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- Tasks: Launch and manage exciting CRM campaigns that engage customers and drive revenue.
- Company: TotallyMoney is a free personal finance app dedicated to creating a fairer financial world.
- Benefits: Enjoy hybrid working, flexible hours, generous leave, health insurance, and fun team events.
- Why this job: Make a real impact from Day 1 in a diverse, innovative, and supportive environment.
- Qualifications: Strong communication skills and a proactive mindset are essential; experience in consumer spaces is a plus.
- Other info: We encourage applicants from all backgrounds; ambition and a willingness to learn matter most.
The predicted salary is between 25000 - 31000 £ per year.
Join to apply for the CRM Executive role at Ocean Finance
Join to apply for the CRM Executive role at Ocean Finance
This range is provided by Ocean Finance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
TotallyMoney is part of the Think Money Group, which includes Ocean Finance, CredAbility, TotallyMoney and Money Wellness.
Location: Remote / 2 Days a week in Old Street, London
Salary: £30,000 – £37,000 a year
Hours: 40 hrs/week, 7 am – 7 pm core hours
Are you a data-savvy communicator with a passion for crafting campaigns that truly connect? Do you love turning insights into action and seeing your work drive real results? If so, we’ve got the perfect role for you! We’re on the hunt for a CRM Executive who’s ready to dive into the world of customer engagement and retention. At TotallyMoney, CRM drives over 50% of our revenue, so you’ll be in a role that can make a huge impact from Day 1. We don’t expect you to have a long history of CRM experience – just strong examples of work in a business-to-consumer space in which you made a tangible impact.
About us:
TotallyMoney is the free personal finance app that gives people the plans, products, and help they need to unlock a life of more choices. It’s all about creating a fairer financial world where people who’ve been left behind can make their financial data work for them. Put simply, we help them move closer towards their financial goals. We’re a diverse group from various backgrounds, united by a company culture that promotes autonomy, collaboration, and innovation. We’ve even been voted one of the UK’s Best Companies to Work For! If you want to join our mission to help the UK’s most underserved consumers, we want to hear from you!
What you’ll do:
As part of the CRM team, your responsibilities will include:
- Launching and managing CRM campaigns that wow our customers and drive revenue
- Designing and executing A/B tests to optimise performance and boost conversion.
- Creating ad-hoc campaigns to surprise and delight our customers.
- Maintaining clean, consistent, and effective campaign setups.
- Translating ideas into clear creative briefs for our design team.
- Sharing insights and workflows with stakeholders.
Here’s what a normal day in the job might look like:
- Collaborating with commercial, product, and brand marketing teams.
- Using smart segmentation to tailor communications.
- Tracking campaign metrics and turning insights into action.
- Working cross-functionally to ensure alignment on goals and messaging.
Succeeding in your first few months includes:
- Delivering impactful campaigns that improve engagement and retention.
- Gaining fluency in our CRM tools and processes.
- Establishing strong working relationships across teams.
- Bringing creative energy and rigour to campaign execution.
Qualifications and skills:
Here’s what we think you’ll need to succeed in this role:
- A solid grasp of data protection principles and best practices in regulated environments.
- Excellent written communication—you produce clear, structured emails and briefs.
- A proactive mindset when it comes to campaign reporting and performance.
- A strong sense of ownership—you take the lead on your projects and see them through.
- A collaborative nature—you’re a great team player who contributes positively.
It’s a bonus if you’ve ever used these tools:
- Blueshift
- ThoughtSpot
- Email campaign and segmentation tools
You’ll fit in well if you’re the type of person who:
- Loves using insights to make meaningful improvements.
- Enjoys working in a fast-paced, collaborative environment.
- Thrives on turning ideas into results.
We know people, especially those from marginalised backgrounds, may hesitate to apply if they don’t meet all the requirements. Please apply anyway. We don’t expect you to be the complete package, just show us you have ambition and a willingness to learn.
What you’ll get from us:
Hybrid working – 2 days of your choice in our office.
Flexible hours – Fit your hours between 7 am and 7 pm.
25 days annual leave + 8 bank holidays + 2 bonus days at Christmas.
