Client Engagement Specialist

Summary

Join Pepperstone as a Client Engagement Specialist and contribute to shaping client connections throughout their lifecycle. You will leverage CRM expertise and analytical skills to monitor and enhance conversion rates, re-engage inactive clients, and execute personalized marketing campaigns using Salesforce Marketing Cloud. Responsibilities include identifying areas for improvement, collaborating with teams to design campaigns, optimizing lifecycle campaigns, and reporting on performance. This role requires 3+ years of experience in CRM, client engagement, or marketing, along with proficiency in Salesforce Marketing Cloud. A proactive mindset, strong analytical skills, and a client-first attitude are essential. Pepperstone offers a competitive salary, bonus scheme, flexible and hybrid working options, remote work opportunities, personal development opportunities, and generous parental leave.

Requirements

• 3+ years in CRM, client engagement, retention marketing, or promotional campaign management
• Hands-on experience with Salesforce Marketing Cloud (Journey Builder, Email Studio, AMPscript preferred)
• Strong analytical skills and a passion for using data to drive decisions
• A proactive mindset and ability to act quickly on insights
• A client-first attitude and a drive to deliver meaningful outcomes

Responsibilities

• Monitor and improve conversion from Qualified Lead (QL) to First Trade
• Re-engage lapsed clients and grow active user segments
• Execute personalized lifecycle messaging using Salesforce Marketing Cloud
• Identify drop-off points and trigger timely, targeted outreach
• Collaborate with strategists and operations teams to design and deliver campaigns
• Own and optimize small-scale lifecycle campaigns end-to-end
• Report on funnel performance and campaign impact with actionable insights

Preferred Qualifications

Experience with UX design and research is a plus

Benefits

• Competitive salary structure including company bonus scheme
• Genuinely collaborative and friendly culture
• Flexible and hybrid working
• Remote working option - work from anywhere for up to 6 weeks per year, in addition to hybrid working as standard
• Ongoing personal development & learning opportunities
• 15 weeks paid primary carers parental leave & 4 weeks paid secondary carers leave
• 3 paid volunteering days per year & Workplace Giving Program