Summary
Overview
Work history
Education
Skills
Affiliations
References
Timeline
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Jonathan James Coates

Clapham Common,City of London

Summary

A diligent, driven and determined individual looking for the next step in my career. I have built a wealth of knowledge within the customer marketing space and have become an expert in devising, implementing and analysing key interventions across a customers journey within a business, with the ultimate goal of creating the most valuable and 'stickiest' customer. I have started to influence the overall strategy for the savings product and would like to build on this experience whilst also expanding my knowledge further within customer marketing and acquisitions channels.

Overview

6
6
years of professional experience
10
10
years of post-secondary education

Work history

Senior Growth & Lifecycle Manager

JPMorgan Chase
London
01.2024 - Current
  • Responsible for creating and implementing strategic comms and journeys to activate, engage and retain customers in our savings product. The comms strategy is a mix of BAU and journey comms, and email, push, in-app, outbound and inbound channels.
  • Key stakeholder relationships have been built with the Product Marketing Manager and Product Manager to ensure alignment across the product initiatives and comms, and allowing me to influence key strategies based off my area of expertise.
  • Overseeing the end-to-end management of multichannel campaigns, with key collaborations with the brand, creative, copywriting, controls, compliance, AEM and comms delivery teams.
  • Lead on driving experimentation across all steps of the customer journey and with a specific focus on activating customers. A key win here was the activation plan for a boosted saver offering which saw a 400% increase across opens and fund amounts in the treatment vs. control. The overall impact to the business was a ~£300m in incremental deposits. This has plan has been implemented on all subsequent offers, and iterated on for optimisations.
  • Creating, activating and iterating upon highly optimised marketing programmes designed to activate customers, then engage and ultimately retain. This has been split between a F14D programme focused on activating the customer and pushing them into a profitable state for the business. Then a priming programme from 15-90D which focuses on driving the customers value to the business through embedding them deeper in the product and x-selling to other products at the right time.
  • Continually looking to optimise BAU and programme comms with collaboration with the experimentation, data, finance and commercial teams.

CRM Manager - Contractor

JPMorgan Chase (Nutmeg)
London
12.2022 - 12.2023
  • Hired as a contractor to work for the John Lewis Investments white-label business, part of Nutmeg Investments.
  • The was very unique role that required me to build relationships and manage key stakeholders across two different businesses - Nutmeg and John Lewis Finance.
  • End to end campaign management across the design, copywriting, controls, compliance and comms delivery departments at Nutmeg, as well as the commercial, controls and compliance departments at John Lewis Finance.
  • Full audit of the current BAU and Lifecycle campaigns which then lead to an optimisation project, collaborating with Nutmeg & John Lewis commercials team, data, product, design and copywriting teams.
  • This included launching 15 personalised,. targeted comms to help improve the acquisition for the business, as well as a fresh Tax Year End campaign of 11 emails split into 50 variations.
  • Managed the launch of a unique product proposition in the investments landscape, with continuous outreach to those clients.
  • Regular consulting and guidance to John Lewis on their acquisitions emails for investments, as well as reviewing all marketing activity to be sent out by John Lewis for tone-of-voice and general FCNM points

Senior CRM Executive

Science in Sport
London
04.2022 - 12.2023
  • Management of EU (Germany, Italy, Spain, Rest of EU) and US

channels.

  • Responsible for full development pipeline for each email in each

market - ideation, briefing design and copy, execution and

reporting.

  • Briefing copy and design to our in-house team for markets

outlined above. Highlighting audience, campaign objective, key

messages and tests.

  • Implemented a A/B testing plan - looking to optimise one

key metric per month.

  • Built strong cross-departmental relationships, particularly with

Trade, Design and Brand. Regular communication to ensure

each email is relevant and on-brand.

  • Regular planning of the communications strategy to optimise

key trading periods and offers.

  • Use of segmentation/personalisation to ensure all communications

are targeted and relevant.

  • Collaborated with data to devise Acquisition, Onboarding, In-life and Retention campaigns.
  • Identifying opportunities to launch new campaign ideas,

offers and promotions to deliver incremental margin and CX

improvements.

CRM Executive

LiveScore Group
London
07.2021 - 04.2022

· Planned, built and executed a variety of marketing campaigns (Email, SMS, Push and Web Push) within Lifecycle, BAU and Real-Time teams.

· Use of data, analysis and recommendations from the insights team to evaluate current and new campaigns and develop plans to further optimise the journeys.

· Helped devise and execute the automated lifecycle journeys, including welcome offers, conversion, retention, bad luck and reactivation journeys.

· Implemented A/B testing to collect data on different communications with the goal of optimising future communications.

· Built strong relationships across departments, particularly with the Copy, Insights and Legal teams, which helped my ability to effectively manage stakeholder expectations.


Product Administrator

Domus Group
London
02.2019 - 07.2021

· Management of Special Projects process and Quality Control which bring in £5 million+ annually to the business.

· Set-up and maintenance of a complete product portfolio - over 5,000 data entries required. This helped to create a single source of truth for the company and help the efficiency of the sales teams.

· Oversee the Marketing department in the setup of products on the website, ensuring all details are correct, particularly descriptions and imagery.


Education

Bachelor of Arts - Economics with International Finance & Banking

Nottingham Trent University
Nottingham
09.2015 - 09.2018

A-Levels - Business Studies, History, Government & Politics

Heathside Sixth Form
Weybridge, Surrey
09.2012 - 09.2014

GCSEs - Various

Heathside School
Weybridge, Surrey
09.2006 - 09.2011

Skills

  • Understanding of customer marketing channels and the strategic understanding behind specific use-cases
  • Compelling story-telling capabilities and the ability to make complex and technical nuance digestible
  • Relationship-building and stakeholder management, with excellent communication and collaboration skills
  • Analysis across customer data and channel performance
  • Regulatory and compliance knowledge within the financial services sector
  • Project management
  • Commercial and financial acumen

Affiliations

  • As with many runners, being a runner has become a big personality trait. I picked it up during lockdown and recently ran the London Marathon 2025 in 2:24.

References

References available upon request.

Timeline

Senior Growth & Lifecycle Manager

JPMorgan Chase
01.2024 - Current

CRM Manager - Contractor

JPMorgan Chase (Nutmeg)
12.2022 - 12.2023

Senior CRM Executive

Science in Sport
04.2022 - 12.2023

CRM Executive

LiveScore Group
07.2021 - 04.2022

Product Administrator

Domus Group
02.2019 - 07.2021

Bachelor of Arts - Economics with International Finance & Banking

Nottingham Trent University
09.2015 - 09.2018

A-Levels - Business Studies, History, Government & Politics

Heathside Sixth Form
09.2012 - 09.2014

GCSEs - Various

Heathside School
09.2006 - 09.2011
Jonathan James Coates