Lead the Delivery & Customer Success team at Optiml, ensuring client value through complex software implementations and efficient operations. Executive collaboration for enterprise clients in real estate and energy.
About the role
- CRM Analyst role focusing on acquisition strategies within a tech-driven company, contributing to continuous development and collaboration.
Responsibilities
- Monitor the Squad's strategies to plan, create and manage CRM strategies focused on acquiring new corporate clients (B2B) — transportation;
- Develop, implement and manage CRM automation workflows in HubSpot;
- Perform data analysis using HubSpot and/or Power BI dashboards to optimize existing communication journeys, identify opportunities for new approaches, maximize engagement and improve final conversion;
- Report actions and results to internal and external teams and to executive leadership;
- Conduct end-to-end research focused on B2B acquisition — assess needs, design forms, recruit participants, analyze and present results and proposed actions;
- Participate in the B2B Acquisition Squad, taking part in methodology routines such as dailies, plannings and retros, using Azure to manage activities;
- Work in an interdisciplinary Squad that promotes integration and employee participation on various topics beyond CRM;
- Plan and manage multichannel CRM campaigns (WhatsApp, email, SMS, push).
Requirements
- Minimum of 3 years' experience in CRM (operational and strategic) - mandatory
- Intermediate to advanced Microsoft Office skills (Excel and PowerPoint)
- Experience with CRM platforms such as Salesforce, HubSpot, Insider (mandatory)
- Prior experience with HubSpot
- Prior experience in acquisition
- Experience with B2B CRM, especially in the transportation sector
- Knowledge of applying AI in CRM
Benefits
- Ownership culture: you own your journey and have space to innovate.
- Collaborative environment: we believe great results come from teamwork.
- Purpose-driven results: we deliver real value to the business and to people.
- Continuous development: we encourage ongoing learning and professional growth.
- Diversity and inclusion: we respect and value the differences that make our team stronger.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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