
CRM Manager
3 weeks ago
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.
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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.
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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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