Consultant implementing and enhancing Veeva Vault CRM and Salesforce solutions for life sciences clients. Collaborating closely with customers on key CRM projects.
About the role
- CRM Strategist driving campaign strategies, optimizing customer retention at global multi-asset broker HFM. Collaborating on data-driven communications to enhance client experiences.
Responsibilities
- Develop campaign strategies grounded in customer data, data-driven insights, and client lifecycle understanding to support business growth. This includes creating automated workflows, and targeted campaigns.
- Strategise multi-stage, omni-channel campaigns targeting conversion, retention, reactivation, low activity, onboarding, education, and loyalty objectives.
- Use behavioural and trading data to personalise communications and enhance message relevance.
- Design market and region-specific customer journeys tailored to localised client needs.
- Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions.
- Leverage dynamic content blocks and conditional logic for deep personalisation.
- Demonstrate platform knowledge and technical execution in marketing automation platforms, including Journey Builder, Automation Studio, Email Studio, and Contact Builder.
- Oversee platform configuration, maintenance, and data to support campaign scalability and compliance.
- Ensure accuracy of CRM data, compliance with regulatory standards, and campaign scalability.
- Configure the CRM system, manager user permissions, integrate third-party tools, and troubleshoot issues.
- Partner closely with Content, Design, Product, Sales, and Analytics teams to ensure alignment on messaging, timing, and client insights.
- Provide strategic recommendations to Marketing and Sales leaders based on CRM intelligence and testing outcomes.
- Monitor campaign performance closely to identify client actions, drop-off points, and engagement trends based on the reporting.
- Conduct A/B and multivariate testing on subject lines, journey paths, send times, CTAs, and messaging frameworks.
- Apply findings to improve campaign ROI and enhance client experience.
- Review and maintain dashboards and reports to track CRM campaign performance with clear links to business KPIs.
- Collaborate closely with the analytics team to identify opportunities for new campaigns, refinements, and strategic growth.
- Translate complex data into clear, actionable insights tailored for different regions and countries.
Requirements
- 5+ years of CRM marketing experience, including at least 3 years in a strategic role within the financial markets, is a must.
- Extensive experience in the Forex industry (5+ years), with a deep understanding of client behaviour, regulatory considerations, and industry dynamics, is a must.
- Bachelor’s degree in Marketing, Business, Communications, or a related field (Master’s degree is a plus).
- Proven track record in strategising, developing, executing, and optimising high-performing CRM and lifecycle marketing campaigns across multiple languages and regulatory environments.
- Strategic thinker with strong leadership, collaboration, and project management skills, with the ability to align cross-functional teams around CRM goals.
- Proficiency in CRM and marketing technologies, including automation platforms and BI tools.
- Data-driven mindset with the ability to interpret reports and complex data sets and translate them into actionable insights and personalised strategies to inform decision-making.
- Excellent communication skills and a keen understanding of behavioural psychology, allowing you to craft messaging that resonates and converts.
- Strong attention to detail and organisational skills with the ability to thrive in a fast-paced, regulated environment.
- Fluent in English, with excellent written and verbal communication skills.
- Applicants must be eligible or have legal authorization to work in the country where the position is based.
Benefits
- Hybrid Work Model (up to 2 days working from home)
- 22 days of Annual Leave (reaching up to 30 days per year based on years’ service)
- Comprehensive Health & Life Insurance (from day one!)
- Friday afternoons off in Summer (July & August)
- Birthday Leave
- Gym Membership (Larnaca)
- Referral Bonus
- Paid Time Off for Training & Education
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