Define the CRM strategy and roadmap aligned with revenue, retention, and experience goals.
Orchestrate omnichannel customer journeys (email, push, SMS, WhatsApp) with a focus on personalization and automation.
Manage the CRM/CDP/Marketing Automation stack (e.g., Segment, Adobe, Salesforce Marketing Cloud), prioritizing data governance and integrations with the banking core and data lake.
Work with Data Science to develop predictive models (propensity, churn, CLTV, next-best-offer) and operationalize those models in campaigns.
Lead A/B tests and controlled experiments to optimize messages, offers, and journeys; institutionalize a culture of experimentation.
Produce executive reporting (dashboards for the CEO/Board) showing the financial impact of initiatives (lift, ROI, run-rate) and providing actionable narratives.
Manage teams (analysts, specialists, product owners) and vendors; ensure SLAs and high-quality execution.
Ensure compliance and privacy (LGPD), data security, and best practices in financial communications.
Requirements
Proven experience in CRM/Retention/Growth at high-scale companies (banks, fintechs, e-commerce, or marketplaces).
Strong command of CRM/MA/CDP tools (e.g., Salesforce Marketing Cloud, Segment) and messaging platforms.
Advanced Excel / SQL — ability to extract, segment, and validate hypotheses directly from databases.
Practical understanding of analytics: cohort metrics, LTV, churn, propensity modeling; hands-on experience with models in production.
Experience with experimentation (A/B testing) and lift measurement.
Knowledge of APIs, integrations, and data architecture (data lake / event streaming) — ability to collaborate with internal teams.
Familiarity with AI tools/approaches applied to personalization and scoring (recommendation models, NLP for message triage).
Leadership and influence: experience interacting with C-suite and ability to drive a cross-functional agenda.
Impact-oriented mindset: prioritizes initiatives with clear, measurable ROI.
Clear communication and executive storytelling — production of reports and presentations for the board and executive team.
Strong execution and prioritization skills in a complex, regulated environment (banking).
Data-driven and experimental culture; curiosity about new technologies and channels.
Benefits
Health insurance with no monthly premium and Telemedicine;
Dental plan;
Meal and food allowance;
Life insurance;
Private pension plan;
Competitive annual variable compensation (bonus);
PPR - Profit Sharing Program;
Único Skill (free educational benefit);
Bicycle parking and locker rooms;
Childcare assistance;
Internet subsidy;
Wellness programs;
On-site clinic;
Pregnancy support program;
Extended maternity and paternity leave;
Psicologia Viva - free online therapy sessions;
PAP - Financial, legal, and psychological advisory program;
Senior CRM Analyst understanding consumer needs for Hygiene and Beauty products. Managing and executing CRM communications and customer journeys within Salesforce Marketing Cloud.
Customer Success Manager driving client success and upselling for logistics SaaS scale - up Peripass. Engaging with customers to maximize investment returns and enhancing the customer journey.
Analista de CRM role at Adtail, a digital marketing agency enhancing customer interaction and satisfaction. Responsible for data analysis and customer onboarding strategies to improve performance.
Customer Success Analyst managing B2B client relationships, ensuring success for various companies. Requires bilingual communication and flexibility for hybrid work.
Internship in Sales & Customer Success supporting event partnerships at Höme in Berlin. Engaging with partners, managing contacts, and enhancing customer success initiatives.
Customer Success Manager serving as trusted advisor for Pipedrive's strategic accounts. Responsible for onboarding, retention, and upsell opportunities within customer portfolios.
Customer Success Manager assisting with onboarding for clients of SaaS company. Focusing on customer satisfaction and conducting training webinars while managing feedback.
Customer Success Manager responsible for client relationships across Spain, Italy, and Portugal. Join a B2B SaaS company transforming customer experience with AI technology.