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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)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRMaudience segmentationcampaign managementdata analysisSQLSalesforce Marketing Cloudgovernance frameworksbudget allocationproject managementprocess standardization
Soft Skills
communicationinterpersonal skillsnegotiationanalytical thinkingcritical thinkingstrategic mindsetorganizational skillsproactivityflexibilitysense of urgency
