CRM Manager

CRM Manager – Remote (India-Based)

About PlusMarkets:

PlusMarkets empowers skilled traders to monetize their abilities through fully monetized challenges and funded trading accounts—no personal capital required. The firm combines advanced technology, a disciplined performance framework, and comprehensive trader support to redefine the path to trading success.

Role Overview:

CRM Manager

Key Responsibilities:

• Develop and implement CRM strategies that foster trader engagement, retention, and satisfaction.
• Manage and enhance the customer journey—from onboarding to challenge completion and funded account conversion.
• Segment trader profiles and craft personalized messaging based on behavior and account status (e.g., challenge phase, funded trader, inactive).
• Execute multi-channel campaigns (emails, push, SMS, WhatsApp, in-app messages), considering channel effectiveness and trader preferences.
• Set up trigger-based campaigns (welcome flows, challenge reminders, milestone nudges, re-engagement workflows).
• Collaborate with marketing, product, support, and analytics teams to align CRM efforts with brand voice, product updates, and analytics insights.
• Use A/B testing and analytics to optimize messaging, engagement, and conversion rates.
• Maintain CRM platform integrity, campaign schedules, and accurate reporting on KPI metrics (e.g., open rate, conversion to funded, retention rate).
• Continuously audit campaign performance and iterate based on insights and trader feedback.
  

Qualifications:

• Experience:

  3–6 years in CRM, customer success, or lifecycle marketing—preferably in fintech, trading platforms, prop trading, or adjacent sectors.

• Technical Expertise:

  Proficient in CRM and marketing automation tools (e.g., HubSpot, CleverTap, MoEngage, Salesforce)—experience with fintech or trading platforms is a plus.

• Analytical Mindset:

  Skilled with customer segmentation, data analysis, and deriving actionable insights.

• Communication Skills:

  Strong across email, in-app, and chat channels—with an ability to humanize automated messaging.

• Execution:

  Experienced in launching, optimizing, and scaling CRM campaigns based on quantitative and qualitative feedback.

• Collaborative Approach:

  Able to work with cross-functional stakeholders effectively.

• Language Skills:

  Fluent in English; knowledge of Indian regional languages (like Hindi, Tamil, Telugu) is advantageous.

Nice-to-Have:

• Experience working in remote or distributed teams.
• Understanding of trader behavior, funded challenges, or trading client lifecycles.
• Familiarity with A/B testing tools and campaign measurement techniques.
• Previous involvement in CRM for retention, loyalty campaigns, or lifecycle optimization.

Benefits:

• Fully remote with location flexibility across India.
• Flexible working hours—designed for asynchronous collaboration across time zones.
• Opportunity to shape the trader experience in a mission-critical CRM function.
• Professional growth within a dynamic fintech/trading environment.