Job Description

Finimize empowers retail investors by equipping them with information to make their own informed investment decisions, without any jargon, in less than 15 minutes a day. Finimize has over one million subscribers to its daily newsletter, and they’ve built a passionate global community around making investing accessible and digestible to clients.

At abrdn, we’re futurists, enabling our clients to be better investors. So it’s great to be working with Finimize, who share this vision of empowering investors through information.

About the Department

Your role will operate within the Growth team at Finimize, where we are dedicated to driving subscriber acquisition, engagement, and retention through innovative CRM strategies. Our CRM and Lifecycle Marketing team is pivotal in creating and executing campaigns that resonate with our audience, driving measurable growth and long-term engagement.

About the Role

We’re looking for a CRM Marketing Executive to join our team. In this high-impact role, you will be on the frontline of our subscriber engagement strategy, building out our CRM capability to convert, engage, and retain users across our subscriber lifecycle while also engaging with subscriber inquiries.

As the CRM Marketing Executive, you will build and enhance our CRM & Lifecycle capabilities, implementing marketing automations that drive user engagement and growth. You’ll design and execute strategies to convert users and newsletter readers to our Finimize Premium subscription, mitigate churn, and engage with subscribers throughout their journey. Working closely with stakeholders across Growth, Community, and Product, you’ll create and optimise email, push, and in-app campaigns using A/B and multivariate testing.

Key Responsibilities

CRM Strategy & Execution:

• Develop and lead the strategy for end-to-end user and subscriber acquisition, engagement, and retention.

• Manage the entire lifecycle communication process across all channels—email, push, in-app—from brief to execution and post-campaign analysis.

Audience Segmentation & Reporting:

• Create our audience segmentation strategy, define our subscriber segments, and build reporting for free and premium subscribers.

• Own the lifecycle communications for Finimize Premium subscribers.

Campaign Management:

• Identify organic and manufactured triggers and design strategies to leverage these triggers to drive habituation, engagement, and retention.

• Create programmes for subscriber onboarding, lifecycle management, and win-back initiatives.

Performance Analysis & Optimisation:

• Analyse campaign and channel performance, using insights to increase engagement and conversion rates at all stages of the subscriber lifecycle journey.

• Manage an experimentation agenda to continuously improve performance across all CRM channels.

Collaboration & User Experience:

• Partner with Product and Engineering to identify and build features that support your CRM strategy.

• Deliver consistent and innovative user experiences across our channels, enabling personalised user journeys.

Subscriber Engagement:

• Respond to subscriber inquiries, resolving requests and improving subscriber satisfaction.

• Monitor and respond to customer reviews across platforms such as the App Store, Google Play, TrustPilot, and more.

About the Candidate

The ideal candidate will possess the following:

• Experience building CRM programmes from scratch.

• Strong track record of executing successful cross-channel lifecycle communications that improve activation, engagement, and retention.

• Technical aptitude with a creative eye, adept at CRM systems, marketing operations, and creative design and messaging.

• A deep understanding of customer segmentation with a customer-centric approach.

• End-to-end planning, development, and execution of large-scale cross-channel lifecycle campaigns.

• Expertise with customer engagement platforms (Sailthru, Iterable, Braze, etc.) and delivering automation & personalisation strategies.

Inclusivity Statement

Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So, if you think you have what it takes but don’t necessarily meet every single point on the job description, please still get in touch. We’d love to have a chat and see if you could be a great fit.

Disability Confident Employer

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire, and one of our team will reach out to support you through your application process.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.