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CRM Marketing Specialist (m/f/d)

  • Vollzeit
  • Mit Berufserfahrung

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Frühestmöglicher Eintrittstermin März 2019

Founded in 2014, Scalable Capital is a financial technology startup with offices in Munich and London. Our aim is to transform the traditional wealth management industry, making first class investment services available to everyone. Our management team combines deep capital markets experience and e-commerce know-how with decades of academic research into financial markets. Our company has repeatedly been mentioned in the German & UK Press as one of the most promising fintech startups. We've also won an award as "Best German Robo-Advisor 2016" and according to Financial News our smartphone app is one of the "must haves of the fintech age". Visit our finance or engineering blog to find out what our Expert Team have to say.

As our CRM Marketing Specialist covering all of our four countries (Germany, Austria, Switzerland and the UK) you will contribute to our growth by developing and implementing a targeted email and communications strategy. Through automated and ad hoc emails, based on a thorough customer and subscriber segmentation logic, you will help us engage and convert newsletter subscribers as well as ensure our existing clients receive relevant and high-quality updates.

The role is ideal for someone who has collected solid experience with the CRM and email setup of an established institution targeting retail customers and now wants to be fully in charge of the design, process, and measurement of all activities. If you want to be part of the growth story of one of Europe's leading FinTech firms and are eager to get significant responsibility right from the outset, this might be the right opportunity for you.

As CRM Marketing Specialist, you will

  • Define and implement all event-triggered and therefore automated email chains, both for newsletter subscribers and existing clients
  • Build a newsletter calendar around major events (e.g., end of tax year, bonus periods, quarterly performance updates, elections, etc.) to ensure we maximise conversion opportunities around those events
  • Closely monitor the relevant news channels as well as competitor activities to identify opportunities to reach to clients and/or newsletter subscribers
  • Work with our software engineering team on ideas to measure clients' interaction and satisfaction with our service
  • Generate ideas to promote referrals by existing clients
  • Define metrics to measure the success of our initiatives and ensuring
  • Support initiatives to improve our personal interaction with (prospective) clients, for example in the form of webinars and sales events

What we offer

  • Be part of one of the fastest-growing and most visible Fintech startups in Europe, creating an innovative service that has a substantial impact on the lives of our customers
  • Work with an international, growing team with past careers at large (financial) institutions such as Goldman Sachs, Google, Westwing or BlackRock

  • Enjoy an office in a great location in the middle of Munich, one of Germany’s most attractive cities

  • Learn and grow by joining our in-house knowledge sharing sessions and your individual Education Package

  • Enjoy numerous startup perks

  • Work productively with the latest hardware and tools

  • Benefit from an attractive compensation package


As CRM Marketing Specialist, you have

  • A Bachelor or Masters degree
  • 2-4 years experience in a CRM-related function, preferably with a financial services provider (asset manager, retail bank, wealth manager) or with a company targeting high-end customers
  • Knowledge of newsletter and emailing best practices
  • HTML and CSS skills to efficiently work on email templates
  • Experience with email software providers (Mailchimp or others, Salesforce experience would be a plus)
  • Analytical problem-solving skills
  • Attention to detail
  • A can-do attitude and willingness to work under tight deadlines/react quickly to upcoming events and opportunities
  • German native language skills with excellent written communication skills and good knowledge of orthography