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RMG Talent

Senior CRM & Marketing Automation Manager - Remote - ( Israel or Cyprus)

Posted 17 hours ago
5-10 years experience
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AI Summary

You will own the full client lifecycle strategy, including onboarding, activation, retention, and VIP management for a Forex/CFD brand. You will also be responsible for building and managing multi-channel automated workflows and ensuring all messaging is data-driven and compliant.

This is a remote position.

We're hiring a Senior CRM & Marketing Automation Manager to own the full client lifecycle for a Forex/CFD brand — from first contact through activation, retention, VIP management, and win-back. You'll be the driving force behind how the business communicates with clients at scale: building the automation, owning the data, and making sure every message a client receives is timely, relevant, and compliant.

This is a senior, hands-on role — you'll set the CRM strategy but also be in the platform building the journeys yourself, not just directing others.



Requirements

Strategy & Lifecycle Ownership

  • Design and own the CRM strategy across the full client lifecycle: onboarding, first-trade activation, engagement, retention, VIP tiering, and reactivation of dormant/churned clients
  • Define and continuously refine client segmentation based on trading behaviour, deposit patterns, and lifecycle stage

Marketing Automation

  • Build, test, and manage multi-channel automated workflows (email, SMS, push, in-app messaging) triggered by client behaviour
  • Run structured A/B and multivariate testing on messaging, timing, and offers to improve open, click, and conversion rates
  • Personalise campaigns at scale using behavioural and transactional data

Platform & Data

  • Administer the CRM/marketing automation platform end-to-end — workflow builds, integrations with the trading platform and data sources, and ongoing data hygiene
  • Build and maintain reporting dashboards tracking LTV, churn, reactivation rate, campaign performance, and engagement by segment

Cross-Functional Collaboration

  • Work closely with the Retention and VIP teams to align automated campaigns with human-touch outreach
  • Partner with Compliance to ensure all messaging meets regulatory requirements for the relevant jurisdictions
  • Collaborate with Sales/Conversion teams on lead nurturing flows pre-first-deposit

Team & Reporting

  • Report on CRM performance and lifecycle KPIs to senior leadership
  • Where applicable, mentor or oversee junior CRM/marketing executives

What We're Looking For

Must Have

  • Proven CRM or marketing automation experience within a Forex/CFD company
  • Hands-on experience with a CRM/marketing automation platform (HubSpot, Salesforce Marketing Cloud, Klaviyo, Braze, or a proprietary forex CRM)
  • Strong grasp of client segmentation, lifecycle marketing, and behavioural triggers in a trading/financial services context
  • Based in Cyprus or Israel


Benefits

  • Competitive salary based on experience
  • Remote-work setup 
  • Career growth within a fast-scaling Forex/CFD business
  • Worldwide Regulated Group 


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