Customer Relationship Management Lead

September 23, 2026
Application ends: December 22, 2026

Job Description

REQUIREMENTS

  • 5+ years of experience in CRM, lifecycle marketing, retention marketing, customer engagement or a similar area.
  • At least 2 years of experience in the fintech environment.
  • Proven experience designing lifecycle programmes end to end, not only executing standalone campaigns created by someone else.
  • Strong understanding of customer lifecycle mechanics: onboarding, activation, engagement, retention, churn prevention and reactivation.
  • Ability to identify behavioural barriers, lifecycle gaps and engagement opportunities, then translate them into practical CRM journeys.
  • Strong business and customer thinking: ability to understand what kind of message, hook, content or channel is likely to work for a specific client segment.
  • Hands-on experience with segmentation, behavioural triggers, journey logic, A/B testing and CRM performance analysis.
  • Experience with CRM or marketing automation platforms such as Braze, Iterable, Customer.io, Optimove, CleverTap, OneSignal, ZohoCRM, Solitics or similar.
  • Understanding of cross-channel CRM mechanics across email, push, in-app messages, chat, messengers and sales / support communication.
  • Excellent written English and strong copywriting skills; ability to write clear, engaging and compliant client-facing communication independently.
  • Comfortable working with behavioural, product and CRM data: defining segments, interpreting results and understanding what should be tested or improved.
  • Ability to work independently, structure work clearly and take ownership of outcomes under a service agreement model.

RESPONSIBILITES

  • Design and develop lifecycle communication programmes across the full client journey: registration,activation, engagement, retention, churn prevention, reactivation and high-value client treatment.
  • Analyse customer behaviour and identify where clients drop off, lose interest, need education, require reassurance, or may benefit from a more relevant product or communication path.
  • Build communication journeys based on audience segments, behavioural triggers, client activity, product usage and business priorities.
  • Define what message, channel, timing and call-to-action should be used for different client segments and lifecycle stages.
  • Own cross-channel CRM communication across email, push, in-app messages, website or platform touchpoints, chat, WhatsApp / messengers, and sales or support touchpoints where relevant.
  • Create client-facing copy and content for lifecycle campaigns, onboarding flows, retention journeys, reactivation campaigns, educational sequences.
  • Develop message logic, talk tracks, macros or communication guidelines for sales and customer support teams where CRM communication requires human follow-up.
  • Work with product, BI, engineering, sales, support, compliance and regional teams to make sure lifecycle communication is relevant, technically feasible, measurable and compliant.
  • Define CRM data and segmentation needs, including behavioural signals, triggers and client attributes required to run effective journeys.
  • Run continuous testing and optimisation of lifecycle campaigns, including subject lines, timing, content, offers, channel mix, journey structure and audience logic.
  • Monitor and report performance of CRM flows and campaigns, using data to identify what should be improved, scaled or stopped.
  • Maintain a consistent tone of voice across client communications, including communication adapted for different regions and client segments.
  • Ensure that client-facing communication meets relevant compliance and legal requirements.

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