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- Tasks: Own and shape the CRM marketing calendar, delivering impactful communications.
- Company: TotallyMoney is a free personal finance app promoting financial fairness and empowerment.
- Benefits: Enjoy hybrid working, flexible hours, 25 days leave, and health perks.
- Why this job: Join a diverse team focused on innovation and making a social impact.
- Qualifications: Proficiency in CRM tools, strong communication, and analytical skills required.
- Other info: Embrace a culture of learning with hobby clubs and regular socials.
The predicted salary is between 32000 - 36000 £ per year.
Join to apply for the Senior CRM Executive role at Ocean Finance
Join to apply for the Senior CRM Executive role at Ocean Finance
TotallyMoney is part of the Think Money Group which includes Ocean Finance, CredAbility, TotallyMoney and Money Wellness.
Hours: 40 hrs/week, 7am – 7pm core hours
Department: CRM
Salary : £38,000 – £42,000
Experience level: Mid/Intermediate
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 bunch from different 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 under-served consumers — we want to hear from you!
What you’ll do:
We’re looking for a creative and analytical CRM specialist with a commercial mind to own and shape our CRM Marketing calendar, by delivering best-in-class communications to our customers and optimising them through test and learn to drive results and hit our KPIs.
The ideal candidate will be driven and motivated, with strong stakeholder management and organisational skills and a commitment to continuous improvement.
Your responsibilities will include:
- Ownership and planning of the CRM marketing calendar, continuously monitoring performance and making improvements to ensure KPIs are hit
- Generate new ideas for CRM marketing content, liaising closely with the brand and PR teams to align on seasonal moments and relevant research
- End-to-end execution of CRM marketing campaigns, including brief development, delivering feedback to copy and design, and building campaigns
- Planning, executing and reporting A/B tests, ensuring insights are shared and actioned to continuously improve campaign performance
- Work closely with commercial team to ensure communication of our products is accurate, timely, and promoted to appropriate audiences
- Ensure all communications are fully compliant with FCA and GDPR, and champion CRM best practice
Requirements
Here’s what we think you’ll need to succeed in this role:
- High-level of proficiency with CRM platforms, tools and technologies
- Strong organisation and planning skills
- Excellent communication and stakeholder management skills
- Strong analytical skills with a proven track record of using data insight to drive campaign improvements
- Experience delivering campaigns across multiple channels, including email and push
- Experience editing html code
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.
Benefits:
Working at TotallyMoney has its perks. When you join the team you’ll get:
- Hybrid working — We operate a hybrid policy. 2 days of your choice in our office.
- Flexible hours — Our core hours are 7 am to 7 pm. Fit your hours within that, however you like.
- ️ 25 days of annual leave (plus 8 bank holidays), 2 additional free days off at Christmas time, and the option to purchase an extra week off.
- 40 days to work abroad — make us jealous of your stunning view.
- Parental leave so you can spend time with your new bundle of joy.
- 2 days leave to volunteer for whatever causes you’re passionate about! Plus, the opportunity to give back during work with a range of charity events.
- Generous sick leave so you can take the time you need to get better.
- ???? Vitality Health Insurance and reward scheme (inc. 50% off Virgin Active gyms, free access to headspace and so much more).
- Perkbox membership for a range of great discounts and freebies.
- Cycle to Work scheme and great on-site facilities to accommodate those who choose to cycle or run to work.
- Prayer/quiet room with privacy curtain and prayer mats.
- Auto-enrolment pension scheme with Scottish Widows.
- Mental health and well-being perks include talking therapies with Self-space and ‘in-the-moment’ assistance via our Employee Assistance Programme by Viviup.
- You’ll find a pup or 2 around our dog-friendly office.
- 2 annual company socials, regular team socials throughout the year, and an all-company invitation to weekly Thursday drinks (table tennis optional).
- Free breakfast on Thursdays at our company morning meeting.
- Snack jars filled with goodies, coffee machines with Caravan coffee, and a great range of herbal teas — help yourself!
- Hobby clubs and activities like football, padel, Catan, and book club — you could even start your own!
- A cultural focus on learning and development – training is a part of our monthly company agenda.
- FORA building membership with access to various in-building perks such as socials, breakfasts, a running track, and fitness classes.
The hiring process:
Once we’ve received your application, we’ll take a good look before getting in touch with you to discuss the next steps of the process. This will include:
- Pre-screen call with our People Experience Manager (15 mins)
- First stage interview with the hiring manager (30-45 mins)
- Second stage panel interview at our office with in-the-room assessment (90 mins)
- Final round chat with CEO (30 mins)
How to apply:
Want to join our ambitious team? Fill in your application and submit today!
If you have any questions, you can reach out to
Our commitment to diversity and inclusion:
At TotallyMoney, we’re committed to being an inclusive and diverse employer, and 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.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
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Job function
Business Development and Sales
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Senior CRM Executive employer: Ocean Finance
Contact Detail:
Ocean Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior CRM Executive
✨Tip Number 1
Familiarise yourself with the CRM platforms and tools that TotallyMoney uses. Being able to discuss specific features or functionalities during your interview can demonstrate your expertise and enthusiasm for the role.
✨Tip Number 2
Prepare examples of successful CRM campaigns you've managed in the past. Highlight how you used data insights to drive improvements, as this aligns perfectly with the responsibilities outlined in the job description.
✨Tip Number 3
Showcase your creativity by brainstorming innovative ideas for CRM marketing content. Be ready to discuss how you would collaborate with brand and PR teams to align on seasonal moments, which is a key aspect of the role.
✨Tip Number 4
Understand the importance of compliance with FCA and GDPR regulations in CRM communications. Being knowledgeable about these areas will not only help you in the role but also impress the hiring team during your discussions.
We think you need these skills to ace Senior CRM Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in CRM and marketing. Use keywords from the job description, such as 'stakeholder management', 'campaign execution', and 'analytical skills' to catch the hiring manager's attention.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping underserved consumers and how your skills align with TotallyMoney's mission. Mention specific examples of past successes in CRM roles that demonstrate your ability to drive results.
Showcase Your Analytical Skills: Since the role requires strong analytical skills, include examples of how you've used data insights to improve campaign performance in previous positions. This could be through A/B testing or other metrics that showcase your impact.
Highlight Compliance Knowledge: Given the importance of FCA and GDPR compliance in this role, mention any relevant experience you have in ensuring communications meet these standards. This will show your understanding of the regulatory environment in which TotallyMoney operates.
How to prepare for a job interview at Ocean Finance
✨Know Your CRM Tools
Make sure you have a solid understanding of the CRM platforms and tools relevant to the role. Be prepared to discuss your experience with these technologies and how you've used them to drive campaign improvements in the past.
✨Showcase Your Analytical Skills
Since the role requires strong analytical skills, come ready to share examples of how you've used data insights to optimise campaigns. Prepare to discuss specific metrics you've tracked and how they influenced your decision-making.
✨Demonstrate Stakeholder Management
Highlight your experience in managing stakeholders effectively. Be ready to provide examples of how you've collaborated with different teams, such as brand and PR, to align on marketing strategies and ensure successful campaign execution.
✨Prepare for A/B Testing Discussions
As A/B testing is a key part of the role, be prepared to talk about your experience with planning, executing, and analysing A/B tests. Share insights on what you've learned from past tests and how you've applied those lessons to improve future campaigns.
