CRM Strategist

• Develop multi-stage, omnichannel campaigns to support conversion, onboarding, education, and loyalty objectives.

• Use behavioral and trading data to personalise communications and contextualize message relevance.

• Execute re-engagement strategies to win back dormant or low-activity clients.

• Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions.

• Set up, maintain, and optimise lead scoring models to identify high-potential leads and activate sales touchpoints.

• Perform advanced reporting and dashboarding to monitor campaign effectiveness, with clear links to business KPIs.

• Own the design, deployment, and optimisation of CRM journeys across key lifecycle stages: Lead to Application Conversion, Application to Funding, Funding to First Trade, Dormancy to Reactivation.

• Continuously improve these journeys to shorten time-to-value, boost activation rates, and increase client longevity.

• Manage the end-to-end use of Salesforce Marketing Cloud including Journey Builder, Automation Studio, Email Studio, and Contact Builder.

• Leverage AMPScript, dynamic content blocks, and conditional logic for deep personalisation.

• Ensure hygiene of CRM data, compliance with regulatory standards, and campaign scalability.

• Partner closely with Content, Product, Sales, and Analytics teams to align on messaging, timing, and client insights.

• Provide strategic input to Marketing and Sales leaders based on CRM intelligence and testing outcomes.

• Brief and QA creative assets for SFMC deployment.

• Monitor campaign performance with a sharp eye on client actions, drop-off points, and engagement metrics.

• A/B test subject lines, journey branches, send times, CTA placements, and value propositions.

• Apply findings to improve campaign ROI and client experience.

• Increase in conversion from lead to approved client

• Decrease in time to fund and time to first trade

• Reduction in early-stage churn

• Uplift in active trader retention and frequency

• Reactivation of dormant accounts

• Growth in average LTV per client segment

• 5+ years in a CRM, Marketing Automation, or Lifecycle Marketing role
• Proven track record of driving measurable improvement in client acquisition and retention through CRM
• Hands-on expertise in Salesforce Marketing Cloud, especially Journey Builder and Automation Studio
• Strong understanding of CRM systems and integrations, preferably with Salesforce Sales Cloud
• Proficient in HTML, CSS, and AMPScript for email personalisation and rendering
• Exceptional analytical skills, with experience in campaign analysis and KPI reporting
• Knowledge of lead lifecycle management, scoring, nurture strategies, and data governance
• Experience working in fintech, online trading, or regulated industries
• Analytical thinker with high attention to detail and strong project management capabilities
• Self-starter with a growth mindset, constantly seeking new ways to improve
• Adaptable and thrives in fast-paced, global teams
• Strong communicator, able to translate technical capability into business impact
• Values-driven team player who thrives in a collaborative, data-led culture
• Experience in a CFD, FX, or online brokerage environment is a strong advantage

• Competitive salary structure including company bonus scheme
• Flexible and hybrid working
• Remote working option - work from anywhere for up to 6 weeks per year
• 10 days of Company paid sick leave annually
• 25 days of paid vacation
• 3 paid volunteering days per year & Workplace Giving Program
• Comprehensive medical insurance with coverage for your healthcare needs
• Pension fund
• Employee referral bonuses for referring top talent to the company
• Ongoing personal development & learning opportunities
• Periodic recognition and reward programs for outstanding performance and achievements
• Frequent events and celebrations
• Genuinely collaborative and friendly culture
• Employee Assistance Program & Wellbeing Initiatives

Pepperstone