CRM Manager - Wealth

TideRomania

On-site Full-time

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Experience Level

Manager

Qualifications

Proven experience in CRM management, ideally within the financial services or wealth management sector. Strong analytical skills with a focus on data-driven decision-making. Exceptional communication and relationship management abilities. Experience with marketing automation and CRM tools. A passion for enhancing customer experience through effective campaign management.

About the job

ABOUT TIDE

Tide is dedicated to empowering small and medium-sized enterprises (SMEs) by streamlining their business operations. We not only provide business accounts and essential banking services but also an extensive suite of user-friendly administrative tools ranging from invoicing to accounting.

We are revolutionizing the small business banking sector with a global membership exceeding 1.8 million individuals across the UK, India, Germany, and France.

Leveraging cutting-edge technology, all our solutions are crafted with SMEs in mind. With rapid onboarding, minimal fees, and innovative features, we focus on making data-driven decisions to fulfill our mission: to assist SMEs in saving both time and money, allowing them to concentrate on what they truly love.

Tide facts:

Tide is available for UK, Indian, German, and French SMEs.
Over 1.8 million members: 800,000 in the UK and 1,000,000 in India, with rapid growth.
More than $300 million raised in funding.
Over 2,500 Tideans globally - we pride ourselves on our diversity!
Our offices are located in Central London, with a member support and tech center in Sofia, Bulgaria, and technology centers in Serbia, Romania, Lithuania, and Hyderabad, as well as offices in Gurugram, New Delhi, Berlin, Paris, and Luxembourg.

ABOUT THE ROLE:

As the CRM Manager for Wealth at Tide, you will enhance an established program (with numerous new features on the horizon) through optimization, personalization, and automation. You will take charge of campaign delivery and the planning process to facilitate a top-tier automation and personalization program, integrating various marketing channels and touchpoints to engage, educate, and nurture our members’ investment portfolios.

Your proven track record in testing and enhancing KPIs will be essential. Our highly skilled team is passionate about solving problems, fostering collaboration through direct feedback, and prioritizing action over deliberation.

Your key responsibilities will include:

Developing the campaign strategy across multiple Tide Payment products.
Monitoring, reporting, and presenting Tide Wealth KPIs and campaign performance to the department and immediate stakeholders.
Building, executing, and optimizing campaign workflows.
Defining a comprehensive testing and personalization roadmap aligned with the product team.
Supporting broader team forecasting.
Managing stakeholder relationships across various departments.

About Tide

Tide is transforming the way SMEs engage with banking and administrative services. With a mission to simplify business processes, Tide offers innovative solutions that cater to the unique needs of small and medium-sized enterprises, helping them thrive in a competitive landscape.

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