CRM Planning Specialist – Insurance

YOUSE

CRM Specialist managing projects and platforms to enhance customer relationships at Youse Seguros. Collaborate with various departments to implement data-driven strategies and improve customer insights.

Posted 6/15/2026full-timeSão Paulo • 🇧🇷 BrazilMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Act as the business owner for the CRM project, representing business needs to Technology, Data Engineering and external vendors;
Define and detail the Single Customer View brief, specifying: required data, sources, construction rules, entity relationships and granularity;
Ensure the Single Customer View is built according to the approved brief, monitoring schedule, dependencies, risks and deliverables;
Lead the implementation of Salesforce platforms, translating business needs into functional requirements together with the Product Owner (PO);
Define and validate CRM business rules, such as campaign typologies;
Develop the consolidated monthly campaign plan, with projected commercial and financial returns aligned to company targets;
Lead governance forums with peer areas, including planning, prioritization and results meetings;
Analyze campaign performance, ensuring results generation, continuous learning and strategic evolution;
Work closely with areas such as Brand Experience, Sales Channels, Product, CX, Operations, Market Intelligence, IT and Data Engineering, influencing decisions from a customer-centric perspective.

Requirements

What you’ll need

Bachelor’s degree in Marketing, Business Administration, Economics or related fields;
Proven experience in CRM, direct marketing and business-focused data projects;
Strong analytical skills, critical thinking and systems thinking;
Clear communication, ability to coordinate with multiple stakeholders and an ownership mindset;
Ability to prioritize and manage multiple projects simultaneously in dynamic environments;
Genuinely customer-centric mindset, focused on value creation and results.
Postgraduate degree or relevant specialization;
Experience with CRM and data platforms (Salesforce, Responsys, Dynamics, SQL or similar);
Experience with agile methodologies and working on complex projects;
Strong command of Excel and data analysis;
Previous experience in insurance, financial services, banking, insurtechs or complex service companies;
Experience with multiple sales channels (direct, partners, bancassurance, B2B2C);
Experience in transformation contexts, structuring teams or implementing new operating models.

Benefits

Comp & perks

Work model: Hybrid (2 days per week in-office and 3 days remote)
Work hours: 7.5 hours/day
Employment type: CLT (Brazilian employment regime)

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRMdata analysisSalesforceResponsysDynamicsSQLagile methodologiescampaign performance analysisproject managementbusiness rules definition

Soft Skills

analytical skillscritical thinkingsystems thinkingclear communicationcoordinationownership mindsetprioritizationcustomer-centric mindsetvalue creationresults orientation

Certifications

Bachelor’s degree in MarketingBachelor’s degree in Business AdministrationBachelor’s degree in EconomicsPostgraduate degree or relevant specialization