At a Glance
- Tasks: Create and optimise engaging campaigns across various messaging platforms.
- Company: Join a dynamic fintech team focused on financial inclusion.
- Benefits: Competitive pay, share options, private healthcare, and flexible working.
- Other info: Work in a vibrant office in London with a supportive team culture.
- Why this job: Make a real impact in a growing company that values diversity and innovation.
- Qualifications: 3 years of CRM experience and familiarity with marketing automation tools.
Pockit and Monese are the all-in-one money apps that make it easy for people to access and manage the financial tools that put them in control of their money. We provide vital financial services, from accounts and cards through to income advance. In October 2024, Pockit acquired Monese, creating the leading fintech for low-income individuals and those who are poorly served by traditional banks. The combined business serves over three million customers across the UK and Europe.
About us:
We're a lively, diverse and international team, based across offices in London, Newcastle, Tallinn and remote teams in central Europe. You'll be joining a team that fosters curiosity, ambition, accountability, and resilience and we know you'll be made to feel at home straight away.
What you'll be doing:
- Build, execute, and iterate campaigns across email, push, SMS, in-app, and on-platform messaging in Braze.
- Monitor campaign performance closely and prepare post-campaign reports with actionable insights.
- Immerse yourself in qualitative and quantitative user data analysis.
- Use data and segmentation models to deliver the right message to the right user, through the most effective channel.
- Contribute to and implement A/B tests as part of structured testing plans.
- Collaborate closely with Marketing, Product, Data, and BI teams to align on strategy and execution.
Key Responsibilities:
- Support the CRM lifecycle roadmap, ensuring ongoing monitoring, evaluation, and optimisation of all activity.
- Analyse user data to identify opportunities and challenges, using insights to drive informed decisions.
- Create and optimise customer engagement campaigns across email, SMS, push, and in-app messaging.
- Own campaign delivery, QA, and audience segmentation to ensure accurate, timely execution.
- Track key performance indicators and turn results into clear recommendations for continuous improvement.
- Collaborate with data and BI experts to support data-driven decision-making.
What we're looking for:
- At least 3 years of relevant CRM experience in a consumer-facing environment.
- Hands-on experience with Braze or a comparable CRM/marketing automation platform, used to build and execute campaigns.
- Comfortable with tech-related terminology (e.g. SDK, API) and able to adapt quickly to new tools.
- Knowledge of HTML and CMS systems is a plus.
- Ability to translate customer needs and insights into a meaningful, actionable strategy.
- Experience project managing multiple workstreams and prioritising effectively.
- Fluent English; experience in multi-national or multi-lingual environments is a valuable asset.
Bonus points: experience in banking, fintech, or another regulated industry.
Why Join Us:
- Join a mission-driven company working at the intersection of technology and financial inclusion.
- Work with a diverse, entrepreneurial, and ambitious team.
- Make a real impact in a scale-up with global reach and strong growth potential.
- Competitive compensation and benefits, including share options, Bupa private healthcare and flexible working.
Work Location:
The primary place of work is Pockit’s headquarters in Marylebone, London, where the role will be expected to be in the office 3 days a week (Monday, Tuesday and Thursday).
CRM Specialist employer: Monese
Pockit and Monese offer an exceptional work environment for the Group Accounting Manager, where you will be part of a vibrant, diverse team dedicated to financial inclusion. Located in the heart of Marylebone, London, employees enjoy competitive compensation, flexible working arrangements, and opportunities for professional growth within a fast-paced fintech scale-up. Join us to make a meaningful impact while collaborating with ambitious colleagues who value curiosity and accountability.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Monese. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CRM Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Monese.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Monese's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Monese
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Monese.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Monese will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Monese employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
