CRM Analyst

Overview:

🌍 Location: Remote/Old Street, London

💷 Salary: £45,000-£55,000 a year

🕝 Hours: 40 hrs/week, 7am – 7pm core hours

🏢 Department: CRM

📈 Experience level: Mid/Intermeditate

About us:

TotallyMoney is the free personal finance app that gives people the plans, products and help they need to unlock a life of more choices. It’s all about creating a fairer financial world where people who’ve been left behind can make their financial data work for them. Put simply, we help them move closer towards their financial goals.

We’re a diverse bunch from different backgrounds, united by a company culture that promotes autonomy, collaboration and innovation. We’ve even been voted one of the UK’s Best Companies to Work For!

If you want to join our mission to help the UK’s most under-served consumers — we want to hear from you!

What you’ll do: 

We’re looking for a skilled and motivated CRM Data Analyst to contribute to TotallyMoney’s success by delivering data-driven insights, developing end-to-end tracking funnels, and supporting the test and learn feedback loop for the CRM team. The ideal candidate will have a strong analytical mindset, commercial acumen, a collaborative outlook and a commitment to continuous improvement. 

Your role will be within the larger Data team, and your time will be fully allocated to the CRM team.  

Your responsibilities will include: 

Data Analysis & Insights 

• Analyse customer behaviour and engagement metrics to inform CRM strategies. 

• Analyse the results of CRM tests, condense learnings and suggest improvements to the CRM strategy based on said learnings. 

• Develop and report on full, end-to-end funnels from CRM (mainly email & push notifications) all the way to monetisation. 

• Develop customer segmentation models to optimise targeting and messaging. 

• Conduct deep dives into campaign performance (email, push, SMS) to improve conversion, engagement, and retention. 

• Identify opportunities to reduce churn, increase repeat engagement, and monetisation from CRM. 

CRM Optimization & Performance Tracking 

• Build and maintain dashboards and reporting frameworks to track CRM performance against OKRs and KPIs. 

• Work closely with CRM, Product, and Data teams to enhance personalisation strategies using transactional, behavioural, and demographic data. 

• A/B test CRM campaigns and optimise send times, content, and frequency based on data-driven insights. 

Data-Driven Strategy & Collaboration 

• Partner with CRM, Marketing, and Product teams to improve customer journeys and lifecycle communications. 

• Leverage predictive modelling and machine learning techniques to enhance targeting and automation. 

• Ensure CRM data integrity, identifying gaps and recommending solutions to improve data quality. 

• Data Quality & Governance: Complying with data quality frameworks to ensure reliable and accurate data.  

• Upholding compliance with GDPR and other relevant regulations while supporting robust data governance practices. 

You’ll fit in well if you’re the kind of person who likes: 

• A Modern Data Stack: Working with data leaders to improve scalability and efficiency in analytics systems.
• Staying informed on industry trends and emerging technologies to support innovation. 

Here’s what we think you’ll need to succeed in this role: 

• Experience in data analytics, data modelling, and insight generation. 
• Familiarity with data governance practices and compliance regulations (e.g., GDPR). 
• Strong collaboration and communication skills, with the ability to work cross-functionally. 
• Exposure to modern data stack tools and cloud technologies is a plus. 
• Passion for leveraging data to drive business impact. 
• If you’re a data enthusiast eager to contribute to a fast-paced, innovative environment, we’d love to hear from you. 

We know people, especially those from marginalised backgrounds, may hesitate to apply if they don’t meet all the requirements. Please apply anyway. We don’t expect you to be the complete package, just show us you have ambition and a willingness to learn.

What you’ll get from us:

Working at TotallyMoney has its perks. When you join the team you’ll get:

• 🏢 Hybrid working — We operate a hybrid policy. 2 days of your choice in our office.
• 🕜 Flexible hours — Our core hours are 7 am to 7 pm. Fit your hours within that, however you like.
• ⛱️ 25 days of annual leave (plus 8 bank holidays), 2 additional free days off at Christmas time, and the option to purchase an extra week off.
• 🌅 40 days to work abroad — make us jealous of your stunning view.
• 🍼 Parental leave so you can spend time with your new bundle of joy.
• 💜 2 days leave to volunteer for whatever causes you’re passionate about! Plus, the opportunity to give back during work with a range of monthly charity events.
• 😷 Unlimited sick leave so you can take the time you need to get better.
• 🩺 Vitality Health Insurance and reward scheme (inc. 50% off Virgin Active gyms, free access to headspace and so much more).
• 🎁 Perkbox membership for a range of great discounts and freebies.
• 🚲Cycle to Work scheme and great on-site facilities to accommodate those who choose to cycle or run to work.
• 🤲 Prayer/quiet room with privacy curtain and prayer mats.
• 💹 Auto-enrolment pension scheme with Scottish Widows.
• 🧠 Mental health and well-being perks include talking therapies with Self-space and ‘in-the-moment’ assistance via our Employee Assistance Programme by Viviup.
• 🐶 You’ll find a pup or 2 around our dog-friendly office.
• 💃 2 annual company socials, regular team socials throughout the year, and an all-company invitation to Thursday drinks (ping pong and darts optional).
• 🥐 Free breakfast on Thursdays at our company morning meeting.
• 🍫 Snack jars filled with goodies, coffee machines with Caravan coffee, and a great range of herbal teas — help yourself!
• ⚽ Hobby clubs and activities like football, badminton, Catan, and book club — you could even start your own!
• 📚 A cultural focus on learning and development - training is a part of our monthly company agenda.
• 🌱 FORA building membership with access to various in-building perks such as socials, breakfasts, a running track, and fitness classes.

Interview process:

1. Screening call with our People Experience Manager
2. Take-home SQL test assessed by the Director of Data Insights
3. 30-40 min interview with Head of CRM
4. Final interview with Director of Data Insights and CEO

How to apply:

If you have any questions, you can reach out to the People Team at peopleteam@totallymoney.com.

Want to join our ambitious team? Fill in your application and submit today!

Our commitment to diversity and inclusion:

At TotallyMoney, we’re committed to being an inclusive and diverse employer, and welcome applications from all sections of society. We have an active DE&I (Diversity, Equity and Inclusion) committee led by employees and continually work on our DE&I efforts. We believe everyone has potential, regardless of race, religion or belief, ethnic origin, physical or mental ability, social background, age, nationality, marital, domestic, or civil partnership status, sexual orientation, gender identity, or any other differences that make you, you.