40 days to work abroad each year.
Generous parental leave.
2 volunteering days a year + regular charity volunteering opportunities.
Unlimited sick leave.
???? Vitality Health Insurance + rewards.
Perkbox membership.
Cycle to Work scheme and on-site facilities.
Prayer/quiet room.
Pension scheme with Scottish Widows.
Mental health and well-being support with Self-space and Viviup.
Dog-friendly office.
2 annual socials, team events, and Thursday drinks.
Free Thursday breakfast, snacks, and premium coffee.
Hobby clubs (Catan, book club, football, more!).
Learning and development sessions.
FORA building membership (fitness classes, events, etc.).
The hiring process:
Once we’ve received your application, we’ll take a good look before getting in touch to discuss next steps. This will include:
- A short 15-minute introductory telephone chat with our people experience manager.
- A 45-minute call with Head of CRM Anna and CEO Ali
- A panel and task interview with key team members and stakeholders
How to apply:
The wonderful Anna Rossou is managing the hiring process for this role. If you have any questions, you can reach out to the People Team at Want to join our ambitious team? Fill in your application and submit today!
Our commitment to diversity and inclusion:
At TotallyMoney, we’re committed to being an inclusive and diverse employer, and we welcome applications from all sections of society. We have an active DE&I (Diversity, Equity and Inclusion) committee led by employees and continually work on our DE&I efforts. We believe everyone has potential, regardless of race, religion or belief, ethnic origin, physical or mental ability, social background, age, nationality, marital, domestic, or civil partnership status, sexual orientation, gender identity, or any other differences that make you, you.
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CRM Executive employer: Ocean Finance
Contact Detail:
Ocean Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Executive
✨Tip Number 1
Familiarise yourself with the CRM tools mentioned in the job description, such as Blueshift and ThoughtSpot. Having a basic understanding of these platforms can give you an edge during interviews, showing your proactive approach and readiness to hit the ground running.
✨Tip Number 2
Prepare specific examples from your past experiences where you've successfully used data to drive customer engagement or improve campaign performance. This will help you demonstrate your data-savvy communication skills and your ability to turn insights into action.
✨Tip Number 3
Research TotallyMoney's current CRM campaigns and customer engagement strategies. Being knowledgeable about their recent initiatives will allow you to ask insightful questions during the interview and show your genuine interest in the role and the company.
✨Tip Number 4
Network with current or former employees of TotallyMoney on platforms like LinkedIn. Engaging with them can provide you with insider information about the company culture and expectations, which can be invaluable during your application process.
We think you need these skills to ace CRM Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in CRM or similar roles. Use specific examples that demonstrate your ability to craft campaigns and drive results, as this is crucial for the CRM Executive position.
Craft a Compelling Cover Letter: In your cover letter, express your passion for customer engagement and retention. Mention how your skills align with the responsibilities outlined in the job description, such as launching campaigns and using data insights.
Showcase Your Communication Skills: Since excellent written communication is essential for this role, ensure your application materials are clear, structured, and free of errors. This will reflect your ability to produce effective emails and briefs.
Highlight Your Collaborative Nature: Mention any experiences where you worked cross-functionally or collaborated with different teams. This will show that you can thrive in a team-oriented environment, which is important for the CRM Executive role.
How to prepare for a job interview at Ocean Finance
✨Showcase Your Data Savvy
As a CRM Executive, being data-savvy is crucial. Prepare to discuss specific examples where you've used data to drive campaign success. Highlight your ability to turn insights into actionable strategies that have led to tangible results.
✨Communicate Clearly
Excellent written communication is key for this role. Practice articulating your thoughts clearly and concisely. Be ready to provide examples of how you've crafted effective emails or briefs in previous roles.
✨Demonstrate Proactivity
The company values a proactive mindset, especially regarding campaign performance. Be prepared to discuss how you've taken the initiative in past projects, whether it was through reporting or optimising campaigns based on metrics.
✨Emphasise Collaboration
This role requires working closely with various teams. Share experiences that showcase your collaborative nature and how you've contributed positively to team dynamics. Highlight any cross-functional projects you've been involved in.
