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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

CRMdata analysisSalesforceResponsysDynamicsSQLagile methodologiescampaign performance analysisproject managementbusiness rules definition

Soft Skills

analytical skillscritical thinkingsystems thinkingclear communicationcoordinationownership mindsetprioritizationcustomer-centric mindsetvalue creationresults orientation

Tools & Technologies

SalesforceResponsysDynamicsExceldata platforms

Certifications & Qualifications

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

Industry Keywords

direct marketinginsurancefinancial servicesbankinginsurtechscomplex service companiessales channelsbancassuranceB2B2Ctransformation contexts

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)