About the job
The CRM & Communications Consultant is responsible for defining, developing, and executing Oikocredit’s end-to-end CRM and communications strategy. This role ensures high-quality, consistent, and data-driven engagement across the full investor lifecycle, from lead generation to long-term retention, leveraging platforms such as Salesforce Marketing Cloud, HubSpot, or similar systems.
The role combines ownership of CRM, lifecycle design, and segmentation with hands-on campaign execution. By delivering personalized, compliant, and timely communications across digital channels, the manager strengthens investor engagement, enhances experience, and contributes directly to Oikocredit’s capital raising and retention objectives.
Main responsibilities
Setting up and managing CRM journeys and segmentation
Executing and optimising campaigns
Managing tools and data flows
Coordinating with stakeholders and ensuring compliance
More in detail:
CRM Strategy & Lifecycle Design
Define and lead the end-to-end CRM strategy for investor and prospect communications, aligned with Oikocredit’s capital raising and retention goals.
Design and continuously optimise the investor lifecycle (lead prospect investor loyal advocate), including key journeys, triggers, and communication touchpoints.
Develop segmentation frameworks based on behavioural, demographic, and investment data to enable scalable, personalised communication.
Translate business objectives into CRM roadmaps, including audience strategy, channel mix, communication cadence, and automation opportunities.
Evaluate and optimise CRM systems and data structures (Salesforce, Marketing Cloud, HubSpot or similar) to ensure they support strategic and operational needs.
Lead Creation & Conversion
Targeted Campaign Development: Design, build, test, and dispatch investor-focused email campaigns and newsletters using Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio) and transitioning from legacy tools (e.g. Procurios). Ensure each campaign has clear calls-to-action to convert prospects into active investors, contributing to capital inflow goals.
Personalization & A/B Testing: Create dynamic, personalized content using data segmentation and automation. Conduct A/B tests on subject lines, send times, and content variables to optimize open rates, click-through rates (CTR), and conversion metrics, achieving continuous improvement in campaign performance. Establish segment and market benchmarks for key performance metrics (CTR, open rates).
Lead Nurturing: Implement automated nurture journeys for prospective investors and soft leads – e.g. informational email series, follow-up campaigns – to increase lead-to-investor conversion by providing the right information at the right time in the decision process.
Investor Engagement & Communications
Develop and execute a comprehensive investor communication and CRM strategy, delivering timely and relevant updates to current investors.
Ensure all communications align with Oikocredit’s brand guidelines, tone of voice, and regulatory requirements.
Apply an audience-first approach to tailor content to investor needs, strengthening trust, engagement, and long-term loyalty.
Ensure high-quality, accurate, and culturally sensitive content for an international investor base.
Cross-Functional & Stakeholder Collaboration
Maintain and manage a central investor communications calendar, ensuring alignment across teams and channels.
Collaborate with Audience teams within Inflow alongside IT, Compliance, and regional business units (Support Associations) to ensure coordinated and compliant communications.
Act as a subject matter expert on CRM tools and best practices, providing guidance and training to internal stakeholders.
Work closely with content teams to align messaging, optimise performance, and refine content strategies based on insights.
Work closely with IT and Audience teams to align on data requirements, troubleshoot issues (e.g. data integration, subscription management, audience segmentation), and implement new journeys or features in Marketing Cloud. Collaborate with Compliance, Legal, and Data Privacy officers to guarantee all investor communications meet regulatory requirements (e.g. GDPR consent and opt-out rules) and ethical standards.
Act as a liaison and subject matter expert for digital communication tools. Provide training and guidance to colleagues (e.g. select staff in global or regional offices) on Salesforce Marketing Cloud usage and best practices, to build capacity and ensure consistent use of the platform across the organisation.
Performance Tracking & Reporting
Monitor and analyse campaign and lifecycle performance using CRM platforms and analytics tools.
Develop dashboards and reports to track engagement, conversion, retention, and investor behaviour.
Translate data insights into strategic recommendations to improve acquisition, engagement, and lifetime value.
Continuously refine targeting, content, and communication strategies based on performance data.
Continuous Improvement of Investor Experience
Ensure full compliance with GDPR and data privacy regulations, managing permissions, subscriptions, and data quality.
Document processes and maintain Standard Operating Procedures (SOPs) to ensure consistency and scalability.
Stay up to date with CRM, digital marketing, and investor communication best practices, introducing new tools and approaches where relevant.
Establish feedback mechanisms (e.g. surveys, engagement tracking) to continuously improve the investor journey and satisfaction.
Education, skills and experience
Bachelor’s degree (or higher) in Marketing, Communications, Business or a related field.
4 - 6+ years of experience in digital marketing, communications, or investor relations roles focusing on email/newsletter campaigns.
Hands-on experience with CRM and marketing automation platforms such as Salesforce Marketing Cloud, HubSpot, or similar tools.
Strong understanding of CRM strategy, lifecycle marketing, segmentation, and automation design.
Experience with CRM data architecture, audience modelling, and data-driven decision making.
Proven ability to analyse campaign and customer data and translate insights into actionable improvements.
Solid understanding of email marketing best practices, including deliverability, A/B testing, and personalisation.
Knowledge of GDPR and data privacy requirements.
Strong project management skills and ability to coordinate across multiple stakeholders and regions.
Excellent English writing and communication skills; additional languages are a plus.
Experience in training or enabling others to use CRM systems and tools is an advantage.
Benefits
Impactful Work; Contribute to meaningful social and environmental change.
Professional Growth; you will have access to training and learning opportunities.
Work-life balance: you will benefit from a flexible work environment where you can work from home approximately 50% of the time.
Collaborative Environment: Work with passionate professionals dedicated to impact investing and sustainability.
Additional remarks
This is a one-year assignment, ideally on an employment contract. Freelance candidates will also be considered.
We are seeking candidates based in the Netherlands with a valid work permit.
How to apply
Please send your cover letter and resume in English via the apply button. If you are applying as a freelancer, kindly include your hourly rate.
Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.
