Customer Success Manager responsible for existing customers in a SaaS environment, driving adoption and ensuring long - term customer relationships through onboarding and optimization.
About the role
- 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.
- Create dynamic segmentation journeys leveraging trading behaviours, demographics, psychographics, and platform interactions.
- 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.
- Proficiency in marketing automation platforms (e.g., Salesforce Marketing Cloud, HubSpot, Solitics, Optimove, etc.).
- Strong analytical and project management skills with the ability to prioritise and manage multiple initiatives in a fast-paced environment.
- Fluency in English is required (additional languages are a plus).
- Bachelor’s degree in Marketing, Business, Communications, or a related field (Master’s degree is a plus).
- Exceptional attention to detail, communication skills, and experience in A/B testing.
- 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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