CRM Lifecycle Executive

Overview

In this role you will manage end-to-end CRM lifecycle programs to deliver personalized customer engagement across Moneybox’s Wealth, Savings and Homebuying products. You will work with cross-functional teams to optimise communications through email, in-app messages, push notifications and on-platform messaging. You will use data and segmentation to target the right users at the right moment and drive retention and cross-sell. You will test, analyse, and report on campaign performance to continuously improve effectiveness. This fast-growing environment offers the chance to shape customer journeys and contribute to business value with a mission-driven team.

Responsibilities

• Assist in executing and iterating end-to-end CRM lifecycle programs (email, in-app, push, on-platform messaging)
• Collaborate with the CRM Lifecycle Manager to implement the lifecycle roadmap across Wealth, Savings and Homebuying
• Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, via effective channels
• Assist in preparing and distributing post-campaign performance reports with actionable insights
• Contribute to and implement A/B tests to improve campaign effectiveness through structured testing
• Collaborate with Marketing, Product, and Insight teams to align automation communications

Key requirements

• At least 3 years in CRM in a consumer-facing environment
• HTML and CMS systems knowledge
• Hands-on experience with CRM platforms (e.g., Braze)
• Ability to translate customer needs into actionable strategy
• Experience building data infrastructure and designing experiments with stakeholders
• Experience managing multiple workstreams and prioritising effectively
• Detail-oriented, diligent, methodical approach

• Proactive self-starter with bias for action
• Strong organisational skills and attention to detail
• Willingness to learn and solve problems independently
• HTML
• CMS systems
• Braze CRM platform

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