CRM & Lifecycle Marketing

At Finyard, we’re a global team of engineers, data scientists, marketeers, and financial experts, passionate about technology and innovation. We’re all about bringing revolutionary software services to people all around the world, and have been since 2018.

Our mission is to innovate by launching modern software solutions in the FinTech space, giving users around the world simpler and quicker ways to transact and manage their investments. We are committed to ensuring every product we release is in service of our users, so that as we grow, so do they.

On behalf of our client we are looking for a senior CRM & Lifecycle Marketing specialist to provide services under a service agreement and take ownership of client lifecycle communication across key stages of the customer journey.

The role is focused on increasing client activation, engagement, retention and reactivation through data-driven, cross-channel communication. This is not a purely technical CRM implementation role and not a general copywriting role. We are looking for someone who can understand client behaviour, identify drop-off points and engagement opportunities, design communication journeys, and create messaging that moves clients to the next stage of the lifecycle.

What you will be responsible for

• Design and develop lifecycle communication programmes across the full client journey: registration,activation, engagement, retention, churn prevention, reactivation and high-value client treatment.
• Analyse customer behaviour and identify where clients drop off, lose interest, need education, require reassurance, or may benefit from a more relevant product or communication path.
• Build communication journeys based on audience segments, behavioural triggers, client activity, product usage and business priorities.
• Define what message, channel, timing and call-to-action should be used for different client segments and lifecycle stages.
• Own cross-channel CRM communication across email, push, in-app messages, website or platform touchpoints, chat, WhatsApp / messengers, and sales or support touchpoints where relevant.
• Create client-facing copy and content for lifecycle campaigns, onboarding flows, retention journeys, reactivation campaigns, educational sequences.
• Develop message logic, talk tracks, macros or communication guidelines for sales and customer support teams where CRM communication requires human follow-up.
• Work with product, BI, engineering, sales, support, compliance and regional teams to make sure lifecycle communication is relevant, technically feasible, measurable and compliant.
• Define CRM data and segmentation needs, including behavioural signals, triggers and client attributes required to run effective journeys.