Customer Relationship Management Lead
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.
Are you interested in this position?
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