CRM & Lifecycle Manager

🕒 March 28

🏢🏡 London – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Logo of InvestEngine

InvestEngine

WebsiteLinkedIn

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

👥 B2C

💰 $3M Equity Crowdfunding - InvestEngine on 2023-03

Finance • Fintech • B2C

InvestEngine is an award‑winning, industry‑leading online investment platform that champions low-cost, long-term investing using exchange-traded funds (ETFs). Founded in 2016, it provides accessible, user-focused digital investment products and account management for individual investors, with emphasis on simplicity, low fees, and analytics-driven product design.

📋 Description

• 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.

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