Head of CRM

Job not on LinkedIn

🔥 1 hour ago

🌐 Cyprus, Romania, +4 more countries – Remote

🇨🇾 Cyprus – Remote 🇷🇴 Romania – Remote 🇬🇪 Georgia – Remote 🇷🇺 Russia – Remote 🇦🇲 Armenia – Remote 🇧🇾 Belarus – Remote

⏰ Full Time

🔴 Lead

🏆 Customer Success

👻 Ghost score 15%

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:

• Just posted.
• Jobs at this company usually fill in 32 days.
• No salary listed.

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CXM Direct

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💸 Finance

💳 Fintech

Finance • Fintech

CXM Direct is a global forex and CFD broker offering a wide range of trading instruments including currencies, commodities, indices, energy products, and cryptocurrencies. With advanced trading platforms such as MetaTrader 4 and 5, CXM Direct provides innovative trading solutions tailored to the needs of professional traders. The company offers various account types and services such as leverage policies, instant deposits, and withdrawals, ensuring a seamless trading experience. Regulated in multiple jurisdictions, CXM Direct emphasizes safety and sophistication in trading, positioning itself as a pioneer in the online trading environment.

📋 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, establish usage standards, train users and ensure processes are followed. • Build CRM workflows for Sales Managers, including lead and client distribution, automatic task creation and deal pipelines. • Create reports and alerts identifying declining client activity and triggering next actions. • Build reactivation systems for inactive or declining clients and prioritise high-value segments. • Design CRM processes for BDMs managing Introducing Brokers, affiliates and other partners. • Provide visibility into partner performance, referred clients, trading activity, rebates and engagement. • Set up partner onboarding, activation, growth and early-warning workflows. • Ensure marketing attribution, customer journey stages and scoring flow into the CRM. • Align Sales, Business Development and Marketing in one connected 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. • A solid understanding of how sales, business development and marketing processes work, and how a CRM supports each of them. • Hands-on experience configuring a major CRM (Zoho, HubSpot, Salesforce or a brokerage-specific CRM): pipelines, automations, routing rules, reporting. • Experience with lead distribution, task automation, deal pipelines, retention and reactivation workflows. • An understanding of partner and affiliate models. • Experience with IB programmes and rebate structures is a strong advantage.

🏖️ Benefits

• Fully remote working with minimal meeting overhead. • Ownership of CRM across 12 international markets. • Genuine opportunity to build and improve the customer lifecycle function. • An established business with the resources and budget to execute ambitious CRM initiatives. • Freedom to test, learn, and implement new ideas. • Competitive, above-market compensation. • KPI-linked bonus connected directly to CRM and business performance.

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