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CRM Specialist – Personal Loans

🔥 13 hours ago

🇧🇷 Brazil – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🗣️🇧🇷🇵🇹 Portuguese Required

Where this job comes from

Posted on Neon's careers page, not through a job board

First seen by Remote Rocketship 13 hours ago

Still open on Neon's site. Checked 44 minutes ago.

Logo of Neon

Neon

1001 - 5000 employees

Founded 2016

💼 Consulting

🛡️ Insurance

💳 Fintech

Consulting • Insurance • Fintech

Neon is a Brazilian financial technology company that offers a comprehensive digital financial service through a mobile app. As an authorized payment institution by the Central Bank of Brazil, Neon provides customers with a digital account service, credit cards without annual fees, investment options like CDBs, personal loans, and various financial solutions for individuals and businesses, including MEI services. Their app facilitates easy financial management by integrating services such as virtual cards for secure online transactions, cashback on purchases, and the practical use of Pix for instant transfers. Although not a digital bank, Neon offers banking-like services powered by technology to promote financial innovation while ensuring high standards of security for its users.

📋 Description

• Lead the end-to-end CRM strategy for Personal Loans, owning acquisition, engagement, and repayment results both within and outside the app. • Design and evolve data-driven customer journeys connected to the credit engine. • Design and optimize offer workflows integrated with the credit engine. • Review and improve offer, refinancing, abandoned-cart, and payment-reminder journeys. • Plan and execute structured tests with statistical confidence before scaling changes. • Participate in the discovery of new credit products and design launch communication strategies with Product and Brand teams. • Use data to select the best channels and test new functionalities by channel. • Monitor the full conversion funnel, track customer-base health, and identify improvement opportunities. • Measure the return of each customer activation, conduct independent analyses, and present executive reports. • Develop ongoing multichannel offer and measurement models.

🎯 Requirements

• Solid experience in CRM and Growth. • Proficiency in managing multichannel journeys (email, WhatsApp, push notifications, and in-app) and marketing automation using Salesforce Marketing Cloud (Journey Builder and Automation Studio). • Advanced SQL skills for independently querying, validating, and segmenting databases. • Strong analytical ability to identify funnel bottlenecks, investigate root causes, and develop data-driven action plans. • Hands-on experience planning, executing, and measuring A/B tests. • Strong critical eye for evaluating creative assets and campaigns, including messaging, segmentation, channel, and journey. • Strong communication and interpersonal skills, with the ability to lead through influence. • Enthusiasm for using new technologies, including applying AI in day-to-day work to improve efficiency. • Previous experience in the financial sector, with a focus on credit products. • Practical understanding of credit risk concepts such as vintage, delinquency, eligibility, and profitability. • Familiarity with BI and data analysis tools such as Superset, Mixpanel, or QuickSight.

🏖️ Benefits

• Medical and dental insurance • Meal or food allowance • Life insurance • Home office equipment allowance • Gympass: network of gyms and online classes • Daycare or nanny allowance • Extended parental leave • Open English: discounted lesson packages for all Neowers and their dependents • Discounts on MBAs and specialization programs at USP ESALQ • Betterfly: wellness platform • Alô cafuné: psychological support program • Epharma: discounts of up to 50% on medications • Allya: partner network offering discounts at pharmacies, supermarkets, and more • Coworking space access, in accordance with company policy • Semiannual performance and culture review cycle • Regular feedback and support for your individual development plan • Decola: internal recruitment program • Onflow: internal knowledge network • Access to payroll-deducted loans • Free cashback

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