CRM Manager

Who are we?

We’re MoneyPlus. We help people live better. Life isn’t always simple, that’s why we do what we do. Our services help to make life less complicated – and expensive. We offer advice and financial services that help our customers overcome their troubles with debt once and for all. We’re people who take care of people. We’ll be there to help with things that can easily be forgotten about, answer any complicated questions and help our customers to plan for their future and reach their financial goals.

Tough problems and challenges are no match for us. We’re a team of quick thinkers and relentless doers, with lots of ideas and plenty of passion to help improve the lives of others. If you share our passion for improving the lives of others through simple, affordable, jargon-free services, then you may have what it takes to join our team.

Why do we need you?

The CRM Manager is a newly created role at MoneyPlus reporting into the Head of Performance Marketing, and working closely with the Head of Brand, the rest of the marketing team and key members of the wider MoneyPlus organisation (including operations and data). They will be responsible for developing and managing the CRM strategy to improve customer acquisition, retention, and loyalty. An initial short-term focus will be on supporting the team in understanding current funnel dynamics and primarily in supporting the conversion of leads to active customers. The role involves analysing customer data, implementing CRM systems, and collaborating with various departments to ensure a seamless customer experience. The ideal candidate will have a strong background in CRM systems, testing frameworks, and a deep understanding of customer lifecycle management. They will need to be able to create a strong presence in the organisation through a strong command of their field, a high level of proactivity and first-rate collaboration skills.

What’s in it for you?

We believe our people truly are our greatest asset, that’s why we make sure our MoneyPlus People have the best experience, right from our first interaction all the way through their career with us. There’s way too many to list, but here are a few of the best reasons to join the MoneyPlus team:

• Family Friendly – Having a healthy work life balance is important to us. We offer a minimum of 23 days holiday allowance per year, with the opportunity to buy extra days if you need them.
• Discounts – Is there anything better than a few freebies? Join our team and you’ll have access to Perkbox, which has tons of deals for you to choose from, as well as free healthy breakfast in our on-site café, tea and coffee, and fresh fruit.
• Social – We value the relationships our employees have with one another, encouraging them to come together. Whether it’s a catch up in our café, a team trip out, or letting their hair down at one of our free annual events.
• Café – We want our people to be happy and healthy, which is why we provide an award winning subsidised café that serves free healthy breakfast every morning and discounted meals throughout the day.
• Doing our bit – We show support in every way we can to our clients, people, and company charity. We have regular fundraising activity, organised by our very own Social and Fundraising Committee.
• Wellbeing –We provide a free cashback healthcare plan, our very own 24/7 free to access gym, MoneyPlus Fitness, and an onsite Wellbeing Counsellor, as we’re committed to looking after your physical and mental health.
• Training – We want our people to be the best. We care about your development, which is why we provide professional training opportunities, so that you can be the best possible you.

Visit our website to find out more about our company culture https://moneyplusgroup.com/careers/

What do we need you to do?

1 CRM Strategy Development:

• Develop and implement a comprehensive CRM strategy.
• Understand the current marketing funnel and existing CRM activities, to identify opportunities for immediate improvement and impact.
• Identify key customer segments and create a long-term strategy to enhance customer engagement, retention & life time value.
• Map and analyse customer journeys to identify opportunities for improvement.

2 CRM System Management:

• Critically assess current CRM tools. Make recommendations for improvements.
• Oversee the implementation and maintenance of CRM systems and tools.
• Ensure data integrity and accuracy within the CRM system.
• Collaborate with IT and Operations to integrate CRM with other business systems.

3 Campaign Management & Analysis

• Plan and execute targeted CRM marketing campaigns.
• Monitor campaign performance and adjust strategies to optimise funnel metrics.
• A/B test campaigns to identify the most effective strategies and tactics.
• Implement personalized communication and engagement initiatives to increase customer conversion, engagement and satisfaction and loyalty.
• Develop & present reports on CRM performance, highlighting key metrics and KPIs.
• Use data insights to refine and optimize CRM strategies.

4 Collaboration and Leadership:

• Work closely with marketing, commercial and operations teams to ensure a cohesive approach to customer relationship management.
• Train and mentor team members on CRM best practices and system usage.
• Stay current with industry trends and emerging technologies to keep the company’s CRM strategy innovative and competitive.

What skills and experience do we need you to have?

• 5+ years of experience in CRM management and/or related roles.
• Experience within Financial Services (or other highly regulated industry) with a strong consumer focus, is preferred.
• Proficiency in CRM software (e.g., Salesforce, HubSpot, Microsoft Dynamics) and data analysis tools.
• Experience with email marketing, segmentation, and personalisation techniques.
• Ability to manage multiple projects & meet deadlines in fast-paced environment.
• Strong analytical skills with the ability to interpret complex data and make data-driven recommendations and decisions.
• Ability to think strategically and creatively.
• Excellent communication and interpersonal skills.
• Eager to learn and proactive in sharing thoughts, ideas and recommendations.
• Data savvy, a hands-on approach to gaining actionable data insights.

Are you ready to join us?

At MoneyPlus we want to create a work environment that inspires you to excel. Through our combination of support, working as a team and our ambition to be better, we want to help you achieve and create a future with us. Sound good? Apply now!