Moneybox
CRM Lifecycle Executive
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CRM Lifecycle Executive at Moneybox
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more — more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
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 — managing these communications (both automated and manual) has become understandably more complex in line with an increasing number of products and features.
We’re seeking an experienced CRM Lifecycle Executive to coordinate our ever-growing customer marketing campaigns. This role will play a key role in building a more engaging and personalised experience for our community while driving commercial value for the business.
The CRM Lifecycle 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.
- Oversight of owned channels to drive engagement, improve retention, and maximise cross-sell.
- Collaboration with mission-based teams (Wealth, Savings & Homebuying) to optimise and personalise the user journey across the platform and communications.
Responsibilities
Campaign Execution & Optimisation
- Assist in executing and iterating end-to-end CRM lifecycle programmes, including:
- Email campaigns
- In-app messages
- Push notifications
- On-platform messaging
- Collaborate with the CRM Lifecycle Manager to execute the lifecycle roadmap across:
- Wealth, Savings, and Homebuying
- Monitor, evaluate, and optimise all activities for effectiveness.
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Data-Driven Strategies
- Use data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels.
- Prepare and distribute post-campaign performance reports, providing actionable insights for continuous improvement.
Experimentation & Collaboration
- Contribute to structuring and implementing A/B tests to improve campaign effectiveness.
- Work closely with Marketing, Product, and Insight teams to ensure alignment and smooth automation execution.
About You
Mindset & Values
- A genuine interest in Moneybox and the services it offers.
- Excitement about building your career at a fast-growing company making a positive societal impact.
- Proactive, self-starter with:
- A bias for action
- Strong organisational skills
- Attention to detail
- Problem-solving capabilities
- Outgoing, confident, and collaborative with people skills.
- Passion for your work and fostering meaningful relationships while maintaining a professional workplace environment.
Requirements & Skills
- At least 3 years of CRM experience in a consumer-facing environment
- Proficiency in HTML and CMS systems (essential)
- Hands-on experience with CRM platforms (e.g., Braze) to build and execute campaigns (essential)
- Ability to translate customer needs and insights into actionable strategies
- Data infrastructure building skills and experiment design to generate key insights
- Project management experience with multiple workstreams, demonstrating task prioritisation ability
- Highly detail-oriented, diligent, and methodical approach
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Our Commitment to DE&I
At Moneybox, we promote, support and celebrate inclusion, diversity, and equity to ensure everyone feels valued. We believe diversity drives innovation, shaping our team to better reflect the needs of our diverse customer base. Adjustments can be made during recruitment to ensure an equal opportunity for all.
Working Policy
Our hybrid policy includes:
- 2 days per week onsite at our London office
- 3 days remote (Candidates must be based within the UK)
Additional Information
Visa Sponsorship
At this time, we cannot offer visa sponsorship for this role and cannot consider overseas applications.
Pre-Employment Checks & Conditional Offers:
Applicants must pass pre-employment checks, including:
- Criminal record and adverse credit history (as we are a regulated financial business).
We encourage any potential applicants with concerns about suitability to disclose them upfront.
Data Privacy
By applying, you consent to us using your personal data for:
- Application evaluation
- Shortlisting and interview processes
- Post-interview assessment Our policy restricts sharing data with third parties, though transfers outside the region (e.g., United States) may occur if legally required. We may store unsuccessful applicants’ data to notify them of future roles if requested.
Contact:
- For general enquiries: talent@moneybox.com
- To opt out of data storage: DPO@moneyboxapp.com
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