onsite
CRM Manager, Core Banking - Monzo
Software Engineer
Lead CRM strategy for a modern core banking platform, driving customer engagement, data-driven insights, and process optimization across personal and business banking products.
About the role
Key Responsibilities
- Develop and execute CRM initiatives that enhance customer experience across personal, business, and joint accounts.
- Analyze customer data to identify trends, segment audiences, and inform targeted marketing campaigns.
- Collaborate with product, technology, and compliance teams to integrate CRM solutions into the core banking ecosystem.
- Lead cross‑functional projects to streamline onboarding, retention, and upsell processes.
- Measure and report on CRM performance metrics, providing actionable insights to senior leadership.
Requirements
- 3+ years of CRM experience in a banking or fintech environment.
- Strong analytical skills with proficiency in SQL, Excel, and data visualization tools.
- Excellent stakeholder management and communication abilities.
- Experience with CRM platforms (e.g., Salesforce, HubSpot) and core banking systems.
- Proactive mindset, detail‑oriented, and ability to thrive in a fast‑paced, collaborative setting.
Skills
crmdata analysisprocess improvement