Marketing Automation Strategist

Job Description HFM is an internationally acclaimed multi-asset broker, delivering cutting-edge trading tools, platforms, and conditions to traders worldwide. We are committed to innovation, transparency, and excellence in the financial markets. As we continue to expand, we are seeking a results-driven, experienced Marketing Automation Strategist to strategise the development, execution, and optimisation of our automation and customer retention efforts. This role requires a deep understanding of the financial markets, customer retention, and regulatory-compliant communication. The CRM Strategist will be responsible for crafting data-driven, hyper-personalised lifecycle communications that enhance customer acquisition, boost conversion, and promote retention and reactivation. The role blends technological expertise with analytical skills, demonstrating a strong focus on strategy and behaviour psychology to enhance customer journeys and maximise lifetime value (LTV) through multi-channel communications. Your role at HFM: Strategy and Campaign Development: Develop campaign strategies grounded in customer data, data-driven insights, and client lifecycle understanding to support business growth. This includes creating automated workflows, and targeted campaigns. Strategise multi-stage, omni-channel campaigns targeting conversion, retention, reactivation, low activity, onboarding, education, and loyalty objectives. Use behavioural and trading data to personalise communications and enhance message relevance. Design market and region-specific customer journeys tailored to localised client needs. Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions. Leverage dynamic content blocks and conditional logic for deep personalisation. Platform: Demonstrate platform knowledge and technical execution in marketing automation platforms, including Journey Builder, Automation Studio, Email Studio, and Contact Builder. Oversee platform configuration, maintenance, and data to support campaign scalability and compliance. Ensure accuracy of CRM data, compliance with regulatory standards, and campaign scalability. Configure the CRM system, manager user permissions, integrate third-party tools, and troubleshoot issues. Stakeholder collaboration: Partner closely with Content, Design, Product, Sales, and Analytics teams to ensure alignment on messaging, timing, and client insights. Provide strategic recommendations to Marketing and Sales leaders based on CRM intelligence and testing outcomes. Coordinate with Marketing, Sales, and IT teams to ensure CRM systems and initiatives align with overall company goals. Continuous optimisation: Monitor campaign performance closely to identify client actions, drop-off points, and engagement trends based on the reporting. Conduct A.B and multivariate testing on subject lines, journey paths, send times, CTAs, and messaging frameworks. Apply findings to improve campaign ROI and enhance client experience. Continuously optimise these journeys to shorten time-to-vanlue, boost activation rates, and increase client longevity. Analytics and Reporting: Review and maintain dashboards and reports to track CRM campaign performance with clear links to business KPIs. Collaborate closely with the analytics team to identify opportunities for new campaigns, refinements, and strategic growth. Translate complex data into clear, actionable insights tailored for different regions and countries. Requirements 5+ years of CRM marketing experience, including at least 3 years in a strategic role within the financial markets, is a must. Extensive experience in the Forex industry (5+ years), with a deep understanding of client behaviour, regulatory considerations, and industry dynamics, is a must. Bachelor’s degree in Marketing, Business, Communications, or a related field (Master’s degree is a plus). Proven track record in strategising, developing, executing, and optimising high-performing CRM and lifecycle marketing campaigns across multiple languages and regulatory environments. Strategic thinker with strong leadership, collaboration, and project management skills, with the ability to align cross-functional teams around CRM goals. Proficiency in CRM and marketing technologies, including automation platforms and BI tools. Data-driven mindset with the ability to interpret reports and complex data sets and translate them into actionable insights and personalised strategies to inform decision-making. Excellent communication skills and a keen understanding of behavioural psychology, allowing you to craft messaging that resonates and converts. Strong attention to detail and organisational skills with the ability to thrive in a fast-paced, regulated environment. Fluent in English, with excellent written and verbal communication skills. Applicants must be eligible or have legal authorization to work in the country where the position is based. Benefits Hybrid Work Model (2 days working from home) Monthly Wolt Vouchers Comprehensive Health & Life Insurance Provident Fund (Upon completion of the trial period) Summer Short Fridays (August) Additional Paid Annual Leave (up to 30 days, based on years of service) Birthday Leave Training & Education Allowance Udemy Business access Gym Membership Referral Bonus Program Additional Support Visa Sponsorship and Relocation Assistance Ready to Kick Off an Exceptional Career? Join HFM and shape your future with a company that values growth, innovation and people. Sounds like you? Let’s write the next chapter together. All Applications will be handled with the strictest confidentiality.