CRM Analyst – Mid-Level

Banco Sofisa S/A

CRM Analyst at Banco Sofisa driving customer relationship strategies to enhance engagement and value throughout customer journeys. Collaborate across teams to operationalize and analyze campaigns.

Posted 7/8/2026full-timeSão Paulo • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM campaign management, customer behavior analysis, and performance metrics to drive engagement and retention. Proficient in developing personalized communication strategies and optimizing customer journeys through data-driven insights.

Highest-signal resume keywords

CRM Campaign ManagementCustomer Behavior AnalysisA/B Testing MethodologySQL KnowledgePower BI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Campaign PlanningPerformance Metrics AnalysisSegmentation StrategiesPersonalization StrategiesData-Driven Decision Making

Soft Skills

CollaborationCommunicationPresentation Skills

Tools & Technologies

Power BICRM Software

Industry Keywords

Relationship MarketingCustomer ExperienceFinancial Sector Experience

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Translate data into actions, develop personalized communications, and identify business opportunities through campaign management and customer behavior analysis;
Plan, operationalize, and monitor CRM campaigns across multiple channels (email, push, SMS, WhatsApp, and owned channels);
Build and evolve customer relationship journeys focused on activation, engagement, retention, and re-engagement objectives;
Develop segmentations and personalization strategies based on customer behavior and data;
Monitor performance metrics and produce analyses to drive improvements;
Conduct tests and experiments for continuous optimization of campaigns and journeys;
Collaborate with Product, Marketing, and Technology teams;
Support the creation of executive presentations and tracking of results;
Ensure delivery quality and communication consistency with a focus on customer experience.

Requirements

What you’ll need

Prior experience in CRM, relationship marketing, growth, or related areas;
Experience in planning, executing, and analyzing communication campaigns;
Knowledge of CRM metrics and the relationship funnel (open rate, click-through rate, conversion, retention, opt-out, among others);
Knowledge of A/B testing and experimentation methodology;
Previous experience in the financial sector is a plus;
Intermediate SQL knowledge is a plus;
Knowledge of Power BI;
Experience working in data- and metrics-driven environments;
Experience designing journeys and scaling personalization.

Benefits

Comp & perks

Meal allowance
Food allowance
Health insurance
Dental plan
Life insurance
Birth allowance
Wedding allowance
Daycare/babysitter assistance
Birthday bonus
Transportation pass support
Gym membership discount
Transportation voucher
Profit-sharing (PLR)
Annual bonus.