CRM Strategist

CRM Strategist

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive customer engagement and growth through data-led CRM strategies and cross-functional collaboration.
  • Company: Join Chip, a fast-growing fintech company on a mission to build the wealth super app of the future.
  • Benefits: Enjoy competitive pay, private medical insurance, flexible working, and a generous holiday allowance.
  • Why this job: Make a real impact in a dynamic environment while shaping customer experiences and driving growth.
  • Qualifications: Experience in CRM strategy, strong analytical skills, and a passion for understanding customer behaviour.
  • Other info: Be part of a diverse team that values creativity, collaboration, and fun!

The predicted salary is between 36000 - 60000 £ per year.

We’re looking for a CRM Strategist to drive Chip’s customer engagement and growth strategy through data-led planning, ideation, and cross-functional collaboration. This role sits at the centre of our CRM function, defining how we use lifecycle communications to deliver against our North Star Metrics and ensuring CRM is aligned with our wider product and growth goals. You’ll translate business objectives into actionable CRM initiatives, lead workshops to shape new ideas, and work closely with Product, Growth, and Data squads to make sure CRM delivers measurable impact. You’ll also own performance reporting and dashboards, ensuring the team’s work is visible, optimised, and grounded in insight. This is a strategic role for someone who loves combining creativity with data — a thinker and planner who can see the big picture, understand customer journeys, and shape how we communicate across the lifecycle.

What you can expect to be doing:

  • Strategy & Planning
    • Define and own specific CRM strategies in line with company goals and North Star Metrics (NSM).
    • Translate business and product objectives into clear, testable CRM initiatives.
    • Lead ideation workshops to generate new lifecycle and growth campaigns.
    • Build quarterly roadmaps that align CRM initiatives with product releases and squad priorities.
    • Provide strategic briefs and direction to CRM Production and Operations teams for campaign build.
  • Performance & Insight
    • Create and maintain dashboards to monitor CRM performance, ensuring visibility across teams.
    • Report regularly on CRM performance against NSM, highlighting insights and actions.
    • Set hypotheses, define success metrics, and oversee test-and-learn frameworks.
    • Partner with Data and Analytics to identify trends, opportunities, and areas for optimisation.
    • Deliver presentations and updates to stakeholders, representing CRM’s contribution to growth.
  • Collaboration & Leadership
    • Act as the strategic voice of CRM for your vertical.
    • Collaborate with Product, Growth, and Marketing to align lifecycle communications with user experience.
    • Provide final approval and sign-off for strategic CRM-led communications initiatives.

What we’re looking for:

  • Proven experience in CRM or Lifecycle Marketing strategy, ideally within a high-growth or fintech environment.
  • Strong understanding of CRM platforms (Braze experience a plus) and lifecycle automation.
  • Analytical mindset with experience in performance reporting, dashboards, and data interpretation.
  • Comfortable developing and testing hypotheses, designing experiments, and interpreting results.
  • Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
  • Strong planning and organisational skills, capable of managing multiple projects and priorities.
  • Collaborative and creative, with a passion for understanding customer behaviour and improving engagement.

Working Hours:

  • Monday to Thursday: 9:00 AM – 6:00 PM
  • Friday: 8:00 AM – 4:00 PM (Start your weekend early!)

Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend!

PERKS:

  • Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary.
  • Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £50,000.
  • Private medical insurance (medical history disregarded).
  • Employee Assistance Programme.
  • Cycle to work scheme.
  • Season ticket loan.
  • Free ChipX subscription for UK-based employees.
  • Flexible working arrangements.
  • 28 days holiday plus bank holidays, plus the days between Christmas and New Year.
  • Annual training budget for courses, workshops, or conferences to help you advance your career.
  • £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing.
  • Company laptop.
  • Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup.

Our Interview Process:

  • Video screen with someone from our Talent team.
  • Video interview with the hiring manager.
  • Short take home task.
  • Final interview with SVP of Growth.

