CRM Manager

Hi were Penfold were on a mission to help everyone save enough to be comfortable in later life!

Theres over a trillion pounds in UK pensions but the industry is full of traditional providers with outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform built on modern technology. Were demystifying pensions to make pension saving easy accessible and engaging.

Were a focused team of 50 builders across London and Tallinn backed by some of the most successful FinTech investors in the world. Weve raised over 20 million in funding and are on track for profitability in the next 12 months.

We manage over 650m of pensions for more than 90000 savers and thousands of businesses and were growing rapidly every month. Our team is focused on building an amazing pension experience for our customers.

As one of our first 50 employees youll have a say in defining our culture and uncapped opportunities for progression and learning.

The Role

Were looking for a datadriven customercentric CRM Manager to take our customer and prospect comms strategy to the next level helping us nurture and retain customers while also driving acquisition and longterm business growth.

Youll own and execute our CRM strategy across both B2C and B2B audiences. This includes designing automated campaigns that enhance customer experience drive engagement and increase customer lifetime value. Youll also develop and manage our contact strategy for B2B prospects employers and intermediaries (accountants) using targeted CRM initiatives to convert leads into customers.

Reporting to the Head of Marketing youll have complete ownership of our CRM channels including email and push communications while collaborating closely with Product Engineering Operations Sales and Data teams.

If you love blending data creativity and automation to build bestinclass lifecycle marketing programs wed love to hear from you!

What Youll Be Doing

This is a broad range of responsibilities you are not expected to be experienced in every one but willing to learn broaden your knowledge:

• Own and evolve Penfolds CRM strategy ensuring our customer and prospect journeys are engaging and personalised driving key business objectives. Manage and execute email and push notification campaigns including content creation and deployment. Analyse campaign performance and generate insights that improve our CRM efforts and broader marketing strategy.
• Optimise customer and prospect segmentation to serve the right message to the right audience at the right time via the right channel.
• Develop automated lifecycle campaigns that improve customer engagement activation retention and conversion.
• Build and execute lead nurture programs for our B2B audience focusing on employers and intermediaries (accountants) ensuring that prospects receive timely relevant and valuedriven content to move them through the sales funnel.
• Champion a datadriven approach leveraging analytics and segmentation to deliver hyperrelevant timely communications.
• Implement rigorous A/B testing ensuring we continually refine our messaging creative and delivery strategies to maximise impact.
• Work closely with Marketing Sales Product and Operations teams to deliver an outstanding customer and prospect experience.

About You

• Drive and enthusiasm for FinTech / Tech our mission at Penfold and the hard work that comes with building something from nothing into a multibillion pound business. Humble lowego and able to get on with anyone whether theyre within marketing or across our other departments.
• 2 years CRM experience ideally in a highgrowth environment with a focus on automated lifecycle marketing and lead nurturing. Expertise in email marketing and CRM strategies with a strong understanding of customer retention and acquisition tactics.
• Experience working with CRM tools and ESPs (HubSpot Iterable Braze or similar) and data management platforms. Experience in marketing and lead nurturing strategies particularly within SaaS FinTech or similar industries. Up to date on email and CRM best practices with knowledge of compliance (GDPR deliverability etc.
• Analytical mindset with a strong understanding of A/B testing performance tracking and campaign optimisation. Commercially aware you should have an understanding of key business concepts such as Customer Acquisition Cost CAC and the ability to participate in discussions about business growth and marketing ROI.
• Creative eye and a passion for crafting engaging personalised experiences.

Were looking for smart hardworking and energetic people who get stuff done. If youre excited about what were building wed love to hear from you even if you dont tick every box!

Our Hiring Process

1. Intro Call A quick chat to introduce you to Penfold learn about your experience and aspirations and answer any questions.
2. TakeHome Task & Interview A practical CRM task followed by an interview to discuss your approach and skills.
3. Culture Fit Session Meet one of our CoFounders and team members to see if were a great fit for each other.

Were 100 committed to building a diverse and representative team. Whatever your background gender race age or ability wed love to hear from you. If you have any questions feel free to ask (even anonymously)!

Our Benefits

Were working hard to create a workplace where people feel empowered to do their very best work make a big impact and enjoy what they do. Heres what we offer:

• Competitive salary we proactively review salaries to ensure fairness and progression.
• Meaningful share options youll own a part of Penfold and share in our success.
• 10 pension contribution each month that you dont need to match (on top of your salary).
• Medical insurance through Vitality including private GPs physio counselling and great discounts (think 50 off PureGym memberships free Apple Watches and more).
• Unlimited holidays we trust you to get the work done and take breaks when needed.
• Hybrid working we ask that you come in at least 3 days a week to collaborate but outside of that we trust you to work in the way that suits you best.
• Great office space (https://theministry) our private office is run by the Ministry of Sound!
• Free company lunch every week (think Borough Market and Mercato Metropolitano!.
• Toptier MacBook and WFH equipment to set you up for success.
• Cycle to work scheme buy a bike taxfree and spread the cost.
• Learning & professional development we support courses events and coaching to help everyone reach their goals.
• Quarterly company socials plus plenty of regular team meetups!

Excited to join us Apply now!