CRM Executive

TotallyMoney is part of the Think Money Group, which includes Ocean Finance, CredAbility, TotallyMoney and Money Wellness.

🌍 Location: Remote / 2 Days a week in Old Street, London

💷 Salary: £30,000 – £37,000 a year

🕝 Hours: 40 hrs/week, 7 am – 7 pm core hours

Are you a data-savvy communicator with a passion for crafting campaigns that truly connect? Do you love turning insights into action and seeing your work drive real results? If so, we’ve got the perfect role for you! We’re on the hunt for a CRM Executive who’s ready to dive into the world of customer engagement and retention. At TotallyMoney, CRM drives over 50% of our revenue, so you’ll be in a role that can make a huge impact from Day 1. We don’t expect you to have a long history of CRM experience – just strong examples of work in a business-to-consumer space in which you made a tangible impact.

About us:

TotallyMoney is the free personal finance app that gives people the plans, products, and help they need to unlock a life of more choices. It’s all about creating a fairer financial world where people who’ve been left behind can make their financial data work for them. Put simply, we help them move closer towards their financial goals. We’re a diverse group from various backgrounds, united by a company culture that promotes autonomy, collaboration, and innovation. We’ve even been voted one of the UK’s Best Companies to Work For! If you want to join our mission to help the UK’s most underserved consumers, we want to hear from you!

What you’ll do:

As part of the CRM team, your responsibilities will include:

• Launching and managing CRM campaigns that wow our customers and drive revenue
• Designing and executing A/B tests to optimise performance and boost conversion.
• Creating ad-hoc campaigns to surprise and delight our customers.
• Maintaining clean, consistent, and effective campaign setups.
• Translating ideas into clear creative briefs for our design team.
• Sharing insights and workflows with stakeholders.

Here’s what a normal day in the job might look like:

• Collaborating with commercial, product, and brand marketing teams.
• Using smart segmentation to tailor communications.
• Tracking campaign metrics and turning insights into action.
• Working cross-functionally to ensure alignment on goals and messaging.

Succeeding in your first few months includes:

• Delivering impactful campaigns that improve engagement and retention.
• Gaining fluency in our CRM tools and processes.
• Establishing strong working relationships across teams.
• Bringing creative energy and rigour to campaign execution.

Qualifications and skills:

Here’s what we think you’ll need to succeed in this role:
- A solid grasp of data protection principles and best practices in regulated environments.
- Excellent written communication—you produce clear, structured emails and briefs.
- A proactive mindset when it comes to campaign reporting and performance.
- A strong sense of ownership—you take the lead on your projects and see them through.
- A collaborative nature—you’re a great team player who contributes positively.

It’s a bonus if you’ve ever used these tools:
- Blueshift
- ThoughtSpot
- Email campaign and segmentation tools

You’ll fit in well if you’re the type of person who:
- Loves using insights to make meaningful improvements.
- Enjoys working in a fast-paced, collaborative environment.
- Thrives on turning ideas into results.

We know people, especially those from marginalised backgrounds, may hesitate to apply if they don’t meet all the requirements. Please apply anyway. We don’t expect you to be the complete package, just show us you have ambition and a willingness to learn.

What you’ll get from us:
🏢 Hybrid working – 2 days of your choice in our office.

🕜 Flexible hours – Fit your hours between 7 am and 7 pm.

⛱ 25 days annual leave + 8 bank holidays + 2 bonus days at Christmas.

🌅 40 days to work abroad each year.

🍼 Generous parental leave.

💜 2 volunteering days a year + regular charity volunteering opportunities.

😷 Unlimited sick leave.
🩺 Vitality Health Insurance + rewards.
🎁 Perkbox membership.
🚲 Cycle to Work scheme and on-site facilities.
🤲 Prayer/quiet room.
💹 Pension scheme with Scottish Widows.
🧠 Mental health and well-being support with Self-space and Viviup.
🐶 Dog-friendly office.
💃 2 annual socials, team events, and Thursday drinks.
🥐 Free Thursday breakfast, snacks, and premium coffee.
⚽ Hobby clubs (Catan, book club, football, more!).
📚 Learning and development sessions.
🌱 FORA building membership (fitness classes, events, etc.).

The hiring process:
Once we’ve received your application, we’ll take a good look before getting in touch to discuss next steps. This will include:
- A short 15-minute introductory telephone chat with our people experience manager.
- A 45-minute call with Head of CRM Anna and CEO Ali
- A panel and task interview with key team members and stakeholders

How to apply:
The wonderful Anna Rossou is managing the hiring process for this role. If you have any questions, you can reach out to the People Team at [email protected]. Want to join our ambitious team? Fill in your application and submit today!

Our commitment to diversity and inclusion:
At TotallyMoney, we’re committed to being an inclusive and diverse employer, and we welcome applications from all sections of society. We have an active DE&I (Diversity, Equity and Inclusion) committee led by employees and continually work on our DE&I efforts. We believe everyone has potential, regardless of race, religion or belief, ethnic origin, physical or mental ability, social background, age, nationality, marital, domestic, or civil partnership status, sexual orientation, gender identity, or any other differences that make you, you.