CRM Specialist developing and executing omnichannel marketing automation campaigns for a multi-asset broker. Focused on client acquisition and retention with data-driven strategies.
Responsibilities
Develop and execute data-driven campaigns aligned with client lifecycle stages and business objectives.
Plan, manage, and implement the overall CRM strategy.
Design and build multi-stage, omnichannel journeys focused on conversion, retention, reactivation, onboarding, education, and loyalty.
Use behavioural and trading data to deliver personalised, contextually relevant communications.
Localise customer journeys based on market and regional insights.
Utilise dynamic content and conditional logic for advanced personalisation.
Responsible for end-to-end setup and management of journeys using platforms such as Salesforce Marketing Cloud, HubSpot, Optimove, Solitics, or similar.
Configure, maintain, and optimise CRM platforms and data structures to ensure scalability, accuracy, and compliance.
Partner with CRM, Content, Design, Product, and Analytics teams to align messaging, timing, and targeting.
Monitor and analyse campaign performance, engagement metrics, and user behaviour.
Conduct A/B and multivariate testing across journeys, content, and messaging to enhance ROI and client experience.
Continuously optimise lifecycle journeys to reduce time-to-value, increase activation, and strengthen retention.
Maintain dashboards and performance reports linking CRM activity to business KPIs.
Requirements
3+ years of hands-on CRM experience with a proven track record of building and launching omnichannel marketing automation campaigns within the Forex industry.
Deep understanding of client behaviour, regulatory requirements, and industry dynamics, is a must.
In-depth knowledge of client lifecycle marketing, personalisation, segmentation, and data-driven CRM strategies.
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