Customer Success Manager focused on enhancing client relationships and onboarding in Coviance's lending technology. Collaborating cross - functionally for customer success and product training.
About the role
- CRM & Lifecycle Manager responsible for driving customer engagement at InvestEngine. Overseeing lifecycle marketing strategies and enhancing consumer experiences through data-driven insights.
Responsibilities
- Own the end-to-end execution of cross-channel CRM campaigns across email and push, including onboarding, activation, transactional, lifecycle and retention programmes.
- Take ownership of key parts of the customer journey, from first sign-up through to long-term retention, proactively identifying gaps and building campaigns that measurably improve conversion, engagement and lifetime value.
- Design and run structured experiments. Form clear hypotheses, build test plans, measure impact and iterate based on results, not opinion.
- Use customer and product data to build meaningful, high-value segments and trigger logic, ensuring messaging is timely, personal and behaviour-driven.
- Act as a steward of CRM data and infrastructure. Ensure events, attributes and integrations are reliable, audiences are robust, and deliverability and consent standards are upheld.
- Analyse campaign and journey performance, producing clear insights into what is working, what isn’t, and what should be built next.
- Work closely with marketing, product, design and data teams to ship high-quality journeys that are commercially impactful and technically sound.
Requirements
- 3 to 5 years in a B2C CRM, lifecycle, or marketing role, ideally in a fast-growing or product-led business.
- Creative + analytical mindset: You care about good creative and clear copy, but you ultimately trust the numbers. You know how to balance brand, customer experience, and conversion.
- Technical familiarity: Hands-on experience with modern CRM platforms such as Customer.io, Braze, or HubSpot. Comfortable working with dynamic content, triggers, and journeys. Basic HTML/CSS for email templates is a strong plus, experience with basic programming languages is useful e.g. liquid, jinja.
- Data savvy: Very comfortable working with data in Excel or Google Sheets. SQL is a significant advantage and will be used, not just “nice to have.”
- Detail-oriented: You take pride in clean builds, accurate targeting, and error-free execution. You understand that strong data hygiene underpins everything in CRM.
- Proactive operator: You don’t wait for perfect briefs. You look at journeys and performance, spot opportunities to improve things like subject lines, segmentation, or templates, and take ownership of making them better.
- Bonus: A genuine interest in fintech, personal finance, or investing.
Benefits
- A high-ownership role with clear scope to grow, working closely with the Head of CRM and senior stakeholders across marketing, product and data.
- A hybrid working environment, with remote options available.
- A work from anywhere policy for up to 3 months of the year.
- The chance to learn and develop quickly in a team that values experimentation, strong execution and measurable impact.
- A horizontal structure where your voice is heard and good ideas move fast.
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