CRM Specialist responsible for executing customer engagement strategies at Freetrade, enhancing investment solutions. Collaborate with teams to optimize campaigns for measurable outcomes while utilizing data-driven insights.
Responsibilities
Coordinate, develop and deliver campaigns across all CRM marketing channels, including emails, push notifications, app inbox and in-app messages.
Execute email marketing initiatives to maximise commercial objectives.
Write engaging, conversion-focused copy and design effective email templates.
Deliver activity as per marketing calendar.
Support with the delivery of items on the Customer Engagement Roadmap.
Collaborate with design and content teams to develop high-performing campaigns across CRM channels.
Analyse campaign performance data to identify winning concepts and continuously refine messaging and format strategies.
Manage structured campaign testing frameworks to optimise campaign performance.
Turn top-performing campaigns into playbooks to share with the wider business.
Analyse lifecycle campaign performance and present actionable insights.
Understand customer behaviour and analyse marketing channels, proposing actions for improvement.
Maintain accurate tracking and attribution of CRM channels.
Partner with the data team to develop dashboards to clearly communicate performance and commercial impact.
Requirements
2-4 years of hands-on experience running email marketing campaigns from creative concept through to analysis and reporting.
Demonstrated success in delivering email marketing campaigns with clear commercial outcomes.
Strong understanding of CRM fundamentals
Proven experience in creative ideation, briefing, and performance optimisation.
Experience using CRM platforms (e.g. Braze, Salesforce, Iterable, Mailchimp)
Strong experience with analysing and interpreting large data sets to drive actionable insight.
Degree in Business, Marketing, or equivalent relevant experience.
Benefits
Competitive salary – carefully benchmarked.
Holidays – 25 days plus UK public holidays. Your birthday off, plus one extra day for every year at Freetrade.
Enhanced pension – We’ll match your contributions up to 5%.
Group Life Insurance – Protect your loved ones with coverage at 5x your salary, ensuring financial security in any circumstance.
Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans, Wellness programs and preventative care initiatives are also provided to ensure the wellbeing of your entire family.
Bonus Scheme - join us and share in our growth. Bonuses are linked to both company success and your individual impact.
Income Protection Cover – Safeguard your income with comprehensive coverage, ensuring financial stability in the event of illness or injury.
Enhanced parental leave – Time off when it matters most.
Flexibility for those who need it – We’re office-first, but life happens. Whether you’re a parent or have care responsibilities, we focus on output and trust you to manage your time.
Learning & Development – We fund industry qualifications so you can grow as a financial services professional.
Cycle to Work scheme – Get a high quality bike and gear through our salary sacrifice scheme, spreading the cost with tax free monthly installments.
Paid Sick Leave – Receive 10 days of fully paid sick leave each calendar year.
Strategic Customer Success Manager joining Sitemate to enhance customer onboarding and retention in the SaaS construction space. Collaborating across teams to drive product adoption and success.
Mid - Market Customer Success Manager managing onboarding and retention of SaaS customers in the construction industry. Collaborating closely with clients for effective workflow configuration and problem - solving.
Commercial Customer Success Manager responsible for SaaS customer engagement in the construction industry. Supporting onboarding, retention, and product adoption for diverse clients.
Customer Success Manager responsible for customer onboarding and AI - driven implementation. Focusing on B2B SaaS solutions in cloud marketplaces for enhanced transaction workflows.
Customer Success Specialist managing US school partnerships for Zen Educate. Building relationships and supporting educators while driving demand for educational staffing solutions.
Customer Success Specialist managing US school partnerships, building relationships, and supporting educators at Zen Educate. Aiming to enhance education recruitment through technology solutions.
Customer Success Manager driving digital transformation and customer success with Autodesk Forma in the construction sector. Responsible for relationship management and strategic growth with major AECO organizations.
Customer Success Operations Manager at Vasion, focusing on systems and processes for Customer Success. Supporting operational excellence and data - driven strategies for exceptional customer experiences.
Customer Success Manager addressing customer inquiries for legal services from in - house legal tech team. Offering support for onboarding new clients and maintaining existing client relationships in a hybrid environment.