InvestEngine

CRM & Lifecycle Manager

InvestEngine

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Tech Stack

SQL

About the role

  • Own the end-to-end execution of cross-channel CRM campaigns across email and push, including onboarding, activation, transactional, lifecycle and retention programmes.
  • Take ownership of key parts of the customer journey, from first sign-up through to long-term retention, proactively identifying gaps and building campaigns that measurably improve conversion, engagement and lifetime value.
  • Design and run structured experiments. Form clear hypotheses, build test plans, measure impact and iterate based on results, not opinion.
  • Use customer and product data to build meaningful, high-value segments and trigger logic, ensuring messaging is timely, personal and behaviour-driven.
  • Act as a steward of CRM data and infrastructure. Ensure events, attributes and integrations are reliable, audiences are robust, and deliverability and consent standards are upheld.
  • Analyse campaign and journey performance, producing clear insights into what is working, what isn’t, and what should be built next.
  • Work closely with marketing, product, design and data teams to ship high-quality journeys that are commercially impactful and technically sound.

Requirements

  • 3 to 5 years in a B2C CRM, lifecycle, or marketing role, ideally in a fast-growing or product-led business.
  • Creative + analytical mindset: You care about good creative and clear copy, but you ultimately trust the numbers. You know how to balance brand, customer experience, and conversion.
  • Technical familiarity: Hands-on experience with modern CRM platforms such as Customer.io, Braze, or HubSpot. Comfortable working with dynamic content, triggers, and journeys. Basic HTML/CSS for email templates is a strong plus, experience with basic programming languages is useful e.g. liquid, jinja.
  • Data savvy: Very comfortable working with data in Excel or Google Sheets. SQL is a significant advantage and will be used, not just “nice to have.”
  • Detail-oriented: You take pride in clean builds, accurate targeting, and error-free execution. You understand that strong data hygiene underpins everything in CRM.
  • Proactive operator: You don’t wait for perfect briefs. You look at journeys and performance, spot opportunities to improve things like subject lines, segmentation, or templates, and take ownership of making them better.
  • Bonus: A genuine interest in fintech, personal finance, or investing.
Benefits
  • A high-ownership role with clear scope to grow, working closely with the Head of CRM and senior stakeholders across marketing, product and data.
  • A hybrid working environment, with remote options available.
  • A work from anywhere policy for up to 3 months of the year.
  • The chance to learn and develop quickly in a team that values experimentation, strong execution and measurable impact.
  • A horizontal structure where your voice is heard and good ideas move fast.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM campaignscustomer journeystructured experimentsdata analysisHTMLCSSSQLdynamic contenttriggerssegmentation
Soft Skills
creative mindsetanalytical mindsetdetail-orientedproactive operatorcommunicationcollaborationproblem-solvingownershipinsight generationcustomer experience