CRM Manager

3 weeks ago

Kolkata, West Bengal, India Plus Markets Full time

CRM Manager – Remote (India-Based)

About PlusMarkets:

PlusMarkets empowers skilled traders to monetize their abilities through fully monetized challenges and funded trading accounts—no personal capital required. The firm combines advanced technology, a disciplined performance framework, and comprehensive trader support to redefine the path to trading success.

Role Overview:

As the CRM Manager, you will be instrumental in nurturing and retaining trader relationships, ensuring clear communication, and optimizing their lifecycle. You'll lead data-driven customer engagement strategies, onboarding, and retention campaigns to drive trader satisfaction and performance.

Key Responsibilities:
  • Develop and implement CRM strategies that foster trader engagement, retention, and satisfaction.
  • Manage and enhance the customer journey—from onboarding to challenge completion and funded account conversion.
  • Segment trader profiles and craft personalized messaging based on behavior and account status (e.g., challenge phase, funded trader, inactive).
  • Execute multi-channel campaigns (emails, push, SMS, WhatsApp, in-app messages), considering channel effectiveness and trader preferences.
  • Set up trigger-based campaigns (welcome flows, challenge reminders, milestone nudges, re-engagement workflows).
  • Collaborate with marketing, product, support, and analytics teams to align CRM efforts with brand voice, product updates, and analytics insights.
  • Use A/B testing and analytics to optimize messaging, engagement, and conversion rates.
  • Maintain CRM platform integrity, campaign schedules, and accurate reporting on KPI metrics (e.g., open rate, conversion to funded, retention rate).
  • Continuously audit campaign performance and iterate based on insights and trader feedback.
Qualifications:
  • Experience: 3–6 years in CRM, customer success, or lifecycle marketing—preferably in fintech, trading platforms, prop trading, or adjacent sectors.
  • Technical Expertise: Proficient in CRM and marketing automation tools (e.g., HubSpot, CleverTap, MoEngage, Salesforce)—experience with fintech or trading platforms is a plus.
  • Analytical Mindset: Skilled with customer segmentation, data analysis, and deriving actionable insights.
  • Communication Skills: Strong across email, in-app, and chat channels—with an ability to humanize automated messaging.
  • Execution: Experienced in launching, optimizing, and scaling CRM campaigns based on quantitative and qualitative feedback.
  • Collaborative Approach: Able to work with cross-functional stakeholders effectively.
  • Language Skills: Fluent in English; knowledge of Indian regional languages (like Hindi, Tamil, Telugu) is advantageous.
Nice-to-Have:
  • Experience working in remote or distributed teams.
  • Understanding of trader behavior, funded challenges, or trading client lifecycles.
  • Familiarity with A/B testing tools and campaign measurement techniques.
  • Previous involvement in CRM for retention, loyalty campaigns, or lifecycle optimization.
Benefits:
  • Fully remote with location flexibility across India.
  • Flexible working hours—designed for asynchronous collaboration across time zones.
  • Opportunity to shape the trader experience in a mission-critical CRM function.
  • Professional growth within a dynamic fintech/trading environment.

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