CRM Specialist
2 days ago
**Responsibilities**- Collaborate with cross-functional teams (Product, Marketing, Creative, Tech) for effective GTM strategies
- Assist CRM Manager in planning and executing CRM & campaign programs
- Drive platform retention, engagement, and usage metrics (e.g. new-fund deposit, cross-selling conversion)
- Use data analytics to anticipate user behavior, including product preferences and purchasing patterns, to create new touchpoints and implement targeted upselling and cross-selling strategies within an optimized framework
- Conduct comprehensive experiments throughout the customer lifecycle to identify successful strategies for funnel conversion and customer engagement
- Coordinate analysis of industry trends to meet business objectives
**Requirements**:
- Minimum 2 years of experience in growth, marketing, CRM or BA roles
- Robust knowledge of digital assets and traditional fiance
- In-depth understanding of economic trends and analyzing market indicators (TradingView charts, such as EMA, MACD, RSI, and Bollinger bands).
- Proficient in delivering campaigns and managing automation with rigorous A/B testing
- Sensitive to numbers, logical thinking, and analytical skills
- Proven track record of using data and analytics tools to increase performance and enhance customer experience
- Excellent command of English; Mandarin proficiency is a bonus
- Excellent project management and communication skills
- Experience working to enable marketing personalization and dynamic content with 1st and 3rd party data.
- Experience in SQL or HTML is an advantage
- Familiarity with CRM software (e.g., Braze, Hubspot, Salesforce) is a plus
- Demonstrates a strong sense of ownership, responsibility, and commitment
- Self-directed learner with a motivated attitude
- Quick to adapt to ever-changing and volatile market conditions
- Interest in and familiarity with financial news preferred
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