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- Tasks: As a CRM Strategist, you'll create and execute data-driven campaigns to enhance customer journeys.
- Company: Join Pepperstone, a dynamic fintech revolutionising the trading experience since 2010.
- Benefits: Enjoy flexible working, competitive salary, paid vacation, and personal development opportunities.
- Why this job: Make a real impact in a vibrant, diverse culture focused on innovation and client success.
- Qualifications: 5+ years in CRM or Marketing Automation with expertise in Salesforce Marketing Cloud required.
- Other info: Remote work options available; we value diversity and encourage all backgrounds to apply.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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The Pepperstone story started in 2010. We know what it’s like to trade the world’s markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech, we’re digital, nimble, connected, and united in our vision to create a better way to trade.
We thrive on progress – for our clients and for ourselves. Our organisational culture is ever-evolving, vibrant, diverse, global, and results-focused. You’ll find our 550+ team currently across 11 locations and 9 time zones.
The Role
The CRM Strategist is pivotal in crafting data-driven, hyper-personalized lifecycle communications that enhance customer acquisition, boost conversion, and promote retention and reactivation. This position is perfect for a CRM specialist who combines technological expertise with analytical skills, demonstrating a strong focus on execution and a genuine enthusiasm for enhancing customer journeys to maximize lifetime value (LTV).
Join the CRM Orchestration team, where you\’ll strategize, implement, and refine automated and triggered campaigns using Salesforce Marketing Cloud (SFMC), making a significant impact through compelling client communications across diverse channels.
As our CRM Strategist, your key responsibilities will include:
Campaign Strategy and Execution
- Develop multi-stage, omnichannel campaigns to support conversion, onboarding, education, and loyalty objectives.
- Use behavioral and trading data to personalise communications and contextualize message relevance.
- Execute re-engagement strategies to win back dormant or low-activity clients.
Data-Driven CRM Management
- Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions.
- Set up, maintain, and optimise lead scoring models to identify high-potential leads and activate sales touchpoints.
- Perform advanced reporting and dashboarding to monitor campaign effectiveness, with clear links to business KPIs.
Client Lifecycle Management
- Own the design, deployment, and optimisation of CRM journeys across key lifecycle stages: Lead to Application Conversion, Application to Funding, Funding to First Trade, Dormancy to Reactivation.
- Continuously improve these journeys to shorten time-to-value, boost activation rates, and increase client longevity.
Platform Ownership and Technical Execution
- Manage the end-to-end use of Salesforce Marketing Cloud including Journey Builder, Automation Studio, Email Studio, and Contact Builder.
- Leverage AMPScript, dynamic content blocks, and conditional logic for deep personalisation.
- Ensure hygiene of CRM data, compliance with regulatory standards, and campaign scalability.
Stakeholder Collaboration
- Partner closely with Content, Product, Sales, and Analytics teams to align on messaging, timing, and client insights.
- Provide strategic input to Marketing and Sales leaders based on CRM intelligence and testing outcomes.
- Brief and QA creative assets for SFMC deployment.
- Monitor campaign performance with a sharp eye on client actions, drop-off points, and engagement metrics.
- A/B test subject lines, journey branches, send times, CTA placements, and value propositions.
- Apply findings to improve campaign ROI and client experience.
