CRM Business Designer

📍 Job Overview

Job Title: CRM Business Designer

Company: Wise

Location: London, England, United Kingdom

Job Type: Full-time

Category: Revenue Operations / Marketing Operations / CRM Design

Date Posted: 2026-09-03

Experience Level: Mid-Level (2-5 years)

Remote Status: On-site

🚀 Role Summary

• Design and implement high-impact, visually compelling email campaigns and communications for both business (sole traders, SMEs) and personal customers.

• Contribute to the evolution and maintenance of a robust CRM Design System, ensuring brand consistency and scalability.

• Drive continuous improvement through A/B testing of design elements to optimize CRM performance and customer engagement metrics.

• Collaborate closely with a global CRM team of designers and copywriters to deliver exceptional campaign quality and efficiency.

• Scale design processes and templates to support the rapid growth of the CRM function and its expanding customer base.

📝 Enhancement Note: This role bridges the gap between visual design and revenue operations by focusing on the strategic application of design within CRM to drive customer acquisition, engagement, and retention for a global fintech company. The emphasis on B2B and B2C customer segments, along with the need for scalable design solutions, positions this as a critical function within Wise's Go-To-Market (GTM) strategy.

📈 Primary Responsibilities

• Develop and execute visually appealing, on-brand email templates and communication designs tailored for diverse customer segments, including sole traders and SMEs.

• Implement responsive design principles to ensure optimal viewing experiences across a wide range of devices and email clients.

• Propose and execute A/B tests on design elements (e.g., CTAs, imagery, layouts) to quantitatively measure design's impact on key CRM metrics such as open rates, click-through rates, and conversion rates.

• Actively contribute to and maintain the CRM Design System, documenting components, guidelines, and best practices for consistent application.

• Collaborate with CRM managers, copywriters, and other designers to translate marketing objectives into effective visual communication strategies.

• Identify and implement opportunities for automation and efficiency within the CRM design workflow, leveraging design tools and best practices.

• Design and incorporate multimedia elements where appropriate to enhance customer engagement and brand storytelling.

• Present design concepts and rationale clearly and persuasively to stakeholders, demonstrating thoughtful responses to project briefs.

• Ensure all designs adhere to brand guidelines while pushing creative boundaries to maximize customer interaction and value.

📝 Enhancement Note: The responsibilities highlight a blend of creative execution, strategic thinking, and operational efficiency. The emphasis on A/B testing and contributing to a design system indicates a data-driven approach to design, directly impacting CRM performance and scalability, which are core to revenue operations.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's degree in Graphic Design, Visual Communications, Marketing, or a related field is typically expected for this level of experience.

Experience: 4+ years of experience in a similar visual design role, with a strong emphasis on CRM and email campaign design. Proven experience in B2B design is essential.

Required Skills:

• Minimum of 4 years of professional experience in visual design, with a significant focus on CRM and email marketing.

• Proven B2B design experience, understanding the nuances of communicating with business customers.

• Strong portfolio showcasing high-impact email campaigns with exceptional typography, layout, art direction, and technical execution.

• Demonstrated proficiency in designing responsive email templates and campaigns.

• Expert-level skills in Figma for design creation, prototyping, and collaboration.

• Familiarity with email marketing software and platforms such as Stripo or Braze.

• Excellent attention to detail and robust organizational skills, capable of managing multiple projects simultaneously.

• Strong communication and interpersonal skills, essential for cross-functional collaboration. Preferred Skills:

• Knowledge and practical experience with email automation tools and broader CRM platforms.

• Understanding of email deliverability best practices and common troubleshooting techniques.

• Foundational knowledge of HTML and CSS for email development and troubleshooting.

• Experience designing for multiple languages and international markets.

📝 Enhancement Note: The requirement for CRM experience and proficiency in specific tools like Figma, Stripo, and Braze are critical for success. The emphasis on a strong portfolio demonstrating technical and artistic skill in email design, alongside B2B experience, directly aligns with the operational needs of a growth-focused fintech company like Wise.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• A curated selection of at least 3-5 high-impact email campaign case studies, specifically highlighting B2B (sole traders/SMEs) and B2C examples.

• Demonstrations of responsive design implementation across various devices and email clients.

• Examples showcasing strong typography, layout, and art direction within email contexts.

• Visual evidence of contributions to a design system, including component libraries or style guides.

• Case studies that articulate the design's objective, the creative process, the implemented solutions, and quantifiable results (e.g., improved engagement metrics, conversion rates). Process Documentation:

• Showcase an understanding of workflow design for CRM campaigns, from brief to deployment.

• Evidence of experience in documenting design processes, including version control and asset management for email assets.

• Examples of how design decisions were informed by A/B testing results and performance data, demonstrating a commitment to iterative improvement.

• Documentation of contributions to a design system, illustrating scalability and consistency in design application.

📝 Enhancement Note: For a role like this, the portfolio is paramount. It must go beyond aesthetic appeal to demonstrate a deep understanding of CRM's role in customer lifecycle management and revenue generation. Highlighting the ability to translate business objectives into design solutions that drive measurable outcomes is key.

