CRM Marketing Specialist – Pension

Moneyfarm

CRM Marketing Specialist managing multi-channel strategies for customer communications in Pension products at a fintech company. Collaborating with CRM and Pension teams to drive engagement and lifecycle strategies.

Posted 7/30/2026full-timeMilan • 🇮🇹 ItalyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in designing and executing multi-channel CRM campaigns, with a strong focus on customer engagement and lifecycle strategies. Proficient in data-driven decision-making and compliance with GDPR in customer data management.

Highest-signal resume keywords

CRM Campaign ManagementSalesforce Marketing CloudSQL Data ExtractionPension Product KnowledgeLifecycle Marketing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRMMarketing AutomationAudience SegmentationA/B TestingData Analysis

Soft Skills

Cross-Functional CollaborationAttention to DetailAutonomous Work

Tools & Technologies

Salesforce Marketing CloudJourney BuilderAutomation StudioData Extensions

Industry Keywords

Financial ServicesFintechPensionsGDPR Compliance

Tech Stack

Tools & technologies

CloudSQL

About the role

Key responsibilities & impact

Design, execute and optimise multi-channel CRM campaigns across email, push notifications and in-app messages to drive acquisition, activation, retention, upsell and cross-sell for Pension products.
Contribute, together with the CRM team, to the overall engagement and lifecycle strategy for customers and prospects, ensuring consistency and alignment across verticals.
Own the full lifecycle of marketing automations, from ideation and data modelling to build, testing, go-live and performance monitoring, with meticulous attention to detail at every stage to avoid errors reaching customers.
Drive advanced audience segmentation and personalisation based on behavioural, transactional, financial and demographic data, ensuring the right message reaches the right customer at the right time.
Use data and analytics to measure performance, prioritise optimisation efforts, and continuously improve through A/B testing and post-campaign analysis — approaching work as strategic decisions, not just tasks to execute.
Work autonomously while coordinating cross-functional stakeholders (Product, Data, Content, Investment Advisory and Pension), actively contributing in meetings and discussions rather than just executing.
Develop strong knowledge of Pension products (Profile Pension, SIPP, PIP) and act as the go-to CRM point of contact for Pension-related queries and initiatives.
Contribute to the CRM roadmap, proposing new use cases and automation opportunities aligned with Pension business priorities.
Translate business needs into technical CRM requirements, working closely with Data and Product teams.
Ensure full GDPR compliance and best practice in customer data management.
Act as an internal CRM and marketing automation expert, keeping up to date with industry trends and AI-driven solutions.

Requirements

What you’ll need

3+ years of experience in CRM, lifecycle marketing or marketing automation.
Financial services or fintech experience, ideally with exposure to pensions.
Strong hands-on experience with Salesforce Marketing Cloud, specifically Data Extensions, Journey Builder, Content Builder, Automation Studio, CloudPages, etc.
Good knowledge of SQL for data extraction, segmentation and campaign logic.
Fluency in English is essential (most stakeholders are UK-based).

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Moneyfarm Website LinkedIn All Job Openings 51 - 200 employees 💸 Finance 💳 Fintech 👥 B2C 💰 Series D on 2022-01 Finance
Fintech
B2C Moneyfarm is a financial services company that specializes in making personal investing simple and accessible. It offers services in investments, asset allocation, wealth management, and personal finance, with a focus on ETFs and savings. With over 80,000 investors and more than £2. 2 billion in assets, Moneyfarm creates tailored portfolios to meet individual goals, promoting financial well-being for its clients. CRM Marketing Specialist – Pension 🔥 2 minutes ago 🏢🏡 Milan – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Design, execute and optimise multi-channel CRM campaigns across email, push notifications and in-app messages to drive acquisition, activation, retention, upsell and cross-sell for Pension products.
Contribute, together with the CRM team, to the overall engagement and lifecycle strategy for customers and prospects, ensuring consistency and alignment across verticals.
Own the full lifecycle of marketing automations, from ideation and data modelling to build, testing, go-live and performance monitoring, with meticulous attention to detail at every stage to avoid errors reaching customers.
Drive advanced audience segmentation and personalisation based on behavioural, transactional, financial and demographic data, ensuring the right message reaches the right customer at the right time.
Use data and analytics to measure performance, prioritise optimisation efforts, and continuously improve through A/B testing and post-campaign analysis — approaching work as strategic decisions, not just tasks to execute.
Work autonomously while coordinating cross-functional stakeholders (Product, Data, Content, Investment Advisory and Pension), actively contributing in meetings and discussions rather than just executing.
Develop strong knowledge of Pension products (Profile Pension, SIPP, PIP) and act as the go-to CRM point of contact for Pension-related queries and initiatives.
Contribute to the CRM roadmap, proposing new use cases and automation opportunities aligned with Pension business priorities.
Translate business needs into technical CRM requirements, working closely with Data and Product teams.
Ensure full GDPR compliance and best practice in customer data management.
Act as an internal CRM and marketing automation expert, keeping up to date with industry trends and AI-driven solutions. 🎯 Requirements
3+ years of experience in CRM, lifecycle marketing or marketing automation.
Financial services or fintech experience, ideally with exposure to pensions.
Strong hands-on experience with Salesforce Marketing Cloud, specifically Data Extensions, Journey Builder, Content Builder, Automation Studio, CloudPages, etc.
Good knowledge of SQL for data extraction, segmentation and campaign logic.
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