CRM Manager (Investment & Pension Products)
Posted Updated
Description
- Own the CRM strategy for investment products: Develop, implement, and analyze campaigns that drive growth and engagement
- Scale our cross-sell strategy: Take full ownership of the savings-to-investment cross-sell ratio, continuously testing and innovating to drive conversion
- Lead international expansion: Spearhead CRM efforts as we scale investment products beyond Germany into the Netherlands, Ireland, and Spain
- Partner for impact: Work directly with the Investment Products team to synthesize complex financial topics (pensions, tax) into consumer-friendly marketing
- Elevate customer touchpoints: Create and optimize communications across email, mobile, web, and direct mail
- Drive data-led innovation: Translate performance insights into actionable patterns, leveraging AI and behavioral data to refine our approach
Benefits
- Visa & Relocation Support
- 1,700 EUR Training Budget
- Free Choice of Hardware
- Beginner German Classes
- Food & Drinks
- Flexible working hours, home office and 28 vacation days
- Company Pension Scheme
- Team Events
- Subsidised Urban Sports Club Membership
- We are looking for a highly motivated CRM specialist with a sharp analytical mind and a passion for financial products to help us drive our investment strategy forward
- A natural drive for quality and a collaborative mindset that supports team goals
- 3+ years of professional CRM experience
- A passion for and strong knowledge of investment products (pensions, ETFs, tax implications)
- Expert command of CRM channels (email/push/weblayer) including automation, segmentation, and KPI reporting
- A creative thinker who is also comfortable digging into data to understand performance, discover patterns and find new audience segments
- C2-level proficiency in English and German is mandatory due to the rigorous communication standards of the investment product team
- An interest in AI and how it can help improve the way we do things in CRM
- Prior experience in the financial sector, specifically with investment-focused CRM
- Proficiency with our core tools, such as Bloomreach or Looker
- Experience managing CRM strategies across multiple European markets
- Having Dutch or Spanish language skills
- A strong background in cross-selling strategies and Print Direct Marketing
- Curiosity about how AI can transform CRM workflows and performance