At a Glance
- Tasks: Lead the CRM team to create impactful customer communication strategies.
- Company: Wealthify, a digital wealth management platform revolutionising investment for a new generation.
- Benefits: Competitive salary, generous holiday, private medical insurance, and a company pension plan.
- Other info: Hybrid role with opportunities for professional growth and a fun, supportive culture.
- Why this job: Join a dynamic team and shape the future of customer relationships in a fast-paced environment.
- Qualifications: Proven CRM expertise, strong leadership skills, and a passion for data-driven marketing.
The predicted salary is between 70000 - 70000 £ per year.
Wealthify – Head of Customer Relationship Marketing
Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with confidence.
Founded in 2016 to address the needs of a new generation of investors, Wealthify blends digital technology, expert investment management and close attention to our customers to make wealth creation more accessible.
Wealthify offers a range of investment accounts (Stocks & Shares ISA, Junior ISA (JISA), General Investment Account (GIA), Self-Invested Personal Pension (SIPP)) and savings accounts (Cash ISA, Instant Access Savings Account (IASA)) to give customers a range of ways to manage and grow their money.
With a proprietary technology platform, a seasoned and passionate team of experts, and a substantial base of customers and assets under management, Wealthify is now growing towards profitability under the ownership of Aviva plc, after successfully establishing itself as a digital disruptor in this huge market.
The role
We are looking for an experienced Head of CRM to lead the existing team and play an important role in Wealthify’s growth ambitions as we embed a programmatic approach to customer communications.
We’re at an exciting point in our journey - we have fully migrated to a new CRM platform (Iterable) and, with our growing Data and Insight Team, are now in a great position to deliver a refreshed strategic CRM strategy based on data-driven insight.
As Head of CRM, you will set and drive our strategy and plans forward and be passionate about creating targeted, multi-channel CRM strategies that not only engage, but also deliver measurable results in line with ambitious business targets.
We already have a passionate and multi-skilled CRM team of 2 that report to this role and we are looking for an exceptional team leader to take them forward.
- Reporting into the Chief Marketing Officer, this role is responsible for:
- Setting and driving comprehensive CRM strategies to achieve business goals and stretching commercial objectives.
- Owning the delivery of targets and communication of results to the senior leaders in Monthly/ Quarterly Trading meetings.
- Directing the CRM Team workloads and ensuring objectives are clear and well-defined so that CRM strategy and plans are fulfilled.
- Working with the Data Team to deliver automated, omni-channel comms (email, SMS, app notifications and in-app messaging) for retention and increase multi-product holdings and customer lifetime value, using customer-data based segmentation and propensity models.
- Managing and directing the relationship with our CRM platform (Iterable), ensuring their client services and platform functionality are optimised and used to the full potential.
- Inputting into key strategic business projects and managing required CRM support.
- Assessing CRM requests from the wider business, evaluating commercial viability, and managing stakeholders.
- Testing new things and learning is a big part of our culture, so if you’re curious, data-driven and creative, you’ll fit right in.
The candidate
The ideal candidate will be an energetic team player and eager to lead and take ownership of all things CRM, and manage 2 direct reports.
We work in a fast-paced start up environment, where the challenge is high, but we support each other to achieve our goals and make sure we have fun along the way.
Skills and Experience
We don’t need you to tick all these boxes (in fact we’d encourage you to apply even if you don’t!), but these are the traits we are looking for:
- Proven CRM expert with demonstrable success in driving commercial results.
- Strong leadership skills and team management and development experience.
- Broad knowledge of CRM platforms/email service providers/marketing automation.
- Knowledge of automated lifecycle programs, dynamic content, segmentation, testing methodologies and inbox placement.
- Solid understanding of data management, analysis, and reporting.
- Omni-channel experience e. g. outbound telephony, SMS and push notifications.
- Proven experience in working with retention and loyalty programmes.
- Willingness to learn the new platform, previous hands-on experience an advantage.
- Strong planning and organisational skills, with proven ability to multi-task and work to deadlines.
Location
This is a hybrid role, with 1-2 days per week to be spent in Wealthify’s Cardiff office.
