CRM Marketing Specialist (Pension)

Join Moneyfarm, a leading digital wealth management service, as a CRM Marketing Specialist focused on our Pension business. In this hands-on role, you will design, execute, and optimize multi-channel customer communications and marketing automation strategies. You will work closely with the Pension team and the wider CRM team to ensure alignment and consistency across verticals. The ideal candidate will have a strong background in CRM, lifecycle marketing, and marketing automation, with a focus on data-driven decision-making and project management.

• Design, execute, and optimize multi-channel CRM campaigns across email, push notifications, and in-app messages to drive acquisition, activation, retention, upsell, and cross-sell for Pension products.
• Own the full lifecycle of marketing automations, from ideation and data modeling to build, testing, go-live, and performance monitoring, with meticulous attention to detail at every stage.
• Drive advanced audience segmentation and personalization based on behavioral, transactional, financial, and demographic data, ensuring the right message reaches the right customer at the right time.
• Solid grasp of financial products and the ability to quickly learn and retain complex product knowledge
• Financial services or fintech experience, ideally with exposure to pensions
• Demonstrated proactivity and engagement — someone who follows up, flags risks early, and doesn't need repeated prompting
• Strong SQL skills for data extraction, segmentation and campaign logic, along with working knowledge of HTML and CSS for email and campaign build
• Strong hands-on experience with Salesforce Marketing Cloud, specifically Data Extensions, Journey Builder, Content Builder, Automation Studio, CloudPages, etc
• High attention to detail and strong personal QA discipline, with low tolerance for recurring errors
• Good knowledge of SQL for data extraction, segmentation and campaign logic
• Fluency in English is essential (most stakeholders are UK-based)
• 3+ years of experience in CRM, lifecycle marketing or marketing automation
• Highly analytical, data-driven mindset with strong decision-making and strategic judgment
• Strong project management skills and ability to coordinate multiple stakeholders
• Excellent communication skills
• Proven ability to work autonomously on complex projects, owning issues end-to-end rather than escalating what should be resolved directly
• Experience with AI tools applied to marketing automation, content generation or predictive modelling
• Experience with predictive scoring models (churn, cross-sell, propensity, etc.)
• Ability to draft effective marketing copy
• Fluent in Italian
• Experience conducting user or market research to inform CRM strategy and campaign decisions