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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRMaudience segmentationcampaign managementdata analysisSQLSalesforce Marketing Cloudgovernance frameworksbudget allocationproject managementprocess standardization
Soft Skills
communicationinterpersonal skillsnegotiationanalytical thinkingcritical thinkingstrategic mindsetorganizational skillsproactivityflexibilitysense of urgency
Tools & Technologies
PowerPointGoogle Slides
Industry Keywords
financial marketmember engagementCRM best practicesgrowth campaignsacquisitionretentioncross-sector projectsstakeholder alignmentoperational efficiencygovernance model
Tech Stack
Tools & technologiesCloudSQL
About the role
Key responsibilities & impact- Responsible for leading the outreach strategy and governance for CRM initiatives, ensuring effective adoption of solutions, alignment across involved areas, and long-term sustainability of processes. Acts as a bridge between business areas, technology and strategic stakeholders, ensuring consistency, standardization and continuous evolution of the CRM ecosystem.
- Develop, evolve and sustain CRM Governance policies, guidelines and frameworks.
- Monitor and govern communication frequency and send pressure, ensuring member engagement and a positive member experience.
- Define and govern audience segmentation processes, campaign intersections and journey prioritization rules.
- Serve as a spokesperson for CRM best practices, advising on channels, frequency, engagement and responsible use of databases.
- Project and control CRM costs, supporting budget allocation decisions in a data-driven manner.
- Support corporate initiatives, ensuring practical application of governance guidelines in CRM communications.
- Define and implement the dissemination and communication strategy for deliveries to product teams and Cooperatives for CRM initiatives, considering organizational, process and people impacts.
- Structure and lead the CRM governance model, including forums, roles, responsibilities and monitoring cadences.
- Ensure alignment between business, technology, data and marketing teams, promoting an integrated view of initiatives.
- Identify risks, impacts and opportunities related to changes, and propose mitigation plans.
- Promote standardization of processes, best practices and methodologies related to the use of CRM.
- Drive continuous evolution of the governance model, ensuring scalability and operational efficiency.
Requirements
What you’ll need- Excellent communication, interpersonal skills and the ability to negotiate with multiple stakeholders.
- Strong analytical profile, critical thinking and a strategic, results-oriented mindset.
- Experience with CRM and/or Growth campaigns focused on acquisition, engagement and retention.
- Organized and able to work autonomously to manage multiple demands and projects simultaneously.
- Proactive, flexible and with a strong sense of urgency.
- Proficient in PowerPoint or Google Slides, with a focus on executive storytelling.
- Knowledge of the financial market;
- SQL knowledge for data analysis;
- Experience in cross-sector projects connecting strategy, operations and communications;
- Experience with Salesforce Marketing Cloud or similar CRM platforms.
Benefits
Comp & perks- Fixed 14th and 15th salary payments
- Profit-sharing (depending on seniority)
- Health and dental plans with no copay
- Well-being programs via Wellhub (formerly Gympass), including Nutrition, Psychology, Occupational Health, Massage, running groups and local gym access
- Meal Allowance and Food Voucher — flexible percentage allocation between VA/VR cards, no copay
- Extended maternity and paternity leave
- Childcare or nanny allowance for children up to 6 years and 11 months
- Support for children with disabilities, with no age limit
- Life insurance
- Private pension plan up to 8% of salary
- Training platform — Sicredi Aprende, offering a wide range of courses
- 40-hour workweek — using a time-bank system
- Remote work allowance (except for positions that are 100% on-site)