Compensation and Benefits
- Salary of up to £70k
- 24 days of holiday a year (with an additional day’s holiday for each full year served, up to 28 days)
- Annual discretionary bonus, linked to company and individual performance.
- Private Medical Insurance
- Death in Service Cover (3 times annual salary)
- Income Protection Insurance
- Company Pension Plan , with matched contributions up to 6% of base salary
- #J-18808-Ljbffr
Head of Customer Relationship Marketing in Penarth employer: Wealthify
Wealthify is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Cardiff. With a focus on employee growth, we offer ample opportunities for professional development and the chance to make a meaningful impact in the digital wealth space. Our small team environment ensures that your contributions are valued, and you will enjoy the autonomy to drive results while working alongside passionate colleagues.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Customer Relationship Marketing in Penarth
✨Show Your Creative Side
In marketing communications, standing out is key. Get creative with your application! Consider designing a mini-campaign or pitch that highlights your skills and understanding of the brand. Tailor it for Wealthify and show them what you can bring to the table.
✨Engage in Marketing Communities
Get involved in local or online marketing communications groups. Check out platforms like Meetup for events and workshops. Networking here can lead to hidden job openings and valuable insights into the industry trends—this is where we often discover what companies like Wealthify are looking for.
✨Leverage Social Media
Use platforms like LinkedIn and Twitter to showcase your passion for marketing communications. Share insights, articles, and your own content that resonates with the industry. Tagging or interacting with Wealthify on these platforms can catch the eye of recruiters and show you're genuinely interested in them.
✨Attend Industry Events
Keep an eye out for marketing conferences and workshops. These are great places to meet potential employers face-to-face and make connections that could land you a full-time role at Wealthify. Bring your business cards and be prepared to chat about how you can contribute!
We think you need these skills to ace Head of Customer Relationship Marketing in Penarth
Some tips for your application 🫡
Craft an Impactful Cover Letter:Your cover letter is your chance to shine! Focus on your passion for marketing communications and how your previous experiences can benefit Wealthify. Make sure to mention specific campaigns or projects you’ve worked on that showcase your creativity and strategic thinking.
Showcase Your Writing Skills:As you're diving into a marketing communications role, your writing ability is crucial. Include samples of your work, like blog posts, press releases, or social media campaigns in your application. This lets us see your style and how you engage with different audiences.
Tailor Your CV to Marketing:Your CV should highlight relevant marketing skills and experiences! Include specific tools or platforms you’ve used, like Google Analytics or social media management software. Mention any certifications or workshops related to marketing that you've completed – they can give you an edge!
Demonstrate Your Understanding of Wealthify:Show us that you’ve done your homework! In your application, briefly mention what you admire about Wealthify’s marketing approach or any recent campaigns that caught your attention. This can reveal your enthusiasm for the role and your genuine interest in joining our team!
How to prepare for a job interview at Wealthify
✨Showcase Your Creative Campaigns
Get ready to flaunt your portfolio! Include examples of previous marketing campaigns you've worked on, especially those that showcase your creativity and strategy. Recruiters at Wealthify will be keen to see how you conceptualise and execute campaigns, so highlight any measurable outcomes to back up your claims.
✨Know Your Digital Tools Inside Out
If you’re heading into a marketing-communications role, make sure you're comfortable discussing key digital marketing tools like Google Analytics, HubSpot, or Hootsuite. Expect some technical questions about how you've used these tools in the past, as they'll want to gauge your hands-on experience and how you analyse data to drive marketing decisions.
✨Be Ready for Scenario-Based Questions
At Wealthify, they may throw some scenario-based questions your way, aimed at testing your problem-solving skills in real-life marketing situations. Think through potential challenges you’ve faced, how you navigated them, and be prepared to discuss your thought process and outcome.
✨Demonstrate Your Passion for Marketing
As you’re applying for a full-time position, show that you're not just looking for a job, but a career in marketing. Talk about the latest trends in marketing communications, your favourite campaigns, and why they inspire you. Your enthusiasm can really make you stand out and demonstrate that you’re committed to growing within the field.
