The Role
The CRM Specialist will enhance customer engagement through targeted campaigns, manage automations, and analyze performance data for optimization.
Summary Generated by Built In
WHO IS Telda?
Telda is a financial brand built for Millennials and GenZ to take the pain out of peer-to-peer payments. We are bringing a better way to send, spend and save to anyone who has ever sought an alternative to the traditional banking system.
Overview
We’re looking for a CRM Specialist to join our Marketing team and help drive customer engagement, retention, and acquisition. This role will focus on building targeted campaigns, optimizing automation flows, and using data-driven insights to improve user experience. You will be responsible for executing CRM strategies that enhance customer lifecycle management through segmentation, A/B testing, and acquisition-focused initiatives.
Responsibilities:
- A/B Testing & Optimization: Conduct experiments to test different messaging, timing, and incentives to improve conversion and retention rates.
- Segmentation & Targeting: Build customer segments based on behavior, demographics, and lifecycle stages to create personalized experiences.
- Automations & Journeys: Set up and optimize automated workflows for onboarding, activation, engagement, and reactivation.
- Acquisition & Engagement Campaigns: Support user acquisition efforts by leveraging CRM tools to convert sign-ups into active users.
- Analytical Insights: Monitor and analyze CRM performance, identifying trends and areas for improvement.
- Multi-Channel Execution: Manage push notifications, SMS, and in-app messaging to deliver timely and relevant communication
- Collaboration: Work closely with Product, Growth, and Data teams to align CRM initiatives with business goals.
- Content & Copy Collaboration: Brief the copywriter on CRM campaign content and messaging.
- Review, refine, and ensure copy quality aligns with brand tone and objectives.
- Have a sharp eye for detail, making sure all content is engaging, accurate, and optimized for conversion.
Required Qualifications:
- Bachelor of Business Administration, Marketing or any relevant field.
- Strong analytical mindset with the ability to interpret data and make data-driven decisions.
- Hands-on experience with CRM platforms (e.g., Braze, MoEngage, Clevertap, Iterable, or similar).
- Experience running A/B tests and optimizing customer journeys.
- Understanding of user segmentation and lifecycle marketing.
- Familiarity with SQL or data visualization tools is a plus.
- Strong communication skills and ability to work cross-functionally.
- 1-4 years of experience in CRM, Marketing Automation, or Growth Marketing.
Education:
Skills:
Experience:
Top Skills
Braze
Clevertap
Crm Platforms
Data Visualization Tools
Iterable
Moengage
SQL
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The Company
What We Do
Telda is a financial brand built for Millennials and GenZ to take the pain out of peer-to-peer payments. We are bringing a better way to send, spend and save to anyone who has ever sought an alternative to the traditional banking system.