Key Success Metrics
- Increase in conversion from lead to approved client
- Decrease in time to fund and time to first trade
- Reduction in early-stage churn
- Uplift in active trader retention and frequency
- Reactivation of dormant accounts
About you
- 5+ years in a CRM, Marketing Automation, or Lifecycle Marketing role
- Proven track record of driving measurable improvement in client acquisition and retention through CRM
- Hands-on expertise in Salesforce Marketing Cloud, especially Journey Builder and Automation Studio
- Strong understanding of CRM systems and integrations, preferably with Salesforce Sales Cloud
- Proficient in HTML, CSS, and AMPScript for email personalisation and rendering
- Exceptional analytical skills, with experience in campaign analysis and KPI reporting
- Knowledge of lead lifecycle management, scoring, nurture strategies, and data governance
- Experience working in fintech, online trading, or regulated industries
- Analytical thinker with high attention to detail and strong project management capabilities
- Self-starter with a growth mindset, constantly seeking new ways to improve
- Adaptable and thrives in fast-paced, global teams
- Strong communicator, able to translate technical capability into business impact
- Values-driven team player who thrives in a collaborative, data-led culture
- Experience in a CFD, FX, or online brokerage environment is a strong advantage
Why you will enjoy working with us
- Competitive salary structure including company bonus scheme
- Flexible and hybrid working
- Remote working option – work from anywhere for up to 6 weeks per year
- 10 days of Company paid sick leave annually
- 25 days of paid vacation
- 3 paid volunteering days per year & Workplace Giving Program
- Comprehensive medical insurance with coverage for your healthcare needs
- Pension fund
- Employee referral bonuses for referring top talent to the company
- Ongoing personal development & learning opportunities
- Periodic recognition and reward programs for outstanding performance and achievements
- Frequent events and celebrations
- Genuinely collaborative and friendly culture
- Employee Assistance Program & Wellbeing Initiatives
More about Pepperstone
We’re a regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, we arm our clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, we learn quickly and move forward with impact. To learn even more visit Pepperstonecareers.com and
We understand it’s important to do due diligence on a prospective employer, and see what our team is saying on Glassdoor. We respect our team members’ experiences and will never pay to remove a negative review.
Pepperstone is an equal-opportunity employer. We are passionate about building a diverse workplace and strongly encourage applications from any background.
“We are a 2025 Circle Back Initiative Employer – we respond to every applicant”.
We will be reviewing applications as they come through, so if this is an opportunity that excites you, don\’t wait. Express your interest by clicking the apply button below as soon as possible.
Note to external agencies: While we appreciate the efforts of external recruitment agencies, we prefer to engage directly with applicants for this opportunity.
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CRM Strategist employer: Pepperstone
Contact Detail:
Pepperstone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Strategist
✨Tip Number 1
Familiarise yourself with Salesforce Marketing Cloud, especially Journey Builder and Automation Studio. Being able to demonstrate your hands-on expertise in these tools during discussions can set you apart from other candidates.
✨Tip Number 2
Showcase your analytical skills by preparing examples of how you've used data to drive CRM strategies in the past. Be ready to discuss specific campaigns where your insights led to measurable improvements in client acquisition or retention.
✨Tip Number 3
Network with professionals in the fintech and online trading sectors. Engaging with industry peers can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 4
Prepare to discuss your experience with dynamic segmentation strategies and lead scoring models. Highlighting your ability to personalise communications based on client behaviours will resonate well with the hiring team.
We think you need these skills to ace CRM Strategist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in CRM, Marketing Automation, and Lifecycle Marketing. Use specific examples that demonstrate your success in client acquisition and retention, particularly in fintech or online trading environments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for enhancing customer journeys and your expertise with Salesforce Marketing Cloud. Mention how your analytical skills and project management capabilities align with the responsibilities of the CRM Strategist role.
Highlight Technical Skills: Emphasise your hands-on experience with tools like Journey Builder, Automation Studio, and AMPScript. Provide examples of how you've used these tools to create personalised campaigns that drove measurable results.
Showcase Collaboration Experience: Discuss your experience working with cross-functional teams, such as Content, Product, and Sales. Highlight any successful projects where you collaborated to improve campaign performance and client engagement.
How to prepare for a job interview at Pepperstone
✨Know Your CRM Tools
Familiarise yourself with Salesforce Marketing Cloud, especially Journey Builder and Automation Studio. Be prepared to discuss how you've used these tools in past roles to create effective campaigns.
✨Showcase Your Analytical Skills
Prepare examples of how you've used data to drive decisions in your previous roles. Highlight specific metrics you've improved, such as conversion rates or client retention, to demonstrate your impact.
✨Understand the Fintech Landscape
Research the fintech industry and Pepperstone's position within it. Be ready to discuss trends in online trading and how they might influence CRM strategies, showing that you’re not just a CRM expert but also industry-savvy.
✨Emphasise Collaboration
Since the role involves working closely with various teams, prepare to share experiences where you've successfully collaborated with content, product, or sales teams. Highlight your communication skills and ability to align messaging across departments.
