Execute and optimize lifecycle CRM campaigns across email, push, and other channels. Build HubSpot journeys, triggers, segmentation, and automation for onboarding, activation, retention, and reactivation. Manage campaign calendars, QA, compliance approvals, regulatory adaptations, tracking, reporting, testing, and performance optimization. Coordinate with Lifecycle, Product, Data, Sales, and Compliance teams to align messaging and customer contact rules.
Support the execution of lifecycle marketing programmes that move customers through the funnel: sign-up, KYC approval, first deposit (FTD), first trade (FTT), and ongoing trading activity.
Work within the lifecycle function to build, deploy, and optimise CRM campaigns across email, push and other channels. The role combines campaign execution, journey build, QA, and performance tracking, ensuring communications are delivered on time, compliant, and aligned with business objectives.
CRM campaigns are a key driver of activation and engagement, requiring close coordination with Lifecycle, Product, Data, Sales and Compliance teams.
Key responsibilities:
- Build and execute lifecycle campaigns across activation, retention and reactivation stages.
- Implement customer journeys and workflows in HubSpot including triggers, segmentation and automation.
- Support the design and execution of onboarding, activation, retention and re-engagement programmes.
- Maintain CRM campaign calendars, ensuring campaigns are delivered on time and to brief.
- Ensure campaigns meet compliance requirements, including correct use of claims, disclosures and approvals.
- Ensure all customer communications are compliant across active jurisdictions, adapting messaging and requirements to each regulatory environment.
- Work with the Data team to ensure campaign tracking and reporting are accurate.
- Monitor campaign performance and support ongoing optimisation through testing and iteration.
- Coordinate with Sales and Lifecycle teams to align messaging, timing and customer contact rules.
Requirements
Key Skills:
- Hands-on experience with CRM or marketing automation platforms (HubSpot).
- Strong understanding of lifecycle marketing and campaign execution.
- Good knowledge of segmentation, triggers and customer journey logic.
- Strong attention to detail and ability to manage multiple campaigns simultaneously.
- Comfortable working within regulated environments and approval workflows.
- Ability to collaborate effectively with Lifecycle, Data, Sales and Compliance teams.
Benefits
- Competitive salary, and discretionary annual bonus.
- Private healthcare.
- Active Lifestyle allowance.
- Annual leave above minimum entitlement.
- Up to 3 weeks allowance to work in any location.
Trade Nation London, England Office
14 Bonhill Street, London, United Kingdom, EC2A 4BX
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