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 insi...