Head of CRM

Job not on LinkedIn

🔥 14 minutes ago

🇸🇨 Seychelles – Remote

⏰ Full Time

🔴 Lead

🏆 Customer Success

👻 Ghost score 11%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

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CXM

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2015

💸 Finance

💳 Fintech

Finance • Fintech

CXM is an online financial services firm that operates as a brokerage platform offering Forex and CFD trading to clients. The company enforces regional access restrictions for regulatory compliance and provides risk warnings about the high-risk nature of leveraged trading. CXM also offers customer support for access and compliance inquiries.

📋 Description

• Own the full setup, configuration and ongoing development of the CRM, including data structure, pipelines, deal stages, automations, permissions and reporting • Lead implementation projects and integrations with trading platforms, back office, marketing tools and analytics systems • Drive CRM adoption across teams, set usage standards, train users and ensure processes are followed • Act as the internal authority on CRM capabilities and value optimization • Build CRM workflows for Sales Managers, including lead and client distribution, automatic task creation and sales pipelines • Design pipelines for new leads and registrations, including onboarding, activation and first deposit, and for existing clients, including upsell and retention • Create automated reports and alerts identifying clients with declining trading activity, no recent contact or no recent trades, and convert signals into next actions • Build reactivation systems that segment inactive or declining clients, create tasks and launch reactivation plans • Prioritize high-value inactive client segments • Design CRM processes for BDMs managing Introducing Brokers, affiliates and other partners • Provide BDMs visibility into partner performance, referred clients, client trading activity, rebates and partner engagement • Set up partner onboarding, activation, growth and early-warning workflows • Ensure marketing data is available to Sales Managers and BDMs in client records • Work with the Marketing Analytics specialist to integrate attribution, journey stages and scoring into CRM prioritization and automation • Connect Sales, Business Development and Marketing processes into one system • Build management dashboards and KPIs covering pipeline, conversion, deposits, retention, reactivation and partner performance • Continuously improve processes using data and team feedback

🎯 Requirements

• 5+ years of experience in CRM management, sales operations or leading CRM implementation in financial companies • Experience in online trading, brokerage, fintech or iGaming is a must • Solid understanding of sales, business development and marketing processes and how a CRM supports each • Experience building sales, business development and marketing processes, not just administering the system • Hands-on experience configuring a major CRM such as Zoho, HubSpot, Salesforce or a brokerage-specific CRM • Experience with pipelines, automations, routing rules and reporting • Experience with lead distribution, task automation, deal pipelines, retention and reactivation workflows • Understanding of partner and affiliate models • Experience with IB programmes and rebate structures is a strong advantage

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