Responsibilities

• Design, execute and optimise multi-channel CRM campaigns across email, push notifications and in-app messages to drive acquisition, activation, retention, upsell and cross-sell for Pension products.
• Contribute, together with the CRM team, to the overall engagement and lifecycle strategy for customers and prospects, ensuring consistency and alignment across verticals.
• Own the full lifecycle of marketing automations, from ideation and data modelling to build, testing, go-live and performance monitoring, with meticulous attention to detail at every stage to avoid errors reaching customers.
• Drive advanced audience segmentation and personalisation based on behavioural, transactional, financial and demographic data, ensuring the right message reaches the right customer at the right time.
• Use data and analytics to measure performance, prioritise optimisation efforts, and continuously improve through A/B testing and post-campaign analysis — approaching work as strategic decisions, not just tasks to execute.
• Work autonomously while coordinating cross-functional stakeholders (Product, Data, Content, Investment Advisory and Pension), actively contributing in meetings and discussions rather than just executing.
• Develop strong knowledge of Pension products (Profile Pension, SIPP, PIP) and act as the go-to CRM point of contact for Pension-related queries and initiatives.
• Contribute to the CRM roadmap, proposing new use cases and automation opportunities aligned with Pension business priorities.
• Translate business needs into technical CRM requirements, working closely with Data and Product teams.
• Ensure full GDPR compliance and best practice in customer data management.

Requirements

• 3+ years of experience in CRM, lifecycle marketing or marketing automation.
• Financial services or fintech experience, ideally with exposure to pensions.
• Strong hands-on experience with Salesforce Marketing Cloud, specifically Data Extensions, Journey Builder, Content Builder, Automation Studio, CloudPages, etc.
• Good knowledge of SQL for data extraction, segmentation and campaign logic.
• Fluency in English is essential (most stakeholders are UK-based).
• Skills
• Solid grasp of financial products and the ability to quickly learn and retain complex product knowledge.
• Proven ability to work autonomously on complex projects, owning issues end-to-end rather than escalating what should be resolved directly.
• Strong SQL skills for data extraction, segmentation and campaign logic, along with working knowledge of HTML and CSS for email and campaign build.
• Experience with AI tools applied to marketing automation, content generation or predictive modelling.

Preferred

• Experience with predictive scoring models (churn, cross-sell, propensity, etc.).
• Experience conducting user or market research to inform CRM strategy and campaign decisions.
• Ability to draft effective marketing copy.
• Fluent in Italian.