Invested Talent is proud to partner with a global online trading and investing business as they continue to grow their CRM and lifecycle marketing capability in Australia. This is a hands-on role for a CRM specialist who loves getting into the detail of journeys, data and automation, and wants to see the direct impact of their work on client acquisition, engagement and retention.

Key responsibilities

- Build, QA and deploy lifecycle campaigns across email, SMS and other direct channels, including always-on journeys, triggered communications, promotional activity and targeted campaigns

- Execute lifecycle programs across customers, clients and partners, covering lead nurture, onboarding, activation, conversion, repeat business and renewals, reactivation and retention

- Set up personalised journeys and dynamic content using behavioural, transactional and profile data so customers and brokers get the right message, at the right time, through the right channel

- Manage day-to-day build and administration in Salesforce Marketing Cloud, including Journey Builder, Email Studio, Automation Studio, data extensions and audience segmentation

- Run A/B tests across subject lines, content, offers, timing and audiences, and share learnings to improve performance

- Monitor and report on lifecycle KPIs such as deliverability, engagement, conversion, activation, retention and campaign contribution, flagging insights and optimisation opportunities

- Work with Creative,



Content and Product teams to brief and build communications that are consistent with the brand and customer value proposition

- Maintain data quality, consent and preference management, and rigorous QA processes across high-volume sends

- Support the CRM & Lifecycle Marketing Manager with campaign planning, calendar management and the ongoing improvement of CRM capability

Hiring criteria

- 3+ years' experience in CRM, lifecycle, email or marketing automation roles within a fast-paced, data-driven workplace

- Hands-on experience with Salesforce Marketing Cloud, including Journey Builder, Email Studio and Automation Studio

- Solid experience with audience segmentation, triggered communications and automated journeys, and comfortable working with customer data structures

- Working knowledge of SQL, AMPscript and HTML for email is highly regarded

- Strong analytical skills, confident pulling campaign and customer data and turning it into clear recommendations. Power BI or Tableau experience advantageous

- Experience running A/B tests and optimising campaigns based on results

- Exceptional attention to detail, with a strong quality-control mindset across data, automation rules and high-volume communications

- Strong organisational skills, able to manage multiple campaigns, priorities and deadlines

- Clear communicator who works well with stakeholders across Marketing, Product, Sales and Technology

- Bachelor's degree in marketing, business or a related field, or equivalent experience. Financial services, fintech or digital-first industry experience highly regarded

📌 CRM & Lifecycle Specialist (Sydney)
🏢 Invested Talent
📍 Sydney