We are looking for a data-driven CRM Manager to own and optimize client lifecycle management across our Forex trading platforms. This role is responsible for driving trader engagement, retention, and lifetime value through personalized, compliant, and performance-focused CRM strategies. The ideal candidate has strong experience in financial services or online trading, understands trader behavior, and can translate data into impactful CRM campaigns.
Key Responsibilities
Own and execute the CRM strategy across the full customer lifecycle (onboarding, activation, retention, reactivation).
Design and manage segmented, personalized campaigns via email, push notifications, SMS, and in-platform messaging.
Work closely with Marketing, Sales, Retention, and Product teams to align CRM initiatives with business goals.
Analyze trader behavior (deposit patterns, trading activity, churn signals) and build automated journeys based on insights.
Optimize bonuses, promotions, and loyalty programs in line with regulatory requirements.
Monitor and improve key KPIs: retention rate, reactivation rate, churn, LTV, conversion from demo to live.
Ensure all CRM communications are compliant with financial regulations, brand guidelines, and local market rules.
Manage CRM tools and platforms (e.g. Salesforce, HubSpot, Braze, CleverTap, or proprietary systems).
Conduct A/B testing and continuously improve messaging, timing, and channel mix.
Maintain accurate CRM data, ensuring proper tagging, segmentation, and GDPR compliance.
Requirements
3+ years of experience in CRM, lifecycle marketing, or retention, preferably in Forex, CFD, crypto, or fintech.
Strong understanding of Forex trading concepts, trader behavior, and bonus structures.
Hands-on experience with CRM platforms and marketing automation tools.
Solid analytical skills and experience working with data dashboards and reports.
Experience with multi-market, multi-language CRM campaigns is a strong advantage.
Knowledge of compliance and regulatory constraints in financial services.
Strong communication skills and ability to collaborate cross-functionally.
Highly organized, proactive, and performance-oriented mindset.
Nice to Have
Experience working with regulated brokers.
SQL or advanced analytics skills.
Background in retention or client success teams.
Familiarity with affiliate-driven acquisition funnels.
TradingSpear is operated under Spear Capital LTD, a fully licensed and regulated entity dedicated to providing a secure, transparent, and compliant trading environment. Our commitment to regulatory standards ensures that all trading activities and client funds are managed with the highest level of integrity and oversight.
