Job Description
CRM Executive - Hybrid - 1 day on site.
Who We Are
Wealthify is an award-winning online investment company based in Penarth, Wales, on a mission to make investing simple, affordable, and accessible for everyone. We’re growing rapidly and looking for talented individuals to help us deliver an exceptional experience to our customers.
The Role
As a CRM Executive, you’ll play a key role in delivering day-to-day CRM campaigns and supporting the team in executing business-critical tasks. You will work closely with the CRM team to ensure smooth execution of campaigns, helping us engage our customers effectively while meeting business objectives. This is a hands-on role, where attention to detail, efficiency, and collaboration are essential.
Key Responsibilities:
· Support the CRM team in delivering day-to-day campaigns, including email, push notifications and content cards.
· Assist in the execution of automated customer journeys and lifecycle programmes.
· Manage campaign scheduling, segmentation, and audience selection using Optimove.
· Ensure campaigns are tested, approved, and deployed on time, following internal processes.
· Monitor campaign performance, providing initial insights and reports to support decision-making.
· Collaborate with marketing, data, and product teams to ensure campaigns are aligned with broader business goals.
· Help troubleshoot any issues with campaign delivery and escalate where necessary.
· Support in ad-hoc CRM tasks and projects to enhance team performance and efficiency.
What We’re Looking For:
· Some experience in CRM, digital marketing, or a related field, with an interest in customer communications.
· Strong organisational skills and ability to manage multiple tasks efficiently.
· Basic understanding of segmentation, automation, and customer journey mapping.
· Proactive and detail-oriented, ensuring all campaigns are delivered accurately and on time.
· Strong communication and collaboration skills, working well within cross-functional teams.
· Comfortable using data to monitor performance and suggest improvements.
· Experience with CRM platforms (such as Optimove) is a plus but not essential.
If you’re organised, eager to learn, and ready to contribute to a fast-paced environment, this role is perfect for you!
What we give you in return:
· Competitive salary up to £25,000 - £29,000 DOE
· 24 days holiday a year – plus bank holidays (you will earn an extra day holiday for each full year you’re with us, up to 28 days)
And we have plenty of perks too!
· Annual bonus between 0-20% of your annual salary which is linked to both the company and individual performance
· Private Medical Insurance
· Death in Service Cover (X3 your annual salary)
· Income Protection Insurance
· Company Pension Plan
· Social Events and activities
· Free office gym
· Free parking nearby
Job Types: Full-time, Permanent
Pay: £25,000.00-£29,000.00 per year
Additional pay:
* Performance bonus
Benefits:
* Company events
* Cycle to work scheme
* Enhanced maternity leave
* Enhanced paternity leave
* Free parking
* Health & wellbeing programme
* On-site gym
* Paid volunteer time
* Private medical insurance
* Sick pay
* Work from home
Schedule:
* Monday to Friday
Language:
* English (required)
Location:
* Penarth CF64 1SA (required)
Work Location: In person