Marketing Automation Specialist

You will play a key role in building and optimising data-driven lifecycle journeys that drive client acquisition, activation, retention, and reactivation, ensuring relevance, personalisation, and compliance at every stage.

This role requires extensive experience with marketing automation platforms, strong knowledge of customer data, and a solid understanding of the financial markets, particularly within the Forex industry.

Your role at HFM:
Campaign Development:

• Develop and execute data-driven campaigns aligned with client lifecycle stages and business objectives.
  
• Plan, manage, and implement the overall CRM strategy.
  
• Design and build multi-stage, omnichannel journeys focused on conversion, retention, reactivation, onboarding, education, and loyalty.
  
• Use behavioural and trading data to deliver personalised, contextually relevant communications.
  
• Localise customer journeys based on market and regional insights.
  
• Create dynamic segmentation journeys leveraging trading behaviours, demographics, psychographics, and platform interactions.
  
• Utilise dynamic content and conditional logic for advanced personalisation.
  

Platform Management:

• Responsible for end-to-end setup and management of journeys using platforms such as Salesforce Marketing Cloud, HubSpot, Optimove, Solitics, or similar.
  
• Configure, maintain, and optimise CRM platforms and data structures to ensure scalability, accuracy, and compliance.
  

Collaboration:

• Partner with CRM, Content, Design, Product, and Analytics teams to align messaging, timing, and targeting.
  

Optimisation and Analysis:

• Monitor and analyse campaign performance, engagement metrics, and user behaviour.
  
• Conduct A/B and multivariate testing across journeys, content, and messaging to enhance ROI and client experience.
  
• Continuously optimise lifecycle journeys to reduce time-to-value, increase activation, and strengthen retention.
  
• Maintain dashboards and performance reports linking CRM activity to business KPIs.