CRM Executive

Location: Remote / 2 Days a week in Old Street London

Salary:a year

Hours: 40 hrs/week 7 am 7pm core hours

Are you a data-savvy communicator with a passion for crafting campaigns that truly connect Do you love turning insights into action and seeing your work drive real results If so weve got the perfect role for you! Were on the hunt for a CRM Executive whos ready to dive into the world of customer engagement and retention. At TotallyMoney CRM drives over 50% of our revenue so youll be in a role that can make a huge impact from Day 1. We dont expect you to have a long history of CRM experience just strong examples of work in a business-to-consumer space in which you made a tangible impact.

About us:

TotallyMoney is the free personal finance app that gives people the plans products and help they need to unlock a life of more choices. Its all about creating a fairer financial world where people whove been left behind can make their financial data work for them. Put simply we help them move closer towards their financial goals. Were a diverse bunch from different backgrounds united by a company culture that promotes autonomy collaboration and innovation. Weve even been voted one of the UKs Best Companies to Work For! If you want to join our mission to help the UKs most under-served consumers we want to hear from you!

What youll do:

As part of the CRM team your responsibilities will include:

• Launching and managing CRM campaigns that wow our customers and drive revenue
• Designing and executing A/B tests to optimise performance and boost conversion.
• Creating ad-hoc campaigns to surprise and delight our customers.
• Maintaining clean consistent and effective campaign setups.
• Translating ideas into clear creative briefs for our design team.
• Sharing insights and workflows with stakeholders

Heres what a normal day in the job might look like:

• Collaborating with commercial product and brand marketing teams.
• Using smart segmentation to tailor communications.
• Tracking campaign metrics and turning insights into action.
• Working cross-functionally to ensure alignment on goals and messaging.
  

Succeeding in your first few months includes:

• Delivering impactful campaigns that improve engagement and retention.
• Gaining fluency in our CRM tools and processes.
• Establishing strong working relationships across teams.
• Bringing creative energy and rigour to campaign execution.

Heres what we think youll need to succeed in this role:

• A solid grasp of data protection principles and best practices in regulated environments.
• Excellent written communicationyou produce clear structured emails and briefs.
• A proactive mindset when it comes to campaign reporting and performance.
• A strong sense of ownershipyou take the lead on your projects and see them through.
• A collaborative natureyoure a great team player who contributes positively.

Its a bonus if youve ever used these tools:

• Blueshift
• ThoughtSpot
• Email campaign and segmentation tools

Youll fit in well if youre the type of person who:

• Loves using insights to make meaningful improvements.
• Enjoys working in a fast-paced collaborative environment.
• Thrives on turning ideas into results.

We know people especially those from marginalised backgrounds may hesitate to apply if they dont meet all the requirements. Please apply anyway. We dont expect you to be the complete package just show us you have ambition and a willingness to learn.

What youll get from us:
- Hybrid working 2 days of your choice in our office.
- Flexible hours Fit your hours between 7am and 7pm.
- 25 days annual leave 8 bank holidays 2 bonus days at Christmas.
- 40 days to work abroad each year.
- Generous parental leave.
- 2 volunteering days a year regular charity volunteering opportunities.
- Unlimited sick leave.
- Vitality Health Insurance rewards.
- Perkbox membership.
- Cycle to Work scheme and on-site facilities.
- Prayer/quiet room.
- Pension scheme with Scottish Widows.
- Mental health and well-being support with Self-space and Viviup.
- Dog-friendly office.
- 2 annual socials team events and Thursday drinks.
- Free Thursday breakfast snacks and premium coffee.
- Hobby clubs (Catan book club padel more!).
- Learning and development sessions.
- FORA building membership (fitness classes events etc.).

The hiring process:
Once weve received your application well take a good look before getting in touch to discuss next steps. This will include:
- A 15-minute introductory telephone chat with our people experience manager.
- A 45-minute call with Head of CRM Anna and CEO Ali to assess your experience
- A panel and task interview with key team members and stakeholders

How to apply:
The wonderful Anna Rossou is managing the hiring process for this role.
If you have any questions you can reach out to the People Team at
Want to join our ambitious team Fill in your application and submit today!

Our commitment to diversity and inclusion:
At TotallyMoney were committed to being an inclusive and diverse employer and welcome applications from all sections of society. We have an active DE&I (Diversity Equity and Inclusion) committee led by employees and continually work on our DE&I efforts. We believe everyone has potential regardless of race religion or belief ethnic origin physical or mental ability social background age nationality marital domestic or civil partnership status sexual orientation gender identity or any other differences that make you you.