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About the Role
Support the execution of lifecycle marketing programs that move customers through the funnel, including sign-up, KYC approval, first deposit, first trade, and ongoing trading activity. This role involves building, deploying, and optimizing CRM campaigns across various channels, ensuring timely, compliant, and objective-aligned communications.
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 programs.
- Maintain CRM campaign calendars, ensuring timely delivery and adherence 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 optimization through testing and iteration.
- Coordinate with Sales and Lifecycle teams to align messaging, timing, and customer contact rules.
Requirements
- 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.
Skills
- CRM
- Marketing Automation
- HubSpot
- Lifecycle Marketing
- Campaign Execution
- Segmentation
- Triggers
- Customer Journey Logic
- Attention to Detail
- Collaboration
Location
- Up to 3 weeks allowance to work in any location
Work Type
- Full-time
Salary/Compensations
- Competitive salary
- Discretionary annual bonus
Benefits
- Private healthcare
- Active Lifestyle allowance
- Annual leave above minimum entitlement