About Chip:

Chip’s mission is to make your life wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we’re not slowing down. Chip serves over 400,000 active customers and looks after over £6 billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose.

Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50 million from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip.

Our vision: To be the most personal digital wealth manager in the UK.

Who we are: Chip has a creative and diverse team of 180, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards.

Our Values:

  • Be ACCOUNTABLE: Everything you do matters, care about the end result, challenge the norm, disagree, yet commit to making it happen once a decision has been made, do the best job possible.
  • Be BOLD: Share our ambition and do your bit to achieve it, innovate: challenge the norm, break the mould and make it happen, set goals that truly align with our mission, do your best for our customers.
  • Be COLLABORATIVE: Work cross-functionally - we win as a team, build strong relationships based on trust, treat others fairly and respectfully, hold others to account, be supportive and inclusive, have fun together.

Equal Opportunities: We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities.

CRM Strategist employer: Chip

Chip is an exceptional employer that fosters a vibrant and inclusive work culture, where creativity meets data-driven strategy. As a CRM Strategist, you'll enjoy a balanced workweek with early finishes on Fridays, alongside generous benefits such as a performance-related bonus, private medical insurance, and an annual training budget to support your professional growth. Join a fast-growing fintech startup that values diversity, encourages personal interests, and offers the opportunity to make a significant impact on the future of wealth management.
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Contact Detail:

Chip Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Strategist

✨Tip Number 1

Get to know Chip and our mission! Research our values, products, and recent news. This will help you connect your experience with what we’re all about during interviews.

✨Tip Number 2

Practice your storytelling skills. We love hearing about your journey, so prepare some fun anecdotes that showcase your creativity and problem-solving abilities in CRM.

✨Tip Number 3

Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider tips and make you stand out.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.

We think you need these skills to ace CRM Strategist

CRM Strategy
Lifecycle Marketing
Data Analysis
Performance Reporting
Dashboard Creation
Hypothesis Development
Experiment Design
Stakeholder Communication
Project Management
Collaboration
Creativity
Customer Journey Understanding
Cross-Functional Collaboration
Analytical Mindset

Some tips for your application 🫡

Show Your Passion for Chip: When you're writing your application, let your enthusiasm for Chip shine through! We want to see that you’re genuinely excited about our mission and the role of CRM Strategist. Share why you think you’d be a great fit and how your interests align with what we do.

Be Data-Driven: Since this role is all about data-led planning, make sure to highlight your analytical skills in your application. Talk about your experience with performance reporting and how you've used data to drive decisions in previous roles. We love a good story backed by numbers!

Tailor Your Application: Don’t just send a generic CV and cover letter. Tailor your application to reflect the specific skills and experiences that match the job description. Mention your experience with CRM platforms and lifecycle marketing strategies, and how they relate to our goals at Chip.

Keep It Professional Yet Fun: While we appreciate professionalism, we also value personality! Don’t hesitate to inject a bit of your character into your application. Whether you’re a gamer or a musician, share something unique about yourself that shows you’d fit right in with our team culture.

How to prepare for a job interview at Chip

✨Know Your CRM Inside Out

Before the interview, make sure you’re well-versed in CRM strategies and platforms, especially if you have experience with Braze. Brush up on how lifecycle communications can drive customer engagement and growth, as this will be key to demonstrating your fit for the role.

✨Showcase Your Analytical Skills

Prepare to discuss your experience with performance reporting and data interpretation. Bring examples of how you've used data to inform your CRM initiatives and how you’ve created dashboards to monitor performance. This will show that you can translate insights into actionable strategies.

✨Be Ready to Ideate

Since leading ideation workshops is part of the job, think of a few creative campaign ideas you could propose during the interview. This will not only demonstrate your creativity but also your ability to align with the company’s goals and North Star Metrics.

✨Bring Your Personality

Chip values authenticity and a sense of fun, so don’t shy away from sharing your interests outside of work. Whether you're a gamer or a dancer, let your personality shine through. This will help you connect with the interviewers and show that you’d be a great cultural fit.

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