CRM Specialist

Freetrade’s mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings. We’re changing that. We’re building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you’re driven by solving complex problems and building innovative products, you’ll fit right in.

We are looking for an analytical, creative and commercially driven CRM Specialist to accelerate customer engagement across Freetrade’s platforms. This role will play a key part in executing Freetrade’s growth plans, contributing to strategy through data-led insights and hands-on optimisation across CRM channels. You will combine engagement marketing expertise with strong numerical and creative capabilities, helping to shape how Freetrade drives efficient, scalable growth.

The ideal candidate is data-driven, creative and collaborative, with a proven ability to deliver measurable commercial outcomes through disciplined testing, analysis, and optimisation. If you’re passionate about driving results, optimising campaigns, and making an impact, we’d love to hear from you!

About the role

• Coordinate, develop and deliver campaigns across all CRM marketing channels, including emails, push notifications, app inbox and in-app messages.
• Execute email marketing initiatives to maximise commercial objectives.
• Write engaging, conversion-focused copy and design effective email templates.
• Deliver activity as per marketing calendar.
• Support with the delivery of items on the Customer Engagement Roadmap.
• Collaborate with design and content teams to develop high-performing campaigns across CRM channels.
• Analyse campaign performance data to identify winning concepts and continuously refine messaging and format strategies.
• Manage structured campaign testing frameworks to optimise campaign performance.
• Turn top-performing campaigns into playbooks to share with the wider business.

Performance Measurement & Reporting

• Analyse lifecycle campaign performance and present actionable insights.
• Understand customer behaviour and analyse marketing channels, proposing actions for improvement.
• Maintain accurate tracking and attribution of CRM channels.
• Partner with the data team to develop dashboards to clearly communicate performance and commercial impact.

About you

Experience

• 2-4 years of hands-on experience running email marketing campaigns from creative concept through to analysis and reporting.
• Demonstrated success in delivering email marketing campaigns with clear commercial outcomes.
• Strong understanding of CRM fundamentals.
• Proven experience in creative ideation, briefing, and performance optimisation.

Preferred Background

• Experience in fintech or another regulated, data-driven consumer technology business.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills; proficient in English.
• Ability to work independently under pressure in a fast-paced environment.
• Interest in personal finance and investing.
• Degree in Business, Marketing, or equivalent relevant experience.

Technical & Analytical Proficiency

• Experience using CRM platforms (e.g. Braze, Salesforce, Iterable, Mailchimp).
• Strong experience with analysing and interpreting large data sets to drive actionable insight.

Commercial & Strategic Input

• Ability to interpret business objectives and translate them into actionable, measurable marketing activity.
• Comfortable providing strategic recommendations grounded in data.

Ways of Working

• Creative & analytically focused.
• Motivated by clear goals and performance targets.
• Operates with pace, precision, and strong attention to detail.
• Collaborates effectively with cross-functional teams and communicates complex data clearly and concisely.
• Thrives in a fast-moving, high-accountability environment.

Benefits & Logistics

Freetrade is the place to accelerate your career. Our benefits package and ways of working are designed to attract and retain the most talented people who are dedicated to making an impact at Freetrade.

Here’s what’s on offer in 2026:

• We’re operating in a hybrid model: 3-days in-office / 2-days from home.
• Flexibility for those who need it.

Values - at Freetrade we live and breathe our values: Honesty, Focus and Grit. Expect to be asked about these in your interview!

Benefits In London

• Competitive salary – carefully benchmarked.
• Holidays – 25 days plus UK public holidays. Your birthday off, plus one extra day for every year at Freetrade.
• Enhanced pension – We’ll match your contributions up to 7%.
• Group Life Insurance – Protect your loved ones with coverage at 5x your salary.
• Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans.
• Bonus Scheme - join us and share in our growth.
• Income Protection Cover – Safeguard your income with comprehensive coverage.
• Enhanced parental leave – time off when it matters most.
• Learning & Development – We fund industry qualifications so you can grow as a financial services professional.
• Cycle to Work scheme – Get a high quality bike and gear through our salary sacrifice scheme.
• Paid Sick Leave – Receive 10 days of fully paid sick leave each calendar year.

Interview Process

We keep things simple and transparent. Our process typically includes:

• Initial interview – A chat with one of our Talent Partners.
• Hiring Manager interview – A deep dive into your skills and experience.
• Take-home Task and Presentation - Show us how you think and solve problems.
• Executive interview – A conversation with our stakeholders, where we also assess cultural fit.

We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you.