CRM Campaign Manager

We are Trade Nation. We help our customers power up their trading through killer insights, transparent costs, and fairer ways to trade. We’re innovators, and proud of it. And we’ve grown a lot in our decade as a market-leading low-cost trading powerhouse. Our reach is global through our teams in the UK, Australia, South Africa, Seychelles and The Bahamas. Founded on transparency, forged in trust and powered by people, we’re committed to empowering our customers to outperform the markets by minimising expenses and harnessing technology to prioritise the lowest trading costs.

• Hands-on experience with CRM or marketing automation platforms (HubSpot).
• Strong understanding of lifecycle marketing and campaign execution.
• Good knowledge of segmentation, triggers, and customer journey logic.
• Strong attention to detail and ability to manage multiple campaigns simultaneously.
• Comfortable working within regulated environments and approval workflows.
• Ability to collaborate effectively with Lifecycle, Data, Sales, and Compliance teams.

• Build and execute lifecycle campaigns across activation, retention, and reactivation stages.
• Implement customer journeys and workflows in HubSpot including triggers, segmentation, and automation.
• Support the design and execution of onboarding, activation, retention, and re-engagement programmes.
• Maintain CRM campaign calendars, ensuring campaigns are delivered on time and to brief.
• Ensure campaigns meet compliance requirements, including correct use of claims, disclosures, and approvals.
• Ensure all customer communications are compliant across active jurisdictions, adapting messaging and requirements to each regulatory environment.
• Work with the Data team to ensure campaign tracking and reporting are accurate.
• Monitor campaign performance and support ongoing optimisation through testing and iteration.
• Coordinate with Sales and Lifecycle teams to align messaging, timing, and customer contact rules.