Lifecycle & CRM Manager - Engagement & Retention

Description

We didn’t pivot to innovation; it’s how we’ve always operated. What that means for the people who work here is real: genuinely complex problems to solve, the technology and resources to tackle them properly, and the kind of scope that’s rare in established businesses. The bar is high. Bring a curious and forward-thinking mindset and we’ll give you the platform to define what comes next.

Requirements

• 3+ years experience designing lifecycle campaigns in CRM/marketing automation platforms

• Strong analytical skills with ability to translate data into engagement and retention strategies

• Proven experience building predictive models or working with predictive analytics

• Knowledge of customer lifecycle marketing and engagement frameworks

• Familiarity with financial services products and trading behavior desirable

• Advanced proficiency with SQL and marketing analytics tools

• Understanding of real-time decisioning and event-based marketing

• Experience optimizing trigger logic and campaign frequency

• A/B testing and experimentation mindset with focus on optimization

• Data-driven approach with ability to develop and implement retention strategies

Key Responsibilities:

• Design and implement real-time engagement campaigns based on trading behavior, market events, and product usage

• Optimize trigger logic, timing, and frequency to maximize engagement without fatigue

• Design retention strategies targeting customers showing disengagement signals

• Build predictive models to identify churn risk and trigger proactive interventions

• Create winback campaigns to reactivate dormant and lapsed customers

• A/B test messaging, timing, and channel strategies for triggered communications

• Monitor engagement and retention metrics and refine strategies based on performance data

• Collaborate with product and analytics teams to identify key engagement and churn moments