IT and CRM Executive in Westminster

IT and CRM Executive in Westminster

Westminster Full-Time 35000 - 45000 £ / year (est.) Home office (partial)
Moneybox

At a Glance

  • Tasks: Coordinate engaging customer marketing campaigns and enhance user experiences.
  • Company: Join Moneybox, an award-winning wealth management platform transforming lives.
  • Benefits: Competitive salary, flexible working, and opportunities for personal growth.
  • Other info: Dynamic team environment with a focus on innovation and collaboration.
  • Why this job: Make a real impact on customer journeys and drive business success.
  • Qualifications: 3+ years in CRM, knowledge of HTML, and experience with CRM platforms.

The predicted salary is between 35000 - 45000 £ per year.

Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.

Moneybox is growing rapidly, and our CRM team is no exception. We have more customers, more accounts, more content and more features than ever before. A key driver of that growth has been our ongoing communication and engagement with existing customers. The management of these communications (both automated and manual) is getting understandably more complex in line with the increasing number of products and features we offer.

We're looking for an experienced CRM Lifecycle Executive to coordinate our ever-growing customer marketing campaigns. This person will play a key role in building a more engaging and personalised experience for our community and in driving commercial value for the business.

The CRM Lifecycle Executive will have a strong focus on the end-to-end management of a customer's journey using owned touchpoints to deliver the best possible experience for the customer and for the business. They will work closely with our mission-based teams (Wealth, Savings & Homebuying) to help manage, optimise and personalise the user journey throughout the app and our communications.

  • Assist in executing and iterating of end-to-end CRM lifecycle programs, including email, in-app messages, push notifications, and on-platform messaging.
  • Collaborate with the CRM Lifecycle Manager to execute the lifecycle roadmap across Wealth, Savings and Homebuying, ensuring ongoing monitoring, evaluation, and optimisation of all activities.
  • Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels.
  • Assist in preparing and distributing post-campaign performance reports, recommending actionable insights for continuous improvement.
  • Contribute and implement A/B tests to continually improve campaign effectiveness through structured testing plans.
  • Collaborate closely with Marketing, Product, and Insight teams to ensure alignment and effective execution of automation communications.

At least 3 years of relevant CRM experience in a consumer-facing environment.

Knowledge of HTML and CMS systems is essential. Hands-on experience using CRM platforms is essential, such as Braze, to build and execute campaigns.

Ability to translate customer needs and insights into a meaningful, actionable strategy. Capable of building data infrastructure and designing experiments with key stakeholders to generate actionable insights. Experience in project managing multiple workstreams and able to prioritise effectively.

IT and CRM Executive in Westminster employer: Moneybox

At Moneybox, we pride ourselves on being an excellent employer by fostering a collaborative and inclusive work culture that values diversity and innovation. Our hybrid working model offers the flexibility to balance personal and professional commitments while providing ample opportunities for growth and mentorship within our talented mobile team in Greater London. Join us to take ownership of exciting projects and make a meaningful impact in the fintech space.

Moneybox

Contact Details:

Moneybox Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land IT and CRM Executive in Westminster

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at Moneybox. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Moneybox before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace IT and CRM Executive in Westminster

CRM Lifecycle Management
Email Marketing
In-App Messaging
Push Notifications
Data Segmentation
Performance Reporting
A/B Testing

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to Moneybox:Your cover letter is your chance to shine! Tell us why you want to work at Moneybox specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Moneybox!

How to prepare for a job interview at Moneybox

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.