CRM Team Leader
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Key skills for this role
About the Role
TASC Outsourcing is looking for a CRM Team Leader to lead a team of CRM Specialists, develop CRM strategies, and oversee system configuration. Requires 3+ years CRM experience with 2+ years in leadership, preferably in Forex or financial services.
Key Skills for This Role
Responsibilities
- Lead, mentor, and develop a team of CRM Specialists ensuring high performance and KPI achievement.
- Manage workload distribution, training, coaching, and performance reviews.
- Develop and execute CRM strategies supporting customer retention, reactivation, and lifecycle management.
- Oversee CRM campaigns, client communication flows, and engagement initiatives.
- Oversee CRM system configuration, integrations, upgrades, and daily platform performance.
- Maintain strong data governance — accuracy, segmentation quality, and process compliance.
- Lead customer data analysis, behavioural insights, and campaign performance evaluation.
- Monitor and report CRM KPIs, retention metrics, and customer journey performance.
- Act as the primary CRM liaison across Sales, Marketing, Operations, Compliance, and Technology.
- Continuously review and standardise CRM workflows and operational processes.
Requirements
- Minimum 3+ years CRM experience with at least 2 years in a leadership or managerial role
- Experience within Forex, financial services, or a related industry strongly preferred
- Proven track record managing CRM teams and leading cross functional projects
- Strong knowledge of CRM systems, campaign management, customer segmentation, and data handling
- Advanced Microsoft Excel and MS Office proficiency; BI/reporting tools highly preferred
- Strong analytical, strategic thinking, and problem solving skills
- Excellent written and verbal English communication skills
- Ability to thrive in a fast paced, target driven environment
Full Job Posting
Key Responsibilities
- Lead, mentor, and develop a team of CRM Specialists ensuring high performance and KPI achievement.
- Manage workload distribution, training, coaching, and performance reviews.
- Build a results driven, collaborative, and accountable team culture.
- Develop and execute CRM strategies supporting customer retention, reactivation, and lifecycle management.
- Oversee CRM campaigns, client communication flows, and engagement initiatives.
- Align CRM activities with commercial targets and segmentation strategies.
- Oversee CRM system configuration, integrations, upgrades, and daily platform performance.
- Maintain strong data governance — accuracy, segmentation quality, and process compliance.
- Collaborate with technical teams and vendors to implement enhancements.
- Lead customer data analysis, behavioural insights, and campaign performance evaluation.
- Monitor and report CRM KPIs, retention metrics, and customer journey performance.
- Prepare actionable reports and strategic recommendations for senior management.
Requirements
- Minimum 3+ years CRM experience with at least 2 years in a leadership or managerial role.
- Experience within Forex, financial services, or a related industry strongly preferred.
- Proven track record managing CRM teams and leading cross functional projects.
- Strong knowledge of CRM systems, campaign management, customer segmentation, and data handling.
- Advanced Microsoft Excel and MS Office proficiency — BI/reporting tools highly preferred.
- Strong analytical, strategic thinking, and problem solving skills.
- Excellent written and verbal English communication skills.
- Ability to thrive in a fast paced, target driven environment.
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