CRM & Marketing Automation Specialist

CRM & Marketing Automation Specialist

12-Month Fixed-Term Employment

About the Role

We're looking for a CRM & Marketing Automation Specialist to join our Brand and Marketing team on a 12-month fixed-term contract.

This is a hands-on role focused on building and delivering CRM communications, automated customer journeys and campaigns using Microsoft Dynamics 365. You'll play an important role in bringing campaigns to life — from initial brief and audience selection through to build, testing, launch and optimisation.

You'll work closely with marketing colleagues in Australia and Manila, as well as teams across Sales, Product, Customer, Digital, Data and Technology. The role also involves working with creative and media agencies and CRM/platform partners.

If you enjoy combining CRM technology, campaign execution, copywriting, stakeholder management and attention to detail, this could be a great opportunity to make an impact.

What You'll Do

CRM & Marketing Automation

• Build, test and deploy email and text message campaigns using Microsoft Dynamics 365.
• Set up and manage automated customer journeys, including audience entry criteria, timing, sequencing and exclusions.
• Manage audience segmentation, suppression lists and campaign selections.
• Create and maintain reusable templates and content modules.
• Troubleshoot campaign build and deployment issues and work with Technology / Platform Support when required.
• Monitor campaign performance and translate results into practical improvements.
• Support test-and-learn initiatives and document campaign learnings.

Campaign Delivery

• Support acquisition, distribution partner and existing customer communications.
• Work with Sales, Product, Customer and Marketing teams to align audiences, messaging, timing and calls-to-action.
• Translate complex product, policy and customer information into clear and useful communications.
• Contribute to copywriting and editing to ensure communications are accurate, engaging and easy to understand.
• Manage multiple campaign priorities while maintaining quality and delivery timelines.

Campaign & Omnichannel Support

• Help define channel requirements across acquisition, partner and customer campaigns.
• Work with creative and media agencies to brief, review and coordinate campaign assets.
• Coordinate with Digital, Performance, Product, Sales and Customer teams to ensure messaging and timing are aligned.
• Support the communications calendar and help manage audience contact frequency.
• Coordinate timelines, dependencies, approvals, testing and launch readiness.
• Identify risks and blockers early and work with stakeholders to resolve them.

Stakeholder & Team Collaboration

• Work closely with colleagues across Australia and Manila.
• Build strong working relationships with stakeholders across different functions and locations.
• Provide practical CRM and marketing support to help campaigns move from brief to execution.
• Share knowledge and contribute to improving campaign processes, documentation and team capability.

Risk, Compliance & Quality

• Follow required approval and sign-off processes before campaign release.
• Conduct thorough QA, including proofreading, link checks, personalisation checks, previews, test sends and post-send validation.
• Ensure privacy, consent, preference and suppression requirements are correctly applied.
• Ensure communications meet applicable regulatory requirements and Pepper Money's brand standards.
• Escalate potential compliance, privacy or delivery issues promptly.

What You'll Bring

• 5+ years of marketing experience, with substantial hands-on experience in CRM, marketing automation and campaign delivery.
• Experience building and managing email, SMS/text and automated customer journeys.
• Experience using Microsoft Dynamics 365, or another enterprise marketing automation platform with the ability to quickly learn Dynamics 365.
• Strong understanding of audience segmentation, campaign targeting, suppression and list management.
• Strong attention to detail and a disciplined approach to campaign QA.
• Experience working within formal approval, governance and sign-off processes.
• Practical understanding of privacy, consent, opt-outs and preference management.
• Strong stakeholder management skills, including experience working across teams, locations and time zones.
• Excellent writing and editing skills, with the ability to turn complex information into clear, accurate and customer-friendly communications.
• Ability to manage multiple priorities and deliver campaigns within agreed timelines.

Nice to Have

• Hands-on experience with Microsoft Dynamics 365 Customer Insights / Journeys.
• Experience with platforms such as Salesforce Marketing Cloud, HubSpot, Adobe Marketo Engage, Oracle Eloqua, Braze or similar.
• Experience in financial services or another regulated industry.
• Experience supporting brokers, introducers, dealer networks, aggregators or other distribution partners.
• Experience working with creative and media agencies.
• Understanding of email deliverability and list health.
• Basic HTML knowledge for email formatting and troubleshooting.
• Experience with campaign testing, optimisation and test-and-learn methodologies.
• Training or experience in digital marketing, data and analytics or copywriting.

Employment Details

Employment Type: 12-Month Fixed-Term Employment

Location: BGC, Taguig City

Schedule: Monday- Friday ; 6:00 AM – 3:00 PM Manila Time

Department: Brand & Marketing

Work Arrangement: Hybrid – 2x a week onsite

Reports To: Head of Brand & Marketing