CRM & Lifecycle Manager

About Us

InvestEngine is built for modern, long-term investors. We combine market-leading automation with exceptionally low costs to make investing powerfully simple. We have over £2.3 billion in assets under management, more than doubled in size over the past year, and have won multiple industry awards. We have a powerful product, a fast-growing customer base, and a team obsessed with building a better investing experience.

The role

This role exists to turn InvestEngine’s growth into a world-class lifecycle engine. You’ll be responsible for how customers experience InvestEngine beyond the first click, helping move them from curiosity to confident, long-term investors. There is an existing CRM strategy and roadmap in place, and you’ll play a key role in bringing this to life. You’ll be given ownership of key journeys and programmes, with real scope to improve, extend and evolve them as you spot opportunities through data, experimentation and customer insight. You’ll work cross-functionally with marketing, product, design and data to ensure CRM continues to be a meaningful driver of growth.

What success looks like

In your first 6–12 months, you will have taken ownership of key onboarding, activation and retention journeys, shipped high-quality improvements at pace, and helped materially improve how efficiently InvestEngine turns sign-ups into funded, engaged investors. You’ll be running a consistent optimisation and testing cadence, using segmentation and behavioural triggers to improve conversion and early-life retention, and producing clear reporting on what’s working and what to build next.

What you will do

• 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.

Who you are

• Experience: 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.

What we offer

InvestEngine is a small, agile business with fantastic room for growth. We offer:

• 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.

Our Hiring Process

• Introductory call with our Talent team
• Technical Interview with our Head of CRM
• Gamified cognitive assessment to understand how you think and problem-solve + practical task
• Senior leadership interview to explore alignment with our culture, values, and strategic direction