Senior CRM & Marketing Automation Manager

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

📋 Description

• Manage the entire client lifecycle for a Forex/CFD brand, from initial contact to activation, retention, VIP management, and win-back strategies.

• Develop and oversee the CRM strategy encompassing onboarding, first-trade activation, engagement, retention, VIP tiering, and reactivation initiatives.

• Establish and continually improve client segmentation based on trading behavior, deposit trends, and lifecycle stages.

• Create, test, and manage multi-channel automated workflows triggered by client actions.

• Conduct A/B and multivariate testing on messaging, timing, and promotional offers.

• Scale personalized campaigns utilizing behavioral and transactional insights.

• Oversee the CRM/marketing automation platform, including the creation of workflows, integrations, and data management.

• Create and maintain reporting dashboards for metrics such as LTV, churn, reactivation rates, campaign effectiveness, and segment engagement.

• Ensure alignment of automated campaigns with the outreach efforts of the Retention and VIP teams.

• Collaborate with Compliance to guarantee that messaging adheres to regulatory standards.

• Work in partnership with Sales and Conversion teams on nurturing leads before their first deposit.

• Present CRM performance and lifecycle KPIs to senior management.

• Provide mentorship or supervision to junior CRM/marketing executives when necessary.

⛳️ Requirements

• Demonstrated experience in CRM or marketing automation within a Forex/CFD organization.

• Practical experience with a CRM/marketing automation platform (HubSpot, Salesforce Marketing Cloud, Klaviyo, Braze, or a proprietary forex CRM).

• In-depth understanding of client segmentation, lifecycle marketing, and behavioral triggers in a trading or financial services environment.

• Located in Cyprus or Israel.

• Proven experience in designing and implementing CRM strategies for onboarding, first-trade activation, engagement, retention, VIP tiering, and reactivating dormant or churned clients.

• Expertise in defining and refining client segmentation based on trading behavior, deposit trends, and lifecycle stages.

• Experience in building, testing, and managing multi-channel automated workflows across email, SMS, push notifications, and in-app messaging.

• Proficient in executing A/B and multivariate testing.

• Skilled in personalizing campaigns using behavioral and transactional data.

• Experience in managing CRM/marketing automation platforms, including integrations and data hygiene.

• Proven ability to build and maintain reporting dashboards that track LTV, churn, reactivation rates, campaign performance, and segment engagement.

• Collaborative experience working with Retention, VIP, Compliance, Sales, and Conversion teams.

• Ability to report on CRM performance and lifecycle KPIs to senior leadership.

• Capability to mentor or guide junior CRM/marketing executives as needed.

🏝️ Benefits

• Competitive salary based on experience.

• Remote work flexibility.

• Opportunities for career advancement within a rapidly growing Forex/CFD company.