Head of CRM

This is a fully remote position, open to applicants in Seychelles.

📋 Description

• Take ownership of the entire setup, configuration, and ongoing enhancement of the CRM, which includes data structure, pipelines, deal stages, automations, permissions, and reporting.

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

• Promote CRM adoption throughout teams, establish usage standards, train users, and ensure adherence to processes.

• Serve as the internal expert on CRM capabilities and value optimization.

• Develop CRM workflows for Sales Managers, encompassing lead and client distribution, automated task creation, and sales pipelines.

• Design pipelines for new leads and registrations, which include onboarding, activation, and initial deposits, as well as for existing clients focusing on upsell and retention.

• Generate automated reports and alerts that identify clients with declining trading activity, lack of recent contact, or no recent trades, and translate signals into actionable steps.

• Create reactivation systems that target inactive or declining clients, generate tasks, and initiate reactivation plans.

• Prioritize segments of high-value inactive clients.

• Develop CRM processes for BDMs managing Introducing Brokers, affiliates, and other partners.

• Provide BDMs with insights into partner performance, referred clients, trading activity, rebates, and partner engagement.

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

• Ensure that marketing data is accessible to Sales Managers and BDMs within client records.

• Collaborate with the Marketing Analytics specialist to integrate attribution, journey stages, and scoring into CRM prioritization and automation.

• Link Sales, Business Development, and Marketing processes into a unified system.

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

• Continuously enhance processes by utilizing data and team feedback.

⛳️ Requirements

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

• Proven experience in online trading, brokerage, fintech, or iGaming is essential.

• Strong understanding of sales, business development, and marketing processes, and how a CRM supports each of these aspects.

• Experience in developing sales, business development, and marketing processes, beyond just system administration.

• Practical experience in configuring a major CRM system such as Zoho, HubSpot, Salesforce, or a brokerage-specific CRM.

• Knowledge of pipelines, automations, routing rules, and reporting techniques.

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

• Understanding of partner and affiliate models.

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

🏝️ Benefits

• Opportunity to work in a dynamic and innovative environment.

• Competitive salary and performance-based bonuses.

• Professional development opportunities and training programs.

• Comprehensive benefits package.

• Supportive team culture and collaborative work environment.