Senior CRM & Lifecycle Specialist - B2B
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Key skills for this role
About the Role
Tamara is seeking a Senior CRM & Lifecycle Specialist to own and optimize the B2B merchant lifecycle across Saudi Arabia and the UAE. The role involves improving conversion rates, driving product adoption and retention via personalized campaigns, and collaborating with Product, Data, Content, and Performance teams.
Key Skills for This Role
Responsibilities
- Design full funnel lifecycle journeys to convert leads, drive adoption of Tamara’s products, and ensure merchant retention
- Own conversion metrics across CRM stages (KYB In Progress, Qualified, Live, Transacting) and reduce drop off at each step
- Coordinate with the CRM agency to deploy journeys across different channels and optimize performance
- Collaborate with Product and Data teams to define and improve CRM events and triggers
- Maintain CRM data health and resolve issues like duplicate users, invalid events, or broken journeys
- Own segmentation criteria, lifecycle rules, and eligibility logic across the funnel and countries
- Run A/B tests on messaging, frequency, and touchpoints; define success metrics and build dashboards to monitor CRM performance
- Work with Product to introduce new CRM placements inside the Partner Portal and onboarding experience
Requirements
- 4+ years of experience in CRM, lifecycle marketing, or marketing automation (B2B, SaaS, fintech, or marketplaces preferred)
- Strong track record improving conversion rates and funnel velocity through CRM programs
- Experience managing CRM agencies
- Data driven mindset with working knowledge of UTM frameworks, segmentation, and marketing attribution
- Comfort working with technical teams on events, APIs, and CRM system logic
- Expertly configure and maintain advanced CRM logic using dynamic content, Liquid logic, webhooks, and connected content
- Experience with tools such as Braze & Salesforce
- Familiarity with HTML is a plus
Full Job Posting
About Us
- Tamara is the leading fintech platform in Saudi Arabia and the wider GCC region, serving millions of users in KSA, UAE and Kuwait.
- Tamara is Saudi’s first fintech unicorn, backed by Sanabil Investments, SNB Capital, Checkout.com, and others.
About The Role
- We’re looking for a Senior CRM & Lifecycle Specialist to own and optimize the B2B merchant lifecycle across Saudi Arabia and the UAE.
- This is a highly cross functional role collaborating closely with Product, Data, Content, and Performance teams.
What You’ll Do
- Design full funnel lifecycle journeys to convert leads, drive adoption, and ensure merchant retention.
- Own conversion metrics across CRM stages and reduce drop off at each step.
- Coordinate with the CRM agency to deploy journeys across channels and optimize performance.
- Collaborate with Product and Data teams to define and improve CRM events and triggers.
- Maintain CRM data health and resolve issues like duplicate users, invalid events, or broken journeys.
- Own segmentation criteria, lifecycle rules, and eligibility logic across the funnel and countries.
- Run A/B tests on messaging, frequency, and touchpoints; define success metrics and build dashboards.
- Work with Product to introduce new CRM placements inside the Partner Portal and onboarding experience.
Technical Capabilities
- Expertly configure and maintain advanced CRM logic using dynamic content, Liquid logic, webhooks, and connected content.
- Independently manage complex workflows, event integrations, CRM system configurations, and troubleshooting.
- Experience with tools such as Braze & Salesforce.
- Familiarity with HTML is a plus.
What You’ll Bring
- 4+ years of experience in CRM, lifecycle marketing, or marketing automation (B2B, SaaS, fintech, or marketplaces preferred).
- Strong track record improving conversion rates and funnel velocity through CRM programs.
- Experience managing CRM agencies.
- Data driven mindset with working knowledge of UTM frameworks, segmentation, and marketing attribution.
- Comfort working with technical teams on events, APIs, and CRM system logic.
Performance Metrics
- Funnel conversion improvements.
- Reduced lifecycle drop offs and increased velocity to first transaction.
- Uplift in transaction volumes due to CRM journeys.
- CRM data accuracy and reduced duplication/errors.
- Volume and learnings from lifecycle experiments.
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