Senior CRM Analyst – Insurance

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Neon

WebsiteLinkedInAll Job Openings

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

• Develop and lead the retention strategy for insurance products within CRM. • Drive ongoing customer engagement with Neon’s insurance portfolio. • Manage, segment, and apply clustering intelligence to the customer base to personalize relationship journeys. • Execute, measure, and deeply analyze tests, journeys, and campaigns (in-app and out-of-app) to rapidly feed insights back into CRM strategies. • Collaborate closely with cross-functional teams, generating CRM insights that support and guide product, design, and growth areas. • Develop and lead action plans focused on customer engagement and the rollout of retention strategies.

🎯 Requirements

• Bachelor’s degree or equivalent. • Solid, proven experience in CRM roles, with maturity appropriate for a Senior level. • Hands-on, demonstrated experience designing customer retention and engagement strategies. • Proficiency with Salesforce Marketing Cloud (particularly Automation Studio, Content Builder, and Journey Builder). • Proficiency in testing methodologies applied to Growth/CRM contexts (A/B testing, control group definition, campaign measurement, and lift calculation). • Knowledge of SQL and data manipulation tools to enable autonomous analysis and customer segmentation. • Strong project management skills, a sense of ownership, and organizational ability to independently lead complex initiatives. • Sharp analytical mindset and business orientation to convert data and usage behavior into loyalty strategies. • Preferable: knowledge or experience with generative or predictive Artificial Intelligence (AI) tools to optimize flows, personalize content, and generate predictive CRM insights.

🏖️ Benefits

• Truly remote work model, with team meetups every 3 months in São Paulo. Includes credit for purchasing a home office kit and partnerships for coworking access. • iFood Benefits Card — customize your package with meal and food allowances and mobility benefits. • Gympass, with access to a network of gyms and online classes. • Parental support including daycare or babysitter assistance and extended parental leave. • Health and dental coverage. • Open English: discounted lesson packages exclusively for Neon employees (Neowners) and dependents. • Discounts on MBAs and specialization courses at USP ESALQ.