Client Retention & CRM Manager - FX & CFDs industry - Malaysia
Client Retention & CRM Manager - FX & CFDs industry - Malaysia
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Salary Not Disclosed
1 Vacancy
Job Description
Were looking for a CRM & Trading Engagement Manager to enhance and drive the FX and CFDs trader this role you will spearhead targeted multi-channel campaigns leverage data-driven segmentation and partner closely with cross-functional teams to increase trader activation retention and ongoing engagement while ensuring all communications remain compliant and timely.
What will you do
Lifecycle Strategy & Optimization
- Develop and continuously refine the trader journey from initial lead through to loyal high-value client.
- Identify and tailor engagement approaches for key lifecycle phases including onboarding active trading dormancy and churn risk.
- Build detailed customer personas and journey maps informed by trading data and segment insights.
Campaign Planning & Execution
- Design and deploy personalized campaigns across channels such as email SMS push notifications and WhatsApp to drive trader activation retention and reactivation.
- Own the onboarding experience guiding traders smoothly from account setup through their first deposit and trades.
- Implement strategies to win back inactive or churned traders.
Data Analytics & Segmentation
- Utilize CRM and analytics data to segment traders by behavior geography and value tiers.
- Track and analyze campaign performance engagement rates and lifetime value metrics.
Marketing Technology & Automation
- Manage CRM and marketing automation platforms (Salesforce Braze HubSpot etc.) to deliver personalized timely and compliant communications.
- Conduct A/B testing and optimize campaign flows based on data insights.
Cross-Team Collaboration
- Collaborate with product compliance support and growth teams to ensure lifecycle communications are aligned with business priorities and platform updates.
- Integrate lifecycle marketing efforts with broader promotional campaigns and educational content.
What makes you a great fit
- Bachelors degree in Marketing Business Economics or related discipline
- 4 to 7 years of experience managing CRM lifecycle marketing or customer engagement ideally within brokerage fintech or digital platform environments
- Strong knowledge of trader psychology trading behavior and the FX/CFD lifecycle
- Proven ability to design and manage effective user journeys and retention programs
- Solid analytical skills with experience in segmentation and funnel analysis
- Proficiency with CRM and marketing automation tools such as Salesforce HubSpot or Braze
- Exceptional project management skills and a collaborative mindset
Preferred Experience
- Experience working in a regulated financial environment (e.g. ASIC FCA CySEC)
- Familiarity with trading platforms such as MT4 MT5 or proprietary apps
- Knowledge of email deliverability personalization logic and campaign metrics
- Ability to craft or adapt compelling messaging tailored to user personas and behaviors
What We Offer
- Strategic role within a fast-growing global brokerage with ambitious expansion plans
- Autonomy to lead and shape lifecycle and retention strategies
- Exposure to a high-volume high-growth digital business environment
- Competitive salary performance-based bonuses and opportunities for professional growth
Employment Type
Full Time
