CRM Specialist

About Freetrade

Freetrade’s mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings.

We’re changing that.

We’re building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you’re driven by solving complex problems and building innovative products, you’ll fit right in.

2026 is a big year for us. Last year, we announced a game changing deal to become part of the IG Group. We’ll continue to operate as an independent business while gaining access to the resources and support of an established leader in the space.

This year, we’re accelerating our roadmap and taking our products to the next level. We’re building new features like mutual funds, bonds, and family investment tools. We’re also exploring how we can leverage AI to deliver an even better experience for our customers.

We are looking for an analytical, creative and commercially driven CRM Specialist to accelerate customer engagement across Freetrade’s platforms.

This role will play a key part in executing Freetrade’s growth plans, contributing to strategy through data‑led insights and hands‑on optimisation across CRM channels. You will combine engagement marketing expertise with strong numerical and creative capabilities, helping to shape how Freetrade drives efficient, scalable growth.

The ideal candidate is data‑driven, creative and collaborative
, with a proven ability to deliver measurable commercial outcomes through disciplined testing, analysis, and optimisation.

If you’re passionate about driving results, optimising campaigns, and making an impact, we’d love to hear from you!

About the role:

Customer engagement execution

• Coordinate, develop and deliver campaigns across all CRM marketing channels, including emails, push notifications, app inbox and in-app messages.
• Execute email marketing initiatives to maximise commercial objectives.
• Write engaging, conversion‑focused copy and design effective email templates.
• Deliver activity as per marketing calendar.
• Support with the delivery of items on the Customer Engagement Roadmap.

Creative Development & Optimisation

• Collaborate with design and content teams to develop high‑performing campaigns across CRM channels.
• Analyse campaign performance data to identify winning concepts and continuously refine messaging and format strategies.
• Manage structured campaign testing frameworks to optimise campaign performance.
• Turn top‑performing campaigns into playbooks to share with the wider business.

Performance Measurement & Reporting

• Analyse lifecycle campaign performance and present actionable insights.
• Understand customer behaviour and analyse marketing channels, proposing actions for improvement.
• Maintain accurate tracking and attribution of CRM channels.
• Partner with the data team to develop dashboards to clearly communicate performance and commercial impact.

About you:

Experience

• 2-4 years of hands‑on experience running email marketing campaigns from creative concept through to analysis and reporting.
• Demonstrated success in delivering email marketing campaigns with clear commercial outcomes.
• Strong understanding of CRM fundamentals
• Proven experience in creative ideation, briefing, and performance optimisation.

Preferred Background

• Experience in fintech or another regulated, data‑driven consumer technology business.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills; proficient in English.
• Ability to work independently under pressure in a fast‑paced environment.
• Interest in personal finance and investing.
• Degree in Business, Marketing, or equivalent relevant experience.

Technical & Analytical Proficiency

• Experience using CRM platforms (e.g. Braze, Salesforce, Iterable, Mailchimp)
• Strong experience with analysing and interpreting large data sets to drive actionable insight.

Commercial & Strategic Input

• Ability to interpret business objectives and translate them into actionable, measurable marketing activity.
• Comfortable providing strategic recommendations grounded in data.

Ways of Working

• Creative & analytically focused.
• M…