyse CRM metrics to track performance, identify trends, and inform continuous improvement Use data to turn abstract and complex concepts into simple, practical and innovative solutions that frame clear opportunities for how Moneybox can continually connect with our customers Stay abreast of industry trends and best practices to innovate and enhance CRM strategies.

Who you are

Passionate about Moneybox and our services, excited about being part of a fast-growing company making a positive impact. A driven and ambitious professional looking to further your career in an exciting, rapidly-growing environment. A proactive self-starter who combines a bias for action with strong organisational skills, attention to detail, and the ability to solve problems independently. Confident and outgoing, with a willingness to start conversations and engage deeply with colleagues and customers. A collaborative team player who values feedback and is dedicated to continuous improvement. Naturally personable and an excellent communicator, with a genuine passion for your work and the people you work with. Capable of balancing fun with professionalism, fostering a positive work environment.

Experience and skills

4-5 years of relevant CRM experience in a consumer-facing environment. Advanced knowledge of CRM tools, HTML, and CMS systems preferred. Proven ability to translate customer insights into meaningful, actionable strategies that drive business results. Expertise in building data infrastructure and designing experiments with key stakeholders to generate actionable insights. Experience in leading and project managing multiple workstreams, with strong prioritisation skills. Highly detail-oriented, diligent, and methodical, ensuring accuracy and consistency in all deliverables.

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