CRM Analyst
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Key skills for this role
About the Role
The Talent Hunter is seeking a CRM Analyst to optimize trader lifecycle, sales funnels, and data infrastructure in Dubai. The role involves managing CRM data, automating workflows, integrating with trading platforms, and providing insights to boost trader acquisition and retention.
Key Skills for This Role
Responsibilities
- Build and maintain real time dashboards to track key performance metrics.
- Monitor critical KPIs including Customer Acquisition Cost (CAC), Lifetime Value (LTV), deposit frequency, and trading volumes.
- Segment the trader database to identify high value clients, inactive accounts, and churn risks.
- Generate actionable insights to improve sales pipeline conversion rates.
- Manage the configuration and maintenance of the company's CRM system.
- Coordinate with IT to integrate the CRM with trading platforms (e.g., MT4, MT5, cTrader).
- Oversee data synchronization across payment gateways, marketing tools, and live chat platforms.
- Troubleshoot system bugs and data discrepancies reported by front office teams.
- Map out automation workflows for lead nurturing, deposit reminders, and win back campaigns.
- Maintain the structures for Introducing Brokers (IBs) and affiliate commission tracking within the CRM.
- Collaborate with marketing to execute localized email and SMS retention strategies.
- Align CRM data capturing with global regulatory standards, including GDPR, AML, and regulatory guidelines.
Requirements
- 1+ years of experience as a CRM Analyst, Data Analyst, or Operations Specialist.
- Direct experience in Forex, CFDs, crypto, or fintech is heavily preferred.
- Proven expertise with platforms like Salesforce, HubSpot, or specialized broker solutions.
- Advanced proficiency in Microsoft Excel.
- Strong working knowledge of SQL and BI software (e.g., Tableau, Power BI).
- Understanding of retail trading concepts, including lots, spreads, margin calls, and affiliate networks.
- Exceptional problem solving skills, high attention to detail, and the ability to translate complex data into business strategies.
Full Job Posting
Overview
- We are seeking an analytical and data driven CRM Analyst to optimize our trader lifecycle, sales funnels, and data infrastructure.
- In this role, you will bridge the gap between business operations and technical solutions.
- You will manage customer relationship data, automate onboarding workflows, and integrate our CRM with core trading platforms.
- Your insights will directly boost trader acquisition, engagement, and retention.
Key Responsibilities
- Build and maintain real time dashboards to track key performance metrics.
- Monitor critical KPIs including Customer Acquisition Cost (CAC), Lifetime Value (LTV), deposit frequency, and trading volumes.
- Segment the trader database to identify high value clients, inactive accounts, and churn risks.
- Generate actionable insights to improve sales pipeline conversion rates.
- Manage the configuration and maintenance of the company's CRM system.
- Coordinate with IT to integrate the CRM with trading platforms (e.g., MT4, MT5, cTrader).
- Oversee data synchronization across payment gateways, marketing tools, and live chat platforms.
- Troubleshoot system bugs and data discrepancies reported by front office teams.
- Map out automation workflows for lead nurturing, deposit reminders, and win back campaigns.
- Maintain the structures for Introducing Brokers (IBs) and affiliate commission tracking within the CRM.
- Collaborate with marketing to execute localized email and SMS retention strategies.
- Align CRM data capturing with global regulatory standards, including GDPR, AML, and regulatory guidelines.
Qualifications & Skills
- Experience: 1+ years of experience as a CRM Analyst, Data Analyst, or Operations Specialist. Direct experience in Forex, CFDs, crypto, or fintech is heavily preferred.
- CRM Systems: Proven expertise with platforms like Salesforce, HubSpot, or specialized broker solutions.
- Technical Skills: Advanced proficiency in Microsoft Excel. Strong working knowledge of SQL and BI software (e.g., Tableau, Power BI).
- Industry Knowledge: Understanding of retail trading concepts, including lots, spreads, margin calls, and affiliate networks.
- Soft Skills: Exceptional problem solving skills, high attention to detail, and the ability to translate complex data into business strategies.
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