💵 Compensation & Benefits

Salary Range: GBP £45,000 - £65,000 per year.

Benefits:

• Competitive annual salary within the specified range, reflecting experience and contribution.

• Opportunity to work with a global, mission-driven technology company at the forefront of financial services.

• Collaborative and inclusive work environment that values diversity and international perspectives.

• Potential for professional growth and development within the CRM and design functions.

• Access to company-wide initiatives and benefits (specifics would need to be confirmed with Wise directly).

Working Hours: 40 hours per week, with an on-site work arrangement in London.

📝 Enhancement Note: The salary range of £45,000 - £65,000 for a CRM Business Designer in London aligns with mid-level roles in the UK's tech and marketing sectors. This range is competitive for someone with 4+ years of specialized experience in CRM design and email marketing. The on-site requirement in London is a key factor in compensation considerations.

🎯 Team & Company Context

🏢 Company Culture

Industry: Global Financial Technology (Fintech). Wise is a leader in the international money transfer and multi-currency account space, disrupting traditional banking.

Company Size: Wise is a large, publicly traded company with a significant global presence, employing thousands of individuals across multiple offices worldwide. This scale offers opportunities for impact and career advancement.

Founded: Wise was founded in 2011. Its rapid growth and innovative approach to financial services are central to its culture and operational focus.

Team Structure:

• The CRM team is described as "60+ strong and global," indicating a substantial, well-resourced function.

• The role is within the CRM team, working collaboratively with in-team designers and copywriters.

• There are three designers within the CRM team, suggesting a focused, specialized design unit.

• The role involves collaboration across marketing, design, and potentially product teams to achieve campaign objectives. Methodology:

• Data-driven decision-making is a core tenet, evidenced by the emphasis on A/B testing and measuring design's impact on CRM metrics.

• A strong focus on efficiency and scalability to support a growing global customer base and CRM team.

• Collaborative approach to campaign creation, involving designers, copywriters, and CRM strategists.

• Commitment to brand consistency and excellence, balanced with creative innovation.

Company Website: wise.jobs

📝 Enhancement Note: Wise's culture is built on innovation, transparency, and a mission to make money movement borderless. For operations professionals, this means an environment that values efficiency, data-driven insights, and a proactive approach to problem-solving. The company's scale suggests established processes but also ample room for individuals to influence and improve them.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a mid-level specialist within the CRM and Marketing Operations sphere. It requires significant hands-on expertise in visual design specifically for CRM, with a focus on driving measurable business outcomes. The responsibilities suggest a designer who can operate independently on core tasks while also contributing strategically to the broader design system and team efficiency.

Reporting Structure: The CRM Business Designer will likely report to a CRM Design Lead or a Head of CRM Design within the larger CRM team structure. This role will work closely with fellow designers and copywriters, fostering a collaborative team environment.

Operations Impact: The work directly influences how millions of Wise customers interact with the brand across key communication touchpoints. By optimizing email campaigns through design, this role impacts customer acquisition, engagement, retention, and ultimately, revenue. The ability to scale design solutions directly supports Wise's growth objectives and Go-To-Market effectiveness.

Growth Opportunities:

• Specialization: Deepen expertise in CRM design, email marketing best practices, and conversion rate optimization (CRO) through design.

• Design System Leadership: Take on more responsibility for the CRM Design System, potentially leading its evolution or advocating for its expansion.

• Cross-functional Projects: Collaborate on broader GTM initiatives that leverage CRM insights and design expertise.

• Mentorship: As a seasoned designer, mentor junior team members or contribute to design training programs.

• Strategic Contribution: Influence CRM strategy through data-backed design recommendations and innovative campaign approaches.

📝 Enhancement Note: The growth path for a CRM Business Designer at Wise likely involves increasing strategic input, leading design initiatives within the CRM function, and potentially moving into senior design or even management roles within operations or marketing. The emphasis on scalability and data-driven design offers a clear trajectory for impact and advancement.

🌐 Work Environment

Office Type: Wise operates with a hybrid work model, but this specific role is designated as "On-site," indicating a requirement to be present in the London office regularly. This suggests a focus on in-person collaboration, team building, and access to office resources.

Office Location(s): The office is located at Worship Square, 65 Clifton Street, London, EC2A 4JE, United Kingdom. This is a central London location, likely accessible via public transport.

Workspace Context:

• The London office is expected to be a modern, dynamic workspace designed to foster collaboration and innovation, common in fintech companies.

• Access to necessary design tools, hardware, and potentially shared creative resources will be available.

• The environment will encourage interaction with a diverse, international team, promoting cross-cultural understanding and idea exchange.

• Opportunities for informal and formal collaboration with designers, copywriters, CRM managers, and other cross-functional teams.

Work Schedule: The standard working hours are 40 per week, with the expectation of being on-site. While the role requires regular office presence, Wise generally offers flexibility where possible, though operational needs for critical campaigns might necessitate adherence to specific deadlines.

