CRM Strategist

We’re looking for a CRM Strategist to drive Chip’s customer engagement and growth strategy through data-led planning, ideation, and cross-functional collaboration. This role sits at the centre of our CRM function, defining how we use lifecycle communications to deliver against our North Star Metrics and ensuring CRM is aligned with our wider product and growth goals.

You’ll translate business objectives into actionable CRM initiatives, lead workshops to shape new ideas, and work closely with Product, Growth, and Data squads to make sure CRM delivers measurable impact. You’ll also own performance reporting and dashboards, ensuring the team’s work is visible, optimised, and grounded in insight.

This is a strategic role for someone who loves combining creativity with data — a thinker and planner who can see the big picture, understand customer journeys, and shape how we communicate across the lifecycle.

What you can expect to be doing:

Strategy & Planning

• Define and own specific CRM strategies in line with company goals and North Star Metrics (NSM).
• Translate business and product objectives into clear, testable CRM initiatives.
• Lead ideation workshops to generate new lifecycle and growth campaigns.
• Build quarterly roadmaps that align CRM initiatives with product releases and squad priorities.
• Provide strategic briefs and direction to CRM Production and Operations teams for campaign build.

Performance & Insight

• Create and maintain dashboards to monitor CRM performance, ensuring visibility across teams.
• Report regularly on CRM performance against NSM, highlighting insights and actions.
• Set hypotheses, define success metrics, and oversee test-and-learn frameworks.
• Partner with Data and Analytics to identify trends, opportunities, and areas for optimisation.
• Deliver presentations and updates to stakeholders, representing CRM’s contribution to growth.

Collaboration & Leadership

• Act as the strategic voice of CRM for your vertical
• Collaborate with Product, Growth, and Marketing to align lifecycle communications with user experience.
• Provide final approval and sign-off for strategic CRM-led communications initiatives.

What we’re looking for:

• Proven experience in CRM or Lifecycle Marketing strategy, ideally within a high-growth or fintech environment.
• Strong understanding of CRM platforms (Braze experience a plus) and lifecycle automation.
• Analytical mindset with experience in performance reporting, dashboards, and data interpretation.
• Comfortable developing and testing hypotheses, designing experiments, and interpreting results.
• Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
• Strong planning and organisational skills, capable of managing multiple projects and priorities.
• Collaborative and creative, with a passion for understanding customer behaviour and improving engagement.

What we’re really looking for: ✍️

Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future.

Although we’re in the financial space, and under the scrutiny that comes with it, the current marketing team works well together, and even sometimes with a smile. We’re sure you’ve got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you.

We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn’t matter to us.

At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough.

⏰ Working Hours ⏰

• Monday to Thursday: 9:00 AM – 6:00 PM
• Friday: 8:00 AM – 4:00 PM (Start your weekend early!)

Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend!

PERKS 🎁

• Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary.
• Workplace pension scheme - We invest in your future with a workplace pension scheme , contributing 5% on earnings up to £50,000 . Plan ahead with confidence while you grow your career! 🚀
• Private medical insurance (medical history disregarded)
• Employee Assistance Programme
• Cycle to work scheme
• Season ticket loan
• Free ChipX subscription for UK-based employees
• We are an equal-opportunity employer and value diversity
• Flexible working arrangements
• 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️
• Annual training budget for courses, workshops, or conferences to help you advance your career.
• £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing
• Company laptop
• Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup 🚀

Our Interview Process: 📖

1. Video screen with someone from our Talent team
2. Video interview with the hiring manager
3. Short take home task
4. Final interview with SVP of Growth

 

About Chip

Chip’s mission is to make your life wealthy

We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions.

We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth.

The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 400,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose.

Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip.

Our vision

To be the most personal digital wealth manager in the UK

Who we are

Chip has a creative and diverse team of 180, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously.

Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards.

Our Values

Be ACCOUNTABLE

Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible

Be BOLD

Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers

Be COLLABORATIVE

Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together

Equal Opportunities

We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities.

Note to Agencies

Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.