Senior CRM Analyst – Insurance

Neon

Senior CRM Analyst at Neon driving retention strategies for insurance products. Collaborating cross-functionally to enhance customer engagement and insights.

Posted 7/24/2026full-timeRemote • 🇧🇷 BrazilSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and leading customer retention strategies within CRM, utilizing Salesforce Marketing Cloud and analytical methodologies to enhance customer engagement and loyalty. Proficient in project management and data analysis to drive actionable insights and optimize customer journeys.

Highest-signal resume keywords

Customer Retention Strategy DevelopmentSalesforce Marketing Cloud ProficiencyA/B Testing MethodologiesSQL and Data ManipulationProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Retention StrategyCRM ExperienceA/B TestingSQLData AnalysisCustomer SegmentationCampaign MeasurementLift CalculationPredictive AI ToolsClustering Intelligence

Soft Skills

Analytical MindsetOrganizational AbilitySense of Ownership

Tools & Technologies

Salesforce Marketing CloudAutomation StudioContent BuilderJourney Builder

Certifications & Qualifications

Bachelor's Degree or Equivalent

Industry Keywords

Customer EngagementCRM InsightsRetention StrategiesCross-Functional CollaborationGrowth Areas

Tech Stack

Tools & technologies

CloudSQL

About the role

Key responsibilities & impact

Develop and lead the retention strategy for insurance products within CRM.
Drive ongoing customer engagement with Neon’s insurance portfolio.
Manage, segment, and apply clustering intelligence to the customer base to personalize relationship journeys.
Execute, measure, and deeply analyze tests, journeys, and campaigns (in-app and out-of-app) to rapidly feed insights back into CRM strategies.
Collaborate closely with cross-functional teams, generating CRM insights that support and guide product, design, and growth areas.
Develop and lead action plans focused on customer engagement and the rollout of retention strategies.

Requirements

What you’ll need

Bachelor’s degree or equivalent.
Solid, proven experience in CRM roles, with maturity appropriate for a Senior level.
Hands-on, demonstrated experience designing customer retention and engagement strategies.
Proficiency with Salesforce Marketing Cloud (particularly Automation Studio, Content Builder, and Journey Builder).
Proficiency in testing methodologies applied to Growth/CRM contexts (A/B testing, control group definition, campaign measurement, and lift calculation).
Knowledge of SQL and data manipulation tools to enable autonomous analysis and customer segmentation.
Strong project management skills, a sense of ownership, and organizational ability to independently lead complex initiatives.
Sharp analytical mindset and business orientation to convert data and usage behavior into loyalty strategies.
Preferable: knowledge or experience with generative or predictive Artificial Intelligence (AI) tools to optimize flows, personalize content, and generate predictive CRM insights.

Benefits

Comp & perks

Truly remote work model, with team meetups every 3 months in São Paulo. Includes credit for purchasing a home office kit and partnerships for coworking access.
iFood Benefits Card — customize your package with meal and food allowances and mobility benefits.
Gympass, with access to a network of gyms and online classes.
Parental support including daycare or babysitter assistance and extended parental leave.
Health and dental coverage.
Open English: discounted lesson packages exclusively for Neon employees (Neowners) and dependents.
Discounts on MBAs and specialization courses at USP ESALQ.