Head of CRM

This is a fully remote position, open to applicants in Cyprus, +4 more countries.

📋 Description

• Take charge of the complete setup, configuration, and ongoing enhancement of the CRM, encompassing data structure, pipelines, deal stages, automations, permissions, and reporting.

• Lead projects for implementation and integrations with trading platforms, back office systems, marketing tools, and analytics solutions.

• Promote CRM adoption, establish usage standards, provide user training, and ensure adherence to processes.

• Develop CRM workflows tailored for Sales Managers, which include lead and client distribution, automatic task creation, and deal pipelines.

• Generate reports and alerts that identify decreasing client activity and prompt subsequent actions.

• Create reactivation systems for inactive or declining clients, focusing on high-value segments.

• Design CRM processes for BDMs overseeing Introducing Brokers, affiliates, and other partners.

• Offer insights into partner performance, referred clients, trading activity, rebates, and engagement levels.

• Establish workflows for partner onboarding, activation, growth, and early-warning systems.

• Ensure marketing attribution, customer journey stages, and scoring are incorporated into the CRM.

• Integrate Sales, Business Development, and Marketing within a unified system.

• Develop management dashboards and KPIs that encompass pipeline, conversion, deposits, retention, reactivation, and partner performance.

• Continuously enhance processes utilizing data insights and team feedback.

⛳️ Requirements

• Over 5 years of experience in CRM management, sales operations, or leading CRM implementation within financial firms.

• A strong background in online trading, brokerage, fintech, or iGaming is essential.

• A comprehensive understanding of how sales, business development, and marketing processes function and how a CRM facilitates each aspect.

• Practical experience in configuring a major CRM (Zoho, HubSpot, Salesforce, or a brokerage-specific CRM) including pipelines, automations, routing rules, and reporting.

• Experience with lead distribution, task automation, deal pipelines, and workflows for retention and reactivation.

• Knowledge of partner and affiliate models.

• Familiarity with IB programs and rebate structures is a significant advantage.

🏝️ Benefits

• Fully remote work environment with minimal meeting requirements.

• Responsibility for CRM across 12 international markets.

• A genuine opportunity to develop and enhance the customer lifecycle function.

• An established organization with the resources and budget to implement ambitious CRM projects.

• Freedom to experiment, learn, and execute innovative ideas.

• Competitive compensation that exceeds market rates.

• KPI-linked bonuses directly associated with CRM and business performance.