CRM Strategist

The Pepperstone story started in 2010. We know what it's like to trade the world's markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech, we're digital, nimble, connected, and united in our vision to create a better way to trade.

We thrive on progress - for our clients and for ourselves. Our organisational culture is ever-evolving, vibrant, diverse, global, and results-focused. You'll find our 550+ team currently across 11 locations and 9 time zones.

The Role

The CRM Strategist is pivotal in crafting data-driven, hyper-personalized lifecycle communications that enhance customer acquisition, boost conversion, and promote retention and reactivation. This position is perfect for a CRM specialist who combines technological expertise with analytical skills, demonstrating a strong focus on execution and a genuine enthusiasm for enhancing customer journeys to maximize lifetime value (LTV).

Join the CRM Orchestration team, where you'll strategize, implement, and refine automated and triggered campaigns using Salesforce Marketing Cloud (SFMC), making a significant impact through compelling client communications across diverse channels. 

As our CRM Strategist, your key responsibilities will include:

 Campaign Strategy and Execution 

• Develop multi-stage, omnichannel campaigns to support conversion, onboarding, education, and loyalty objectives. 

• Use behavioral and trading data to personalise communications and contextualize message relevance. 

• Execute re-engagement strategies to win back dormant or low-activity clients. 

Data-Driven CRM Management 

• Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions. 

• Set up, maintain, and optimise lead scoring models to identify high-potential leads and activate sales touchpoints. 

• Perform advanced reporting and dashboarding to monitor campaign effectiveness, with clear links to business KPIs. 

Client Lifecycle Management 

• Own the design, deployment, and optimisation of CRM journeys across key lifecycle stages: Lead to Application Conversion, Application to Funding, Funding to First Trade, Dormancy to Reactivation. 

• Continuously improve these journeys to shorten time-to-value, boost activation rates, and increase client longevity. 

Platform Ownership and Technical Execution 

• Manage the end-to-end use of Salesforce Marketing Cloud including Journey Builder, Automation Studio, Email Studio, and Contact Builder. 

• Leverage AMPScript, dynamic content blocks, and conditional logic for deep personalisation. 

• Ensure hygiene of CRM data, compliance with regulatory standards, and campaign scalability. 

Stakeholder Collaboration 

• Partner closely with Content, Product, Sales, and Analytics teams to align on messaging, timing, and client insights. 

• Provide strategic input to Marketing and Sales leaders based on CRM intelligence and testing outcomes. 

• Brief and QA creative assets for SFMC deployment. 

Continuous Optimisation 

• Monitor campaign performance with a sharp eye on client actions, drop-off points, and engagement metrics. 

• A/B test subject lines, journey branches, send times, CTA placements, and value propositions. 

• Apply findings to improve campaign ROI and client experience. 

Key Success Metrics 

• Increase in conversion from lead to approved client 

• Decrease in time to fund and time to first trade 

• Reduction in early-stage churn 

• Uplift in active trader retention and frequency 

• Reactivation of dormant accounts 

• Growth in average LTV per client segment 
  

About you

• 5+ years in a CRM, Marketing Automation, or Lifecycle Marketing role 
• Proven track record of driving measurable improvement in client acquisition and retention through CRM 
• Hands-on expertise in Salesforce Marketing Cloud, especially Journey Builder and Automation Studio 
• Strong understanding of CRM systems and integrations, preferably with Salesforce Sales Cloud 
• Proficient in HTML, CSS, and AMPScript for email personalisation and rendering 
• Exceptional analytical skills, with experience in campaign analysis and KPI reporting 
• Knowledge of lead lifecycle management, scoring, nurture strategies, and data governance 
• Experience working in fintech, online trading, or regulated industries 
• Analytical thinker with high attention to detail and strong project management capabilities 
• Self-starter with a growth mindset, constantly seeking new ways to improve 
• Adaptable and thrives in fast-paced, global teams 
• Strong communicator, able to translate technical capability into business impact 
• Values-driven team player who thrives in a collaborative, data-led culture 
• Experience in a CFD, FX, or online brokerage environment is a strong advantage

Why you will enjoy working with us

• Competitive salary structure including company bonus scheme
• Flexible and hybrid working
• Remote working option - work from anywhere for up to 6 weeks per year
• 10 days of Company paid sick leave annually  
• 25 days of paid vacation
• 3 paid volunteering days per year & Workplace Giving Program
• Comprehensive medical insurance with coverage for your healthcare needs
• Pension fund
• Employee referral bonuses for referring top talent to the company 
• Ongoing personal development & learning opportunities
• Periodic recognition and reward programs for outstanding performance and achievements
• Frequent events and celebrations
• Genuinely collaborative and friendly culture
• Employee Assistance Program & Wellbeing Initiatives

More about Pepperstone

We're a regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, we arm our clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, we learn quickly and move forward with impact. To learn even more visit Pepperstonecareers.com and www.linkedin.com/company/pepperstone/

We understand it's important to do due diligence on a prospective employer, and see what our team is saying on Glassdoor. We respect our team members' experiences and will never pay to remove a negative review.

Pepperstone is an equal-opportunity employer. We are passionate about building a diverse workplace and strongly encourage applications from any background.

"We are a 2025 Circle Back Initiative Employer - we respond to every applicant".

We will be reviewing applications as they come through, so if this is an opportunity that excites you, don't wait. Express your interest by clicking the apply button below as soon as possible.

Note to external agencies: While we appreciate the efforts of external recruitment agencies, we prefer to engage directly with applicants for this opportunity.