Senior CRM Manager

Join a truly amazing team, revolutionising the world of investments!


Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We’re here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible.  

We want to inspire as many people to invest as possible. We’re rapidly growing, and so we’re hiring talented people who are purpose-driven and want to use and develop their skills to deliver an awesome experience to our customers.   

Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds.  We welcome people who can bring diversity to our team, and work towards a shared goal to deliver an exceptional investment experience.

What your job will be: 

As part of our ambitious growth plans, we want to reimagine our approach to customer communications and engagement, inspiring our customers to do more with their money.

The Senior CRM Manager is a new role within the Marketing team responsible for building ongoing relationships with our customers and growing the business through increasing customer lifetime value and loyalty.

With a small team and reporting directly to the Chief Marketing Officer, you’ll be responsible for:

  • Devising and delivering communications programmes to optimise key CRM journeys (e.g. onboarding and retention), testing messaging, personalisation, offers and incentives.
  • Owning, delivering and reporting against CRM channel targets and KPIs.
  • Maintaining and inspiring customer confidence during key moments in the markets.
  • Creating initiatives that build customer advocacy and activate customer referral.
  • Selecting and implementing third-party technology so we can deliver fully automated, real-time communications.
  • Working collaboratively with internal teams (brand and digital marketing, product & data analysts) to deliver integrated multi-channel campaigns.

Testing new things and learning is a big part of our culture, so if you’re curious, creative and data-driven, you’ll fit right in.

Skills we’re looking for: 

We value simplicity, communication, teamwork, trust, and confidence. These core values are what make us tick and keep us all on the same page - not just with how we work individually, but how we engage with each other and the service we offer.   

For this role we’re looking for someone who:

  • Is results-driven and can demonstrate experience of leading a team to deliver success in a similar data-driven CRM role.
  • Has used customer segmentation and personalisation tactics to drive performance.
  • Is highly numerate and analytical, able to communicate insight from data in a clear and logical way.
  • Has experience of selecting and implementing a CRM platform.
  • Knowledge of UK savings, investments, pensions market(s) is desirable, as is a keen interest in FinTech.

What else we’re looking for: 

The ideal candidate will be energetic team player and eager to lead and take ownership for their area.  

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.

What you’ll get from us 

  • Salary circa £45k p.a. plus bonus, depending on skills and experience
  • 24 days holiday a year – plus bank holidays (you’ll earn an extra day holiday for each full year you’re with us, up to 28 days) 
  • Flexible working hours in line with business needs 

Due to the pandemic, we are currently working from home, and all interviews will be carried out remotely.  Our offices have recently been refurbished to allow for collaborative working once we can return, although there is scope for remote working where the role and team deliveries allow.  

And we have plenty of perks too! 

  • Annual bonus between 0-20% of your annual salary which is linked to both the company and individual performance.  
  • Private Medical Insurance 
  • Death in Service cover (3 x annual salary)  
  • Income Protection Insurance 
  • Company Pension Plan  
  • Healthify - a team to support the health and wellbeing of all staff at Wealthify 
  • Ministry of Fun – providing plenty of social activities and events throughout the year 
  • Brand new offices in the picturesque Penarth Marina 
  • Free office gym  
  • Free parking nearby 
  • A collaboration space and games room 
  • We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes 

This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company. If this job sounds perfect for you, then please click here to apply for the Senior CRM Manager position.