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moneybox

CRM Lifecycle Executive

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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. The management of these communications (both automated and manual) is getting understandably more complex in line with the increasing number of products and features we offer.

We’re looking for an experienced CRM Lifecycle Executive to coordinate our ever-growing customer marketing campaigns. This person will play a key role in building a more engaging and personalised experience for our community and in 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. They will be responsible for overseeing the use of owned channels to drive engagement, improve retention and maximise cross-sell. They will work closely with our mission-based teams (Wealth, Savings & Homebuying) to help manage, optimise and personalise the user journey throughout the app and our communications.

What you'll do

  • Assist in executing and iterating of end-to-end CRM lifecycle programs, including email, in-app messages, push notifications, and on-platform messaging

  • Collaborate with the CRM Lifecycle Manager to execute the lifecycle roadmap across Wealth, Savings and Homebuying, ensuring ongoing monitoring, evaluation, and optimisation of all activities

  • Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels

  • Assist in preparing and distributing post-campaign performance reports, recommending actionable insights for continuous improvement

  • Contribute and implement A/B tests to continually improve campaign effectiveness through structured testing plans

  • Collaborate closely with Marketing, Product, and Insight teams to ensure alignment and effective execution of automation comms.

    • Who You Are

  • Have a genuine interest in Moneybox and the services we offer. Excited about being part of a fast-growing company that’s trying to make a positive mark on the world.

  • A driven, ambitious individual who’s looking to continue to build their career at an exciting, very- fast-growing company.

  • A proactive self-starter who combines a bias for action, with strong organisational skills, attention to detail and a willingness to learn and solve problems independently.

  • Outgoing and confident outlook with a willingness to start conversations with people and get stuck in.

  • Collaborative team player who can take feedback on board.

  • Naturally personable, great communicator with a passion for their work and the people they work with.

  • Knows how to have fun whilst maintaining a professional outlook

    • Experience and Skills

  • At least 3 years of relevant CRM experience in a consumer-facing environment

  • Knowledge of HTML and CMS systems is essential

  • Hands-on experience using CRM platforms is essential, such as Braze, to build and execute campaigns

  • Ability to translate customer needs and insights into a meaningful, actionable strategy

  • Capable of building data infrastructure and designing experiments with key stakeholders to generate actionable insights

  • Experience in project managing multiple workstreams and able to prioritise effectively.

  • Able to take a highly detail-orientated, diligent, and methodical approach



    • Our Commitment to DE&I:
    At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
    Working Policy:
    We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
    Visa Sponsorship:
    At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
    Please read before you apply!
    Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
    By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
    We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
    If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
    If you would like to reach us then please email: talent@moneybox.com
    If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com