Finimize - CRM Marketing Executive

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Job Description Finimize empowers retail investors by equipping them with information to make their own informed investment decisions, without any jargon, in less than 15 minutes a day. Finimize has over one million subscribers to...

Job Description

Finimize empowers retail investors by equipping them with information to make their own informed investment decisions, without any jargon, in less than 15 minutes a day. Finimize has over one million subscribers to its daily newsletter and they’ve built a passionate global community around making investing accessible and digestible to clients.

At abrdn we’re futurists, enabling our clients to be better investors. So it’s great to be working with Finimize who share this vision of empowering investors through information.

Finimize HQ is typically based in London, currently all staff are working remotely so we’re open to remote workers for this role.

We’re looking for a CRM Marketing Manager to join our team. In this high-impact role you will be on the frontline of our subscriber engagement strategy, building out our CRM capability to convert, engage and retain users across our subscriber lifecycle while also engaging with subscriber inquiries.

The CRM Marketing Manager will play a crucial role at Finimize. You will build out our CRM & Lifecycle capability and implement marketing automations that drive user engagement and growth. You will design and execute strategies that drive subscriber engagement, convert users and newsletter readers to our Finimize Premium subscription and mitigate churn. You will work closely with stakeholders across Growth, Community, and Product to create email, push, and in-app campaigns, optimizing them along the way with A/B and multivariate testing. Our ideal candidate is hands-on and technical, equally strategic and operational with experience building CRM programmes from scratch and has deep expertise building user journeys and automated workflows.


  • Develop and lead the strategy for end-to-end user and subscriber acquisition, engagement and retention

  • Manage the end-to-end process for lifecycle communication across all channels - email, push, in-app - from brief to execution and post-campaign analysis

  • Create our audience segmentation strategy, define our subscriber segments and build reporting for free and premium subscribers.

  • Own the lifecycle communications for Finimize Premium subscribers

  • Identify organic and manufactured triggers and design strategies that leverage triggers to drive habituation, engagement and retention.

  • Create programs for subscriber on-boarding, lifecycle management, and winback initiatives

  • Analyse campaign and channel performance and use insights to identify opportunities to increase engagement and conversion rates at all stages of our subscriber’s lifecycle journey

  • Manage experimentation agenda continuously improve performance across all CRM channels

  • Own the CRM campaign calendar

  • Deliver consistent and innovative user experiences across our channels that enables us to personalise our user journeys.

  • Partner with Product and Engineering to identify and build features that will support your CRM strategy

  • Create and share weekly and monthly performance reports.

  • Respond to subscriber inquiries, resolving requests and improving subscriber satisfaction

  • Monitoring and responding to customer reviews across App Store, Google Play, TrustPilot and more

To be successful in this role you will need (minimum experience/requirements) 

  • Experience building CRM programs from scratch

  • Strong track record of executing successful cross-channel lifecycle comms that improves activation, engagement and retention

  • Technical aptitude with a creative eye. You are as adept at the technical intricacies of CRM systems and marketing ops as you are with creative design and messaging in your comms.

  • You are customer centric, and have a deep understanding of customer segmentation

  • You have a bias for action and thrive in ambiguity

  • End-to-end planning, development and execution of large-scale cross-channel lifecycle campaigns.

  • Deep expertise with customer engagement platforms (Sailthru, Iterable, Braze, et al),

  • Experience delivering automation & personalisation strategies

  • Analytical - excited by and proficient at numerical marketing, a love for data

  • Obsession with your craft, down to the smallest detail

Moreover, we recognise that supplementary skills beyond the minimum criteria can greatly enhance your success in this position. These skills are:  

  • Experience with a subscription business a plus

  • Experience in customer success, solving customer requests and problems.

  • Experience with Zendesk or related customer success platforms

  • Experience product analytics such as Mixpanel & Amplitude, or BI platforms such as Looker or ThoughtSpot

  • Experience with personalisation tools such as MovableInk, Fresh Relevance, or DynamicYield

  • Some experience in client relations, customer support or community management

  • Competency in coding HTML and CSS

Our Benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around, including 40 days annual leave, a 16% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits including gym discounts, season ticket loans and access to an employee discount site amongst many others.

Our Inclusive Culture

We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.

We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

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