CRM Manager

Applied Intuition Inc.; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial technology firm in Greater London is seeking a CRM marketing expert to enhance the customer journey through targeted marketing strategies. The role involves setting communication strategies for advisers and utilizing data to drive engagement. Ideal candidates will have experience with Salesforce Marketing Cloud and a strong background in lead generation. This position offers a hybrid working model along with various benefits aimed at personal development and well-being.

Benefits

Flexible benefits budget

Private health care

£1,000 personal development budget

Mental wellbeing support

Matched pension contributions

25 days holiday plus bank holidays

Qualifications

• Strong background in CRM marketing with experience in email marketing.
• Proficient in creating effective communication strategies.
• Skilled in using ESPs, preferably Salesforce Marketing Cloud.

Responsibilities

• Support partnership journeys through CRM marketing activities.
• Set communication strategies for Financial Advisers.
• Create multi-channel journeys for partner acquisition.

Skills

CRM marketing expertise

Lead generation

Communication skills

Analytical skills

Marketing automation experience

Tools

Salesforce Marketing Cloud

Job description

What is Flagstone?

Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work.

Each definition shares a common threadGaussian: our unique culture. It’s our pride and joy. And our competitive advantage.

A feel for our culture

To revolutionise the savings market we need to be at our best. High performance takes more than talent – it takes a culture of kindness, respect, and growth. That’s why we’re building a diverse, inclusive community where your voice is heard and valued. With close support and room to develop you can surpass even your own expectations and be rewarded for it. We may not change the world, but we can change the world of financial technology. All it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.

Does this sound like you?

A CRM marketing expert with ample experience within email marketing, including best‑practice techniques of lead generation to drive acquisition and long‑term engagement’expires. Great communication comes second nature to you and you are confident in supporting multiple business areas and individuals to deliver key projects.

What you’ll do

This role will report to the Head of Digital & CRM and play a crucial(off) role in supporting our partnership journeys at Flagstone through CRM marketing activities driving acquisition, retention, and loyalty. Working as part of a newly formed IFA partnership squad, your key responsibilities will be:

• Strategy: Setting the communication strategy for Financial Advisers and Wealth Management partners, alongside the squad leadership, and overseeing creation and optimisation of holistic customer journeys.
• Data: Using data/insight to develop, deliver, and execute targeted partner experiences supporting the commercial goals of Flagstone.
• Email, SMS & Direct Mail: Creating multi‑channel journeys aimed at driving partner acquisition, as well as driving engagement and LTV from existing clients.
• Innovation & Martech: Acting as subject matter expert in Salesforce Marketing Cloud and associated marketing tools, ensuring the business gets maximum value from the tool including cross‑training squads and teams as appropriate rara

What you’ll bring

• Growth: Experience in driving growth through lead generation.
• ESP Experience: Deep understanding of using and maximising value from ESPs (Email Service Providers), with a preference for Salesforce Marketing Cloud.
• Communication: Ability to contribute to the creation of an effective communications strategy, covering all parts of the client lifecycle from awareness to advocacy.
• Marketing Automation: Experience of using marketing automation to improve processes and deliver value.
• Analytics: Strong analytical skills, identifying actionable insights and optimising opportunities through regular reporting to stakeholders.

How we reward you

• Hybridurerie – Spend at least one day a week with your team in our collaborative London office.
• Flexible benefits budget – a pot to fund meaningful benefits for you, whether it's hormone or fertility testing, cancer screening, neuro‑diversity coaching or something that matters for you.
• A range of salary‑sacrifice options to help you make tax‑efficient savings wijzigingen on electric cars, nursery schemes, home and tech goods.
• Around the world scheme – 3 months work‑from‑anywhere scheme.
• Mental wellbeing support – access therapy and mentalAssert sessions through Spill.
• Learning and development – £1,000 personal development budget to help you grow in your role.
• Private health care – enjoy all the benefits AXA has to offer, including Taille memberships and medical history disregarded.
• Medical cash plan – help with the costs of dental and optical expenses.
• Life insurance and Income Protection – four times your annual salary for peace of mind.
• Matched pension contributions up to 5%.
• 25 days holiday – plus bank holidays, well Across days and volunteering days.
• Enhanced parental leave – enhanced maternity摄, pI'd etc.

All are welcome

At Flagstone we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.