Client Success Manager driving client satisfaction and solution adoption for fintech solutions. Collaborating with teams to achieve business goals and minimizing churn risk across client relationships.
About the role
- CRM Project Specialist leading design and implementation of strategic growth initiatives in Mexico City. Focused on enhancing customer journey and maximizing business value through data-driven approach.
Responsibilities
- Lead CRM projects through all phases: Definition, Measurement, Analysis, Implementation, and Control.
- This includes hands-on campaign execution, rigorous A/B testing, and the technical implementation of automated communication flows.
- Monitor and optimize key performance indicators such as LTV (Lifetime Value), GMV, and Profitability.
- Utilize SQL to segment audiences, build deep-dive reports, and identify behavioral insights that inform strategy.
- Design scalable processes for automated customer journeys and lifecycle management.
- Work closely with Marketing, Product, and Credit teams to ensure seamless execution of complex customer communications.
Requirements
- Experience: 2+ years of experience in CRM, Growth, Product or Data Marketing, preferably in Startups/Fintech.
- Technical Skills: Basic SQL skills.
- Advanced Excel.
- Experience with CRM automation tools.
- Understanding of Growth metrics.
- Soft Skills: Process-oriented.
- Results-driven.
- Analytical mindset.
- Excellent project management skills.
- Academic background (studies or certifications) Bachelor’s degree in Industrial Engineering, Marketing (Data-Oriented), Economics, Actuarial Sciences or related quantitative fields.
- Languages Spanish English (Level: fluent).
Job title
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