📝 Enhancement Note: The "On-site" designation for this role in London emphasizes the value Wise places on in-person collaboration for creative and strategic functions. Candidates should expect a professional office environment conducive to teamwork and focused design work, with potential for some flexibility around core hours.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A recruiter or hiring manager will review applications and portfolios. Expect a call to discuss your experience and suitability.

• Technical/Portfolio Review: A dedicated session to walk through your portfolio. Be prepared to discuss your design process, rationale behind specific choices, and the impact of your work on business objectives. Focus on your CRM and email design examples.

• Skills Assessment: You may be given a design challenge or a case study to complete, focusing on designing an email campaign for a specific Wise scenario or customer segment. This will assess your Figma skills, understanding of responsive design, and ability to translate a brief into effective visuals.

• Team/Hiring Manager Interviews: Discussions with potential colleagues and the hiring manager to assess cultural fit, collaboration style, problem-solving abilities, and strategic thinking. Be ready to articulate how you would contribute to their team and operations.

• Final Interview: Potentially with a senior leader to discuss overall fit, career aspirations, and alignment with Wise's mission.

Portfolio Review Tips:

• Curate for Relevance: Prioritize your strongest email marketing and CRM design examples, especially those demonstrating B2B impact and A/B testing results.

• Tell a Story: For each project, clearly articulate the problem, your role, the design process, the solution, and the measurable outcomes. Use data where possible.

• Highlight Key Skills: Showcase your proficiency in Figma, responsive design, typography, and understanding of email client limitations.

• Demonstrate Scalability: Include examples of how you've contributed to or utilized design systems.

• Be Ready to Discuss: Prepare to explain your design choices, how you handled feedback, and how your work aligns with business goals.

Challenge Preparation:

• Understand Wise: Research Wise's brand, mission, target audiences (personal and business), and current marketing efforts.

• Email Best Practices: Refresh your knowledge of email deliverability, responsive design for various clients, and effective CTA strategies.

• Figma Proficiency: Ensure you are comfortable and efficient with Figma for rapid design and iteration.

• Strategic Thinking: Practice articulating how design decisions support specific business objectives (e.g., driving sign-ups, feature adoption, customer retention).

📝 Enhancement Note: The emphasis on a portfolio review and potential design challenge indicates that practical application and demonstrated skill in CRM design are paramount. Candidates should prepare to not only show their work but also to articulate the strategic thinking and operational impact behind their design decisions.

🛠 Tools & Technology Stack

Primary Tools:

• Figma: Essential for all design work, prototyping, and collaboration. Expect to use it extensively for creating email templates, components, and user flows.

• Email Marketing Software (e.g., Stripo, Braze): Familiarity with platforms used to build, send, and manage email campaigns is crucial. This includes understanding template builders, segmentation, and campaign workflows.

• CRM Platforms: While not explicitly a CRM administrator role, understanding how CRM data influences campaign design and how designs integrate with CRM workflows is important.

Analytics & Reporting:

• A/B Testing Tools: Experience with or understanding of how to design for A/B testing and interpret results from platforms that track email performance (e.g., open rates, click-through rates, conversion rates).

• Analytics Platforms: Familiarity with general analytics tools to understand user behavior and campaign impact.

CRM & Automation:

• Email Automation Tools: Knowledge of how to design for automated email sequences and triggered campaigns.

• Design System Tools/Practices: Experience contributing to or utilizing design systems for consistency and scalability.

Desirable Tools:

• HTML/CSS: Basic understanding is beneficial for troubleshooting or collaborating with developers on email implementation.

📝 Enhancement Note: Proficiency in Figma is a non-negotiable requirement. Experience with specific email marketing platforms like Braze or Stripo will be a significant advantage, as these are the tools where the designs will be implemented and managed. Understanding how these tools integrate with broader CRM and analytics systems is key for this role's operational impact.

👥 Team Culture & Values

Operations Values:

• Customer Centricity: Designing communications that genuinely add value and improve the customer experience, aligning with Wise's mission.

• Efficiency & Scalability: Developing design solutions that can be easily replicated and scaled across millions of customers and various campaigns.

• Data-Driven Innovation: Using A/B testing and performance metrics to inform design decisions and continuously improve campaign effectiveness.

• Collaboration & Transparency: Working openly with a global team, sharing knowledge, and providing constructive feedback.

• Ownership & Accountability: Taking responsibility for design quality, campaign performance, and contributing to the overall success of the CRM function.

Collaboration Style:

• Highly collaborative, working closely with fellow designers and copywriters within the CRM team.

• Cross-functional interaction with CRM managers, marketing strategists, and potentially product teams.

• Emphasis on clear communication, constructive feedback, and a shared commitment to achieving campaign objectives.

• A culture that encourages proactive problem-solving and sharing best practices within the design and CRM communities.

📝 Enhancement Note: Wise's emphasis on a global, inclusive, and mission-driven culture