RETENTION AGENT

1. Retention Agent Santo Domingo Dominican Republic Role summary Maximize client lifetime value and trading activity for FX/CFD/crypto clients through proactive CRM VIP servicing and reactivation strategies within a regulated brokerage.

Key responsibilities

• Proactively engage dormant/high-potential traders with tailored offers market insights and educational support.
• Manage VIP relationships personalized outreach and lifecycle campaigns; optimize bonus allocation within compliance limits.
• Monitor trading behavior margin/counterparty risk signals and report AML/SG concerns to compliance.
• Track retention KPIs (reactivation volume client value) and provide insights to product/marketing.

Qualifications

• 14 years in retention/CRM or VIP management at a brokerage (FX/CFD/crypto) or trading platform.
• Fluent Spanish or Portuguese; good English.
• Strong understanding of trading products margin leverage and compliance boundaries.
• Analytical excellent communicator experienced with CRM/BI tools.

Compensation & benefits

• Base salary performance/bonus based on retention and trading metrics.
• Travel ticket allowance: $200.
• Rent support: $450/month for 3 months.
• Local statutory benefits and professional development.